Southampton, NY

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Southampton, NY
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Best Financial Advisors in Southampton, NY

The highest-rated Financial Planning & Wealth Management companies out of 119 vetted & reviewed in the Southampton area.

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Harbor Financial Partners

Harbor Financial Partners

“Harbor Financial Partners (HFP) is unlike any of its competitors, offering customized personal and commercial insurance solutions for the East End of Long Island—and beyond—from its Hamptons location.As an independent insurance agency, we partner wit...”
Locally Owned & Operated
In Business Since 2011
11 Main St, Southampton, NY
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Twin Forks Tax & Accounting

Twin Forks Tax & Accounting

(14)
“Best part is, my parents situation (which was a sensitive one) was explained and resolved within minutes and I didn't pay a dime for the appointment .”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2007
Free Initial Consultation
Serving Southampton Area
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Eierman & Schulken

Eierman & Schulken

(5)
Other Services, Bank Financing, Strategic Business Planning
“Very professional and top notch work and customer care”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2012
Free Initial Consultation
Serving Southampton Area
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Silverman & Associates

Silverman & Associates

(10)
Business Accounting Services, Personal Accounting Services, Long Island Tax Resolution Services
“Michele Silverman has handled my account account for years and I whole heartedly trust her and her team as they have shown exemplary skills in handling all of our situations!”
In Business Since 2013
Serving Southampton Area
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Growthcast

Growthcast

(2)
“The Fiscal Fitness Boot Camp with Judi was really an amazing opportunity to reevaluate my processes, structure and overall “belief” system surrounding my businesses financial structure.”
Free Initial Consultation
In Business Since 2013
Serving Southampton Area
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RG Wealth Management Group

RG Wealth Management Group

(1)
“Nick Galletta and The RHG Group has assisted me with my retirement planning.”
In Business Since 2019
Serving Southampton Area
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Nicholas Galletta - Prudential Financial

Nicholas Galletta - Prudential Financial

(7)
  • Financial Advisor
  • Knowledge
“Over two years later I have to tell you that we made the right choice for someone to help us with their knowledge and he sure is the ONE and one I TRUST.”
Serving Southampton Area
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Point 32 Investment Partners

Point 32 Investment Partners

“Brian and his team helped me feel comfortable about preparing for retirement, and provided me the education and strategy needed to accomplish this.”
Licensed
In Business Since 2021
Serving Southampton Area
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Banducci Katz & Ferraris

Banducci Katz & Ferraris

“Greg and his team provide tax consulting and advisory services to all of my entities. Without a doubt, they are the the most professional, accurate and personable accounting group I have ever worked with.”
In Business Since 2016
Serving Southampton Area
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Regen Benz Mackenzie, Cpas

Regen Benz Mackenzie, Cpas

“Compilation and reviews are less extensive and substantial in scope than an audit, they can be cost-effective and efficient methods to add credibility to the financial statements. A financial statement review provides limited assurance that there are...”
In Business Since 1999
Serving Southampton Area
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Retirement Programming

Retirement Programming

“You receive personalized service and we make sure that we make things easy for you. When you work with RPL, we actively build relationships with your business advisors, forming a diverse, multi-faceted team that saves you time and effort while keepin...”
In Business Since 2010
Serving Southampton Area
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Beard Asset Management

Beard Asset Management

In Business Since 1997
Serving Southampton Area
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Merchant Provider Solutions

Merchant Provider Solutions

(20)
  • Company
  • Credit Card
  • System
“So much cheaper than my previous credit card terminal!”
Free Initial Consultation
Emergency Services
In Business Since 2021
Serving Southampton Area
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Burzenski & Company

Burzenski & Company

(3)
Construction Industry, Tax Services, Financial Forecasts & Projections
“It took some time to establish a relationship and Gary does have a very surgical approach, but once the relationship is established you will find that he is very helpful in getting you on track with standardizing your chart of accounts, and preparin...”
Remote Consultations Available
In Business Since 1997
Serving Southampton Area
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Nobareq

Nobareq

“Are you facing foreclosure in Suffolk County, New York? Then you need to get in touch with us at Nobareq LLC! We buy distressed homes in their current condition for cash. It doesn't matter if your home has no equity at all, we'll still buy it for a r...”
Emergency Services
In Business Since 2018
Serving Southampton Area
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Providence Advisory and Tax

Providence Advisory and Tax

(2)
Industries, Tax Services, Business Services
“Took care of my last minute request with expediency and precision.”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2022
Serving Southampton Area
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Lswm

Lswm

(2)
“Even gave some financial advise and guidance!”
Free Initial Consultation
In Business Since 2023
Serving Southampton Area
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Opes Private Wealth Management

Opes Private Wealth Management

Tell A Friend, Forms, Affiliated Offices
“Opes Private Wealth Managementfinancial professionals may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Securities and variable insurance products offered through B. Riley Wealth Manag...”
In Business Since 2013
Serving Southampton Area
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East End Financial Group

East End Financial Group

Municipal and Charitable Asset Management, Family Wealth Planning, Business Retirement Benefits Services
“Since 1980, we have worked with clients here on the East End to develop and execute effective, sustainable strategies specifically designed to meet your personal and financial goals. We partner with our clients and — once your plan is in place — work...”
In Business Since 2001
Serving Southampton Area
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Roundtable Forum

Roundtable Forum

In Business Since 1999
Serving Southampton Area
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R.J. Testo & Associates

R.J. Testo & Associates

(50)
Services For Individuals, Business Services, TAX Services
“He and his team have always been efficient, alert me to deductions I may not have been aware of, make suggestions about quarterly estimated tax payments when necessary, and always get my returns in on time even if I am late in submitting my forms.”
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2009
Free Initial Consultation
326 W Main St Ste 110, Milford, CT
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Edwin Casanova, CPA

Edwin Casanova, CPA

(46)
Additional Services, For Small Businesses, 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.”
In Business Since 2015
Serving Southampton Area
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Agemy Financial Strategies

Agemy Financial Strategies

(32)
Retirement Planning, Investment Strategy, Estate Management
“It is worth your while to listen to Agemy Financial Strategies team who know where and how to invest your money for growth to ensure your successful financial future.”
Licensed, BBB Rating: A+
In Business Since 1995
Serving Southampton Area
Featured

Happy National Family Owned and Operated Businesses Day! 🎉 As a proud family-owned and operated business, we cherish the values of trust, integrity, and hard work that have been passed down through generations. Experience firsthand the difference our values make by visiting us today at agemy.com.

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Saranto Calamas Office

Saranto Calamas Office

(32)
Audit Insurance, Tax 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.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 1999
Free Initial Consultation
Serving Southampton Area
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Retirement Planning and Investment Management Services in Southampton, NY Cost Estimates

Minimum cost
$1061
Maximum cost
$9011
National Average
$3181
Avg Per Hour Rates
$319
$2121
$5831
Typical price range is based on 421 cost profiles
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Average Cost $3181
Minimum cost $1061
Maximum cost $9011
Avg Per Hour Rates $319

Typical range $2121 to $5831 is based on 421 cost profiles.

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