Best Financial Advisors in Oyster Bay, NY

“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.”

“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...”

“Many people consider rolling over their 401(k) dollars when they change jobs or retire. Depending on your financial goals, your age and your investment strategy, it may make financial sense to roll over some of your assets while you're still working ...”

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

“Denise has over 25 years of industry experience. In her role as the Executive Assistant to Robert Paolucci, Founder and CEO, Denise serves as the liaison and primary gatekeeper of the executive office. She is responsible for providing an extraordinar...”

“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 ...”

“Dahab Associates, Inc. was founded in 1986 on Long Island, NY, by Richard E. Dahab, CFA. The firm's foundation came from Rich's experience working on rocket guidance systems where he performed tracking error analysis on rocket trajectories. He also w...”

“The office is fast to answer all of your questions and concerns...”

“Easy to make an appointment with the same, excellent, preparer year after year who makes this arduous chore so simple and our time together preparing the returns even enjoyable.”

“I tried unsuccessfully communicating with SBA for the last 6 months and within 2 weeks Howell was able to get our status and completed our funding with 4 weeks.”

“They spent face to face time to understand my situation and were available over the phone and email for any questions (my previous tax accountant was not as responsive).”

“I'm an independent contractor and he has been incredibly knowledgable about how to best tally expenses and file for that, and for the two apartments I rent in my house.”

“The firm handling our retirement plans misinformed the participation of some product which caused serious delays when a plan of exchange is contemplated.”

“Very attentive to details and they always go above and beyond!”

“Extremely quick turn-around, very professional, and made this so easy for us.”

“She has been a complete pleasure to work with, exceedingly knowledgeable, easy to communicate with, responds to emails and phone calls promptly and has been an overall Angel for my family & I.”

“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.”