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

(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
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Bristol Pay

Bristol Pay

“Bristol Pay offers a combination of tech-knowledge, start-up business acceleration experience, and consulting expertise. As part of your success team, we collaborate closely to understand your business and introduce products that provide transformati...”
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 #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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Total Solutions Financing

Total Solutions Financing

(46)
  • Loan
  • 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
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Lindenhurst CPA

Lindenhurst CPA

(43)
Services For Individuals, Part-Time CFO Services, Tax Problems and Solutions
“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
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Rogg & Kejriwal

Rogg & Kejriwal

(46)
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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Russo Law Group

Russo Law Group

(49)
Estate Planning, Real Estate, Guardianships
“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
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Weintraub, Traub, Tracy & Virk Cpas

Weintraub, Traub, Tracy & Virk Cpas

(40)
Services For Individuals, Services For Quickbooks, Business Services
“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
Free Initial Consultation
Transparent Fees & Pricing
Offers Financing Options
37 E Main St, Oyster Bay, NY
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Kyle F. Lester, CPA

Kyle F. Lester, CPA

(26)
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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SMG ABA

SMG ABA

(50)
  • Team
  • Tax Laws
  • 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
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Edwin Casanova, CPA

Edwin Casanova, CPA

(46)
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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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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Planning Financial Futures

Planning Financial Futures

(44)
Financial Planning Services, Tax & Legal*, Investment Services
“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
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Registered Social Security Analysts - Rssa

Registered Social Security Analysts - Rssa

(34)
  • Questions
  • Peace
  • Analysis
“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
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Investment Insight Wealth Management

Investment Insight Wealth Management

Investment Management, College Planning, 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...”
In Business Since 2016
Accepts Check, Debit
Coupons & Offers
Serving Babylon Area
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Solidify USA

Solidify USA

(47)
  • Funding
  • Call
  • Company
“During the process of applying for some funding for my company I came across Steve Morello, I have to say, he helped me so much in making this process so easy, He is knowledgeable, professional, helpful and very patient until we got all our documenta...”
In Business Since 2020
Serving Babylon Area
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Tait's Tax Service INC

Tait's Tax Service INC

(35)
  • Questions
  • Accountant
  • Season
“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
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Premier Financial Network

Premier Financial Network

(24)
  • Health Insurance
  • Financial Planning
  • Needs
“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
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Herman P Ortiz CPA

Herman P Ortiz CPA

(24)
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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Fine & Clear Tax Solutions

Fine & Clear Tax Solutions

(28)
Delinquent Tax Returns, IRS Offer in Compromise, IRS Tax Liens
“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
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Cerini & Associates

Cerini & Associates

(8)
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 1996
Offers Financing Options
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
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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