Best Financial Advisors in Babylon, NY

The highest-rated Financial Planning & Wealth Management companies out of 171 vetted & reviewed in the Babylon area.

Laufer

Laufer

(1)
“Very professional and treatise like I have a large company.”
In Business Since 2018
Transparent Fees & Pricing
Free Initial Consultation
406 Deer Pk Ave, Babylon, NY
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Nicholas Jackman CPA

Nicholas Jackman CPA

Tax Services, Quickbooks Services, Services For Individuals
“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
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Breit Group

Breit Group

(6)
  • 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 E Neck Rd #2504, Babylon, NY
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Bristol Pay

Bristol Pay

“Since our inception, Bristol Pay has focused exclusively on creating innovative payment solutions for commercial printers. Our team has over 60 years of combined payments experience.”
In Business Since 2016
110 Cooper St #429, Babylon, NY
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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 Suite 202, Babylon, NY
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Joseph Defino, CPA

Joseph Defino, CPA

(3)
“Highly professional and detailed accounting services with a friendly and personal touch.”
In Business Since 1986
Transparent Fees & Pricing
Offers Financing Options
Serving Babylon Area
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Kyle F. Lester, CPA

Kyle F. Lester, CPA

(25)
Services For Individuals, Quickbooks Services, 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.”
In Business Since 2006
Offers Financing Options
Emergency Services
Free Initial Consultation
Serving Babylon Area
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Q-Rise Tax + Accounting & Business Services

Q-Rise Tax + Accounting & Business Services

(10)
Go to Main Services Page, Tax Planning, Bookkeeping
“Very knowledgeable, professional and helpful for all your personal and business needs.”
In Business Since 2017
Accepts Cash, Check, All Major Credit Cards
Coupons & Offers
Serving Babylon Area
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Total Solutions Financing

Total Solutions Financing

(30)
  • SBA
  • Pleasure
  • Team
“Been Working with Brittany For Awhile, they really treat you like family and a priority, I have deal with other lending companies that are only after the commission on there end, and push you towards bad deals.”
In Business Since 2021
Offers Financing Options
Family Business
310 New York Ave, Huntington, NY
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Rogg & Kejriwal

Rogg & Kejriwal

(29)
New Business Formation, Financial Statement Drafting, Financial Planning, Including Retirement and Estate Planning
“Talking about the Rogg & Kejriwal team is very special to me because these group of top-of-the-line professionals have taken care of all the needs my business has had with the IRS, The NYS Department of Taxation and The NYC Department of Finance sinc...”
In Business Since 2014
Transparent Fees & Pricing
Offers Financing Options
Serving Babylon Area
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Libock & Associates

Libock & Associates

(8)
Services For Individuals, Services For Quickbooks, Industries
“1099 filing, accounting, bookkeeping, business budgeting and forecasting, financial planning, payroll, personal tax, Quickbooks setup and consulting, small business tax, tax advice, tax planning and tax preparation”
In Business Since 2009
Offers Financing Options
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Serving Babylon Area
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Weintraub, Traub, Tracy & Virk Cpas

Weintraub, Traub, Tracy & Virk Cpas

(30)
  • Pleasure
  • Job
  • Family
“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 1993
37 E Main St, Oyster Bay, NY
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Ambrosio & Bellotti, Cpas

Ambrosio & Bellotti, Cpas

(2)
IRS Liens, Cash Flow Management, Payroll Tax Problems
“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
Licensed, BBB Rating: A
Transparent Fees & Pricing
Serving Babylon Area
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Russo Law Group

Russo Law Group

(30)
Estate Planning, Real Estate, Guardianships
“In his years of dealing with legal aspects of real estate transactions, he''s learned how to help clients expedite offers, how to negotiate effectively, how to interpret and increase buyer interest, and many other skills that are essential for succes...”
In Business Since 2006
Remote Consultations Available
Serving Babylon Area
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Ernest D Loewenwarter & Co

Ernest D Loewenwarter & Co

(1)
Bankruptcy, New Business Formation, IRS Payment Plan
“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
Remote Consultations Available
Licensed, BBB Rating: A+
Serving Babylon Area
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Cerini & Associates

Cerini & Associates

(7)
Accounting & Auditing, Consulting, Tax & Business Advisory
“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 1994
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
Serving Babylon Area
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Physician Financial Services

Physician Financial Services

(2)
College Funding, Life Insurance, Disability Insurance
“Lawrence Keller asked specific questions and quickly determined that the best option for me was not one he could PERSONALLY provide.”
In Business Since 1994
Offers Financing Options
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Serving Babylon Area
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Herman P Ortiz CPA

Herman P Ortiz CPA

(17)
Services For Individuals, Specialty Tax Services, Business Services
“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
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GUY A. Finocchiaro, CPA

GUY A. Finocchiaro, CPA

(20)
  • Call
  • Questions
  • Job
“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 ...”
In Business Since 2008
Transparent Fees & Pricing
Free Initial Consultation
Serving Babylon Area
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CPA Lee

CPA Lee

(23)
  • Questions
“They are available to answer all my questions in a timely manner.”
In Business Since 2007
Transparent Fees & Pricing
Serving Babylon Area
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Edwin Casanova, CPA

Edwin Casanova, CPA

(23)
Tax Services, Tax Problem Resolution, 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.”
In Business Since 2015
Serving Babylon Area
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Minsky & Cottone, Cpas

Minsky & Cottone, Cpas

(10)
“Lenny makes the experience very easy and simple with just scanning the information to him and usually within a day or two it's all done.”
In Business Since 2013
Licensed, BBB Accredited
Serving Babylon Area
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Broadridge Financial Solutions

Broadridge Financial Solutions

(5)
Asset Management, Insurance, Wealth Management
“An innovator in the Fintech space where engaged associates create loyal customers”
In Business Since 2004
Emergency Services
Remote Consultations Available
1155 Long Island Ave, Brentwood, NY
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John Lepore, CPA

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.”
In Business Since 2014
Transparent Fees & Pricing
Offers Financing Options
Serving Babylon Area
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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
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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

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