Best Financial Advisors near Babylon, NY

We have 4 firms in Babylon on file; 3 of them are on this list, along with 21 from towns including Melville (5, 7 mi), Smithtown (2, 14 mi) and Lindenhurst (1, 2 mi).

2 open 24/7 · 8 open weekends · 20 rated 4.5+

Data verified October 18, 2026

Nicholas Jackman CPA

Nicholas Jackman CPA

“When choosing a New York Metropolitan area CPA firm, it's important to choose one with an impeccable reputation for service, honesty, and professionalism. We're proud to say that Nicholas Jackman CPA, P.C. is that firm.”
In Business Since 2018
Offers Financing Options
39 Springwood Dr, North Babylon, NY
i
Breit Group

Breit Group

(5)
  • Team
“He has been so helpful with starting me off in my new job, figuring out what exactly to take with my company and plan for my future.”
60 Little East Neck Rd #2504, Babylon, NY
i
Bristol Pay

Bristol Pay

“Get access to the PayTech that revolutionizes your operations, fosters loyal customers, and energizes growth. With Bristol Pay, you benefit from almost 30 years of expertise in the payments technology world, as well as a solid track record of busines...”
In Business Since 2016
110 Cooper St #429, Babylon, NY
i
The CLP Group

The CLP Group

“The CLP Group, LLC is a national consultancy firm serving equipment manufacturers and distributors in diverse industries. We are committed to using core financial selling techniques, creativity and industry experience to help equipment manufacturers ...”
In Business Since 2006
124 E Main St #202, Babylon, NY
i
Total Solutions Financing

Total Solutions Financing

(46)
  • Funding
  • Future
  • Communication
“He was a pleasure to work with he always touched base with me on a regular basis and we never felt like we were in the dark throughout our SBA process.”
In Business Since 2021
Offers Financing Options
Free Initial Consultation
310 New York Ave, Huntington, NY
i
Rogg & Kejriwal

Rogg & Kejriwal

(48)
  • Team
  • Company
  • Responsive
“I have been filing my taxes for the past 3 year and there team were extremely helpful in assisting with filing my taxes specially the accountant ALAMGIR.”
In Business Since 2014
Transparent Fees & Pricing
Offers Financing Options
Serving Babylon Area
i

The 24 firms listed for Babylon, NY provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Babylon, NY

21 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 890 reviews; 7 have 50 or more reviews and 20 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (96%), responsiveness (81%) and quality (63%). The topics that come up most in reviews of the firms on this page are "efficient", "communication" and "knowledge". 2 are open around the clock; 8 are open on Saturdays and 4 on Sundays. The services the firms on this page list most often on their websites are tax services (8), services for individuals (7), business services (6), quickbooks services (4) and industries (3). 3 have a BBB rating of A or A+. Domain records put 14 websites of the firms on this page at ten or more years old; the oldest dates from 1995. 2 offer urgent consultations; 10 offer payment plans and 8 offer a free initial consultation. We have a website on file for 23 of the firms on this page; 22 publish a contact page; 17 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Why are financial advisers outside Babylon listed here?

3 of the 24 firms are located in Babylon. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

Lindenhurst CPA

Lindenhurst CPA

(43)
  • Questions
  • Interactions
  • Prep
“And if I would recommend anyone for this job I am telling you wholeheartedly and let Christ be my witness that he would be the answer you would want to seek for any tax related purposes”
In Business Since 2021
Free Initial Consultation
Transparent Fees & Pricing
Remote Consultations Available
Serving Babylon Area
i
Edwin Casanova, CPA

Edwin Casanova, CPA

(46)
  • Questions
  • Small Business
  • Understanding
“He remains consistently up to date with the ever-changing landscape of tax regulations, ensuring that his clients receive the most accurate and beneficial advice.”
In Business Since 2015
Serving Babylon Area
i
Kyle F. Lester, CPA

Kyle F. Lester, CPA

(28)
  • Advisor
  • Questions
  • Knows
“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.”
In Business Since 2006
Offers Financing Options
Emergency Services
Free Initial Consultation
Serving Babylon Area
i
Russo Law Group

Russo Law Group

(50)
  • Questions
  • Needs
  • Estate Planning
“Tom was thorough and took time to explain options and possible outcomes, while always listening to our needs and making recommendations based on our interests.”
In Business Since 2006
Remote Consultations Available
Serving Babylon Area
i
Weintraub, Traub, Tracy & Virk Cpas

Weintraub, Traub, Tracy & Virk Cpas

(39)
  • Questions
  • Efficient
  • Job
“We always filed early in the tax year except this year and we met with him last minute with a few days to spare and he not only fit us in but he filed for us before the July 15th deadline.”
In Business Since 1992
Free Initial Consultation
Transparent Fees & Pricing
Offers Financing Options
37 E Main St, Oyster Bay, NY
i
SMG ABA

