Best Financial Advisors in Islip, NY

The highest-rated Financial Planning & Wealth Management companies out of 168 vetted & reviewed in the Islip area.

Don Coley & Associates

Don Coley & Associates

(1)
Tax Planning, In-House Attorney, Business Tax
“Excellent people-oriented service!”
In Business Since 2020
372 Islip Ave, Islip, NY
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James P Phelan CPA

James P Phelan CPA

(1)
Quickbooks Services, Personal Financial Planning, Payroll Services
“Everyone here is friendly and they care about serving their customers.”
Remote Consultations Available
In Business Since 2004
167 E Main St, East Islip, NY 11730
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Comprehensive Financial

Comprehensive Financial

(8)
  • Investment
  • Family
“They have supported our firm through benefit plan changes, retirement plan conversions, and management changes -- always supportive, competent and efficient -- helping us reach our goals.”
In Business Since 1999
86 Carleton Ave, East Islip, NY 11730
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MCM Tax Services

MCM Tax Services

“We are a full-service Accounting firm licensed in NY. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.”
Transparent Fees & Pricing
In Business Since 1994
8 Greenwood Ave #1, East Islip, NY 11730
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Kyle F. Lester, CPA

Kyle F. Lester, CPA

(25)
Quickbooks Services, Business Services, Services For Individuals
“Putting the effort into finding a legal and tax expert who could make the process easy for me, answer my questions, and help me understand things, was a much smarter investment of my time and money than utilizing an online service.”
Offers Financing Options
Emergency Services
In Business Since 2006
Free Initial Consultation
Serving Islip Area
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Q-Rise Tax + Accounting & Business Services

Q-Rise Tax + Accounting & Business Services

(10)
Sales Tax, IRS Tax Problem Resolution, Individual Tax Returns
“If you need taxes done-- by the top firm on long island---here it is------”
Accepts Cash, Check, All Major Credit Cards
In Business Since 2017
Coupons & Offers
Serving Islip Area
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Total Solutions Financing

Total Solutions Financing

(30)
  • Team
  • Communication
  • Funding
“Howel Fesq was on top of things from the beginning with the SBA for my company and very knowlegeable and helpful, I could not have got it done with out Howels professional help”
Offers Financing Options
In Business Since 2021
Family Business
310 New York Ave, Huntington, NY
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Ambrosio & Bellotti, Cpas

Ambrosio & Bellotti, Cpas

(2)
IRS Audit Representation, Small Business Accounting, IRS Payment Plan
“Very attentive to details and they always go above and beyond!”
Offers Financing Options
Licensed, BBB Rating: A
In Business Since 2007
Transparent Fees & Pricing
Serving Islip Area
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Cerini & Associates

Cerini & Associates

(7)
Consulting, Accounting & Auditing, Tax & Business Advisory
“Not only have they been exemplary in their full-service accounting, but Ken has always gone above and beyond to assist us with all aspects of our business.”
Licensed, BBB Rating: A+
In Business Since 1996
Accepts All Major Credit Cards
Serving Islip Area
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Physician Financial Services

Physician Financial Services

(2)
Life Insurance, Disability Insurance, College Funding
“I have recommended him to many other doctors who have all been more than satisfied with his services.”
Offers Financing Options
Licensed, BBB Rating: A+
In Business Since 1992
Transparent Fees & Pricing
Serving Islip Area
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Herman P Ortiz CPA

Herman P Ortiz CPA

(17)
Specialty Tax Services, Business Services, Services For Individuals
“I own a small business and the professionals within this company are experts in all matters of planning, strategy and consulting of business finance and accounting.”
Transparent Fees & Pricing
In Business Since 2016
Offers Financing Options
Serving Islip Area
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GUY A. Finocchiaro, CPA

GUY A. Finocchiaro, CPA

(20)
  • Questions
  • Emails
  • Call
“Finocchiaro is extremely knowledgeable and stays updated on the latest Tax Laws to make sure we are fully compliant and doing everything according to code.”
Transparent Fees & Pricing
In Business Since 2010
Free Initial Consultation
Serving Islip Area
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Edwin Casanova, CPA

