Best Financial Advisors in Islip, NY

The highest-rated Financial Planning & Wealth Management companies out of 168 vetted & reviewed in the Islip area.

King and Associates, CPA

King and Associates, CPA

(1)
Tax Services, Business Valuations, Audit & Tax Services
“Quality quick service would recommend them to any of my family members or business associates.”
Transparent Fees & Pricing
In Business Since 2005
Free Initial Consultation
320 Carleton Ave #3500, Central Islip, NY 11722
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Don Coley & Associates

Don Coley & Associates

(1)
Tax Planning, In-House Attorney, Business Tax
“Excellent people-oriented service!”
In Business Since 2020
372 Islip Ave, Islip, NY
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Comprehensive Financial

Comprehensive Financial

(10)
  • Retirement
“They have supported our firm through benefit plan changes, retirement plan conversions, and management changes -- always supportive, competent and efficient -- helping us reach our goals.”
In Business Since 1999
86 Carleton Ave, East Islip, NY 11730
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James P Phelan CPA

James P Phelan CPA

(1)
Quickbooks Services, Personal Financial Planning, Payroll Services
“Everyone here is friendly and they care about serving their customers.”
Remote Consultations Available
In Business Since 2004
167 E Main St, East Islip, NY 11730
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Total Solutions Financing

Total Solutions Financing

(46)
  • Communication
  • Small Business
  • Company
“Professional, accessible and vigilant in their handling of my finances, this is a company that I can trust and highly recommend to anyone in need of guidance and working capital for their business.”
Offers Financing Options
In Business Since 2021
Free Initial Consultation
310 New York Ave, Huntington, NY
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Lindenhurst CPA

Lindenhurst CPA

(43)
Tax Problems and Solutions, Virtual CPA Services, 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”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2021
Remote Consultations Available
Serving Islip Area
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Edwin Casanova, CPA

Edwin Casanova, CPA

(46)
Tax Problem Resolution, For Individuals, Tax Services
“I have not been the most organized and punctual person to work with through the years but always met with patience and understanding from Edwin and Elise.”
In Business Since 2015
Serving Islip Area
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Kyle F. Lester, CPA

Kyle F. Lester, CPA

(28)
Quickbooks Services, Business Services, Services For Individuals
“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.”
Offers Financing Options
Emergency Services
In Business Since 2006
Free Initial Consultation
Serving Islip Area
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SMG ABA

SMG ABA

(50)
  • Management
  • Tax Laws
  • Financial
“SMG ABA LLC for a few years now, They have really separated themselves with the level of service and expertise that I haven't found with any other CPA Accounting firm before”
In Business Since 2021
Serving Islip Area
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Planning Financial Futures

Planning Financial Futures

(44)
Tax & Legal*, Investment Services, Financial Planning Services
“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
Serving Islip Area
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Saranto Calamas Office

Saranto Calamas Office

(32)
Quickbooks Services, Services For Individuals, Business Services
“  Starting as a young professional in business through the other accounting needs that come with living a full life - handling of wills, estates and tax planning.”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 1999
Offers Financing Options
Serving Islip Area
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Tait's Tax Service INC

Tait's Tax Service INC

(34)
  • Accountant
  • To Establish
  • Season
“He is always up to answering any questions he genuinely cares about his clients experience and goes above and beyond not to mention how speedy the process was, everything was done in a NICK OF TIME :)”
In Business Since 2019
Serving Islip Area
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Premier Financial Network

Premier Financial Network

(24)
  • Financial Planning
  • Interest
  • Needs
“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
In Business Since 2022
Free Initial Consultation
545 E Jericho Turnpike, Huntington Station, NY
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Herman P Ortiz CPA

Herman P Ortiz CPA

(26)
Quickbooks Services, Business Services, Services For Individuals
“I own a small business and the professionals within this company are experts in all matters of planning, strategy and consulting of business finance and accounting.”
Transparent Fees & Pricing
In Business Since 2016
Offers Financing Options
Serving Islip Area
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Registered Social Security Analysts - Rssa

Registered Social Security Analysts - Rssa

(35)
  • Information
  • Understand
  • Know
“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
Serving Islip Area
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Fine & Clear Tax Solutions

Fine & Clear Tax Solutions

(27)
IRS Offer in Compromise, Wage Garnishments, Innocent Spouse Relief
“I found this a little strange because the letter only came to her and I never received anything and we have always filed our taxes jointly since we were married in 1984.”
Free Initial Consultation
17+ Years Experience
Serving Islip Area
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Ambrosio & Bellotti, Cpas

Ambrosio & Bellotti, Cpas

(2)
IRS Audit Representation, Small Business Accounting, IRS Payment Plan
“Very attentive to details and they always go above and beyond!”
Offers Financing Options
Licensed, BBB Rating: A
In Business Since 2007
Transparent Fees & Pricing
Serving Islip Area
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Cerini & Associates

Cerini & Associates

(8)
Consulting, Accounting & Auditing, Tax & Business Advisory
“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.”
Licensed, BBB Rating: A+
In Business Since 1994
Accepts All Major Credit Cards
Serving Islip Area
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Raisman CPA

Raisman CPA

(14)
Quickbooks Services, Business Services, Services For Individuals
“Have had the pleasure and privilege of working with Raisman CPA since the late 1970's directly with Myron Raisman and after he retired, with Connie Ryan; and have been with them ever since.....”
Transparent Fees & Pricing
In Business Since 2020
Free Initial Consultation
996 W Jericho Turnpike 2nd Floor, Smithtown, NY
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Support HQ

Support HQ

(9)
Services For Quickbooks, Business Services, Services For Individuals
“Support HQ has been instrumental in helping me with my taxes every year but now they have helped me establish my business and best practices for book keeping and payroll.”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2017
Offers Financing Options
Serving Islip Area
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Certified Financial Planner

Certified Financial Planner

(11)
Tax Planning, The Planning Process, Divorce
“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
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Cashdiscountprogram.com

Cashdiscountprogram.com

(17)
Ecommerce Payment Processing, Mobile Payment Processing, Credit Card Processing
“The merchant system we were using kept going down on us and we ended up having to hand enter each credit card number, which was slow and frustrating as we were checking in thousands of people and then checking them out again with their pumpkin purcha...”
Transparent Fees & Pricing
In Business Since 2017
738 Smithtown Bypass #100, Smithtown, NY
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Weisman & Co., Cpa's

Weisman & Co., Cpa's

(33)
Mount Sinai Tax Preparation, CPA Bayport Accountant, Holtsville Tax Help
“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
Serving Islip Area
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Eghrari Law Firm

Eghrari Law Firm

(13)
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“Eghrari's services are not once and done, he establishes a relationship with his clients to help them with the events that we almost face, his services make these times more manageable.”
Accepts All Major Credit Cards
In Business Since 1994
Family Business
50 Karl Ave #202, Smithtown, NY
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Retirement Planning and Investment Management Services in Islip, NY Cost Estimates

Minimum cost
$1234
Maximum cost
$10489
National Average
$3702
Avg Per Hour Rates
$371
$2468
$6787
Average price range is based on 293 cost profiles
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Average Cost $3702
Minimum cost $1234
Maximum cost $10489
Avg Per Hour Rates $371

Average range $2468 to $6787 is based on 293 cost profiles.

Why these companies made our list

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