Best Financial Advisors near Bay Shore, NY
We have one firm in Bay Shore on file, and it is on this list, along with 14 from towns including Melville (5, 9 mi), Hauppauge (3, 6 mi) and Commack (1, 6 mi).
1 open 24/7 · 6 open weekends · 12 rated 4.5+
Data verified October 27, 2026
Steven Silber, CFP , Cltc
“We always come out of an appointment with him more educated and confident.”
Lindenhurst CPA
“I was able to have my taxes done with only 1 phone call & the few minutes it took me to upload the documents.”
Planning Financial Futures
“He is very knowledgeable about financial planning, is a good listener & advises u according to your needs.”
Cerini & Associates
“While accounting is their business, they have gone above and beyond to align "purpose" with their business goals and helping to focus on social change, providing uplift for hundreds of nonprofits and individuals in under-served communities.”
Premier Financial Network
“He takes his time with each of his clients and answers every question we had.”
The 15 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.
Area overview: Bay Shore, NY
14 of the 15 firms on this page have a rating, from 4.0 to 5.0 across 553 reviews; 2 have 50 or more reviews and 12 are rated 4.5 or higher. 1 is open around the clock; 6 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are financial planning (5), tax planning (3), accounting & auditing (2), business valuations (2) and irs audit representation (2). 2 have a BBB rating of A or A+. 11 have ten or more years of experience, the longest 37 years. 1 offers urgent consultations; 1 offers payment plans and 2 offer a free initial consultation. We have a website on file for all 15 of the firms on this page; 14 publish a contact page; 10 list a public email and 3 take bookings online. 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.
Do any financial advisers listed for Bay Shore offer a free first meeting?
2 of the 15 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Attitude Financial Advisors
“Bryan is thorough, patient, and detailed–he takes the time to walk us through everything from banking, to retirement projections to life insurance, to college funding.”
Ambrosio & Bellotti, Cpas
“Very attentive to details and they always go above and beyond!”
Registered Social Security Analysts - Rssa
“He discussed options that I could do and what to be care full of.”
United Financial Planning Group
“Gerry and Petr took the time to understand my situation and not only prepare my taxes but prepare me for the following year when my job situation was changing.”
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Savant Wealth Management
“He has helped us improve our financial plans and we feel confident that our finances are in the right hands.”
Magii Inc.
“I love speaking to him or one of his team because they always have my best interests in mind for my financial security.”
William Carpenter CPA
“He has helped streamline my costs and has helped me prevent paying any payroll tax penalties by providing a great payroll service that is affordable.”
Palmetto, Mollo, Molinaro & Passarello
“Whether it's for your personal taxes or growing a business, his expertise will get you the results your looking for.”
Heritage Financial Advisory
“In this volatile market it is so important to feel comfortable with who is managing your investments and you will find this with Heritage.”
Why these companies made our list
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