Best Financial Advisors in Orangetown, NY

The highest-rated Financial Planning & Wealth Management firms out of 332 vetted & reviewed in the Orangetown area.

Fylstra & Fylstra

Fylstra & Fylstra

(10)
Individual Accounting, Tax Problems, Tax Services
“Bob does my accounting and Lori does my bookkeeping, and it's a great combination: I get fast and accurate work, and it's great to have a bookkeeper with instant access to a CPA.”
In Business Since 1987
Transparent Fees & Pricing
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
Serving Orangetown Area
i
Jilleba & Libock, CPA

Jilleba & Libock, CPA

(11)
“Libock and his team are among the most professional and exceptional accountants in the tri-state region.”
In Business Since 2009
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Serving Orangetown Area
i
Rolnick Paul CPA

Rolnick Paul CPA

(1)
“Best massage I've ever had !”
In Business Since 2000
Offers Financing Options
Transparent Fees & Pricing
Accepts All Major Credit Cards
Serving Orangetown Area
i
Murphy Wealth Management Group

Murphy Wealth Management Group

(1)
Retirement Planning, Long-Term Care, Insurance Planning
“As I approach 55 they helped me maximize my retirement plan to have the most money possible when the time comes.”
In Business Since 2007
Free Initial Consultation
Serving Orangetown Area
i
Emil Petardi CPA

Emil Petardi CPA

(17)
Services For Individuals, Quickbooks Services, Tax Services
“Petardi has been of great guidance for my business and personal taxes, offering quick and professional services that exceeded my expectations.”
In Business Since 2007
Free Initial Consultation
Coupons & Offers
Offers Financing Options
Serving Orangetown Area
i
Neil G Carousso, Cpa, CFP

Neil G Carousso, Cpa, CFP

(20)
  • Questions
  • Financial Planning
  • Retirement
“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
Coupons & Offers
Remote Consultations Available
Serving Orangetown Area
i
Golden Financial Services Debt Settlement Corporation

Golden Financial Services Debt Settlement Corporation

(18)
Affiliate Marketing & Work at Home Jobs, Get Rid Of Your Debts, Privacy Policy
“So I went ahead and signed up for the debt relief program and wow, I did not expect things to go as well as they did, as even Golden Financial will tell you themselves to expect negative credit over the first year and there is a chance creditors coul...”
In Business Since 2007
Free Initial Consultation
Offers Financing Options
IAPDA Certified
Serving Orangetown Area
i
Libock & Associates

Libock & Associates

(8)
Services For Individuals, Industries, Business Incorporation and Formation
“1099 filing, accounting, bookkeeping, business budgeting and forecasting, financial planning, payroll, personal tax, Quickbooks setup and consulting, small business tax, tax advice, tax planning and tax preparation”
In Business Since 2009
Free Initial Consultation
Offers Financing Options
Transparent Fees & Pricing
Serving Orangetown Area
i
Rogg & Kejriwal

Rogg & Kejriwal

(20)
New Business Formation, Financial Planning, Including Retirement and Estate Planning, Quarterly Review of Financial Statements
“Talking about the Rogg & Kejriwal team is very special to me because these group of top-of-the-line professionals have taken care of all the needs my business has had with the IRS, The NYS Department of Taxation and The NYC Department of Finance sinc...”
In Business Since 2014
Offers Financing Options
Transparent Fees & Pricing
Serving Orangetown Area
i
Ronald A Mermer, Cpa,pc

Ronald A Mermer, Cpa,pc

(18)
  • Family
  • Team
“Over the years I moved 11 times across the US, had a successful career, started a family, saw my kids graduate from college, ended my corporate career, started and sold 2 businesses, and as I approach 60 years old I look back at all of the relationsh...”
In Business Since 1991
Offers Financing Options
Transparent Fees & Pricing
Accepts All Major Credit Cards
Serving Orangetown Area
i
Schneider Financial Group

