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Don Coley & Associates
“Excellent people-oriented service!”
Best Financial Advisors near Islip, NY
We have one firm in Islip on file, and it is on this list, along with 23 from towns including Melville (6, 12 mi), Hauppauge (3, 6 mi) and Farmingdale (3, 14 mi).
4 open 24/7 · 13 open weekends · 19 rated 4.5+ · 1 shows a license
Data verified October 21, 2026
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Comprehensive Financial
- 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
“Everyone here is friendly and they care about serving their customers.”
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Lindenhurst CPA
- Prep
- Tax Return
“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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Planning Financial Futures
- Advice
- Accounts
- Calls
“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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Premier Financial Network
- 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!”
The 24 firms listed for Islip, 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: Islip, NY
23 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 453 reviews; 1 has 50 or more reviews and 19 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (98%), responsiveness (82%) and quality (65%). 4 are open around the clock; 13 are open on Saturdays and 5 on Sundays. The services the firms on this page list most often on their websites are tax planning (6), financial planning (5), small business accounting (4), tax services (4) and business valuation (3). 1 shows a license on its website and 3 have a BBB rating of A or A+. Domain records put 16 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 4 offer urgent consultations; 3 offer payment plans; 4 offer a free initial consultation; 1 is family- or locally-owned and 1 lists coupons or special offers. 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 Islip 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.
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Registered Social Security Analysts - Rssa
- 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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Ambrosio & Bellotti, Cpas
“Very attentive to details and they always go above and beyond!”
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Cerini & Associates
“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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Certified Financial Planner
- 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.”
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Magii Inc.
- Portfolio
- Interest
- Questions
“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.”
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Weisman & Co., Cpa's
- Company
- Personal Financial
- Questions
“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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Heller Wealth Management
- Financial Advisor
- Market
- Retirement
“They have been thoughtful and cover multiple issues with recommendations that are designed to provide for a least stress free road to retirement as much as is possible.”
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Herold & Lantern Investments
“He gives me hours of his time to explain complexities of the market which guides me with a good knowledge base.”
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Broadridge Financial Solutions
“Great place to work”
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Investment Insight Wealth Management
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William Carpenter CPA
- Informative
“I have been using him for over 25 years both for my personnel and business needs and I find him honest, hard working and very up on all the new laws and mandates .”
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Heritage Financial Advisory
- Feel
- Team
- Portfolio
“I referred them to Lou at Heritage Financial who did an excellent job in guiding the clients into investment vehicles that were appropriate for their specific needs.”
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Northeast Risk Management Group
- Future
- Expertise
- Knowledge
“My mother and I were introduced to Darlene and Kyle Lukaszewicz several years ago, and we were immediately impressed by their extensive knowledge and level of professionalism.”
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Geneva Capital Management
- Questions
“I'm not very knowledgeable on stocks and investing so I really appreciate that they make you feel comfortable and confident about where your money is going.”
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O'Keefe CPA
“I consistently get the most concise and informative answers to even the most difficult questions.”
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Saxe Daniel N
“Very professional office staff.”
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Justin Ponella of Dipaola Financial Group
- Needs
- Advisor
- Insurance
“He is a true professional In every sense of the word so if you're looking for a insurance and or investment advisor who will put your interests first look no further”
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Giambalvo, Stalzer, & Co., Cpas
“Sometimes when I have conversations with friends, patients or other acquaintances, I realize that having wound up as a client of Bob Giambalvo in 1990, when I was just getting started in my career, was a twist of fate that precipitated my ability to ...”
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
Why these companies made our list
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