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Broadridge Financial Solutions
“An innovator in the Fintech space where engaged associates create loyal customers”
Best Financial Advisors near Brentwood, NY
We have 3 firms in Brentwood on file; 2 of them are on this list, along with 22 from towns including Melville (5, 9 mi), Smithtown (4, 6 mi) and Huntington (2, 8 mi).
4 open 24/7 · 9 open weekends · 21 rated 4.5+
Data verified October 18, 2026
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Blue Line Wealth Management
“"We consider our clients to be part of the Blue Line family. With that being said, we take great pride in delivering sound options and making ourselves available for whatever they need."”
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Total Solutions Financing
- Funding
- Communication
- Commission
“They helped me save my 30 year old trucking business so I suggest to if your looking for a true relationship with a financing company that cares about your unique position call the Total Solutions Team including Brittany,Brian,Paloma,John ,Howell and...”
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Lindenhurst CPA
- Questions
- Prep
- File
“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
- Questions
- Understanding
- Stress
“He remains consistently up to date with the ever-changing landscape of tax regulations, ensuring that his clients receive the most accurate and beneficial advice.”
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Kyle F. Lester, CPA
- Advisor
- Questions
- Tax Return
“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.”
The 24 firms listed for Brentwood, 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: Brentwood, NY
23 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 886 reviews; 5 have 50 or more reviews and 21 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (94%), responsiveness (80%) and quality (66%). The topics that come up most in reviews of the firms on this page are "efficient", "communication" and "knowledge". 4 are open around the clock; 9 are open on Saturdays and 5 on Sundays. The services the firms on this page list most often on their websites are tax services (10), services for individuals (9), business services (8), industries (4) and quickbooks services (4). 2 have a BBB rating of A or A+. Domain records put 13 websites of the firms on this page at ten or more years old; the oldest dates from 1995. 4 offer urgent consultations; 9 offer payment plans and 11 offer a free initial consultation. We have a website on file for all 24 of the firms on this page; 23 publish a contact page; 20 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.
Why are financial advisers outside Brentwood listed here?
2 of the 24 firms are located in Brentwood. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Weintraub, Traub, Tracy & Virk Cpas
- Questions
- Efficient
- Stars
“We always filed early in the tax year except this year and we met with him last minute with a few days to spare and he not only fit us in but he filed for us before the July 15th deadline.”
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SMG ABA
- Team
- Management
- Efficient
“Smg has been a rock for our restaurants, excellent in depth monthly reports give us a clear picture of how we are doing and if we need to make any changes, they helped us navigate government programs and handle all our tax and payroll needs, they are...”
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Saranto Calamas Office
- Team
- Decision
- Future
“I know Saranto since 1997, when I realized that I needed help with a rare tax question that was obscure enough that no account in Suffolk county I contacted (around 15-20) knew how to handle.”
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Planning Financial Futures
- Questions
- Advice
- Health Care
“I had an inheritance after a member of my family passed away and i live in Europe and was completely out of touch with the American system, Jeffery was able to advise me on everything i needed to do and the speed of him solving problems and getting t...”
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Tait's Tax Service INC
- Questions
- Accountant
- Understand
“Got recommended by a friend to go here and I scheduled an appointment during a weekday, As soon as I walked in, i was greeted by a young man name nick, then we sat in his office and he started working on my files immediately, I was very impressed how...”
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Herman P Ortiz CPA
- Efficient
- Tax Returns
- Financial
“It's so great to speak with an accountant who has stellar customer service skills, explains accounting terminology/ restrictions in an easy-to-understand way, and tries very hard to understand my business and personal concerns.”
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Premier Financial Network
- Health Insurance
- Financial Planning
- Retirement
“If you are Looking for someone extremely trustworthy to deal with any of your financial matters like life insurance, health insurance, investments & purchaseing or selling a home N Ick Larrobino is the person to reach out to.”
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Fine & Clear Tax Solutions
- Call
- Emails
- Job
“While I have not personally worked with Guy, I have referred him numerous times for the following reasons: he has great "buzz" from the raving fans that work with him, he is generous with his time and expertise when he is asked a question, he keeps ...”
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Registered Social Security Analysts - Rssa
- Questions
- Information
- Plan
“Melissa did a marvelous job uncovering critical path options that I was totally unaware of, as well as the categorizations of spousal and child benefits, and the optimal times when claims should be initiated - all extremely essential if you have a sp...”
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Gurparsad
- Questions
- Knowledge
- Season
“If you're a person who is looking for someone with knowledge, experience and just want to have a good and easy process during tax season, Darshan is the guy you need to see.”
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Ambrosio & Bellotti, Cpas
“I have been using Ambrosio and Bellotti for as long as I can remember and I can't say enough good things about them!”
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John Lepore, CPA
- Small Business
- Tax Return
- Pay
“John has helped make my business a huge success by showing me how to organize our business records and showed me how important it is to keep daily records in an effort to constantly monitor where we stand in order to keep increasing our income.”
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Raisman CPA
- Generations
“I've been working with Raisman CPA for decades - Al & Cheryl are my go-to CP As for all my business needs and I've only heard great things from all the clients I referred to them over the years.”
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Cerini & Associates
“My questions are answered, my phone calls and e-mails are returned, they're there whenever I need them and I'm treated with dignity and respect; something that tends to get lost these days in all the rush and multi-tasking we're all trying to do.”
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Certified Financial Planner
- Feel
“Whether it's how to get started or you're a seasoned veteran trying to make the most of your financial situation, I have no doubt Nick is the one that can solve any obstacles you may be having.”
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Cashdiscountprogram.com
- Company
- Checking
- Payments
“The merchant system we were using kept going down on us and we ended up having to hand enter each credit card number, which was slow and frustrating as we were checking in thousands of people and then checking them out again with their pumpkin purcha...”
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Support HQ
- Bookkeeping
“Support HQ has been instrumental in helping me with my taxes every year but now they have helped me establish my business and best practices for book keeping and payroll.”
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Vinod George Abraham CPA
- Knowledge
- Team
“He provides prompt and effective results for personal and institutional/professional matters so you can be at ease knowing that your path forward is the best solution and in compliance with the latest laws and regulations.”
Retirement Planning and Investment Management Services in Brentwood, NY Cost Estimates
Minimum cost
$1084
Maximum cost
$9207
National Average
$3250
Avg Per Hour Rates
$325
$2167
$5957
Fair price range is based on 340 cost profiles
Why these companies made our list
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