Best Financial Advisors in Huntington, NY

24 firms listed · 7 in Huntington · 2 open 24/7 · 5 open weekends · 14 rated 4.5+

Data verified October 21, 2026

Premier Financial Network

Premier Financial Network

(24)
  • Financial Planning
  • Expert
  • Investments
“Premier Financial Network has been an absolute pleasure to work with, Nick has done a great job for myself and my firm, I'm super grateful I found him!”
Remote Consultations Available
Free Initial Consultation
In Business Since 2022
Huntington Station, NY · 1 mi from Huntington
i
Certified Financial Planner

Certified Financial Planner

(11)
  • Feel
“Whether it's how to get started or you're a seasoned veteran trying to make the most of your financial situation, I have no doubt Nick is the one that can solve any obstacles you may be having.”
Emergency Services
In Business Since 2010
1772 E Jericho Turnpike #1a, Huntington, NY
i
Safe Harbor Asset Management

Safe Harbor Asset Management

(3)
  • Market
  • Questions
  • Portfolio
“The entire staff is professional, accessible, attentive & responsive to any and all questions or concerns.”
Licensed
In Business Since 1998
167 E Main St, Huntington, NY
i
Atlantic Financial Group

Atlantic Financial Group

(1)
“It's a comfort to know that my future is just as important to them.”
In Business Since 2012
58 New St, Huntington, NY
i
Sheftick & Associates CPA

Sheftick & Associates CPA

Transparent Fees & Pricing
Remote Consultations Available
In Business Since 2014
Huntington Station, NY · 1 mi from Huntington
i
Gibbons Consulting Group

Gibbons Consulting Group

In Business Since 2023
315 Main St 2nd Floor, Huntington, NY
i

The 24 firms listed for Huntington, 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, NY

Of the 24 firms we list here, 7 are in Huntington itself and 17 come from towns including Huntington Station (5, 1 mi), Melville (4, 6 mi) and Hauppauge (2, 9 mi). 16 of the firms on this page have a rating, from 4.0 to 5.0 across 450 reviews; 2 have 50 or more reviews and 14 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (94%), responsiveness (79%) and quality (71%). 2 are open around the clock; 5 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), elder care (2) and estate planning (2). 2 show a license on their websites and 5 have a BBB rating of A or A+. Domain records put 18 websites of the firms on this page at ten or more years old; the oldest dates from 1995. 2 offer urgent consultations; 4 offer payment plans; 5 offer a free initial consultation and 3 are family- or locally-owned. 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 take financial planning bookings online?

3 of the 24 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.

Traverse Capital Management

Traverse Capital Management

In Business Since 2020
82 Main St Suite 300, Huntington, NY
i
Joseph F. Eaton CPA

Joseph F. Eaton CPA

Transparent Fees & Pricing
In Business Since 1995
Huntington Station, NY · 1 mi from Huntington
i
New York Retirement Planning

New York Retirement Planning

Free Initial Consultation
In Business Since 2014
Huntington Station, NY · 1 mi from Huntington
i
Catalyst Funds

Catalyst Funds

In Business Since 2012
36 New York Ave, Huntington, NY
i
Conservative Wealth

Conservative Wealth

In Business Since 2004
Huntington Station, NY · 1 mi from Huntington
i
FM International

FM International

“Great Company!”
Family Business
In Business Since 2000
11 Prospect St suite 1a, Huntington, NY
i
Alfano & Company

Alfano & Company

(24)
  • Tax Returns
  • Organized
  • Team
“I moved from Connecticut to Florida three years ago and the personal touch and tax filing messaging are seamless compared to having his office right down the street.”
Offers Financing Options
BBB Rating: A+
Transparent Fees & Pricing
In Business Since 1998
Old Greenwich, CT · 17 mi from Huntington
i
Rogg & Kejriwal

