Brookhaven, NY

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Brookhaven, NY
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Best Financial Advisors in Brookhaven, NY

The highest-rated Financial Planning & Wealth Management companies out of 102 vetted & reviewed in the Brookhaven area.

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Edwin Casanova, CPA

Edwin Casanova, CPA

(46)
Tax Problem Resolution, For Small Businesses, Tax Services
“I have not been the most organized and punctual person to work with through the years but always met with patience and understanding from Edwin and Elise.”
In Business Since 2015
Serving Brookhaven Area
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SMG ABA

SMG ABA

(50)
  • Management
  • Questions
  • Team
“SMG ABA LLC for a few years now, They have really separated themselves with the level of service and expertise that I haven't found with any other CPA Accounting firm before”
In Business Since 2021
Serving Brookhaven Area
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Saranto Calamas Office

Saranto Calamas Office

(32)
Quickbooks Services, Tax Services, Business Services
“  Starting as a young professional in business through the other accounting needs that come with living a full life - handling of wills, estates and tax planning.”
Free Initial Consultation
Offers Financing Options
In Business Since 1999
Transparent Fees & Pricing
Serving Brookhaven Area
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Tait's Tax Service INC

Tait's Tax Service INC

(34)
  • Accountant
  • File
  • Questions
“He is always up to answering any questions he genuinely cares about his clients experience and goes above and beyond not to mention how speedy the process was, everything was done in a NICK OF TIME :)”
In Business Since 2019
Serving Brookhaven Area
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Cerini & Associates

Cerini & Associates

(8)
Tax & Business Advisory, Accounting & Auditing, Consulting
“It is my pleasure to post publicly about how absolutely fantastic working with Ed Mc Williams @ Cerini has been for me, my firm and many of the clients we share.”
Accepts All Major Credit Cards
In Business Since 1994
Licensed, BBB Rating: A+
Serving Brookhaven Area
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Cashdiscountprogram.com

Cashdiscountprogram.com

(17)
Ecommerce Payment Processing, Dual Pricing, B2B Payment Solutions
“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...”
In Business Since 2017
Transparent Fees & Pricing
738 Smithtown Bypass #100, Smithtown, NY
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Weisman & Co., Cpa's

Weisman & Co., Cpa's

(33)
Shoreham Tax Help, Tax Preparation Selden, Bohemia CPA
“Lanny, Along with your team of professionals, your skills and talents have kept us on an even keel for 25 years without drastic tax burdens at any one time.”
In Business Since 2005
Licensed
Serving Brookhaven Area
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Rost & Company, Cpas

Rost & Company, Cpas

(11)
Peer Review Preparation & Remediation, Tax Services, Services For Individuals
“Overall, I highly recommend Bobby's team for anyone looking for experienced, reliable, and trustworthy accountants who will get get your tax return finalized quickly with a favorable outcome.”
Free Initial Consultation
Offers Financing Options
In Business Since 2017
Transparent Fees & Pricing
Serving Brookhaven Area
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Magii Inc.

Magii Inc.

(27)
  • Portfolio
  • Retirement
  • Team
“It is a reflection of Mark and his values that he has made "Giving Back" an integral part of magii and that as a company they strive to make a positive social Impact in their community.”
In Business Since 2008
Serving Brookhaven Area
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Eghrari Law Firm

Eghrari Law Firm

(13)
Skip to Secondary Navigation, Skip to Main Content, Menu
“Whether you're reviewing your assets with Barbara or your estate plan choices with Christine or just making an appointment with Patty – it's all been made as easy and pleasant as possible with the goal being to arrange things so that your assets are ...”
Family Business
In Business Since 1994
Accepts All Major Credit Cards
50 Karl Ave #202, Smithtown, NY
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Twin Forks Tax & Accounting

Twin Forks Tax & Accounting

(14)
“Kevin's Dad did our taxes for years and now Kevin has been doing it for years, we used to dread getting our taxes done before we went to Twin Forks, no more!”
Free Initial Consultation
Offers Financing Options
In Business Since 2007
Transparent Fees & Pricing
Serving Brookhaven Area
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William Carpenter CPA

William Carpenter CPA

(9)
Financial Planning, Business Valuations, Payroll Services
“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 .”
In Business Since 2001
Licensed
Serving Brookhaven Area
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Heritage Financial Advisory

