Levittown, NY

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Levittown, NY
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Best Financial Advisors in Levittown, NY

The highest-rated Financial Planning & Wealth Management companies out of 195 vetted & reviewed in the Levittown area.

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Hirsch & Hirsch Certified Public Accountants

Hirsch & Hirsch Certified Public Accountants

(48)
Offer In Compromise Services, Services Overview, Small Business Accounting
“They take personal care in everything they do in relation to our taxes.”
Licensed, BBB Rating: A+
In Business Since 1988
Serving Levittown Area
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R&G Brenner

R&G Brenner

(40)
Other Related Services, Tax Preparation Services, Ways To File
“Specifically with Mr Brian Kelly who helped me both times, I can truly say he is a combination of a knowledgeable professional plus a very pleasant personality to work with, very happy I'm doing business with this guy, I highly recommend him.”
Licensed, BBB Rating: A+
In Business Since 1947
Transparent Fees & Pricing
Accepts All Major Credit Cards
Serving Levittown Area
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Total Solutions Financing

Total Solutions Financing

(46)
  • Commission
  • Company
  • Future
“They are very helpful I work with Howell and he makes you feel like family from day one he has helped me out and I appreciate everything he has done for me and my business.”
Offers Financing Options
In Business Since 2021
Free Initial Consultation
310 New York Ave, Huntington, NY
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Rogg & Kejriwal

Rogg & Kejriwal

(48)
Tax Preparation and Planning For Individuals and Businesses, New Business Formation, Financial Planning, Including Retirement and Estate Planning
“Working with a team like Randall, Dominick , Nellie and others ensure a business owner he can worry about one less thing when it comes to taxes and being in compliance.”
Transparent Fees & Pricing
In Business Since 2014
Offers Financing Options
Serving Levittown Area
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Lindenhurst CPA

Lindenhurst CPA

(43)
Tax Services, Part-Time CFO Services, Expatriate 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”
Transparent Fees & Pricing
In Business Since 2021
Free Initial Consultation
Remote Consultations Available
Serving Levittown Area
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Flynn Financial Partners

Flynn Financial Partners

(49)
  • Results
  • Goals
  • Market
“They advised my father for many years and he was a middle class income earner and their disciplined approach helped leave my mother in a very comfortable place.”
In Business Since 2008
56 Harrison St Suite 203, New Rochelle, NY
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Kyle F. Lester, CPA

Kyle F. Lester, CPA

(28)
Business Services, Services For Individuals, Quickbooks Services
“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.”
Emergency Services
In Business Since 2006
Offers Financing Options
Transparent Fees & Pricing
Serving Levittown Area
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Steven Silber, CFP , Cltc

Steven Silber, CFP , Cltc

(50)
Fees, Services
“My parents and I have been working with him more many many years and he has always steered us in the right direction and helped us with all our financial accounts etc.”
Transparent Fees & Pricing
In Business Since 2018
Serving Levittown Area
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Russo Law Group

Russo Law Group

(50)
Elder Law, Real Estate, Estate Planning
“We would highly, over and over, recommend Russo law group, specifically Kim Christian and her team, for all of your elder care, end of life, living will and life to end of life planning.”
Remote Consultations Available
In Business Since 2006
Serving Levittown Area
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Davidov Law Group

Davidov Law Group

(50)
Power of Attorney, Charitable Trusts, Trust Administration
“Speaking as one of the winners of the Davidov Law Group Future Leaders Scholarship, I can confidently say that this law firm excels in their dedication and client care.”
In Business Since 2002
Serving Levittown Area
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Weintraub, Traub, Tracy & Virk Cpas

Weintraub, Traub, Tracy & Virk Cpas

(39)
Business Services, Services For Individuals, Services For Quickbooks
“Simply the best Shawn has been help me and his professionalism attention to detail,and effort to assist with all of my tax needs,I'm consistently impressed with Shawn assistance”
Transparent Fees & Pricing
In Business Since 1993
Free Initial Consultation
Offers Financing Options
37 E Main St, Oyster Bay, NY
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Elbert T Chester CPA

Elbert T Chester CPA

(49)
  • Wealth
  • Knowledge
  • Sound
“I am quite please with his professionalism , he is very knowledgable about his subject matter and he disseminates the information to his clients in a proper manner so there is no misunderstanding, he cares for his clients and he is easy to work.”
In Business Since 2021
Serving Levittown Area
Featured

Tax Advisory Services Elbert T. Chester, CPA PLLC is committed to providing high-quality tax advisory services for businesses and non-profit organizations, encompassing proactive tax analysis, creative, year-round tax planning, and expert return preparation. Our experts focus on your particular needs and goals, identifying the most beneficial tax strategy for your organization and helping you to devise an overall plan to maximize your tax savings and minimize your tax liabilities, both now and in the future. Call us now for more assistance...

