Best Financial Advisors in Farmingdale, NY
The highest-rated Financial Planning & Wealth Management companies out of 182 vetted & reviewed in the Farmingdale area.
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Retirement Planning, Wealth Management, Estate Planning and Charitable Giving
“My mother and I were introduced to Darlene and Kyle Lukaszewicz several years ago, and we were immediately impressed by their extensive knowledge and level of professionalism.”
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O'Keefe CPA
Elder Care, Get Your IRS File, Personal Financial Planning
“O'Keefe and his staff are prompt, attentive, courteous, knowlegeable, and professional on all accounting matters large and small.”
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Saxe Daniel N
Tax Services, Services For Individuals, Business Services
“Very professional office staff.”
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RJB Financial Consultant
“Purchased a mortgage and heloc with them in the past, and they gave good advice Thursday.”
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Skye Legacy Planning
Estate Planning, Life Insurance, Disability & Long Term Care Insurance
“We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approachto your personal estate, retirement and financial planning needs. You cangain a better understanding of the finan...”
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Four Financial Group
“As soon as you start to think about your goals, your business or retirement, an Financial Advisor becomes key to taking the best next steps. We can discuss your goals and your current situation to make sure that your understand your options and what ...”
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Hirsch & Hirsch Certified Public Accountants
Payroll Service, Services Overview, Offer In Compromise Services
“I have been working with Warren Hirsch for nearly 20 years and not only is his work impeccable he is a pleasure to work with….”
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R&G Brenner
Ways To File, Tax Preparation Services, Other Related Services
“Easy to make an appointment with the same, excellent, preparer year after year who makes this arduous chore so simple and our time together preparing the returns even enjoyable.”
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Total Solutions Financing
- Team
- Funding
- Company
“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.”
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Rogg & Kejriwal
Write-Up Services, New Business Formation, Tax Preparation and Planning For Individuals and Businesses
“In particular, I bring attention to staff accountant, Reetika who was patient with me, worked around my schedule and had a strong knowledge base that was further enhanced by her rigorous work ethic.”
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Lindenhurst CPA
Tax Relief, Services For Individuals, Tax Services
“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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Russo Law Group
Special Needs Planning, Estate Planning, Elder Law
“Choosing Russo Law Group has been a rewarding decision that I'm glad I made Deanna Elbe, I found to be very knowledgeable in her field of law and presented me with sound advice and a ranges of options to choose from, the staff was very accommodating.”
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Davidov Law Group
Estate Planning, Asset Protection, Trust Administration
“The level of insight and detail this team brings to the table is truly impressive, demonstrating a deep understanding of the intricacies of the law that only comes from years of dedicated practice and knowing their clients.”
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Kyle F. Lester, CPA
Tax Services, Services For Individuals, Business 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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Weintraub, Traub, Tracy & Virk Cpas
Tax Services, Services For Individuals, Business Services
“Shawn is extremely patient and professional, he takes the time to not only answer our many questions but also asks us many questions and thoroughly gets to the bottom of things.”
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SMG ABA
- Questions
- Team
- Financial
“Running any business can be overwhelming at times , having piece of mind that everything is being done the correct way , on time , and having them always reaching out to help in any way they can is worth every dollar.”
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Elbert T Chester CPA
- Financial Advisor
- Information
- Knowledge
“My experience with Mr Elbert T Chester is a man of integrity and excellent in many ways in his Practice , The works he does for the People as a man of God, Proven to trust worthy.”
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Planning Financial Futures
Risk Management & Income, Financial Planning Services, Investment Services
“He is well versed in all facets of finance and has assisted myself and my wife with everything from an investment portfolio to Insurance considerations, Long term health care consideration, retirement planning as well as estate planning.”
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SJS Tax & Consulting
- Questions
- Taxes
- Patiences
“But when the issues are complex, they also have the means to research and get back to us quickly with the key information necessary to continue the growth of our business.”
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Loturco & Company
- Advice
- Questions
- Financial
“I am in touch with Ed about various questions outside of tax season – he is always responsive and explains things in a way that a “non-accountant” can understand.”
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Premier Financial Network
- Questions
- Health Insurance
- Needs
“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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Herman P Ortiz CPA
Tax Services, Services For Individuals, Business Services
“They've done an excellent job, are readily available whenever I have questions and offer advice and solutions to benefit myself and business, that I otherwise wouldn't know.”
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Registered Social Security Analysts - Rssa
- Retirement
- Questions
- Know
“The staff is very friendly and the fee was well worth the information, advice, and guidance we needed that would have cost us big time if we listened to the folks at the local social security office.”
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Fine & Clear Tax Solutions
IRS Installment Plans, Delinquent Tax Returns, Innocent Spouse Relief
“Guy Finocchiaro not only handled my IRS mess, was able to correct, rework, significantly reduce what I owed back then, and getting refunds instead of my normal owing year after year.”
Retirement Planning and Investment Management Services in Farmingdale, NY Cost Estimates
Why these companies made our list
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