Steven Silber, CFP , Cltc
“He listens to my concerns and patiently answers my questions without trying to push me into making decisions with which I may be uncomfortable.”
Best Financial Advisors in Huntington Station, NY
15 firms listed · 4 in Huntington Station · 3 open weekends · 8 rated 4.5+ · 1 shows a license
Data verified October 21, 2026
Traverse Capital Management
“Michael is detail oriented, and he understands the challenges of living in an expensive area of the country.”
Safe Harbor Asset Management
“I appreciate the guidance of my RIA, Steve Davis, who is always cheerfully available to answer my sometimes naive questions.”
Atlantic Financial Group
“It's a comfort to know that my future is just as important to them.”
Sheftick & Associates CPA
Joseph F. Eaton CPA
“I've been placing my business with Joe for years and he always goes above and beyond for his clients.”
The 15 firms listed for Huntington Station, 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: Huntington Station, NY
Of the 15 firms we list here, 4 are in Huntington Station itself and 11 come from towns including Huntington (6, 1 mi), Melville (2, 5 mi) and Commack (1, 6 mi). 9 of the firms on this page have a rating, from 3.0 to 5.0 across 292 reviews; 2 have 50 or more reviews and 8 are rated 4.5 or higher. 3 are open on Saturdays. 1 shows a license on its website. Domain records put 10 websites of the firms on this page at ten or more years old; the oldest dates from 1995. 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 15 of the firms on this page; all 15 publish a contact page; 12 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.
Do firms listed for Huntington Station take financial planning bookings online?
4 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
New York Retirement Planning
Gibbons Consulting Group
Conservative Wealth
FM International
Wechsler David
Weintraub, Traub, Tracy & Virk Cpas
“He answered all of my questions in a quick and timely fashion.”
Planning Financial Futures
“An example of how personable he is is he calls me on my birthday every year to wish me happy birthday and to see how I am doing.”
Premier Financial Network
“Nick is an impressive financial advisor, he demonstrates integrity and is very knowledgeable and friendly.”
Opal Wealth Advisors
“I am so pleased with the financial expertise and professionalism of the advisors and staff at Opal Wealth Advisors.”
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
