Islip, NY

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Islip, NY
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Best Financial Advisors in Islip, NY

The highest-rated Financial Planning & Wealth Management companies out of 325 vetted & reviewed in the Islip area.

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Q-Rise Tax + Accounting & Business Services

Q-Rise Tax + Accounting & Business Services

(10)
Sales Tax, IRS Tax Problem Resolution, Individual Tax Returns
“If you need taxes done-- by the top firm on long island---here it is------”
Accepts Cash, Check, All Major Credit Cards
In Business Since 2014
Coupons & Offers
Serving Islip Area
i
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Herman P Ortiz CPA

Herman P Ortiz CPA

(17)
Specialty Tax 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
i
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Edwin Casanova, CPA

Edwin Casanova, CPA

(23)
Tax Problem Resolution, For Individuals, Tax Services
“Even when my husband and I stare at him with a glazed look of confusion over our faces, he's able to explain what he's doing or what needs to be done in a way that we can understand.”
In Business Since 2015
Serving Islip Area
i
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SMG ABA

SMG ABA

(30)
  • Call
  • Industry
  • Financial
“Wes and his team have been handling my accounting for the past 4 + years, and I can confidently say that without him and his team we would be in business after the pandemic.”
In Business Since 2021
Serving Islip Area
i
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Merchant Provider Solutions

Merchant Provider Solutions

(14)
  • Questions
“Couldn't have made getting set up any easier, cant recommend enough!”
Emergency Services
In Business Since 2021
Free Initial Consultation
Serving Islip Area
i
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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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Shelton Tax & Accounting

Shelton Tax & Accounting

(7)
Bookkeeping, Training For Quickbooks®, Tax Preparation and Planning
“As a client for more than 10 years, the Shelton's have dedicated time and resources to advise my financial and tax situations from mortgages and taxes to retirement plans.”
Accepts All Major Credit Cards
In Business Since 1973
Free Initial Consultation
Serving Islip Area
i
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Fortress Financial

Fortress Financial

(3)
Investment Portfolios, Estate Planning & Management, Insurance Planning
“His enthusiasm to discuss the how's and why's of the stock market plus his knowledge of the issues, the pros and cons of various stocks or bundles makes him very valuable.”
Free Initial Consultation
In Business Since 2006
Serving Islip Area
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David H. Rosenberg CPA

David H. Rosenberg CPA

(1)
“Best accountant ever”
Transparent Fees & Pricing
In Business Since 1987
Free Initial Consultation
Serving Islip Area
i
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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
Serving Islip Area
i
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GS Garritano & Associates, Cpas, Cfos

GS Garritano & Associates, Cpas, Cfos

(7)
“I don't worry about being family because everyone who walks through these doors is family and is treated with the upmost professionalism and greatest team of problem solvers.”
In Business Since 2010
Serving Islip Area
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Bridge Tax & Financial Group

Bridge Tax & Financial Group

(2)
Quickbooks Services, Financial Services, Tax Services
“Have been using them for 10 plus years!!!”
In Business Since 2016
Serving Islip Area
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The Choice Group Wealth Management

The Choice Group Wealth Management

(2)
“Very nice people Ira was a great help and answered all of my questions and it didn't cost me anything.”
Family Business
In Business Since 2017
Serving Islip Area
i
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Rockline Wealth Management

Rockline Wealth Management

(2)
“Highly recommend there services, they treat every client as there number one clients.”
In Business Since 2018
Serving Islip Area
i
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Vincent Cucuzza, CFP

Vincent Cucuzza, CFP

(2)
“Vin, handled all aspects of the deal from the buy/sell agreement, exit planning, disability insurance and health Insurance!”
In Business Since 2012
Serving Islip Area
i
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Opal Wealth Advisors

Opal Wealth Advisors

(1)
“They exceed expectations and continuously strive to enhance their services and relationship with clients.”
In Business Since 2017
Serving Islip Area
Featured

2022 MARKET REVIEW & OUTLOOK Join Joseph Filosa, Phillip Kosmala, and Gino Carollo from the Opal Investment Committee as they give a market update and economic outlook for the remainder of 2022 and into 2023.

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Comprehensive Financial

Comprehensive Financial

(8)
  • Investment
  • Family
“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
Serving Islip Area
i
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Mitlin Financial

Mitlin Financial

(8)
  • Market
“Larry and his team are on top of things from alerting clients about what's happening in the market and why to keeping his clients posted on changes in their portfolios.”
In Business Since 2004
Serving Islip Area
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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.

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