Best Financial Advisors near West Babylon, NY
There are no firms listed in West Babylon itself yet; the 15 below are the closest options, from towns including Melville (4, 5 mi), Hauppauge (2, 10 mi) and Babylon (1, 1 mi).
1 open 24/7 · 4 open weekends · 11 rated 4.5+ · 1 shows a license
Data verified October 27, 2026
Breit Group
“I hit a rough patch and Tom , Andrew and the team have been nothing but supportive and proactive.”
Empire Financial Partners of NY
Rogg & Kejriwal
“They are very knowledgeable, emphatic, detailed oriented and patient.”
Lindenhurst CPA
“As my project grows, I intend to employ them for my national and international activities”
Weintraub, Traub, Tracy & Virk Cpas
“He has been doing my taxes for over 4 years now, and I have recommended him to friends and family, anyone in need of a great accountant.”
The 15 firms listed for West Babylon, 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: West Babylon, NY
13 of the 15 firms on this page have a rating, from 4.0 to 5.0 across 408 reviews; 2 have 50 or more reviews and 11 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (98%), responsiveness (82%) and quality (71%). 1 is open around the clock; 4 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are financial planning (2), irs audit representation (2), new business formation (2), services for individuals (2) and small business accounting (2). 1 shows a license on its website and 4 have a BBB rating of A or A+. Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 1995. 1 offers urgent consultations; 3 offer payment plans; 3 offer a free initial consultation; 1 is family- or locally-owned and 1 lists coupons or special offers. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for West Babylon offer a free first meeting?
3 of the 15 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Planning Financial Futures
“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.”
Premier Financial Network
“If you are Looking for someone extremely trustworthy to deal with any of your financial matters like life insurance, health insurance, investments & purchaseing or selling a home N Ick Larrobino is the person to reach out to.”
Registered Social Security Analysts - Rssa
“The staff is very friendly and the fee was well worth the information, advice, and guidance we needed that would have cost us big time if we listened to the folks at the local social security office.”
Ambrosio & Bellotti, Cpas
“I have been using Ambrosio and Bellotti for as long as I can remember and I can't say enough good things about them!”
Cerini & Associates
“My questions are answered, my phone calls and e-mails are returned, they're there whenever I need them and I'm treated with dignity and respect; something that tends to get lost these days in all the rush and multi-tasking we're all trying to do.”
Weisman & Co., Cpa's
“Thanks for providing business and personal tax services for almost 20 years!”
Magii Inc.
“Mark and his team at MAGII Wealth Management have been an absolute pleasure and invaluable resource for our personal financial planning needs.”
Minsky & Cottone, Cpas
“Even after waiting till the last minute of filing they did not hesitate to help out.”
Herold & Lantern Investments
“My two brothers and I are now active with the services and are extremely pleased with Alex Plantonov our prime adviser.”
Why these companies made our list
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