Northeast Risk Management Group
“They have been there for my family through the many challenging twists and turns life has thrown at us!”
Best Financial Advisors near Farmingdale, NY
We have 5 firms in Farmingdale on file. Only the highest-rated make our list: 3 of them made it, along with 12 from towns including Melville (4, 3 mi), Lindenhurst (1, 4 mi) and Plainview (1, 4 mi).
1 open 24/7 · 7 open weekends · 12 rated 4.5+
Data verified October 21, 2026
Saxe Daniel N
“The only accountant & financial planner I use and recommend to all my family & friends!”
Four Financial Group
Rogg & Kejriwal
“Definitely I recommend anyone looking for quality service to patronize this business.”
Weintraub, Traub, Tracy & Virk Cpas
“Shawn was very polite, professional and courteous toward my tax and accounting needs, for me personally and my business.”
Steven Silber, CFP , Cltc
“It was my first time meeting with a financial planner and I remember how informed and kind he was in teaching me about investing.”
The 15 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
14 of the 15 firms on this page have a rating, from 4.0 to 5.0 across 916 reviews; 5 have 50 or more reviews and 12 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "expertise", "knowledge" and "patient". 1 is open around the clock; 7 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are services for individuals (3), tax services (3), business services (2), estate planning (2) and financial planning (2). 1 has a BBB rating of A or A+. Domain records put 8 websites of the firms on this page at ten or more years old; the oldest dates from 1995. 1 offers urgent consultations; 3 offer payment plans and 3 offer a free initial consultation. We have a website on file for all 15 of the firms on this page; all 15 publish a contact page; 10 list a public email and 4 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.
Why are financial advisers outside Farmingdale listed here?
3 of the 15 firms are located in Farmingdale. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Davidov Law Group
“In particular, their attention to detail, patience in listening and addressing all questions and concerns with the utmost care, coupled with knowledgeable and skillful estate planning strategies, are of the highest quality..”
Lindenhurst CPA
“Looking forward to working with him again in the future!”
Planning Financial Futures
“He is professional, knowledgeable and has always provided the guidance I needed in my financial planning goals.”
Premier Financial Network
“Nick is a pleasure to work with and incredibly helpful with all my financial planning questions and needs.”
Opal Wealth Advisors
“We needed a consultant to help us sell our business, and they recommended the most fantastic firm that got us so much more money than we expected and guided us safely through the entire process.”
Attitude Financial Advisors
“They've been able to put my life at ease (and prevent some difficult moments with my partner).”
Registered Social Security Analysts - Rssa
“The personalized analysis was comprehensive and illuminating, and the RSSA advisor answered my questions clearly and helpfully.”
Ambrosio & Bellotti, Cpas
“Very attentive to details and they always go above and beyond!”
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Savant Wealth Management
“There is honestly no one else I would have so much confidence in to always be on the level, pragmatic, and empathetic to our evolving financial situation.”
Why these companies made our list
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