Rogg & Kejriwal

(48)
  • Period
  • Responsive
  • Call
“With the changing landscape of the tax industry, its very critical to not have the same approach but instead an evolving methodology that can adapt to all the changes.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2014
Carle Place, NY · 14 mi from Huntington
i
Lindenhurst CPA

Lindenhurst CPA

(43)
  • File
  • Prep
  • Needs
“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”
Free Initial Consultation
Transparent Fees & Pricing
Remote Consultations Available
In Business Since 2021
Lindenhurst, NY · 10 mi from Huntington
i
Weintraub, Traub, Tracy & Virk Cpas

Weintraub, Traub, Tracy & Virk Cpas

(39)
  • Efficient
  • Job
  • Fashion
“Having successfully used this reliable firm for more than 30 years to do my family taxes, I had no hesitation to hire them for the non-profit business I manage.”
Free Initial Consultation
Transparent Fees & Pricing
Offers Financing Options
In Business Since 1992
Oyster Bay, NY · 8 mi from Huntington
i
Planning Financial Futures

Planning Financial Futures

(44)
  • Health Care
  • Advice
  • Insurance
“You will always receive extremely personable, professional and very experienced advice I don't just think of him as my financial advisor, I think of him as a friend because that's the way he makes you feel.”
In Business Since 2002
Melville, NY · 6 mi from Huntington
i
SJS Tax & Consulting

SJS Tax & Consulting

(13)
  • Patiences
  • Questions
  • Taxes
“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.”
Family Business
BBB Rating: A+
Transparent Fees & Pricing
In Business Since 2009
West Hempstead, NY · 18 mi from Huntington
i
Registered Social Security Analysts - Rssa

Registered Social Security Analysts - Rssa

(35)
  • Plan
  • Information
  • Advisor
“Tom was very helpful in answering all my social security questions and updated my personalized report accordingly until I had a complete understanding of my social security picture.”
Emergency Services
In Business Since 2000
Melville, NY · 6 mi from Huntington
i
Ambrosio & Bellotti, Cpas

Ambrosio & Bellotti, Cpas

(2)
“Very attentive to details and they always go above and beyond!”
Offers Financing Options
BBB Rating: A
Transparent Fees & Pricing
In Business Since 2007
Melville, NY · 6 mi from Huntington
i
Cerini & Associates

Cerini & Associates

(8)
“It is my pleasure to post publicly about how absolutely fantastic working with Ed Mc Williams @ Cerini has been for me, my firm and many of the clients we share.”
BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 1993
Bohemia, NY · 14 mi from Huntington
i
Magii Inc.

Magii Inc.

(27)
  • Legal
  • Portfolio
  • Goals
“It is a reflection of Mark and his values that he has made "Giving Back" an integral part of magii and that as a company they strive to make a positive social Impact in their community.”
In Business Since 2008
Hauppauge, NY · 9 mi from Huntington
i
Weisman & Co., Cpa's

Weisman & Co., Cpa's

(33)
  • Company
  • Personal Financial
  • Mind
“I have been using the services of Lanny, over 23 for my personal returns and 11 years for my business, can't say enough good things about him and his staff.”
Licensed
In Business Since 2005
Hauppauge, NY · 9 mi from Huntington
i
Herold & Lantern Investments

Herold & Lantern Investments

(2)
“He gives me hours of his time to explain complexities of the market which guides me with a good knowledge base.”
Family Business
BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 1996
Melville, NY · 6 mi from Huntington
i
HomeWealth Management AdvisorsNew YorkHuntington, NY

Retirement Planning and Investment Management Services in Huntington, NY Cost Estimates

Minimum cost
$1219
Maximum cost
$10355
National Average
$3655
Avg Per Hour Rates
$366
$2437
$6701
Average price range is based on 364 cost profiles
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Average Cost $3655
Minimum cost $1219
Maximum cost $10355
Avg Per Hour Rates $366

Average range $2437 to $6701 is based on 364 cost profiles.

Why these companies made our list

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