The highest-rated Financial Planning & Wealth Management companies out of 152 vetted & reviewed in the Brentwood area.
Learn how we score.
Prominent finalists A-Z in Brentwood
Ambrosio & Bellotti, Cpas
Blue Line Wealth Management
Broadridge Financial Solutions
Bruce Fabrizio Certified Public Accountant
Cerini & Associates
Edwin Casanova, CPA
GUY A. Finocchiaro, CPA
Heritage Financial Advisory Group
Herman P Ortiz CPA
Hyton Accounting & Consulting
Investment Insight Wealth Management
John Lepore, CPA
Joseph Defino, CPA
Joseph M Schwan CPA
Kyle F. Lester, CPA
LG Planning Group
Physician Financial Services
Q-Rise Tax + Accounting & Business Services
Raisman CPA
Rost & Company, Cpas
Total Solutions Financing
Vinod George Abraham CPA
Weintraub, Traub, Tracy & Virk Cpas
William Carpenter CPA
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Q-Rise Tax + Accounting & Business Services
(10)
Go to Main Services Page, Sales Tax, Bookkeeping
“Very knowledgeable, professional and helpful for all your personal and business needs.”
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Broadridge Financial Solutions
(5)
Asset Management, Insurance, Retail Banking
“An innovator in the Fintech space where engaged associates create loyal customers”
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Bruce Fabrizio Certified Public Accountant
(1)
Business Valuations, Individuals, Business Tax Returns
“Was very personable and knowledgeable.”
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Blue Line Wealth Management
Press Releases, Tunnel To Towers, Crohn's & Colitis Foundation
“Proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.”
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Joseph Defino, CPA
(3)
“Highly professional and detailed accounting services with a friendly and personal touch.”
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Kyle F. Lester, CPA
(25)
Services For Individuals, Quickbooks Services, Tax Services
“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.”
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Total Solutions Financing
(30)
SBA
Team
Family
“Been Working with Brittany For Awhile, they really treat you like family and a priority, I have deal with other lending companies that are only after the commission on there end, and push you towards bad deals.”
i
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Weintraub, Traub, Tracy & Virk Cpas
(30)
Pleasure
Job
Questions
“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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Ambrosio & Bellotti, Cpas
(2)
Business Valuation, Strategic Business Planning, Personal Financial Planning
“I have been using Ambrosio and Bellotti for as long as I can remember and I can't say enough good things about them!”
i
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Cerini & Associates
(7)
Accounting & Auditing, Tax & Business Advisory, Consulting
“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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Physician Financial Services
(2)
College Funding, Life Insurance, Retirement Plans
“Lawrence Keller asked specific questions and quickly determined that the best option for me was not one he could PERSONALLY provide.”
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Herman P Ortiz CPA
(17)
Services For Individuals, Specialty Tax Services, Quickbooks Services
“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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GUY A. Finocchiaro, CPA
(20)
Call
Questions
IRS
“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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Edwin Casanova, CPA
(23)
Tax Services, Tax Problem Resolution, Additional Services
“Even when my husband and I stare at him with a glazed look of confusion over our faces, he's able to explain what he's doing or what needs to be done in a way that we can understand.”
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John Lepore, CPA
(17)
“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.”
i
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Investment Insight Wealth Management
Investment Management, College Planning, Retirement Plans For Businesses
“"Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and hon...”
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Raisman CPA
(6)
Services For Individuals, Quickbooks Services, Industries
“Have had the pleasure and privilege of working with Raisman CPA since the late 1970's directly with Myron Raisman and after he retired, with Connie Ryan; and have been with them ever since.....”
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Vinod George Abraham CPA
(16)
Team
Knowledge
“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.”
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Hyton Accounting & Consulting
(19)
Filing
Efficient
Family
“It's a huge difference to talk to someone that understands day to day life concerns and willing to professionally accommodate the time to meet with you as well as articulate the process and changes concerning your taxes.”
“I have been using him for over 25 years both for my personnel and business needs and I find him honest, hard working and very up on all the new laws and mandates .”
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LG Planning Group
(22)
Team
Business
Health
“From a thorough price and plan comparison each year at renewal, to the responsiveness from the team for any and all questions my team and I present, I have nothing but good things to say about the entire LG team!”
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Joseph M Schwan CPA
(10)
Team
“He's been doing my taxes for over 10 years always on top of everything everyone I refer to him has always been happy with his services”
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Heritage Financial Advisory Group
(18)
Financial Life Planning, Retirement Income Solutions, Legacy Planning
“I returned just a couple of days later to sign all of the proper documents and he again explained everything to me and walked me through the processes and protocol that the documents would go through the moment they left his office.”
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Retirement Planning and Investment Management Services in Brentwood, NY Cost Estimates