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Cerini & Associates
“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.”
Best Financial Advisors near Brookhaven, NY
There are no firms listed in Brookhaven itself yet; the 24 below are the closest options, from towns including Hauppauge (5, 13 mi), Smithtown (4, 14 mi) and Center Moriches (2, 9 mi).
1 open 24/7 · 8 open weekends · 23 rated 4.5+ · 1 shows a license
Data verified October 21, 2026
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Magii Inc.
- 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.”
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Weisman & Co., Cpa's
- Company
- Mind
- Questions
“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.”
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William Carpenter CPA
- Informative
“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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Heritage Financial Advisory
- Portfolio
- Team
- Feel
“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!”
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Silverman & Associates
- Team
“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!”
The 24 firms listed for Brookhaven, 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: Brookhaven, NY
The 24 firms on this page are rated from 4.4 to 5.0 across 189 reviews; 23 are rated 4.5 or higher. 1 is open around the clock; 8 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are financial planning (3), tax services (3), business services (2), financial statements (2) and our firm (2). 1 shows a license on its website and 1 has a BBB rating of A or A+. 19 have ten or more years of experience, the longest 38 years. 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 24 of the firms on this page; 20 publish a contact page; 15 list a public email and 2 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 Brookhaven offer a free first meeting?
3 of the 24 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.
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Giambalvo, Stalzer, & Co., Cpas
“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 ...”
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Draper Asset Management
“Not only do they teach me as they make my money grow, but they are just the most down to earth, professional, real people.”
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Louis A. Soriano Cfp, EA - Navigator Financial
“He's patient with all my questions and has a quick turn around time .”
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Don Coley & Associates
“Excellent people-oriented service!”
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Comprehensive Financial
- Retirement
“They have supported our firm through benefit plan changes, retirement plan conversions, and management changes -- always supportive, competent and efficient -- helping us reach our goals.”
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Fortitude Investment Group
- Investments
“He understands both long and short term strategy and how to tailor that to you and your goals.”
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James P Phelan CPA
“Everyone here is friendly and they care about serving their customers.”
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Wizdomone Group
“We had to use both insurance plans after a house fire, but thanks to the awesome plan Anthony put together, we have peace of mind knowing all of our needs are met.”
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Rvpii Consulting
- Knowledge
- Wealth
“He is working closely with us, to be sure we're on track to retire - when we want and with the money we'll need to exceed all of our goals!”
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Garritano Cpas, Cfos
“I don't worry about being family because everyone who walks through these doors is family and is treated with the upmost professionalism and greatest team of problem solvers.”
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Arcadia Wealth Management
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Quest Capital Management
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First Financial Advisors Group
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PPS Advisors
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Horan Martello & Morrone
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Providence Advisory and Tax
“Relatable and they speak my language when it comes to tax and financial advice.”
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First Financial Services
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Komich Capital Advisors
“We have recommended him to friends and colleagues and will continue to do so!”
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
Why these companies made our list
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