Blue Line Wealth Management
“Scott and Courtney are fantastic to deal with.”
Best Financial Advisors near Brentwood, NY
We have 2 firms in Brentwood on file. Only the highest-rated make our list: one of them made it, along with 14 from towns including Melville (6, 9 mi), Hauppauge (4, 2 mi) and Commack (1, 3 mi).
1 open 24/7 · 4 open weekends · 12 rated 4.5+ · 1 shows a license
Data verified October 27, 2026
Lindenhurst CPA
“Jimmy is an awesome guy knows what he is doing if anyone looking for your taxes to be done he is the guy thanks”
Cerini & Associates
“Very helpful info that took them some time and effort to pull together.”
Premier Financial Network
“He takes his responsibilities to his clients very seriously and always conducts himself in a friendly, caring and professional manner.”
Registered Social Security Analysts - Rssa
“We can tell he and the company really care about the people they serve, and while they do sell their services we never felt like we were talking to a salesperson.”
Ambrosio & Bellotti, Cpas
“Very attentive to details and they always go above and beyond!”
The 15 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
The 15 firms on this page are rated from 4.0 to 5.0 across 425 reviews; 1 has 50 or more reviews and 12 are rated 4.5 or higher. 1 is open around the clock; 4 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are financial planning (4), tax planning (3), business valuations (2), irs audit representation (2) and small business accounting (2). 1 shows a license on its website; 1 lists staff certifications (CFP) and 3 have a BBB rating of A or A+. Domain records put 9 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers urgent consultations; 1 offers payment plans; 3 offer a free initial consultation and 1 is family- or locally-owned. 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 firms listed for Brentwood take financial planning bookings online?
3 of the 15 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.
United Financial Planning Group
“We have full confidence in the professional and knowledgeable way in which our accounts are handled , especially now that we are heading into retirement.”
Magii Inc.
“I must say that the experiences and interactions that we have had with them since we made the move several yrs ago to his firm have been nothing short of comforting and pleasurable.”
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Savant Wealth Management
“Now as we have entered retirement age, we have the comfort of knowing we are part of a team that has our best interest at heart.”
William Carpenter CPA
“Bill and Nancy have been helping me for about 25 years plus now with all our construction company's accounting needs.”
Heritage Financial Advisory
“They are always there when we have a question and they are dedicated to their clients.”
Weisman & Co., Cpa's
“Stellar, caring, trustworthy professional service for the life time of my business.”
Justin Ponella of Dipaola Financial Group
“He is thoughtful, caring and an all around great person which makes the life insurance application and financial management processes actually enjoyable.”
Herold & Lantern Investments
“He gives me hours of his time to explain complexities of the market which guides me with a good knowledge base.”
Landmark Wealth Management
“So grateful to be working with Stuart and his colleagues who have already spent so much time with us.”
Why these companies made our list
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