Goldenthal & Suss Consulting
“Goldenthal and Suss Consulting PC, has very professional staff, and is always ready to take care of your taxes and beyond.”
Best Financial Advisors in Staten Island, NY
22 firms listed · all 22 in Staten Island · 4 open weekends · 17 rated 4.5+
Data verified October 21, 2026
Dennis Surmanek
“On one specific occasion, Dennis spent hours on phone calls to ensure we got a rate on an annuity that we would have otherwise lost out on due to delays by our prior advisor.”
Story Tax & Financial Services
“I am always able to contact someone from the team if I ever have any questions or concerns.”
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Purevest
“It's been a pleasure working with steve from the first day to help me acheive my financial goals.”
Leo Wealth Management
“Jim has been an incredible listener who has helped me prepare for my retirement and who has reassured me of a secure future.”
Sayegh Wealth Management
“Steve is an excellent advisor with an terrific staff, would highly recommend”
The 22 firms listed for Staten Island, 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: Staten Island, NY
All 22 firms we list here are in Staten Island itself. We have 27 firms in Staten Island on file; this page shows the highest-rated 22. 18 of the firms on this page have a rating, from 4.4 to 5.0 across 217 reviews; 1 has 50 or more reviews and 17 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (76%) and quality (71%). 4 are open on Saturdays. The services the firms on this page list most often on their websites are financial planning (4), asset management (2), estate planning (2), retirement planning (2) and tax planning (2). 14 have ten or more years of experience, the longest 25 years. 1 offers a free initial consultation. We have a website on file for 21 of the firms on this page; 20 publish a contact page; 16 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Staten Island take financial planning bookings online?
3 of the 22 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.
Shaun Roberts Associates
“He handles all of my personal/business tax needs, investment advice as well as the needs of my entire family.”
Blue Collar Capital Financial
“Thanks to Christian for his prompt response and unmatched attentiveness to my needs.”
Vento Tax & Wealth Management Group
“John is super-knowledgeable on all things tax-related, and he has helped me implement tax-planning strategies that have resulted in significant tax savings.”
Inspire Investment Solutions
“What really impressed me is the way you took the time to get a feeling for where we are at, your depth of knowledge, lateral thinking and your common sense approach.”
Financial Solutions Group
“In just moments sat down with Joseph, and had one of the best consulting experiences in my 25 years of filing taxes.”
Daskowski Walter
“As a small business owner Walter and his team have guided us through countless obstacles.”
MK Financial Group
Guided Professional Solutions
“It's a big difference when People help you the right way and are not trying to Sell you their brand.”
The Hajdari Group Financial Advisers
“They have managed my investments for over three years and it puts me at ease to know that they have my interests in mind.”
Loretta Aquino, CPA
Chelsea Financial Services
“If you are looking for an an intimate experience where people know who you are and genuinely care about you and your business, give Chelsea a shot.”
Michael Russo
“And trustworthy Mike has taken my portfolio to a new level, always there for questions and most importantly solutions..”
Paulo Financial Advisors
Metaparadigm Wealth Management
Cove Accounting & Tax Planning
Ironpath Financial
Why these companies made our list
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