View Profile

Edwin Casanova, CPA

(46)

For Small Businesses, Tax Services, For Individuals

“I used Edwin to review my solar panel taxes last year and he was able to amend my previous years taxes and get me a few thousand dollars my last guy missed.”

i

View Profile

Raisman CPA

(14)

Tax Services, Services For Individuals, Business Services

“I have this respect for Al and the firm because no matter what comes up requiring their services, I know it will be handled proffessionally and thoroughly.”

i

View Profile

Cashdiscountprogram.com

(17)

Surcharge Program, Dual Pricing, Retail Payment Processing

“The merchant system we were using kept going down on us and we ended up having to hand enter each credit card number, which was slow and frustrating as we were checking in thousands of people and then checking them out again with their pumpkin purcha...”

i

View Profile

Support HQ

(9)

Tax Services, Services For Individuals, Business Services

“Support HQ has been instrumental in helping me with my taxes every year but now they have helped me establish my business and best practices for book keeping and payroll.”

i

View Profile

Eghrari Law Firm

(13)

Skip to Main Content, Menu, Skip to Right Header Navigation

“Whether you're reviewing your assets with Barbara or your estate plan choices with Christine or just making an appointment with Patty – it's all been made as easy and pleasant as possible with the goal being to arrange things so that your assets are ...”

Featured

Are My Assets at Risk If I Need to Qualify for Medicaid When I’m a Senior in New York? As you move into your retirement years, the potential need for long-term care may become a significant concern given the exorbitant cost of that care. For many seniors, Medicaid is a crucial resource for covering the cost of long-term care; however, you may worry about the impact the need to qualify for Medicaid could have on your hard-earned assets. To help you better understand and plan accordingly, the Long Island attorneys at Eghrari Law Firm discuss whether your assets are at risk if you need to qualify for Medicaid as a senior in New York.

i

View Profile

William Carpenter CPA

(9)

Business Valuations, Payroll Services, Individuals

“I have been using him for over 25 years both for my personnel and business needs and I find him honest, hard working and very up on all the new laws and mandates .”

i

View Profile

Nick J. Giannitsas CPA

(2)

“NICK is awsome, we actually miss our in person appointment with him, he is efficient and always provides excellent service.”

i

View Profile

Draper Asset Management

(2)

Asset Management, Losap

“Not only do they teach me as they make my money grow, but they are just the most down to earth, professional, real people.”

i

View Profile

Louis A. Soriano Cfp, EA - Navigator Financial

(5)

“Lou is truly the best and is willing to be as involved in your bookkeeping as you want.”

i

View Profile

Arcadia Wealth Management

“As a wealth management firm in New York, our initial discovery meeting is complimentary and gives us the opportunity to provide information and resources about who we are and what we do, so that you can make an informed decision about who you choose ...”

i

View Profile

Quest Capital Management

“There is a new paradigm for this generation of retirees and the generations that follow. With the pensions of the past being few and far between, a retiree is now tasked with using their savings to create a growing stream of tax efficient income for ...”

i

View Profile

FDM Wealth Management

Insurance, Financial Planning, Investments

“With something as personal as your finances, it's important to work with an advisor you trust and with whom you want to work for the long-term. After all, building a financial plan is not a one-time event; it is an ongoing process that requires adjus...”

i

View Profile

Main Street Financial Group

“One of our experienced financial advisors will walk with you through each step of a strategic processdesigned to achieve your goals and our mission—to develop and apply your personalized, well-diversified, actionable financial plan. Through an ongoin...”

i

View Profile

Total Solutions Financing

(46)

Commission
Team
Funding

“They are very helpful I work with Howell and he makes you feel like family from day one he has helped me out and I appreciate everything he has done for me and my business.”

i

View Profile

Lindenhurst CPA

(43)

Tax Relief, Services For Individuals, Tax Preparation For Businesses

“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”

i

View Profile

Kyle F. Lester, CPA

(28)

Tax Services, Services For Individuals, Business Services

“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.”

i

View Profile

SMG ABA

(50)

Efficient
Questions
Team

“Running any business can be overwhelming at times , having piece of mind that everything is being done the correct way , on time , and having them always reaching out to help in any way they can is worth every dollar.”

i

View Profile

Planning Financial Futures

(44)

Risk Management & Income, Financial Planning Services, Investment Services

“He is well versed in all facets of finance and has assisted myself and my wife with everything from an investment portfolio to Insurance considerations, Long term health care consideration, retirement planning as well as estate planning.”

i

View Profile

Saranto Calamas Office

(32)

Tax Services, Business Services, Services For Individuals

“My organization the Long Island Advancement of Small Business, a Not for Profit organization is not a simple matter with the continued changes to the IRS laws on a yearly basis.”

i

View Profile

Tait's Tax Service INC

(34)

Understand
File
Questions

“I've been using Taits tax services for the last two years and I have to say he is professional , super thorough, so knowledgeable, he doesn't hesitate to take the time to help you in anyway he can.”

i

View Profile

Premier Financial Network

(24)

Questions
Health Insurance
Expert

“If you are Looking for someone extremely trustworthy to deal with any of your financial matters like life insurance, health insurance, investments & purchaseing or selling a home N Ick Larrobino is the person to reach out to.”

i

View Profile

Herman P Ortiz CPA

(26)

Tax Services, Services For Individuals, Business Services

“They've done an excellent job, are readily available whenever I have questions and offer advice and solutions to benefit myself and business, that I otherwise wouldn't know.”

i

View Profile

Fine & Clear Tax Solutions

(27)

IRS Installment Plans, Delinquent Tax Returns, IRS Tax Liens

“Guy Finocchiaro not only handled my IRS mess, was able to correct, rework, significantly reduce what I owed back then, and getting refunds instead of my normal owing year after year.”

i

View Profile

Registered Social Security Analysts - Rssa

(35)

Plan
Retirement
Questions

“The staff is very friendly and the fee was well worth the information, advice, and guidance we needed that would have cost us big time if we listened to the folks at the local social security office.”

i

Average Cost	$3547
Minimum cost	$1183
Maximum cost	$10049
Avg Per Hour Rates	$355

Best Financial Advisors in Smithtown, NY

The highest-rated Financial Planning & Wealth Management companies out of 114 vetted & reviewed in the Smithtown area.

Edwin Casanova, CPA

Raisman CPA

Cashdiscountprogram.com

Support HQ

Eghrari Law Firm

William Carpenter CPA

Nick J. Giannitsas CPA

Draper Asset Management

Louis A. Soriano Cfp, EA - Navigator Financial

Arcadia Wealth Management

Quest Capital Management

FDM Wealth Management

Main Street Financial Group

Total Solutions Financing

Lindenhurst CPA

Kyle F. Lester, CPA

SMG ABA

Planning Financial Futures

Saranto Calamas Office

Tait's Tax Service INC

Premier Financial Network

Herman P Ortiz CPA

Fine & Clear Tax Solutions

Registered Social Security Analysts - Rssa

Retirement Planning and Investment Management Services in Smithtown, NY Cost Estimates

Why these companies made our list

Wealth Management Advisors near Smithtown

Popular in Smithtown