Best Financial Advisors in Bay Shore, NY

“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...”

“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.”

“His knowledge speaks for itself but more than anything…he shows how much he cares.”

“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 ...”

“EverWatch is a single family office, primarily focused on in-house investment management. Strategies include fund and direct investing.”

“There has never been a problem with either my taxes or financial advising.”

“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 ...”

“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 ...”

“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...”

“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.”

“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...”

“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...”

“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.”