Edwin Casanova, CPA

(23)
Tax Problem Resolution, For Individuals, Tax Services
“Even when my husband and I stare at him with a glazed look of confusion over our faces, he's able to explain what he's doing or what needs to be done in a way that we can understand.”
In Business Since 2015
Serving Islip Area
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Broadridge Financial Solutions

Broadridge Financial Solutions

(5)
Insurance, Capital Markets and Banking, Asset Management
“Great place to work”
Emergency Services
In Business Since 2004
Remote Consultations Available
1155 Long Island Ave, Brentwood, NY
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Investment Insight Wealth Management

Investment Insight Wealth Management

College Planning, Retirement Planning, Investment Management
“"Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and hon...”
Accepts Check, Debit
In Business Since 2014
Coupons & Offers
Serving Islip Area
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Raisman CPA

Raisman CPA

(6)
Quickbooks Services, Business Services, Services For Individuals
“I have this respect for Al and the firm because no matter what comes up requiring their services, I know it will be handled proffessionally and thoroughly.”
Free Initial Consultation
Accepts All Major Credit Cards
In Business Since 2020
Transparent Fees & Pricing
996 W Jericho Turnpike 2nd Floor, Smithtown, NY
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Joseph M Schwan CPA

Joseph M Schwan CPA

(10)
  • Team
“My wife and I always feel very comfortable at the office and are always taken care of in a very professional and timely manner.”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2005
Offers Financing Options
Serving Islip Area
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Rost & Company, Cpas

Rost & Company, Cpas

(6)
Peer Review Preparation & Remediation, Business Services, Services For Individuals
“This firm is extremely knowledgeable and efficient.”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2017
Offers Financing Options
Serving Islip Area
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LG Planning Group

LG Planning Group

(22)
  • Business
  • Policy
  • Company
“Over the last several years, LG planning group has helped us find the best Professional Employment Organization (PEO) to manage our benefits, HR, and payroll services.”
In Business Since 2018
Serving Islip Area
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Support HQ

Support HQ

(6)
Services For Quickbooks, Business Services, Services For Individuals
“He was communicative throughout the entire process and got our taxes done quick!”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2017
Offers Financing Options
Serving Islip Area
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William Carpenter CPA

William Carpenter CPA

(8)
Financial Planning, Business Tax Returns, Tax Planning
“I have been using him for over 25 years both for my personnel and business needs and I find him honest, hard working and very up on all the new laws and mandates .”
Licensed
In Business Since 2001
Serving Islip Area
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Heritage Financial Advisory Group

Heritage Financial Advisory Group

(18)
Retirement Income Solutions, Strategic Money Management, Financial Life Planning
“I referred them to Lou at Heritage Financial who did an excellent job in guiding the clients into investment vehicles that were appropriate for their specific needs.”
In Business Since 2016
Serving Islip Area
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Long Island Center For Divorce Mediation

Long Island Center For Divorce Mediation

(11)
Spousal Support, Child Support Mediation, Child Custody
“Kramer is an amazing therapist , she listens first and then offers her thoughts in a resolution , with her many years of experience , she just has a way of making things very positive.”
Accepts Check, Debit, All Major Credit Cards, Paypal
In Business Since 2000
75 Prospect St Suite 103, Huntington, NY
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Edward Helm CPA

Edward Helm CPA

(13)
Outsourced Accounting & Bookkeeping, Incorporation and New Business Advisory, Small Business Accounting
“It is nice to know there is a reliable source that takes a personal interest in my finances and has provided useful recommendations and tips on investment options that would suit my needs.”
Free Initial Consultation
In Business Since 1987
Serving Islip Area
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Retirement Planning and Investment Management Services in Islip, NY Cost Estimates

Minimum cost
$1234
Maximum cost
$10489
National Average
$3702
Avg Per Hour Rates
$371
$2468
$6787
Average price range is based on 293 cost profiles
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Average Cost $3702
Minimum cost $1234
Maximum cost $10489
Avg Per Hour Rates $371

Average range $2468 to $6787 is based on 293 cost profiles.

Why these companies made our list

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