Smithtown, NY

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Best Financial Advisors in Smithtown, NY

The highest-rated Financial Planning & Wealth Management firms out of 330 vetted & reviewed in the Smithtown area.

Capital Financial Planning

Capital Financial Planning

(1)
Retirement Planning, Accumulation, Taxation
“I felt very comfortable and Grateful to have them in my corner.”
Accepts All Major Credit Cards
In Business Since 1988
50 NY-111, Smithtown, NY
i
Louis A. Soriano CFP - Navigator Financial

Louis A. Soriano CFP - Navigator Financial

(3)
“Louis is the utmost professional and did a fast and efficient job on our taxes when our prior tax professional left us in disarray.”
In Business Since 2005
308 W Main St #206, Smithtown, NY
i
GS Garritano & Associates

GS Garritano & Associates

(7)
Diamond CFO, À LA Carte
“I don't worry about being family because everyone who walks through these doors is family and is treated with the upmost professionalism and greatest team of problem solvers.”
Above Average Price Tag
In Business Since 2011
Serving Smithtown Area
i
Hassett Tax & Financial Services

Hassett Tax & Financial Services

(2)
Paula Barba, Steven Gimeli, Nicole Kane
“He took care of my Dad for many years before he passed away.”
In Business Since 2008
Serving Smithtown Area
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Christopher J. Vargas, Financial Planner, Lutcf

Christopher J. Vargas, Financial Planner, Lutcf

(2)
“I've had a lot of questions regarding insurance and he was able to point me in the right direction.”
Below Average Price Tag
In Business Since 2016
Serving Smithtown Area
i
Belli Monaco

Belli Monaco

(1)
“My books were a mess until i contacted Belli Monaco Inc and they brought a year of expenses too the light in less than a week.”
Average Price Tag
In Business Since 1989
Serving Smithtown Area
i
Main Street Financial Group

Main Street Financial Group

(1)
“Fast, helpful and efficient.”
Accepts All Major Credit Cards
In Business Since 2004
Serving Smithtown Area
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Saxe Daniel N

Saxe Daniel N

(3)
“Very professional office staff.”
In Business Since 2011
Serving Smithtown Area
i
Fortitude Investment Group

Fortitude Investment Group

(6)
Estate Conservation, Retirement Planning Strategies, College Savings Plans
“Roy is very helpful in setting up an account.”
Accepts All Major Credit Cards
In Business Since 2010
Free Initial Consultation
Serving Smithtown Area
i
National CD Rateline

National CD Rateline

(2)
“I have received some of the highest rates and all of my investments are secure; I like the maturity graph and reports - they have been useful for my board packets.”
In Business Since 1997
Serving Smithtown Area
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Neco Alliance

Neco Alliance

(1)
“Sales person for appliances never had an issue with NECO before very easy to understand and whenever there is an issue it is very easy to fix can't thank them enough for their work.”
Serving Smithtown Area
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Broadridge Financial Solutions

Broadridge Financial Solutions

(5)
Wealth Management, Capital Markets and Banking, Insurance
“Seems like a good place to work.”
Emergency Services
In Business Since 2004
Remote Consultations Available
1155 Long Island Ave, Brentwood, NY
i
Gibney Solutions

Gibney Solutions

(18)
  • Scholarships
  • Team
  • Plan
“The list includes developing college selection criteria, locating applicable scholarships, targeting and evaluating internship opportunities, resume writing, interviewing skills, and counsel for career changing!”
Free Initial Consultation
In Business Since 2019
Serving Smithtown Area
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Retirement Planning and Investment Management Services Estimated Cost in Smithtown, NY 2022

Minimum cost
$1030
Maximum cost
$8755
National Average
$3090
Avg Per Hour Rates
$309
$2060
$5665
Fair price range based on 182 cost profiles
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Average Cost $3090
Minimum cost $1030
Maximum cost $8755
Avg Per Hour Rates $309

Typical range $2060 to $5665 is based on 182 cost profiles.

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