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Edwin Casanova, CPA
- Stress
- Tax Return
- Questions
“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.”
Best Financial Advisors in Smithtown, NY
24 firms listed · 11 in Smithtown · 2 open 24/7 · 6 open weekends · 20 rated 4.5+
Data verified October 18, 2026
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Raisman CPA
- Generations
“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.”
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Cashdiscountprogram.com
- Card Readers
- Company
- Product
“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...”
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Support HQ
- Bookkeeping
“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.”
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Eghrari Law Firm
- Investment
- Seminars
- Team
“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 ...”
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William Carpenter CPA
- Informative
“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 .”
The 24 firms listed for Smithtown, 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: Smithtown, NY
Of the 24 firms we list here, 11 are in Smithtown itself and 13 come from towns including Melville (4, 12 mi), Hauppauge (1, 4 mi) and Nesconset (1, 4 mi). 22 of the firms on this page have a rating, from 4.2 to 5.0 across 757 reviews; 5 have 50 or more reviews and 20 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (94%), responsiveness (82%) and quality (64%). The topics that come up most in reviews of the firms on this page are "communication" and "efficient". 2 are open around the clock; 6 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are tax services (7), services for individuals (6), business services (5), financial planning (4) and quickbooks services (4). Domain records put 13 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 2 offer urgent consultations; 6 offer payment plans; 9 offer a free initial consultation and 1 is family- or locally-owned. 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.
Do firms listed for Smithtown take financial planning bookings online?
3 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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Nick J. Giannitsas CPA
“NICK is awsome, we actually miss our in person appointment with him, he is efficient and always provides excellent service.”
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Draper Asset Management
“Not only do they teach me as they make my money grow, but they are just the most down to earth, professional, real people.”
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Louis A. Soriano Cfp, EA - Navigator Financial
“Lou is truly the best and is willing to be as involved in your bookkeeping as you want.”
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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 ...”
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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 ...”
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FDM Wealth Management
“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...”
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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...”
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Total Solutions Financing
- 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.”
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Lindenhurst CPA
- File
- Communication
- Questions
“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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Kyle F. Lester, CPA
- Tax Return
- Advisor
- Knows
“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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SMG ABA
- 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.”
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Saranto Calamas Office
- Future
- Questions
- Team
“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.”
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Planning Financial Futures
- Health Care
- Goals
- Questions
“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.”
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Tait's Tax Service INC
- 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.”
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Herman P Ortiz CPA
- Financial
- Efficient
- Informative
“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.”
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Premier Financial Network
- 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.”
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Fine & Clear Tax Solutions
- Questions
- Call
- Letter
“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.”
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Registered Social Security Analysts - Rssa
- 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.”
Retirement Planning and Investment Management Services in Smithtown, NY Cost Estimates
Minimum cost
$1183
Maximum cost
$10049
National Average
$3547
Avg Per Hour Rates
$355
$2365
$6503
Typical price range is based on 422 cost profiles
Why these companies made our list
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