Best Financial Advisors in Oyster Bay, NY

“Taits was truly professional from start to finish - excellent communication and answered any and all questions I had quickly, will definitely file again with them in the future!”

“I Recently switched all my cell phone retail locations from traditional credit card processing to cash discount terminals from Mtech distributors, and it was seamless and the staff is knowledgeable in the industry I literally stopped paying fees to a...”

“Alex Gallego not only took on the challenge to begin with but faced every hurdle with calmness, professionalism, kindness and a huge portion of patience.”

“His knowledge speaks for itself but more than anything…he shows how much he cares.”

“CityWire RIA, July 2022 Methodology: This report is based on the most recent Form ADV data reported to the Securities and Exchange Commission at the time of publication, as helpfully gathered by a data partner, Discovery Data. Only firms that manage ...”

“Have been going there for a couple years now.”

“Trust is paramount and Joan has mine.”

“Reshape ® was founded as an independent investment planning firm with the sole purpose of providing our clients personalized wealth management solutions that balance core investment portfolios with the flexibility to access institutional quality inve...”

“We are a small, client-focused CPA firm. We work with people every day to solve personal and business financial concerns. We do this by satisfying unique needs, which we recognize through our close relationships and intimate knowledge of the clients ...”

“Seth joined Dahab Associates in January, 2012. Until 2009 he was chairman of Byram Capital Management, a small-cap value equity manager he founded in 2002. Prior to that, he spent 15 years with, and ultimately became president and CEO of, Axe-Houghto...”

“He's very capable, very reliable; and has lots of interesting accounting stories to share too.”

“Brian Kelly, I met years ago on a whim, luckily finding my forever Tax man, he is knowledgeable, very thorough, with out question the very best there is!!”

“Allison and Nelly have been amazing and always answer any questions I have and take care of any requests in a prompt, professional and friendly manner.”

“Even when he's extremely busy, he returns our calls quickly and takes time to think our questions through and provide us with a broad swath of potential solutions, weighing pros and cons of each.”

“Steve explained the process which is very involved and what choices we had for the distribution He continued to do follow ups with us and that all our questions were answered.”

“If you are in the need of of RELIABLE PROFESSIONAL legal advice, particularly in the field of Estate Planning , Trusts & Wills, I highly recommend the DAVIDOW LAW GROUP located in New Hyde Park, N.”

“Attorney Frank Buquicchio was very professional and matter of fact in answering all of our questions and putting us at ease in carrying out our decisions.”

“Once again I will like to reiterate how wonderful to have a CPA who knows the tax laws and helps resolve issues that arises and handles it with professionalism.”