Heritage Financial Advisory

(18)
Financial Planning, Business Planning
“It's so important for our company to work with a financial advisor that is reliable, and we wouldn't entrust our financial portfolio to anyone else!”
In Business Since 2016
Serving Brookhaven Area
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Merchant Provider Solutions

Merchant Provider Solutions

(20)
  • Phone
  • Credit Card
  • Questions
“Thanks for the Amazing support and great service !!!!”
Free Initial Consultation
In Business Since 2021
Emergency Services
Serving Brookhaven Area
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Ferrera Destefano & Caporusso Certified Public Accountants

Ferrera Destefano & Caporusso Certified Public Accountants

(1)
Financial Services For Businesses, Financial Services For Individuals, Tax Services
“Excellent service from very professional group of accountants and staff.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 1992
Accepts All Major Credit Cards
Serving Brookhaven Area
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O'Hara & Company

O'Hara & Company

(4)
Tax Relief, Business Services, Services For Individuals
“Extremely satisfied with their services.”
Offers Financing Options
In Business Since 2007
Transparent Fees & Pricing
Serving Brookhaven Area
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Cullen & Danowski

Cullen & Danowski

(2)
Non-Profit Organizations, Municipalities, Individuals
“Full broad range of services for business and personal accounting services.”
Free Initial Consultation
In Business Since 2010
Transparent Fees & Pricing
Serving Brookhaven Area
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Silverman & Associates

Silverman & Associates

(10)
Business Accounting Services, Long Island Tax Resolution Services, Personal Accounting Services
“Michele Silverman has handled my account account for years and I whole heartedly trust her and her team as they have shown exemplary skills in handling all of our situations!”
In Business Since 2013
Serving Brookhaven Area
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Nick J. Giannitsas CPA

Nick J. Giannitsas CPA

(2)
“NICK is awsome, we actually miss our in person appointment with him, he is efficient and always provides excellent service.”
Free Initial Consultation
Offers Financing Options
In Business Since 2013
Transparent Fees & Pricing
Serving Brookhaven Area
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Thomas W. Lally CPA

Thomas W. Lally CPA

(1)
Tax Services, Services For Individuals, Business Services
“An excellent choice for anyone looking for a CPA Positive Responsiveness, Quality, Professionalism”
Offers Financing Options
In Business Since 2018
Transparent Fees & Pricing
Serving Brookhaven Area
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Andreoli Law Group

Andreoli Law Group

(9)
Probate & Estate Administration, Estate Planning, Elder Law & Medicaid Planning
“This past week and our whole experience with his office and himself was handled very professionally, it ran smoothly and knowing we have a 5 year window in which we can reach out with any concerns is comforting.”
In Business Since 2007
Serving Brookhaven Area
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Kessler Liscia Gonzalez Cpas

Kessler Liscia Gonzalez Cpas

(1)
Industries, Services For Quickbooks, Business Services
“This firm has prepared our tax return for the past 3 years and has done an excellent job for us!”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2016
Accepts All Major Credit Cards
Serving Brookhaven Area
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Giambalvo, Stalzer, & Co., Cpas

Giambalvo, Stalzer, & Co., Cpas

(1)
Services For Individuals, Tax Center, Business Services
“Sometimes when I have conversations with friends, patients or other acquaintances, I realize that having wound up as a client of Bob Giambalvo in 1990, when I was just getting started in my career, was a twist of fate that precipitated my ability to ...”
Free Initial Consultation
In Business Since 2007
Offers Financing Options
Serving Brookhaven Area
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King and Associates, CPA

King and Associates, CPA

(1)
Tax Services, Business Advisory Services, Audit & Tax Services
“Quality quick service would recommend them to any of my family members or business associates.”
Free Initial Consultation
In Business Since 2005
Transparent Fees & Pricing
Serving Brookhaven Area
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Retirement Planning and Investment Management Services in Brookhaven, NY Cost Estimates

Minimum cost
$1240
Maximum cost
$10534
National Average
$3718
Avg Per Hour Rates
$372
$2479
$6816
Typical price range is based on 292 cost profiles
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Average Cost $3718
Minimum cost $1240
Maximum cost $10534
Avg Per Hour Rates $372

Typical range $2479 to $6816 is based on 292 cost profiles.

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Wealth Management Advisors near Brookhaven

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