Best Financial Advisors in West Babylon, NY

The highest-rated Financial Planning & Wealth Management companies out of 130 vetted & reviewed in the West Babylon area.

SJS Tax & Consulting

SJS Tax & Consulting

(13)
  • Questions
  • Taxes
  • Patiences
“But when the issues are complex, they also have the means to research and get back to us quickly with the key information necessary to continue the growth of our business.”
Transparent Fees & Pricing
In Business Since 2012
Licensed, BBB Rating: A+
Family Business
Serving West Babylon Area
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Investment Insight Wealth Management

Investment Insight Wealth Management

Retirement Plans For Businesses, Financial Planning, Investment Management
“"Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and hon...”
Coupons & Offers
In Business Since 2016
Accepts Check, Debit
Serving West Babylon Area
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JSN Consultants Llc

JSN Consultants Llc

(9)
  • Number
  • Expertise
  • Team
“Our 501(c)3 not-for-profit organization has been working with Renee for a number of years and I am consistently impressed with her outstanding service and attention.”
In Business Since 2016
Transparent Fees & Pricing
Serving West Babylon Area
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Imperial Advisory

Imperial Advisory

(3)
I Have a CFO, I Have a Start Up, I Need a CFO
“Good service”
In Business Since 2014
Transparent Fees & Pricing
Serving West Babylon Area
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Strategic Value Partners

Strategic Value Partners

“With roots in distressed investing, SVP's platform now invests across private debt, event-driven transactions, hard assets (real estate, infrastructure, airplanes, power plants) and special situations private equity. Today, SVP has control or signifi...”
In Business Since 2002
Coupons & Offers
100 West Putnam Avenue # 2, Greenwich, CT
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Wealth Protection Management

Wealth Protection Management

(1)
“I have given several educational presentations with her, and have referred clients to her.”
In Business Since 2017
Stark Office Suites, 2 Greenwich Office Park, Bldg 2 West, Suite 300, Greenwich, CT
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Nicholas Jackman CPA

Nicholas Jackman CPA

Business Services, Tax Services, Services For Individuals
“When choosing a New York Metropolitan area CPA firm, it's important to choose one with an impeccable reputation for service, honesty, and professionalism. We're proud to say that Nicholas Jackman CPA, P.C. is that firm.”
In Business Since 2018
Offers Financing Options
39 Springwood Dr, North Babylon, NY
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Breit Group

Breit Group

(5)
  • Team
“Positive Responsiveness, Professionalism”
60 Little East Neck Rd #2504, Babylon, NY
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Lapides Asset Management

Lapides Asset Management

In Business Since 2011
500 West Putnam Avenue #4, Greenwich, CT
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Empire Financial Partners of NY

Empire Financial Partners of NY

“Empire Financial Partners of New York is a boutique asset management and insurance agency located in Uniondale, NY. Our highest priorities are understanding our clients' goals and helping them build the future they are looking for. Empire has built i...”
In Business Since 2011
Serving West Babylon Area
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Greenwich Advisors

Greenwich Advisors

“Our clients assets are deposited with qualified custodians such as Pershing LLC, a subsidiary of Bank of NY Mellon, or with Charles Schwab & Co., Inc. Pershing LLC has approximately $1.7 trillion in global client assets, and Charles Schwab & Co., Inc...”
In Business Since 2002
500 West Putnam Avenue Suite 400, Greenwich, CT
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The CLP Group

The CLP Group

“The CLP Group, LLC is a national consultancy firm serving equipment manufacturers and distributors in diverse industries. We are committed to using core financial selling techniques, creativity and industry experience to help equipment manufacturers ...”
In Business Since 2006
124 E Main St #202, Babylon, NY
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Bristol Pay

Bristol Pay

“Get access to the PayTech that revolutionizes your operations, fosters loyal customers, and energizes growth. With Bristol Pay, you benefit from almost 30 years of expertise in the payments technology world, as well as a solid track record of busines...”
In Business Since 2016
110 Cooper St #429, Babylon, NY
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Barbican Wealth Advisors

Barbican Wealth Advisors

In Business Since 2019
Serving West Babylon Area
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Bedford Funding Capital

Bedford Funding Capital

“Bedford Funding was founded in 2006 with the launch of its initial fund – Bedford Funding I with $400 million in committed capital focused on Human Capital Management (HCM) software. In December 2011, Bedford Funding raised its second fund – Bedford ...”
In Business Since 2006
Serving West Babylon Area
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Rogg & Kejriwal

Rogg & Kejriwal

(48)
Quarterly Review of Financial Statements, Write-Up Services, Audits
“I have been filing my taxes for the past 3 year and there team were extremely helpful in assisting with filing my taxes specially the accountant ALAMGIR.”
Offers Financing Options
In Business Since 2014
Transparent Fees & Pricing
Serving West Babylon Area
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Total Solutions Financing

Total Solutions Financing

(46)
  • Future
  • Sba Loan
  • Questions
“From Dunkin' Donuts to Total Solutions Financing team that specializes in SBA, equipment, franchise financing, Lines of credit and helping small businesses.”
Free Initial Consultation
In Business Since 2021
Offers Financing Options
310 New York Ave, Huntington, NY
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Lindenhurst CPA

Lindenhurst CPA

(43)
Part-Time CFO Services, Expatriate Tax Services, Services For Business
“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”
Remote Consultations Available
In Business Since 2021
Transparent Fees & Pricing
Free Initial Consultation
Serving West Babylon Area
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Edwin Casanova, CPA

Edwin Casanova, CPA

(46)
Additional Services, For Small Businesses, Tax Services
“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 West Babylon Area
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Kyle F. Lester, CPA

Kyle F. Lester, CPA

(28)
Tax Services, Services For Individuals, Business Services
“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.”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2006
Emergency Services
Serving West Babylon Area
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Russo Law Group

Russo Law Group

(50)
Real Estate, Trust & Estate, Special Needs Planning
“She has been an invaluable resource in helping me navigate the paperwork and requirements and I honestly don't know what I would have done without her.”
In Business Since 2006
Remote Consultations Available
Serving West Babylon Area
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Weintraub, Traub, Tracy & Virk Cpas

Weintraub, Traub, Tracy & Virk Cpas

(39)
Industries, Tax Services, Services For Individuals
“I was looking to switch my CPA from the previous year and Shawn was extremely accommodating in taking on a new client at the 11th hour of the tax season.”
Offers Financing Options
In Business Since 1991
Transparent Fees & Pricing
Free Initial Consultation
37 E Main St, Oyster Bay, NY
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SMG ABA

SMG ABA

(50)
  • Hospitality
  • My Business
  • Expertise
“Wes is always there without doubt and David is such a great person to work with from understanding your needs to helping you get to where you need to go!”
In Business Since 2021
Serving West Babylon Area
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Planning Financial Futures

Planning Financial Futures

(44)
Risk Management & Income, Financial Planning Services, Investment Services
“In my case I received detailed analysis of my situation, advice on short and long term planning which measurably improved my ability to hit long term goals.”
In Business Since 2002
Serving West Babylon Area
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Retirement Planning and Investment Management Services in West Babylon, NY Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on 522 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Typical range $2000 to $5500 is based on 522 cost profiles.

Why these companies made our list

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