Schneider Financial Group

(16)
Estate Planning, Tax Preparation, New Business Formation
“There is no company better than Schneider financial group,I have been with this company for 10 yrs and never had a problem John is a wiz at accounting Joe knows his stuff when it comes to investing i highly recommend them and this establishment Joa...”
In Business Since 2007
Transparent Fees & Pricing
Serving Orangetown Area
i
Steven A Scala CPA

Steven A Scala CPA

(15)
Business Services, Quickbooks Services, Services For Individuals
“Steven is great at managing expectations, explaining any questions you might have in a way that you can understand, and he is incredibly responsive and never leaves you in the dark.”
In Business Since 2003
Transparent Fees & Pricing
Serving Orangetown Area
i
Tsamutalis & Company

Tsamutalis & Company

(20)
Tax Preparation, IRS Payment Plan & Offer In Compromise, IRS Liens & Levies
“I feel very fortunate to have come across Socrates Tsamutalis (Tsamutalis & Company, LLC) as my accountant and would recommend him to anyone seeking an accountant with full knowledge of the profession and unwavering integrity.”
In Business Since 2011
Offers Financing Options
Serving Orangetown Area
i
Vinod George Abraham CPA

Vinod George Abraham CPA

(17)
  • Knowledge
  • Team
“He provides prompt and effective results for personal and institutional/professional matters so you can be at ease knowing that your path forward is the best solution and in compliance with the latest laws and regulations.”
In Business Since 2008
Free Initial Consultation
Transparent Fees & Pricing
Serving Orangetown Area
i
Arthur Sisco CPA

Arthur Sisco CPA

(12)
  • Questions
“He really understands the nuances to being a small business owner and works with us every year to make sure our business is running as efficiently as possible, always making recommendations that allow us to maximize our profits.”
In Business Since 2000
Transparent Fees & Pricing
Serving Orangetown Area
i
CPA Lee

CPA Lee

(18)
  • Questions
“I personally consider James my family as we go back so many years, but I have also recommended so many people that also swear by James as well.”
In Business Since 2007
Transparent Fees & Pricing
Serving Orangetown Area
i
Hyton Accounting & Consulting

Hyton Accounting & Consulting

(19)
  • Filing
  • Family
  • Efficient
“It's a huge difference to talk to someone that understands day to day life concerns and willing to professionally accommodate the time to meet with you as well as articulate the process and changes concerning your taxes.”
In Business Since 2012
Transparent Fees & Pricing
Serving Orangetown Area
i
Myles Wealth Management

Myles Wealth Management

(15)
Your Business Valuation, Business Planning, Retirement Planning
“3 years later our advisor has gotten us out of high interest credit card debt, refinanced our home to a lower interest rate, taught us how to bank for ourselves so we keep our money and not pay high interest rates, but most importantly helped us be i...”
In Business Since 2013
Serving Orangetown Area
i
Perlson

Perlson

(13)
“I don't often write reviews but I felt compelled to review this company because in the few years that I have used them to handle my accounting needs I have been incredibly impressed.”
In Business Since 1987
Remote Consultations Available
Accepts All Major Credit Cards
Serving Orangetown Area
i
The Deminno CPA Firm

The Deminno CPA Firm

(20)
Tax Services Offered, Tax Saving Strategies, Tax Resources
“My company and my personal finances emerged stronger out of hardship and during Covid implications largely thanks to the care, professional assistance, and guidence of James De Minno and The De Minno CPA Firm PC.”
In Business Since 2014
Accepts All Major Credit Cards
Serving Orangetown Area
i

Retirement Planning and Investment Management Services Estimated Cost in Orangetown, NY 2023

Minimum cost
$1040
Maximum cost
$8840
National Average
$3120
Avg Per Hour Rates
$312
$2080
$5720
Fair price range based on 190 cost profiles
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Average Cost $3120
Minimum cost $1040
Maximum cost $8840
Avg Per Hour Rates $312

Fair range $2080 to $5720 is based on 190 cost profiles.

Why these companies made our list

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