Farmingdale, NY

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Farmingdale, NY
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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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Northeast Risk Management Group

Northeast Risk Management Group

(12)
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.”
In Business Since 2019
640 Fulton St # 7, Farmingdale, NY 11735
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Saxe Daniel N

Saxe Daniel N

(3)
Tax Services, Services For Individuals, Business Services
“Very professional office staff.”
In Business Since 2011
Transparent Fees & Pricing
500 Bi County Blvd # 202N, Farmingdale, NY 11735
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O'Keefe CPA

O'Keefe CPA

(5)
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.”
Transparent Fees & Pricing
In Business Since 2004
Accepts All Major Credit Cards
Offers Financing Options
375 Fulton St, Farmingdale, NY 11735
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James Wasenius

James Wasenius

(1)
Quickbooks Services, Tax Services, Business Services
“Extremely knowledgeable and experienced.”
In Business Since 2011
Transparent Fees & Pricing
500 Bi County Blvd, Farmingdale, NY 11735
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RJB Financial Consultant

RJB Financial Consultant

(1)
“Purchased a mortgage and heloc with them in the past, and they gave good advice Thursday.”
In Business Since 2003
145 Merritts Rd, South Farmingdale, NY 11735
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Skye Legacy Planning

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...”
In Business Since 2018
500 Bi County Blvd #465, Farmingdale, NY 11735
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Four Financial Group

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 ...”
In Business Since 2019
Transparent Fees & Pricing
500 Bi County Blvd Suite 117, Farmingdale, NY 11735
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Hirsch & Hirsch Certified Public Accountants

Hirsch & Hirsch Certified Public Accountants

(48)
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….”
In Business Since 1988
Licensed, BBB Rating: A+
Serving Farmingdale Area
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R&G Brenner

R&G Brenner

(40)
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.”
Accepts All Major Credit Cards
In Business Since 1945
Licensed, BBB Rating: A+
Coupons & Offers
Serving Farmingdale Area
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Total Solutions Financing

Total Solutions Financing

(46)
  • 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.”
Free Initial Consultation
In Business Since 2021
Offers Financing Options
310 New York Ave, Huntington, NY
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Rogg & Kejriwal

Rogg & Kejriwal

(48)
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.”
Offers Financing Options
In Business Since 2014
Transparent Fees & Pricing
Serving Farmingdale Area
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Lindenhurst CPA

Lindenhurst CPA

(43)
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”
Remote Consultations Available
In Business Since 2021
Transparent Fees & Pricing
Free Initial Consultation
Serving Farmingdale Area
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Davidov Law Group

Davidov Law Group

(50)
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.”
In Business Since 2002
Serving Farmingdale Area
Featured

In New York, estate planning for out-of-state properties must navigate both New York law and the laws of the state where the property is located. This can affect probate, taxes, and other aspects of estate management. Davidov Law Group offers detailed guidance on addressing these complexities to ensure a comprehensive estate plan. For more insights, visit their website.

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Russo Law Group

Russo Law Group

(50)
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.”
In Business Since 2006
Remote Consultations Available
Serving Farmingdale Area
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Kyle F. Lester, CPA

Kyle F. Lester, CPA

(28)
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.”
Transparent Fees & Pricing
In Business Since 2006
Emergency Services
Free Initial Consultation
Serving Farmingdale Area
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Weintraub, Traub, Tracy & Virk Cpas

Weintraub, Traub, Tracy & Virk Cpas

(39)
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.”
Offers Financing Options
In Business Since 1993
Transparent Fees & Pricing
Free Initial Consultation
37 E Main St, Oyster Bay, NY
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Q-Rise Tax + Accounting & Business Services

Q-Rise Tax + Accounting & Business Services

(10)
Business Tax Returns, Go to Main Services Page, Bookkeeping
“Salman Khan Is The Best Taxing Accountant For All Affordable Tax Services A+++”
Coupons & Offers
In Business Since 2015
Accepts Cash, Check, All Major Credit Cards
Serving Farmingdale Area
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SMG ABA

SMG ABA

(50)
  • 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.”
In Business Since 2021
Serving Farmingdale Area
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Elbert T Chester CPA

Elbert T Chester CPA

(49)
  • 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.”
In Business Since 2021
Serving Farmingdale Area
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Planning Financial Futures

Planning Financial Futures

(44)
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.”
In Business Since 2002
Serving Farmingdale Area
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Solidify USA

Solidify USA

(47)
  • Team
  • Funding
  • Company
“Working with Solidify and one of their top account executives, Billy Pappas, was particularly reassuring - his dedication to meet my needs/standards created a quality experience.”
In Business Since 2020
Serving Farmingdale Area
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SJS Tax & Consulting

SJS Tax & Consulting

(13)
  • 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.”
Transparent Fees & Pricing
In Business Since 2012
Licensed, BBB Rating: A+
Family Business
Serving Farmingdale Area
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Loturco & Company

Loturco & Company

(48)
  • 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.”
In Business Since 1986
Serving Farmingdale Area
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Herman P Ortiz CPA

Herman P Ortiz CPA

(26)
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.”
Offers Financing Options
In Business Since 2016
Transparent Fees & Pricing
Serving Farmingdale Area
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Retirement Planning and Investment Management Services in Farmingdale, NY Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on 326 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Typical range $2000 to $5500 is based on 326 cost profiles.

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