Lindenhurst CPA
“I've been using their services for 2 years now and I'm very happy with their professionalism, rapid response, and guidance in the process.”
Best Financial Advisors near Babylon, NY
We have one firm in Babylon on file, but only the highest-rated make our list, and it did not make it; the 15 here come from towns including Melville (7, 7 mi), Hauppauge (3, 10 mi) and Jericho (2, 12 mi).
1 open 24/7 · 4 open weekends · 12 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
Planning Financial Futures
“Not only is Jeff concerned about my financial status but he also cares about me as a person.”
Premier Financial Network
“He always made time to speak with me, provide updates on my accounts, and walk me through any and all questions I have.”
Opal Wealth Advisors
“They are a great resource in terms of financial advice and planning.”
Attitude Financial Advisors
“They've been able to put my life at ease (and prevent some difficult moments with my partner).”
Registered Social Security Analysts - Rssa
“I need to get information on my SS benefits, I did a 20 minute consultation and the consultant (Norm) was absolutely terrific.”
The 15 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
The 15 firms on this page are rated from 4.0 to 5.0 across 532 reviews; 2 have 50 or more reviews and 12 are rated 4.5 or higher. 1 is open around the clock; 4 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are financial planning (3), irs audit representation (2), small business accounting (2), tax planning (2) and tax preparation (2). 1 shows a license on its website and 2 have a BBB rating of A or A+. Domain records put 10 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 1 offers urgent consultations; 1 offers payment plans; 3 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 15 of the firms on this page; all 15 publish a contact page; 9 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.
Do firms listed for Babylon take financial planning bookings online?
3 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Ambrosio & Bellotti, Cpas
“I have been using Ambrosio and Bellotti for as long as I can remember and I can't say enough good things about them!”
United Financial Planning Group
“Gerry and Petr took the time to understand my situation and not only prepare my taxes but prepare me for the following year when my job situation was changing.”
Book onlineBook
Savant Wealth Management
“I trust this team's financial knowledge and integrity, which has given me great peace of mind.”
Hyton Accounting & Consulting
“We have had some complicated taxes over the years which she has handled seamlessly and without complain.”
Magii Inc.
“ALWAYS available, providing personalized investment solutions while securing answers to unique questions, asap!”
Palmetto, Mollo, Molinaro & Passarello
“They are knowledgeable and always available when you need them.”
Weisman & Co., Cpa's
“I have been using the services of Lanny, over 23 for my personal returns and 11 years for my business, can't say enough good things about him and his staff.”
Justin Ponella of Dipaola Financial Group
“He is thoughtful, caring and an all around great person which makes the life insurance application and financial management processes actually enjoyable.”
Herold & Lantern Investments
“My two brothers and I are now active with the services and are extremely pleased with Alex Plantonov our prime adviser.”
Why these companies made our list
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