Best Financial Advisors in Southampton, NY

“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...”

“Makes getting my family and parents taxes done a pleasant experience!!”

“Brian and his team helped me feel comfortable about preparing for retirement, and provided me the education and strategy needed to accomplish this.”

“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.”

“We offer an in-depth approach to wealth management that encompasses all aspects of your financial life. Our strength lies in our holistic approach - our ability to see and understand each aspect of your financial life and how they relate to and affec...”

“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...”

“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...”

“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...”

“Andrew, as the leader of this fine organization, is a man of high integrity, and I feel secure knowing that my interests are respected and thoughtfully administered.”

“Ken and his associates are extremely knowledgeable in the SED Preschool Special Education world and are always very willing to share information across the state.”

“Even when my husband and I stare at him with a glazed look of confusion over our faces, he's able to explain what he's doing or what needs to be done in a way that we can understand.”