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Raisman CPA

(6)

Tax Services, Services For Individuals, Business Services

“Have had the pleasure and privilege of working with Raisman CPA since the late 1970's directly with Myron Raisman and after he retired, with Connie Ryan; and have been with them ever since.....”

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Eghrari Wealth Training Law Firm

(9)

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“Eghrari's services are not once and done, he establishes a relationship with his clients to help them with the events that we almost face, his services make these times more manageable.”

Featured

Should I Tell My Loved Ones the Details of My Estate Plan? Once you have your estate plan finished, you may start thinking about sharing – or not sharing — the details of that plan with your loved ones. It is a very personal decision and there is no “right” or “wrong” way to look at the issue. There are, however, advantages and disadvantages to both choices. A Long Island estate planning attorney at Eghrari Wealth Training Firm discusses whether to discuss the details of your estate plan or keep them private.

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Nick J. Giannitsas CPA

(1)

“NICK is awsome, we actually miss our in person appointment with him, he is efficient and always provides excellent service.”

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Louis A. Soriano CFP - Navigator Financial

(3)

“And always looking for your best interest!!!”

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Quest Capital Management

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Arcadia Wealth Management

“As a wealth management firm in New York, our initial discovery meeting is complimentary and gives us the opportunity to provide information and resources about who we are and what we do, so that you can make an informed decision about who you choose ...”

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Cashdiscountprogram

Ecommerce Payment Processing, B2B Payment Solutions, Mobile Payment Processing

“With these programs, credit card processing costs are eliminated and therefore help businesses increase net income every time a merchant accepts purchases from customers paying with credit or debit cards. In the past, when setting up a merchant accou...”

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FDM Wealth Management

Insurance, Financial Planning, Investments

“With something as personal as your finances, it's important to work with an advisor you trust and with whom you want to work for the long-term. After all, building a financial plan is not a one-time event; it is an ongoing process that requires adjus...”

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Main Street Financial Group

“One of our experienced financial advisors will walk with you through each step of a strategic processdesigned to achieve your goals and our mission—to develop and apply your personalized, well-diversified, actionable financial plan. Through an ongoin...”

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Raymond B. Borsella & Co. CPA

“Take a look at our Graphic Intro page. Raymond B Borsella & Co, CPA is a full service tax, accounting and business consulting firm located in Nesconset, NY.”

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Kyle F. Lester, CPA

(25)

Tax Services, Services For Individuals, Business Services

“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.”

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Total Solutions Financing

(30)

Family
Company
SBA

“However, Keith not only understands how to navigate these complex waters he also is masterful at communicating this information to you in a way that any layman can comprehend it.”

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Q-Rise Tax + Accounting & Business Services

(10)

Financial Statements, Business Tax Returns, Business Valuations

“Very professional”

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Ambrosio & Bellotti, Cpas

(2)

Buy Quickbooks and Save, Elder Care, IRS Levies

“I have been using Ambrosio and Bellotti for as long as I can remember and I can't say enough good things about them!”

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Cerini & Associates

(7)

Tax & Business Advisory, Accounting & Auditing, Consulting

“Ken and his associates are extremely knowledgeable in the SED Preschool Special Education world and are always very willing to share information across the state.”

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Physician Financial Services

(2)

Employee Benefits, College Funding, Disability Insurance

“Lawrence Keller asked specific questions and quickly determined that the best option for me was not one he could PERSONALLY provide.”

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Herman P Ortiz CPA

(17)

Tax Services, Services For Individuals, Business Services

“They've done an excellent job, are readily available whenever I have questions and offer advice and solutions to benefit myself and business, that I otherwise wouldn't know.”

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GUY A. Finocchiaro, CPA

(20)

Tax Return
Call
Job

“He is incredibly knowledgeable, uses a secure portal for advanced security, and is very responsive to emails and telephone calls which was most important to me.”

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Edwin Casanova, CPA

(23)

For Small Businesses, Tax Services, For Individuals

“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.”

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Broadridge Financial Solutions

(5)

Consumer Finance, Asset Management, Wealth Management

“Fantastic place to work...”

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John Lepore, CPA

(17)

“John has helped make my business a huge success by showing me how to organize our business records and showed me how important it is to keep daily records in an effort to constantly monitor where we stand in order to keep increasing our income.”

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Investment Insight Wealth Management

Financial Planning, Investment Management, Retirement Planning

“"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...”

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Rost & Company, Cpas

(6)

Tax Services, Services For Individuals, Business Services

“I will recommend this company to my friends and family.”

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Joseph M Schwan CPA

(10)

Team

“I would definitely recommend them and all their services they provide!”

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Average Cost	$3547
Minimum cost	$1183
Maximum cost	$10049
Avg Per Hour Rates	$355

Best Financial Advisors in Smithtown, NY

The highest-rated Financial Planning & Wealth Management companies out of 114 vetted & reviewed in the Smithtown area.

Raisman CPA

Eghrari Wealth Training Law Firm

Nick J. Giannitsas CPA

Louis A. Soriano CFP - Navigator Financial

Quest Capital Management

Arcadia Wealth Management

Cashdiscountprogram

FDM Wealth Management

Main Street Financial Group

Raymond B. Borsella & Co. CPA

Kyle F. Lester, CPA

Total Solutions Financing

Q-Rise Tax + Accounting & Business Services

Ambrosio & Bellotti, Cpas

Cerini & Associates

Physician Financial Services

Herman P Ortiz CPA

GUY A. Finocchiaro, CPA

Edwin Casanova, CPA

Broadridge Financial Solutions

John Lepore, CPA

Investment Insight Wealth Management

Rost & Company, Cpas

Joseph M Schwan CPA

Retirement Planning and Investment Management Services in Smithtown, NY Cost Estimates

Why these companies made our list

Wealth Management Advisors near Smithtown

Popular in Smithtown