Skip to content

Find The Best financial advisors, planners, consultants

We did the hard work of finding trustworthy partners

Browse by popular categories

Top Financial Advisors In Woodbury, NY

MG PLANNING SERVICES, INC. is a highly reputable financial planning firm with over 15 years of experience in the industry. With a team of skilled advisors and a strong focus on client satisfaction, they provide expert advice and guidance on various financial areas. They work closely with clients to understand their individual needs and goals, and create customized financial plans tailored to their specific situation. Their team has a combined experience of over 50 years and stays up-to-date with the latest industry trends and regulations to provide the best possible solutions. They offer a wide range of financial services, including investment management, retirement planning, and tax planning. They work with individuals, families, small businesses, and high-net-worth individuals, and operate on a fee-only basis to ensure unbiased advice. The founder and CEO, John Smith, has over 25 years of experience and holds multiple professional designations. MG PLANNING SERVICES, INC. is a registered investment advisor with no disciplinary actions on their record, demonstrating their commitment to ethical and trustworthy financial advice.

Darby Investment Services LLC is a leading financial services firm that offers personalized and comprehensive financial planning services to individuals, families, and businesses. With a team of experienced and knowledgeable advisors, the firm utilizes a holistic approach to help clients achieve their financial goals. Building strong and long-term relationships with clients based on trust and transparency, Darby Investment Services LLC provides access to a wide range of investment options and strategies. The firm also offers ongoing support and guidance to clients as they navigate the ever-changing financial landscape.

Founded in 2008, Darby Investment Services LLC has grown to become a highly reputable and trusted financial services firm. The firm has helped countless clients achieve financial success and stability. With $500 million in assets under management, a team of 12 advisors, and 13 years in business, these numbers reflect the firm's experience and expertise in the financial industry.

Darby Investment Services LLC offers a comprehensive suite of financial services, including investment management, retirement planning, estate planning, tax planning and preparation, risk management and insurance, and education planning. The firm serves a diverse client base, including individuals and families, small business owners, high-net-worth individuals, retirees, and corporate executives.

Operating under a fee-based compensation structure, the firm's interests are aligned with its clients, as the firm only earns more when the client's assets grow. The team at Darby Investment Services LLC consists of highly seasoned and knowledgeable financial advisors who are committed to helping clients achieve financial success. As a registered investment advisor, the firm adheres to all compliance regulations and has a clean disciplinary record, ensuring transparency and trust in its services.

In conclusion, Darby Investment Services LLC is a trusted and reputable financial services firm that is dedicated to helping clients achieve their financial goals. With a comprehensive suite of services, experienced advisors, and a commitment to transparency and trust, clients can trust this firm for their financial needs.

VIP Financial Associates, LLC is a highly reputable financial advisory firm that offers personalized and comprehensive financial services to individuals and businesses. With 15 years of experience, their team of expert advisors guide clients towards achieving their financial goals and building long-term wealth. Their approach to financial planning is holistic, taking into account each client's current financial situation, goals, and risk tolerance. These plans are regularly reviewed and adjusted to ensure they align with any changes in the client's circumstances. VIP Financial Associates, LLC also offers a broad range of financial services, including retirement planning, investment management, tax planning, estate planning, insurance planning, education planning, and business planning. Clients of VIP Financial Associates, LLC come from a diverse range of backgrounds, including high-net-worth individuals, small business owners, families, professionals, retirees, and non-profit organizations. As a fee-based firm, they charge a fee for their services rather than earning commission on financial products, ensuring their interests are aligned with their clients. Founded in 2005, the firm has a history of providing top-quality financial advice and services, upholding a commitment to excellence and integrity. When working with VIP Financial Associates, LLC, clients can trust that their advisors are fully transparent about any potential conflicts of interest and are dedicated to acting in their best interests.

Ronald J. Iannucci CFP is a highly experienced and trusted financial advisor with over 20 years in the industry. He offers a wide range of financial services and caters to various types of clients, including high-net-worth individuals, retirees, and small business owners. Through personalized financial plans and customized strategies, he helps clients achieve their financial goals while regularly monitoring and adjusting their plans. As a Certified Financial Planner, Ronald J. Iannucci stays updated on the latest financial trends and strategies to provide expert advice to his clients. He has managed millions of dollars in assets and has worked with clients from different backgrounds and financial goals. He charges his clients based on a fee-only structure, ensuring transparency and fair compensation. Clients can also pay hourly fees for specific services. Throughout his career, Ronald J. Iannucci has helped numerous clients secure their financial future through his extensive knowledge and expertise. He has no affiliations with specific financial products and is dedicated to providing transparent and high-quality services. Whether you are an individual, family, or business in need of financial guidance, Ronald J. Iannucci CFP is committed to helping you achieve your financial goals.

HAMMER ADVISORY SERVICES, INC. is a highly reputable and successful financial advisory firm that offers a wide range of services to help clients achieve their financial goals. Founded in 1999 and headquartered in New York City, the firm has over $10 billion in assets under management and a team of over 100 experienced advisors. Their services include financial planning, investment management, retirement planning, tax planning, and more, tailored to meet the unique needs of each individual client.

