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Weintraub, Traub, Tracy & Virk Cpas
- Efficient
- Job
- Stars
“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.”
Best Financial Advisors near Oyster Bay, NY
We have 3 firms in Oyster Bay on file, and all of them are on this list, along with 21 from towns including Melville (3, 5 mi), Bayside (2, 14 mi) and Syosset (1, 1 mi).
1 open 24/7 · 8 open weekends · 18 rated 4.5+ · 2 show a license
Data verified October 21, 2026
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Strategic Tax Planners
- 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
“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
“His knowledge speaks for itself but more than anything…he shows how much he cares.”
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Principle Wealth
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Araneo Tax & Financial
“Have been going there for a couple years now.”
The 24 firms listed for Oyster Bay, 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.
Area overview: Oyster Bay, NY
21 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 985 reviews; 9 have 50 or more reviews and 18 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (95%), responsiveness (82%) and quality (73%). The topics that come up most in reviews of the firms on this page are "knowledge", "patient" and "trust". 1 is open around the clock; 8 are open on Saturdays and 3 on Sundays. The services the firms on this page list most often on their websites are financial planning (3), estate planning (2), irs audit representation (2), new business formation (2) and services for individuals (2). 2 show a license on their websites; 1 lists staff certifications (CFP) and 3 have a BBB rating of A or A+. Domain records put 15 websites of the firms on this page at ten or more years old; the oldest dates from 1995. 1 offers urgent consultations; 5 offer payment plans; 4 offer a free initial consultation; 1 is 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.
Why are financial advisers outside Oyster Bay listed here?
3 of the 24 firms are located in Oyster Bay. The others come from other towns within 30 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Siegel Joan
“Trust is paramount and Joan has mine.”
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Reshape Wealth
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Craig Morris & Co
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Dahab Associates
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R&G Brenner
“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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Rogg & Kejriwal
- Call
- Responsive
- Questions
“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
- Needs
- Prep
- Tax Return
“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
- 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
- Patient
- Law Firm
- Trust
“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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Steven Silber, CFP , Cltc
- Confident
- Teacher
- Financial Advisor
“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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Elbert T Chester CPA
- 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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Planning Financial Futures
- Insurance
- Advice
- Calls
“Jeff is always pleasant, thorough, an excellent advisor and always looking for the best financial instruments for ones specific needs needs depending on your stage in life.”
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SJS Tax & Consulting
- Patiences
- Taxes
- Questions
“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.”
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Loturco & Company
- Team
- Tax Laws
- Financial
“Edward and Ben Loturco are extremely compassionate about their clients needs and you will feel that compassion and professionalism from your First meeting with them.”
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Premier Financial Network
- Expert
- Financial Planning
- Needs
“Premier Financial Network has been an absolute pleasure to work with, Nick has done a great job for myself and my firm, I'm super grateful I found him!”
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Neil G Carousso, Cpa, CFP
- Retirement Planning
- Information
- Financial
“Their attention to detail, extensive knowledge of the ever changing tax landscape, and personal touch has my family and my business in the best hands possible.”
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Registered Social Security Analysts - Rssa
- Advisor
- Information
- Know
“We can tell he and the company really care about the people they serve, and while they do sell their services we never felt like we were talking to a salesperson.”
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Ambrosio & Bellotti, Cpas
“Very attentive to details and they always go above and beyond!”
Retirement Planning and Investment Management Services in Oyster Bay, NY Cost Estimates
Minimum cost
$1232
Maximum cost
$10466
National Average
$3694
Avg Per Hour Rates
$370
$2463
$6772
Average price range is based on 448 cost profiles
Why these companies made our list
What clients say about firms near Oyster Bay
- “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.
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