TOP 30 Certified financial advisor in Plainview, New York

5 results found

Petrocelli Zaidman is a reputable tax accounting firm located in Plainview, NY. With a convenient location at 255 Executive Drive, our team of experienced professionals is dedicated to providing top-notch accounting and finance services to individuals and businesses in the area. From tax preparation to financial planning, we are committed to helping our clients navigate the complexities of the tax system and achieve their financial goals. Trust Petrocelli Zaidman for all your accounting needs in Plainview, New York.

Edward Jones - Financial Advisor: Robert C Diaz, CFP®|AAMS™ is a reputable financial institution located at 255 Executive Drive, Plainview, New York, United States. Specializing in providing personalized financial planning services, Robert C Diaz is a Certified Financial Planner and an Accredited Asset Management Specialist. With a commitment to helping clients achieve their financial goals, Edward Jones - Financial Advisor: Robert C Diaz, CFP®|AAMS™ offers a range of investment options and expert advice tailored to individual needs. Trustworthy and dedicated, this institution is a trusted partner in helping clients secure their financial future.

Financial Boss is a finance institution located at 100 Terminal Drive, Plainview, New York, United States. We are a fee-only fiduciary specializing in helping techies achieve their financial goals. Our unique approach involves using AI chatbots and applying Agile methods to financial planning. Our institution believes that money serves a purpose, but it won't buy you happiness. We offer three different plans to help build your financial foundation, from creating awareness to controlling cashflow to investing and advanced planning. Our Certified Financial Planners (CFP®) are held to a fiduciary standard and act in your best interests.

Garfinkel CPA, PC is a reputable accounting and finance institution located at 255 Executive Drive in Plainview, New York, United States. Our team of certified public accountants provides a wide range of financial services including tax planning, auditing, bookkeeping, and consulting. With years of experience and expertise in the field, we are dedicated to helping individuals and businesses achieve their financial goals. Contact us today to schedule a consultation and see how we can assist you with your accounting and finance needs.

Stephen H Sternlieb CPA is a reputable accounting and finance institution located at 1120 Old Country Road in Plainview, New York, United States. With years of experience and expertise in the field, they offer a wide range of services including tax preparation, financial planning, and auditing. Their team of dedicated professionals ensures that clients receive personalized and high-quality services to meet their financial needs. Whether you are an individual or a business, Stephen H Sternlieb CPA is committed to helping you achieve your financial goals.