SMG ABA

(50)
  • Team
  • Hospitality
  • Management
“Smg has been a rock for our restaurants, excellent in depth monthly reports give us a clear picture of how we are doing and if we need to make any changes, they helped us navigate government programs and handle all our tax and payroll needs, they are...”
In Business Since 2021
Serving Babylon Area
i
Planning Financial Futures

Planning Financial Futures

(44)
  • Questions
  • Partnership
  • Advice
“I had an inheritance after a member of my family passed away and i live in Europe and was completely out of touch with the American system, Jeffery was able to advise me on everything i needed to do and the speed of him solving problems and getting t...”
In Business Since 2002
Serving Babylon Area
i
Tait's Tax Service INC

Tait's Tax Service INC

(34)
  • Questions
  • The Future
  • Accountant
“Got recommended by a friend to go here and I scheduled an appointment during a weekday, As soon as I walked in, i was greeted by a young man name nick, then we sat in his office and he started working on my files immediately, I was very impressed how...”
In Business Since 2019
Serving Babylon Area
i
Premier Financial Network

Premier Financial Network

(24)
  • Health Insurance
  • Investments
  • Financial Planning
“If you are Looking for someone extremely trustworthy to deal with any of your financial matters like life insurance, health insurance, investments & purchaseing or selling a home N Ick Larrobino is the person to reach out to.”
In Business Since 2022
Remote Consultations Available
Free Initial Consultation
545 E Jericho Turnpike, Huntington Station, NY
i
Herman P Ortiz CPA

Herman P Ortiz CPA

(26)
  • Efficient
  • Tax Returns
  • Informative
“It's so great to speak with an accountant who has stellar customer service skills, explains accounting terminology/ restrictions in an easy-to-understand way, and tries very hard to understand my business and personal concerns.”
In Business Since 2016
Transparent Fees & Pricing
Offers Financing Options
Serving Babylon Area
i
Fine & Clear Tax Solutions

Fine & Clear Tax Solutions

(27)
  • Call
  • Emails
  • Letter
“While I have not personally worked with Guy, I have referred him numerous times for the following reasons: he has great "buzz" from the raving fans that work with him, he is generous with his time and expertise when he is asked a question, he keeps ...”
17+ Years Experience
Free Initial Consultation
Serving Babylon Area
i
Registered Social Security Analysts - Rssa

Registered Social Security Analysts - Rssa

(35)
  • Questions
  • Decisions
  • Information
“Melissa did a marvelous job uncovering critical path options that I was totally unaware of, as well as the categorizations of spousal and child benefits, and the optimal times when claims should be initiated - all extremely essential if you have a sp...”
In Business Since 2000
Emergency Services
Serving Babylon Area
i
Gurparsad

Gurparsad

(19)
  • Questions
  • Season
  • Knowledge
“If you're a person who is looking for someone with knowledge, experience and just want to have a good and easy process during tax season, Darshan is the guy you need to see.”
In Business Since 2022
Free Initial Consultation
Transparent Fees & Pricing
Offers Financing Options
Serving Babylon Area
i
Ambrosio & Bellotti, Cpas

Ambrosio & Bellotti, Cpas

(2)
“I have been using Ambrosio and Bellotti for as long as I can remember and I can't say enough good things about them!”
In Business Since 2007
Offers Financing Options
BBB Rating: A
Transparent Fees & Pricing
Serving Babylon Area
i
John Lepore, CPA

John Lepore, CPA

(25)
  • Small Business
  • Tax Return
  • Questions
“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.”
In Business Since 2014
Transparent Fees & Pricing
Offers Financing Options
Serving Babylon Area
i
Ernest D Loewenwarter & Co

Ernest D Loewenwarter & Co

(1)
“Hands down the most honorable, knowledgeable, kind, and hardworking accountants that I have ever had the pleasure of working with.”
In Business Since 1943
Transparent Fees & Pricing
BBB Rating: A+
Offers Financing Options
Serving Babylon Area
i
Cerini & Associates

Cerini & Associates

(8)
“My questions are answered, my phone calls and e-mails are returned, they're there whenever I need them and I'm treated with dignity and respect; something that tends to get lost these days in all the rush and multi-tasking we're all trying to do.”
In Business Since 1993
BBB Rating: A+
Accepts All Major Credit Cards
Serving Babylon Area
i
Raisman CPA

Raisman CPA

(14)
  • Generations
“I've been working with Raisman CPA for decades - Al & Cheryl are my go-to CP As for all my business needs and I've only heard great things from all the clients I referred to them over the years.”
In Business Since 2020
Transparent Fees & Pricing
Free Initial Consultation
996 W Jericho Turnpike 2nd Floor, Smithtown, NY
i

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

Minimum cost
$1220
Maximum cost
$10368
National Average
$3660
Avg Per Hour Rates
$366
$2440
$6709
Fair price range is based on 439 cost profiles
Click to copy
Successfully copied!
Average Cost $3660
Minimum cost $1220
Maximum cost $10368
Avg Per Hour Rates $366

Fair range $2440 to $6709 is based on 439 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top