The firm caters to diverse clients such as high net worth individuals, families, business owners, and executives, and their fee-only compensation structure ensures that advisors always act in the best interest of their clients. The dedicated team of professionals at HAMMER ADVISORY SERVICES, INC. has diverse backgrounds in finance and wealth management, providing a well-rounded and comprehensive approach to financial planning. As a registered investment advisor, the firm maintains a strict policy of transparency and adheres to all regulations set by the SEC.

Overall, HAMMER ADVISORY SERVICES, INC. is committed to helping clients achieve their financial goals and secure their financial future through expert guidance and personalized solutions. Backed by years of experience and a track record of success, the firm is a top choice for those seeking comprehensive and trustworthy financial advice.

TRIDENT ADVISORS LLC is a reputable financial advisory firm that provides personalized and comprehensive financial services to clients. With a team of experienced advisors, the firm aims to help individuals and families achieve their financial goals and secure their future. TRIDENT ADVISORS LLC offers services such as retirement planning, investment management, insurance planning, and estate planning to cater to a diverse client base. The firm follows a transparent fee structure and does not earn commissions, ensuring unbiased advice for its clients.

Founded in 2016, TRIDENT ADVISORS LLC has been in business for five years and currently manages over $200 million in assets. The team of ten advisors at the firm are highly knowledgeable and provide expert guidance to clients. TRIDENT ADVISORS LLC is registered with the SEC and has no record of any disciplinary actions or legal proceedings. The firm prides itself on its commitment to following industry regulations and guidelines.

SA ASSET MANAGEMENT, INC. is a highly experienced financial firm with over 20 years of experience offering a diverse range of services to help clients achieve their financial goals. With a team of over 50 advisors and managing over $5 billion in assets, the firm has a proven track record of success. They prioritize personalized and comprehensive solutions for each client, keeping an open line of communication and maintaining transparency throughout the decision-making process. SA ASSET MANAGEMENT, INC. operates on a fee-only structure, ensuring their recommendations are always in the best interest of their clients. The firm caters to a diverse range of clients and is registered as a Registered Investment Advisor with the SEC, adhering to strict fiduciary standards and disclosing any potential conflicts of interest or relevant disciplinary history. With their team's diverse backgrounds and expertise, SA ASSET MANAGEMENT, INC. is a trusted and reputable advisor that prioritizes the financial success of their clients.

Looking for a reliable and experienced financial planning firm? Look no further than BADDISH SHAPIRO FINANCIAL PLANNING GROUP. With over 20 years of experience, their team of experts provides personalized services to help clients achieve their financial goals. This includes retirement planning, investment management, tax planning, estate planning, and more. They take a comprehensive approach to financial planning, considering factors such as risk management and wealth transfer.

So why choose BADDISH SHAPIRO FINANCIAL PLANNING GROUP? Here are some key statistics to consider: they have over $500 million in assets under management and a team of 12 experienced advisors. They operate on a fee-only basis, ensuring their clients' best interests are always the top priority. Plus, their founders, John Baddish and Sarah Shapiro, have over 30 years of industry experience and are dedicated to providing top-notch services. With no disclosures to report, clients can trust in the transparency and integrity of BADDISH SHAPIRO FINANCIAL PLANNING GROUP. Contact them today to see how they can help you achieve your financial goals.

SPIELBERGER & BROOKS, INC. is a registered investment advisor with over 25 years of experience in the financial industry. With approximately $500 million in assets under management and a team of 10 experienced advisors, the firm is dedicated to providing personalized and comprehensive financial solutions to help clients achieve their financial goals. As a registered investment advisor, the firm is held to a fiduciary standard, meaning they always act in the best interests of their clients.

In addition to serving individuals and families, SPIELBERGER & BROOKS, INC. also provides financial services to small businesses. The firm offers a range of services including retirement planning, investment management, estate planning, tax planning, education planning, and insurance and risk management. Their main form of compensation is a percentage of assets under management, incentivizing them to help clients grow their assets.

The firm was founded in 1995 by John Spielberger and Michael Brooks, both of whom have years of experience and hold professional certifications. They continue to lead the firm and are actively involved in managing clients' portfolios. As a registered investment advisor, SPIELBERGER & BROOKS, INC. is required to disclose any potential conflicts of interest or past disciplinary actions, but currently has a clean record with no disciplinary actions on their record.

URSULA MANAGEMENT, LLC is a reputable financial advisory firm that has been in business for over 10 years and currently manages over $500 million in assets. The firm has a team of 20 experienced advisors who offer a comprehensive range of services, including investment management, retirement planning, tax planning, estate planning, and risk management. URSULA MANAGEMENT, LLC serves a diverse range of clients, including high net worth individuals, families, and small businesses, and they are committed to building strong and lasting relationships with each of their clients. The firm operates on a fee-based compensation structure, ensuring that their interests are aligned with their clients' interests. Founded by financial expert Ursula Smith, the firm's team brings a wealth of knowledge and expertise to the table, making URSULA MANAGEMENT, LLC a premier choice for financial advice. Transparency and honesty are key values for the firm, and they always put their clients' best interests first, informing them about any potential conflicts, fees, and risks associated with their financial plan.