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Weintraub, Traub, Tracy & Virk Cpas

(39)

Services For Quickbooks, Business Services, Industries

“I have been a client of RJ's for years and have always received great service with my taxes and financial planning to help pay down my student loans.”

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Tait's Tax Service INC

(34)

Needs
Accountant
Season

“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!”

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Mtech Distributors

(21)

Payment
Merchant Services
Pos

“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...”

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Strategic Tax Planners

(17)

Team
Questions
Company

“Michael and his team members are the best and they are always available to help me at anytime throughout the year to answer any financial questions or taxes related questions I may have.”

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Gallego Financial Group of Raymond James

(1)

Services, Services

“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.”

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Marino Wealth Management

(1)

College Savings Plans, Planning For Retirement, Estate Planning Strategies

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

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Principle Wealth

“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 ...”

Featured

Our latest Kids Day was a resounding success! Over 30 children participated and had an exciting time playing basketball, bowling, crafting, bead-making, and building with Legos. Everyone’s willingness to “hang in there” despite the uncooperative weather was evident through all the giggles and laughter. nnWe are deeply grateful to everyone who helped make this event a success, particularly Bouvier Insurance, Norwich Youth, Family & Recreation Services, Norwich Police Department, Principle Wealth Partners, and the Connecticut Sun. We would also like to thank Lisa for giving so many haircuts (and for bringing a friend)! We could not have put on this event without our dedicated volunteers who set up and took down the equipment. nnSpecial thanks go to Norwich Human Services, who provided the grant money to support this event. The smiles on the faces of all the kids (and our patrons) were priceless.

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Araneo Tax & Financial

(5)

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

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Siegel Joan

(4)

“Trust is paramount and Joan has mine.”

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Reshape Wealth

Trust & Estate, Risk Management, Wealth Management

“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...”

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Craig Morris & Co

Individual Services Personal Financial Planning

“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 ...”

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Dahab Associates

“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...”

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Acms Commercial Direct

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Hirsch & Hirsch Certified Public Accountants

(48)

Small Business Accounting, Quickbooks Services, Offer In Compromise Services

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

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R&G Brenner

(40)

Other Related Services, Tax Preparation Services, Ways To File

“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!!”

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Total Solutions Financing

(46)

Credit Line
Communication
Company

“Howell Fesq is the Greatest Representative, He has ALWAYS extended himself to be of Awesome Service, he provides answers and he is extremely knowledgeable about just about everything.”

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Rogg & Kejriwal

(48)

Financial Planning, Including Retirement and Estate Planning, Financial Statement Drafting, Tax Preparation and Planning For Individuals and Businesses

“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.”

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Lindenhurst CPA

(43)

Tax Preparation For Businesses, Tax Problems and Solutions, 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”

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Flynn Financial Partners

(49)

Understand
Future
Goals

“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.”

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Davidov Law Group

(50)

Health Care Proxy, Estate Administration, Trusts

“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.”

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Kyle F. Lester, CPA

(28)

Quickbooks Services, Business Services, Services For Individuals

“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.”

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Steven Silber, CFP , Cltc

(50)

Fees, Services

“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.”

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Russo Law Group

(50)

Medicaid Planning, Guardianships, Elder Law

“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.”

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Elbert T Chester CPA

(49)

Planning
Compliance
Knowledge

“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.”

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Average Cost	$3694
Minimum cost	$1232
Maximum cost	$10466
Avg Per Hour Rates	$370

Best Financial Advisors in Oyster Bay, NY

The highest-rated Financial Planning & Wealth Management companies out of 158 vetted & reviewed in the Oyster Bay area.

Weintraub, Traub, Tracy & Virk Cpas

Tait's Tax Service INC

Mtech Distributors

Strategic Tax Planners

Gallego Financial Group of Raymond James

Marino Wealth Management

Principle Wealth

Araneo Tax & Financial

Siegel Joan

Reshape Wealth

Craig Morris & Co

Dahab Associates

Acms Commercial Direct

Hirsch & Hirsch Certified Public Accountants

R&G Brenner

Total Solutions Financing

Rogg & Kejriwal

Lindenhurst CPA

Flynn Financial Partners

Davidov Law Group

Kyle F. Lester, CPA

Steven Silber, CFP , Cltc

Russo Law Group

Elbert T Chester CPA

Retirement Planning and Investment Management Services in Oyster Bay, NY Cost Estimates

Why these companies made our list

Wealth Management Advisors near Oyster Bay

Popular in Oyster Bay