Best Financial Advisors in Smithtown, NY

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List of Firms

Smithtown, NY Fiduciary Financial Advisors

SEC File# 801-121212
CRD# 284925
Location 10 Edgewood Ave, Smithtown, NY 11787, USA
Phone (631) 549-5400
Time Monday: 9:00 AM – 5:30 PM Tuesday: 9:00 AM – 5:30 PM Wednesday: 9:00 AM – 5:30 PM Thursday: 9:00 AM – 5:30 PM Friday: 9:00 AM – 5:30 PM Saturday: Closed Sunday: Closed
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Quest Capital Management
SEC File# 801-60734
CRD# 114690
5 out of 5
Location 23 Bellemeade Ave, Smithtown, NY 11787, USA
Phone (631) 724-3933
Time Monday: 9:30 AM – 5:00 PM Tuesday: 9:30 AM – 5:00 PM Wednesday: 9:30 AM – 5:00 PM Thursday: 9:30 AM – 5:00 PM Friday: 9:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Design Capital Planning Group
Location 720 Smithtown Bypass-East Wing, 720 Smithtown Bypass, Smithtown, NY 11787, USA
Phone (631) 979-6161
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Richard Bohner - Raymond James
2 out of 5
Location 186 W Main St, Smithtown, NY 11787, USA
Phone (631) 298-4420
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Citi Personal Wealth Management
Location 18 E Main St, Smithtown, NY 11787, USA
Phone (631) 724-1309
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Welikey Financial Planning Llc
Location 195 E Main St, Smithtown, NY 11787, USA
Phone (631) 780-5469
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Merrill Lynch Wealth Management Advisor Andrew M Gergel
Location 50 NY-111, Smithtown, NY 11787, USA
Phone (631) 361-3215
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Hendel Wealth Management Group
5 out of 5
Location 95 Smithtown Blvd, Smithtown, NY 11787, USA
Phone (631) 239-3000
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Palmer Financial
Location 199 E Main St, Smithtown, NY 11787, USA
Phone (631) 439-5999
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North Shore Financial Resource
Location 90 Lawrence Ave # 2, Smithtown, NY 11787, USA
Phone (631) 366-4453
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Morgan Stanley Financial Advisor- John Abreu
Location 50 NY-111, Smithtown, NY 11787, USA
Phone (631) 361-3225
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Synergy Wealth Strategies
SEC File# 801-61065
CRD# 112697
Location 227 E Main St, Smithtown, NY 11787, USA
Phone (631) 961-5432
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Synergy Wealth Strategies
Location 227 E W Main St, Smithtown, NY 11787, USA
Phone (631) 238-5767
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Trinity Financial Group
Location 12 Thatch Pond Rd, Smithtown, NY 11787, USA
Phone (631) 724-6189
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Ben Rappa Financial Services
Location 1020 W Jericho Turnpike #209, Smithtown, NY 11787, USA
Phone (631) 543-4610
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Merrill Lynch Wealth Management Advisor Tiffany S Diaz
Location 50 NY-111, Smithtown, NY 11787, USA
Phone (631) 361-3201
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Merrill Lynch Wealth Management Advisor Christopher M Faggioni
Location 50 NY-111, Smithtown, NY 11787, USA
Phone (631) 361-3233
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Cross Sound Partners
Location 69 Bayberry Ln, Smithtown, NY 11787, USA
Phone (631) 449-0135
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Accrued Benefits Planning Ltd
Location 42 Grassy Pond Dr, Smithtown, NY 11787, USA
Phone (631) 543-2682
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Louis A. Soriano CFP® - Navigator Financial
5 out of 5
Location 308 W Main St #206, Smithtown, NY 11787, USA
Phone (631) 236-5842
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American Doctors Financial Group
Location 180 E Main St #203, Smithtown, NY 11787, USA
Phone (631) 724-7916
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Main Street Financial Group
Location 51 E Main St, Smithtown, NY 11787, USA
Phone (631) 486-9444
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Merrill Lynch Wealth Management Advisor Kim M Pino
Location 50 NY-111, Smithtown, NY 11787, USA
Phone (631) 361-3249
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Merrill Lynch Wealth Management Advisor Michael G Lockhart
Location 50 NY-111, Smithtown, NY 11787, USA
Phone (631) 361-3206
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Merrill Lynch Wealth Management Advisor Nolan Slattery
Location 50 NY-111, Smithtown, NY 11787, USA
Phone (631) 361-3257
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Emerge America LLC
Location 31 Pine Acre Dr, Smithtown, NY 11787, USA
Phone (631) 269-4422
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Financial Advisors in Smithtown, NY

