The highest-rated Financial Planning & Wealth Management companies out of 168 vetted & reviewed in the Islip area.
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Prominent finalists A-Z in Islip
Ambrosio & Bellotti, Cpas
CERTIFIED FINANCIAL PLANNER
Cashdiscountprogram
Cerini & Associates
Comprehensive Financial
Don Coley & Associates
Edwin Casanova, CPA
Eghrari Wealth Training Law Firm
GUY A. Finocchiaro, CPA
Herman P Ortiz CPA
James P Phelan CPA
King and Associates, CPA
Kyle F. Lester, CPA
Lindenhurst CPA
Planning Financial Futures
Premier Financial Network
Raisman CPA
Registered Social Security Analysts – RSSA
SMG ABA
Saranto Calamas Office
Support HQ
Tait’s Tax Service INC
Total Solutions Financing
Weisman & Co., CPA’s
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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.”
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Don Coley & Associates
(1)
Tax Planning, In-House Attorney, Business Tax
“Excellent people-oriented service!”
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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.”
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James P Phelan CPA
(1)
Quickbooks Services, Personal Financial Planning, Payroll Services
“Everyone here is friendly and they care about serving their customers.”
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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.”
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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”
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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.”
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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.”
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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”
“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.”
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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.”
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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 :)”
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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!”
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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.”
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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.”
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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.”
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Ambrosio & Bellotti, Cpas
(2)
IRS Audit Representation, Small Business Accounting, IRS Payment Plan
“Very attentive to details and they always go above and beyond!”
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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.”
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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.....”
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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.”
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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.”
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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...”
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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.”
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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.”
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Retirement Planning and Investment Management Services in Islip, NY Cost Estimates