What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Long Island, NY area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Long Island, NY Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Kevin Hegarty
CFA, CFP®
Hegarty Advisors, LLC
Garden City, NY
Specialties: Comprehensive Financial Planning, Tax Minimization, Insurance Analysis, College Savings, Retirement Spending, Employment Benefits Management, Advice on Major Financial Decisions, Estate Planning
Independent Financial Advice For Today and Tomorrow. Accepting clients with +$1 Million in investable assets. We serve clients on Long Island, NY and across the country.
Amir Noor
CFP®, EA
United Financial Planning Group, LLC
Hauppauge, NY
Specialties: Comprehensive Financial Planning, Investment Management, Insurance and Benefit Coordination, Wealth and Risk Management, Estate and Trust Planning, Defined Benefit/401(k) Plans, Physician Growth Planning, Attorney Growth Planning
Fee-Only with a variety of styles. One-Time, Subscription, Managed Assets, whatever works best for you! Clients range from $40,000 salary to $150 Million Net Worth. Specializing in moving you from Middle Class to Upper Class!
Gerry Barrasso
CFP®, CPA, PFS
United Financial Planning Group, LLC
Hauppauge , NY
Specialties: Financial Planning, Retirement Planning, Investment Management, Advanced Tax Planning, Tax Preparation & Filing , Inheritance Planning, Equity Compensation Planning, Family Office Services, Business Services, Stock Options Planning
Wealth management, financial planning, advanced tax strategies, and in-house tax prep—a one-stop solution for retirees, business owners, high-net-worth families, and high-earning professionals.
Andrew Kleinberg
CFA®, CFP®
Grand Central Financial Planning
New York, NY
Specialties: Investment Advice, Comprehensive Financial Planning, Tax Planning, College Education Planning, Retirement Income Planning
Andrew Kleinberg specializes in transparent flat-fee pricing and hourly advice for those seeking professional, objective service by a fiduciary with no account minimums and no ongoing fees or obligations. Located in Midtown Manhattan.
Brian Hegarty
Hegarty Advisors, LLC
Garden City, NY
Specialties: Comprehensive Financial Planning, Tax Minimization, Insurance Analysis, College Savings, Retirement Spending, Employment Benefits Management, Advice on Major Financial Decisions, Estate Planning
Independent Financial Advice For Today and Tomorrow. We serve clients on Long Island, NY and across the country.
Chris Kehoe
CFA
R.W. Rogé & Company
Bohemia, NY
Specialties: Wealth Management, Comprehensive Financial Planning, Retirement Income Planning, Investment and Portfolio Management, Estate Planning, Education Planning and Funding, Risk Management, Budgeting Income, Expenses and Savings, 401(k) Rollovers, Tax Planning, Legacy Planning
Helping clients Plan, Achieve, and Live® the life they want since 1986.
Christine Parisi
CFP®
R.W. Rogé & Company
Bohemia, NY
Specialties: Wealth Management, Comprehensive Financial Planning, Retirement Income Planning, Investment and Portfolio Management, Estate Planning, Education Planning and Funding, Risk Management, Budgeting Income, Expenses and Savings, 401(k) Rollovers, Tax Planning, Legacy Planning
Helping clients Plan, Achieve, and Live® the life they want since 1986.
Philip Brucato
CFP®
R.W. Rogé & Company
Bohemia, NY
Specialties: Wealth Management, Comprehensive Financial Planning, Retirement Income Planning, Investment and Portfolio Management, Estate Planning, Education Planning and Funding, Risk Management, Budgeting Income, Expenses and Savings, 401(k) Rollovers, Tax Planning, Legacy Planning
Helping clients Plan, Achieve, and Live® the life they want since 1986.
James Taska
APMA™®
Alpha Wealth Advisor LLC
Long Beach, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Asset Management, Tax Planning, Estate Planning, Insurance Review
Investment management and financial planning for a sustainable, worry-free retirement. Located on Long Island, NY, serving clients locally and across the country.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