Where Certified Financial Advisors in Smithtown, NY Serve

Smithtown, NY is a vibrant town on Long Island, boasting a rich history and diverse community. From the iconic Smithtown Bull to the charming Main Street, there are plenty of landmarks to explore. The town is home to top employers such as St. Catherine of Siena Medical Center and the Smithtown Central School District, providing ample job opportunities. Major highways like the Long Island Expressway and Northern State Parkway make for easy commuting, while streets like Route 25A and Jericho Turnpike offer a variety of shopping and dining options. Neighborhoods like Smithtown Pines and San Remo offer picturesque settings and a tight-knit community feel. With so much to offer, Smithtown is a must-visit destination for anyone looking for a slice of Long Island life.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Smithtown, NY could benefit greatly from the services of a financial advisor. With a median household income of $117,000, many residents may have significant assets to manage and could benefit from professional guidance on how to invest and grow their wealth. Additionally, Smithtown is home to many small businesses, and a financial advisor could provide valuable advice on how to manage cash flow, secure financing, and plan for growth. With the cost of living in Smithtown being higher than the national average, a financial advisor could also help residents develop a budget that allows them to save for retirement, pay down debt, and achieve their financial goals. Overall, a financial advisor could provide valuable support to residents of Smithtown as they navigate the complexities of managing their finances in a rapidly changing economic landscape.

Insurance Broker

Residents of Smithtown, NY can benefit greatly from the services of an insurance broker. With the town's location on Long Island, residents may be at risk for coastal flooding and hurricane damage. An insurance broker can help residents find policies that provide adequate coverage for these potential risks. Additionally, with the high cost of living in the New York City metropolitan area, an insurance broker can assist residents in finding affordable health insurance options. The broker can also help residents navigate the complex world of insurance and find policies that meet their unique needs and budget. Overall, an insurance broker can provide peace of mind to Smithtown residents by ensuring that they are properly protected in the event of unexpected events.

Retirement Planning

Residents of Smithtown, NY can benefit greatly from the services of a retirement planner. With a population of over 120,000 people, Smithtown is a bustling community with a diverse range of individuals and families. A retirement planner can help residents navigate the complex world of retirement planning, including setting financial goals, creating a retirement savings plan, and managing investments. Additionally, Smithtown is known for its high cost of living, making it especially important for residents to have a solid financial plan in place for retirement. A retirement planner can provide personalized advice and guidance tailored to the unique needs of each individual, helping them to achieve financial security and peace of mind in their golden years.

Wealth Management

Residents of Smithtown, NY could benefit greatly from the guidance of a wealth manager in several ways. One of the most common ways a wealth manager can help is by providing personalized financial planning services. This is particularly important in Smithtown, where the cost of living is higher than the national average. A wealth manager can help residents create a budget and investment plan that takes into account their unique financial situation and goals. Additionally, a wealth manager can help residents navigate the complex world of taxes and estate planning, ensuring that they are taking advantage of all available tax breaks and protecting their assets for future generations. Overall, a wealth manager can provide invaluable support and guidance to help residents of Smithtown achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Smithtown, NY can benefit from the services of a mortgage loan officer in several ways. Firstly, a mortgage loan officer can help residents understand the complex process of obtaining a mortgage. With the high cost of living in Smithtown, NY, many residents may not have the necessary funds to purchase a home outright. A mortgage loan officer can help residents navigate the various loan options available to them and find the best one to suit their needs. Additionally, a mortgage loan officer can help residents with the paperwork and documentation required for a mortgage application. With the competitive real estate market in Smithtown, NY, having a knowledgeable mortgage loan officer on your side can make all the difference in securing your dream home.

Tax Services

Residents of Smithtown, NY can benefit greatly from the services of a tax advisor. With a population of over 117,000 people, Smithtown is home to many small businesses and self-employed individuals who may need assistance with tax planning and preparation. Tax advisors can help these individuals navigate the complex tax laws and regulations that apply to their businesses, ensuring that they are in compliance and minimizing their tax liability. Additionally, Smithtown is known for its high property values, and tax advisors can help homeowners take advantage of available tax deductions and credits related to home ownership. Overall, a tax advisor can provide valuable guidance and support to residents of Smithtown, NY, helping them to make informed financial decisions and achieve their financial goals.

Estate Planning Lawyer

Residents of Smithtown, NY can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help residents of Smithtown is by creating a comprehensive estate plan that includes a will, trust, and other important documents. This is especially important in Smithtown, where the median home value is higher than the national average, and many residents have significant assets that they want to protect and pass on to their loved ones. An estate planning lawyer can also help residents of Smithtown with issues related to probate, estate administration, and tax planning, ensuring that their assets are distributed according to their wishes and that their loved ones are taken care of after they pass away.

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