Best Financial Advisors in Farmingdale, NY

24 firms listed · 5 in Farmingdale · 2 open 24/7 · 9 open weekends · 21 rated 4.5+

Data verified October 18, 2026

Northeast Risk Management Group

Northeast Risk Management Group

(12)
  • Questions
  • Knowledge
  • Expertise
“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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O'Keefe CPA

O'Keefe CPA

(5)
“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 2003
Accepts All Major Credit Cards
Offers Financing Options
375 Fulton St, Farmingdale, NY 11735
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Saxe Daniel N

Saxe Daniel N

(3)
“Dan Saxe is the man!!!!”
In Business Since 2011
Transparent Fees & Pricing
500 Bi County Blvd # 202N, 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
NMLS #75245
145 Merritts Rd, South Farmingdale, NY 11735
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Skye Legacy Planning

Skye Legacy Planning

“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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The 24 firms listed for Farmingdale, 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: Farmingdale, NY

Of the 24 firms we list here, 5 are in Farmingdale itself and 19 come from towns including Melville (4, 3 mi), South Farmingdale (1, 1 mi) and Lindenhurst (1, 4 mi). 22 of the firms on this page have a rating, from 4.3 to 5.0 across 1,137 reviews; 10 have 50 or more reviews and 21 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (95%), responsiveness (86%) and quality (70%). 2 are open around the clock; 9 are open on Saturdays and 3 on Sundays. The services the firms on this page list most often on their websites are services for individuals (5), tax services (5), business services (4), quickbooks services (4) and estate planning (3). 1 shows a license on its website and 3 have a BBB rating of A or A+. Domain records put 13 websites of the firms on this page at ten or more years old; the oldest dates from 1995. 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 Farmingdale offer a free first meeting?

6 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.

R&G Brenner

R&G Brenner

(40)
“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 1944
BBB Rating: A+
Coupons & Offers
Serving Farmingdale Area
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Hirsch & Hirsch Certified Public Accountants

Hirsch & Hirsch Certified Public Accountants

(48)
  • Job
  • Questions
  • Family Owned Business
“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 1987
BBB Rating: A+
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)
  • Financial
  • Team
  • Questions
“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)
  • Communication
  • Questions
  • Tax Return
“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)
  • Team
  • Questions
  • Trust
“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
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Russo Law Group

Russo Law Group

(50)
  • Team
  • Questions
  • Trust
“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 Return
  • Advisor
  • Knows
“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)
  • Fashion
  • Questions
  • Job
“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 1992
Transparent Fees & Pricing
Free Initial Consultation
37 E Main St, Oyster Bay, NY
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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)
  • Goals
  • Questions
  • Calls
“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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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 2009
BBB Rating: A+
Family Business
Serving Farmingdale Area
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Herman P Ortiz CPA

Herman P Ortiz CPA

(26)
  • Financial
  • Efficient
  • Informative
“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
i
Premier Financial Network

Premier Financial Network

(24)
  • 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.”
Free Initial Consultation
In Business Since 2022
Remote Consultations Available
545 E Jericho Turnpike, Huntington Station, NY
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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 1985
Serving Farmingdale Area
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Registered Social Security Analysts - Rssa

Registered Social Security Analysts - Rssa

(35)
  • 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.”
In Business Since 2000
Emergency Services
Serving Farmingdale Area
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Fine & Clear Tax Solutions

Fine & Clear Tax Solutions

(27)
  • Questions
  • Call
  • Tax Return
“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.”
17+ Years Experience
Free Initial Consultation
Serving Farmingdale Area
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HomeWealth Management AdvisorsNew YorkFarmingdale, NY

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.

Why these companies made our list

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