Best Financial Advisors in Bay Shore, NY
The highest-rated Financial Planning & Wealth Management companies out of 162 vetted & reviewed in the Bay Shore area.
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Business Services, Services For Quickbooks, Industries
“Simply the best Shawn has been help me and his professionalism attention to detail,and effort to assist with all of my tax needs,I'm consistently impressed with Shawn assistance”
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Q-Rise Tax + Accounting & Business Services
Individual Tax Returns, Sales Tax, Incorporation & Licenses
“Had been filing my personal and business taxes with them for the past several years.”
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Tait's Tax Service INC
- Season
- Accountant
- Attention
“I used nick to do my taxes, as well as my moms…I used accountants in the past and he was by far the most professional, patient and detailed oriented I ever dealt with…not only that but he was prompt and responsive which is very strange to find during...”
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Marino Wealth Management
Planning For Retirement, College Savings Plans, Estate Planning Strategies
“His knowledge speaks for itself but more than anything…he shows how much he cares.”
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Gallego Financial Group of Raymond James
Services, Services
“Alex Gallego not only took on the challenge to begin with but faced every hurdle with calmness, professionalism, kindness and a huge portion of patience.”
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Principle Wealth
“CityWire RIA, July 2022 Methodology: This report is based on the most recent Form ADV data reported to the Securities and Exchange Commission at the time of publication, as helpfully gathered by a data partner, Discovery Data. Only firms that manage ...”
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Everwatch Financial
“EverWatch is a single family office, primarily focused on in-house investment management. Strategies include fund and direct investing.”
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Siegel Joan
“There has never been a problem with either my taxes or financial advising.”
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Craig Morris & Co
Individual Services Personal Financial Planning
“We are a small, client-focused CPA firm. We work with people every day to solve personal and business financial concerns. We do this by satisfying unique needs, which we recognize through our close relationships and intimate knowledge of the clients ...”
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Dahab Associates
“Seth joined Dahab Associates in January, 2012. Until 2009 he was chairman of Byram Capital Management, a small-cap value equity manager he founded in 2002. Prior to that, he spent 15 years with, and ultimately became president and CEO of, Axe-Houghto...”
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Monitor Capital Llc
“Monitor Capital has been establishing partnerships with select alternative asset managers and implementing comprehensive capital raising strategies and personalized investor relations services since 2008. Monitor continues to expand its reach with a ...”
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Acms Commercial Direct
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Gold Coast Advisors
“Gold Coast Advisors, LLC is an independent, fee-based registered investment advisory firm headquartered in New York. Gold Coast ...”
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Total Solutions Financing
- Company
- Communication
- Questions
“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.”
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Lindenhurst CPA
Tax Services, Tax Problems and Solutions, Services For Business
“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”
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Edwin Casanova, CPA
For Individuals, Tax Problem Resolution, Additional Services
“I found them at a crucial time in my new business, my accountant had passed away from Covid and they helped me navigate through that time with such compassion.”
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Kyle F. Lester, CPA
Business Services, Quickbooks Services, Services For Individuals
“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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SMG ABA
- Financial
- Management
- Expertise
“I have tried to pinch pennies here and there to run a profitable business and have been very successful in those areas but it took me a while to learn that I didn't want to skimp or short change my accounting team as they have saved and helped me mak...”
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Saranto Calamas Office
Services For Individuals, Quickbooks Services, Audit Insurance
“I have used several accounting services in my life but none combine the up to the minute knowledgeable accounting with old time friendly customer service that you won't find anywhere.”
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Planning Financial Futures
Investment Services, Tax & Legal*, Financial Planning Services
“Jeff's always focused on safety and responsibility first when planning, and has kept my family grounded on being realistic with our finances, ensuring we're prepared to weather emergencies, but also is sure to remind us that we're human and should be...”
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Herman P Ortiz CPA
Business Services, Quickbooks Services, Services For Individuals
“Ortiz's services and vast knowledge of the extensive US tax codes & laws were a huge help when starting my business in 2014 and would not have been able to get started without him.”
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Premier Financial Network
- Needs
- Financial Planning
- Retirement
“Premier Financial Network has been an absolute pleasure to work with, Nick has done a great job for myself and my firm, I'm super grateful I found him!”
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Registered Social Security Analysts - Rssa
- Know
- Information
- Analysis
“The cost of the service is affordable and a great investment for retirement planning and future security of ones retirement without making costly mistakes from not knowing critical laws and future changes to SSI.”
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Fine & Clear Tax Solutions
Innocent Spouse Relief, IRS Offer in Compromise, IRS Tax Levy
“Guy is really helpful, I had a question related to EV tax credit and how to file taxes, he seemed really knowledgeable and was able to direct me to the right website and also his newsletter is of great resource.”
Retirement Planning and Investment Management Services in Bay Shore, NY Cost Estimates
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