Weintraub, Traub, Tracy & Virk Cpas
- Job
- Efficient
- Stars
We have 3 firms in Bay Shore on file; 2 of them are on this list, along with 22 from towns including Melville (5, 9 mi), Oyster Bay (4, 14 mi) and Islandia (1, 6 mi).
2 open 24/7 · 6 open weekends · 17 rated 4.5+ · 2 show a license
Data verified October 18, 2026
The 24 firms listed for Bay Shore, NY provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

20 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 745 reviews; 5 have 50 or more reviews and 17 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (94%), responsiveness (83%) and quality (66%). The topics that come up most in reviews of the firms on this page are "efficient", "communication" and "knowledge". 2 are open around the clock; 6 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are tax services (7), services for individuals (6), business services (5), quickbooks services (3) and industries (2). 2 show a license on their websites; 1 lists staff certifications (CFP) and 1 has a BBB rating of A or A+. 15 have ten or more years of experience, the longest 39 years. 2 offer urgent consultations; 8 offer payment plans and 8 offer a free initial consultation. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
3 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.