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Planning Financial Futures

Planning Financial Futures

(44)
Investment Services, Financial Planning Services, Tax & Legal*
“Jeff's always focused on safety and responsibility first when planning, and has kept my family grounded on being realistic with our finances, ensuring we're prepared to weather emergencies, but also is sure to remind us that we're human and should be...”
In Business Since 2002
Serving Levittown Area
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SJS Tax & Consulting

SJS Tax & Consulting

(13)
  • Patiences
  • Taxes
  • Questions
“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.”
Licensed, BBB Rating: A+
In Business Since 2012
Family Business
Transparent Fees & Pricing
Serving Levittown Area
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Herman P Ortiz CPA

Herman P Ortiz CPA

(26)
Business Services, Services For Individuals, Quickbooks Services
“Ortiz's services and vast knowledge of the extensive US tax codes & laws were a huge help when starting my business in 2014 and would not have been able to get started without him.”
Transparent Fees & Pricing
In Business Since 2016
Offers Financing Options
Serving Levittown Area
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Loturco & Company

Loturco & Company

(48)
  • Tax Preparation
  • Financial
  • Honesty
“I have referred many others to Ed who were looking for "the best" and the response I usually receive is "Holy cow, thank you for recommending him, you were right, he is amazing.”
In Business Since 1986
Serving Levittown Area
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Premier Financial Network

Premier Financial Network

(24)
  • Needs
  • Investments
  • Health Insurance
“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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Neil G Carousso, Cpa, CFP

Neil G Carousso, Cpa, CFP

(50)
  • Attention
  • Financial
  • Tax Preparation
“The best part of working with him is how friendly he is - we bombarded him with questions in our consultation (some of which we felt silly asking), but he happily addressed them all to our satisfaction.”
In Business Since 1998
Serving Levittown Area
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Registered Social Security Analysts - Rssa

Registered Social Security Analysts - Rssa

(35)
  • Plan
  • Know
  • Decisions
“The cost of the service is affordable and a great investment for retirement planning and future security of ones retirement without making costly mistakes from not knowing critical laws and future changes to SSI.”
Emergency Services
In Business Since 2000
Serving Levittown Area
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Fine & Clear Tax Solutions

Fine & Clear Tax Solutions

(27)
Innocent Spouse Relief, Delinquent Tax Returns, IRS Tax Liens
“Guy is really helpful, I had a question related to EV tax credit and how to file taxes, he seemed really knowledgeable and was able to direct me to the right website and also his newsletter is of great resource.”
Free Initial Consultation
17+ Years Experience
Serving Levittown Area
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Gurparsad

Gurparsad

(19)
Business Services, Services For Individuals, Services For Quickbooks
“If you're a person who is looking for someone with knowledge, experience and just want to have a good and easy process during tax season, Darshan is the guy you need to see.”
Transparent Fees & Pricing
In Business Since 2022
Free Initial Consultation
Offers Financing Options
Serving Levittown Area
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Ambrosio & Bellotti, Cpas

Ambrosio & Bellotti, Cpas

(2)
Non-Filed Tax Returns, Buy Quickbooks and Save, Estate Planning
“Very attentive to details and they always go above and beyond!”
Licensed, BBB Rating: A
In Business Since 2007
Offers Financing Options
Transparent Fees & Pricing
Serving Levittown Area
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Ernest D Loewenwarter & Co

Ernest D Loewenwarter & Co

(1)
Why Quickbooks, Internal Controls Evaluation, IRS Wage Garnishment
“Hands down the most honorable, knowledgeable, kind, and hardworking accountants that I have ever had the pleasure of working with.”
Licensed, BBB Rating: A+
In Business Since 1943
Transparent Fees & Pricing
Accepts All Major Credit Cards
Serving Levittown Area
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John Lepore, CPA

John Lepore, CPA

(25)
  • Stress
  • Small Business
  • Questions
“I found John about a year ago and he has been incredibly helpful, patient, and does a great job explaining and fixed some of those previous mistakes for me as well.”
Transparent Fees & Pricing
In Business Since 2014
Offers Financing Options
Serving Levittown Area
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Retirement Planning and Investment Management Services in Levittown, NY Cost Estimates

Minimum cost
$1033
Maximum cost
$8777
National Average
$3098
Avg Per Hour Rates
$310
$2066
$5679
Average price range is based on 427 cost profiles
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Average Cost $3098
Minimum cost $1033
Maximum cost $8777
Avg Per Hour Rates $310

Average range $2066 to $5679 is based on 427 cost profiles.

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