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.

Weintraub, Traub, Tracy & Virk Cpas

Weintraub, Traub, Tracy & Virk Cpas

(39)
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”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 1993
Offers Financing Options
37 E Main St, Oyster Bay, NY
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Q-Rise Tax + Accounting & Business Services

Q-Rise Tax + Accounting & Business Services

(10)
Individual Tax Returns, Sales Tax, Incorporation & Licenses
“Had been filing my personal and business taxes with them for the past several years.”
Accepts Cash, Check, All Major Credit Cards
In Business Since 2017
Coupons & Offers
1394 Brentwood Rd, Bay Shore, NY 11706
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Tait's Tax Service INC

Tait's Tax Service INC

(34)
  • 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...”
In Business Since 2019
94W W Main St Suite 205, Bay Shore, NY 11706
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Marino Wealth Management

Marino Wealth Management

(1)
Planning For Retirement, College Savings Plans, Estate Planning Strategies
“His knowledge speaks for itself but more than anything…he shows how much he cares.”
In Business Since 2021
111 South St, Oyster Bay, NY
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Gallego Financial Group of Raymond James

Gallego Financial Group of Raymond James

(1)
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.”
In Business Since 1998
67 W Main St, Oyster Bay, NY
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Principle Wealth

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 ...”
Licensed
In Business Since 2017
Transparent Fees & Pricing
Serving Bay Shore Area
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Everwatch Financial

Everwatch Financial

“EverWatch is a single family office, primarily focused on in-house investment management. Strategies include fund and direct investing.”
In Business Since 2003
8 Sound Shore Dr, Greenwich, CT
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Siegel Joan

Siegel Joan

(4)
“There has never been a problem with either my taxes or financial advising.”
CFP, CFP Certified
In Business Since 1996
Accepts All Major Credit Cards
212-45 26th Ave # 5, Bay Terrace, NY
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Craig Morris & Co

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 ...”
Accepts All Major Credit Cards
Offers Financing Options
In Business Since 1988
Transparent Fees & Pricing
Serving Bay Shore Area
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Dahab Associates

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...”
In Business Since 1992
423 Montauk Hwy, Bay Shore, NY 11706
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Monitor Capital Llc

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 ...”
In Business Since 1999
8 Sound Shore Dr #19, Greenwich, CT
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Acms Commercial Direct

Acms Commercial Direct

Transparent Fees & Pricing
In Business Since 2020
111 South St, Oyster Bay, NY
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Gold Coast Advisors

Gold Coast Advisors

“Gold Coast Advisors, LLC is an independent, fee-based registered investment advisory firm headquartered in New York. Gold Coast ...”
In Business Since 2002
Serving Bay Shore Area
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Total Solutions Financing

Total Solutions Financing

(46)
  • 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.”
Offers Financing Options
In Business Since 2021
Free Initial Consultation
310 New York Ave, Huntington, NY
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Lindenhurst CPA

Lindenhurst CPA

(43)
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”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2021
Remote Consultations Available
Serving Bay Shore Area
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Edwin Casanova, CPA

Edwin Casanova, CPA

(46)
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.”
In Business Since 2015
Serving Bay Shore Area
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Kyle F. Lester, CPA

Kyle F. Lester, CPA

(28)
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.”
Emergency Services
Offers Financing Options
Free Initial Consultation
In Business Since 2006
Serving Bay Shore Area
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SMG ABA

SMG ABA

(50)
  • 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...”
In Business Since 2021
Serving Bay Shore Area
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Saranto Calamas Office

Saranto Calamas Office

(32)
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.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 1999
Offers Financing Options
Serving Bay Shore Area
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Planning Financial Futures

Planning Financial Futures

(44)
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...”
In Business Since 2002
Serving Bay Shore Area
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Herman P Ortiz CPA

Herman P Ortiz CPA

(26)
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.”
Transparent Fees & Pricing
In Business Since 2016
Offers Financing Options
Serving Bay Shore Area
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Premier Financial Network

Premier Financial Network

(24)
  • 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!”
Remote Consultations Available
In Business Since 2022
Free Initial Consultation
545 E Jericho Turnpike, Huntington Station, NY
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Registered Social Security Analysts - Rssa

Registered Social Security Analysts - Rssa

(35)
  • 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.”
Emergency Services
In Business Since 2000
Serving Bay Shore Area
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Fine & Clear Tax Solutions

Fine & Clear Tax Solutions

(27)
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.”
Free Initial Consultation
17+ Years Experience
Serving Bay Shore Area
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Retirement Planning and Investment Management Services in Bay Shore, NY Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Average price range is based on 445 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Average range $2000 to $5500 is based on 445 cost profiles.

Why these companies made our list

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