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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...”

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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 .”

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Eierman & Schulken

(5)

Other Services, Bank Financing, Strategic Business Planning

“Very professional and top notch work and customer care”

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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!”

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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.”

Featured

Do you dread looking at your financials? Hi. This is Judi Otton with GrowthCast, and with all the compassion that I can convey through this medium, I'm going to tell you, you need to do it anyway. If you dread looking at your financials because you don't understand what to look at or you don't understand what they're telling you, get some help. There are plenty of people like me out there, lots of resources on the internet. This is very understandable. If you dread looking at your financials because you don't like what you see. I'm here to tell you that it's not going to get better until you face it. So again, with much love and compassion, you can do this. You need to do this and if you're going to build a thriving business, you've just got to learn how to do it. This is Judi Otton with GrowthCast and I'll be back again sometime with a new Fiscal Fitness Tip of the Week. 《Transcribed by Videosocials.net Brander》...

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RG Wealth Management Group

(1)

“Nick Galletta and The RHG Group has assisted me with my retirement planning.”

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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.”

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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.”

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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.”

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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...”

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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...”

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Beard Asset Management

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Merchant Provider Solutions

(20)

Company
Credit Card
System

“So much cheaper than my previous credit card terminal!”

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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...”

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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...”

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Providence Advisory and Tax

(2)

Industries, Tax Services, Business Services

“Took care of my last minute request with expediency and precision.”

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Lswm

(2)

“Even gave some financial advise and guidance!”

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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...”

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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...”

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Roundtable Forum

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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.”

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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.”

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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.”

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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.”

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Average Cost	$3181
Minimum cost	$1061
Maximum cost	$9011
Avg Per Hour Rates	$319

Best Financial Advisors in Southampton, NY

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

Harbor Financial Partners

Twin Forks Tax & Accounting

Eierman & Schulken

Silverman & Associates

Growthcast

RG Wealth Management Group

Nicholas Galletta - Prudential Financial

Point 32 Investment Partners

Banducci Katz & Ferraris

Regen Benz Mackenzie, Cpas

Retirement Programming

Beard Asset Management

Merchant Provider Solutions

Burzenski & Company

Nobareq

Providence Advisory and Tax

Lswm

Opes Private Wealth Management

East End Financial Group

Roundtable Forum

R.J. Testo & Associates

Edwin Casanova, CPA

Agemy Financial Strategies

Saranto Calamas Office

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

Why these companies made our list

Wealth Management Advisors near Southampton

Popular in Southampton