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There are no firms listed in Levittown itself yet; the 24 below are the closest options, from towns including Melville (5, 6 mi), Floral Park (2, 11 mi) and Bayside (2, 14 mi).
3 open 24/7 · 10 open weekends · 21 rated 4.5+ · 1 shows a license
Data verified October 21, 2026
The 24 firms listed for Levittown, 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.
The 24 firms on this page are rated from 4.0 to 5.0 across 1,150 reviews; 9 have 50 or more reviews and 21 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (95%), responsiveness (83%) and quality (73%). The topics that come up most in reviews of the firms on this page are "knowledge", "patient" and "trust". 3 are open around the clock; 10 are open on Saturdays and 4 on Sundays. The services the firms on this page list most often on their websites are estate planning (3), tax services (3), wealth management (3), elder care (2) and financial planning (2). 1 shows a license on its website and 5 have a BBB rating of A or A+. 19 have ten or more years of experience, the longest 82 years. 3 offer urgent consultations; 3 offer payment plans; 4 offer a free initial consultation; 2 are 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.
4 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.
- “Jeffrey is always available and returns messages and calls without delay and is always well prepared when scheduled portfolio review calls take place.” — client of Planning Financial Futures
- “Steve is always available when we need his assistance either for a quick question or to set up a new portfolio.” — client of Steven Silber, CFP , Cltc
- “Neil is a professional. Completely knowledgeable in all matters of accounting and retirement planning.” — client of Neil G Carousso, Cpa, CFP
- “Exhibits excellent knowledge and skills as related to cash flow management, budgeting, investing and retirement planning.” — client of Neil G Carousso, Cpa, CFP
Excerpts from public reviews of the firms listed on this page.
