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2024

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Best Financial Advisors in Staten Island, NY

Our Recommended Top 12

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Staten Island Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

120Reviewed

76Curated

12Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

67 Forest St, Suite 271, Staten Island, NY 01752
WebsiteLicense: 5813774

Expertise.com Rating

Review Sources

Google
5.0 (5)

Why choose this provider?

Financial planning can be challenging; Cedar Hill Financial Group simplifies things. Their first priority is always acting in their client's best interest. That means providing personalized, comprehensive financial advice, along with data driven portfolios. Whether it is planning for retirement, saving for college, or getting a comprehensive financial plan in place, they can help. With over a decade of industry experience, they are committed to helping clients pursue their financial goals. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning
  • Investment Management
  • Retirement Planning
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Staten Island, NY
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

1000 South Avenue, Staten Island, NY 10314

Why choose this provider?

BH Wealth Management serves Staten Island clients who need financial advice. The company has established an advanced planning group composed of MBAs, attorneys, and Certified Finacial Planners. Through one-on-one consulting, they help clients tackle complicated planning issues related to all areas of their financial life. They also provide retirement planning. Couple Jaimie M. Blackman and Iris Hershenson founded the company and have been directing the company since 2009. Hershenson is an educator who is inclined to computer applications and internet technologies.

  • Certified Financial Planner (CFP)
  • Retirement Planning

633 Morris Avenue, Springfield, NJ 07081
WebsiteLicense: 2222678

Expertise.com Rating

Why choose this provider?

Stephen Ng Financial Group serves families, individuals, and business owners in and around Staten Island. It provides income planning assistance, which covers concerns regarding monthly income estimates and retirement savings to retirement income conversions. Its team of financial advisors also helps clients manage their investments and assets. They also assist clients in translating their estate planning needs and coordinate with their CPAs and attorneys in the process. Company founder Stephen Ng is a Chartered Financial Consultant. He has been in the industry since 1992.

  • Estate Planning
  • Retirement Planning
  • Tax Planning

1000 South Avenue, Staten Island, NY 10314

Expertise.com Rating

Why choose this provider?

Guided Professional Solutions LLC serves Staten Island clients who need financial advice. Its team provides retirement planning, investment management, estate planning, and liability management services. Its financial planners provide necessary updates to their clients to come up with informed decisions relevant to tax issues, insurance, income and expense, inflation, and economic status. Since 1980, Guided Professional Solutions has been supporting individuals to address personal or business financial goals. Its team has 150 years of combined relevant industry experience.

  • Certified Financial Planner (CFP)

95 New Dorp Lane, Staten Island, NY 10306
WebsiteLicense: 104556

Expertise.com Rating

Review Sources

Facebook
5.0 (42)
Google
5.0 (3)

Why choose this provider?

John J. Vento, CPA, MBA, CFP—through Comprehensive Wealth Management, Ltd.—is a financial advisor who caters to clients in Staten Island. He offers bookkeeping and records filing for various types of businesses, from startups to statewide companies. His firm reviews each client's annual expenses and tax forms to determine possible returns. It also compiles financial records to report on a company's increased or decreased profits and returns. John J. Vento can provide monthly or annual feedback on company finances and banking loans.

  • Private Wealth Advisor
  • Tax Planning

101 Tyrellan Avenue, Staten Island, NY 10309

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Richmond Wealth Management is a company that serves the complex financial planning needs of high-net-worth individuals and families in Staten Island. It is committed to helping clients develop a strategy to manage and preserve wealth. The company's financial advisors work closely with clients to assist in education, investment, and retirement planning. Additionally, they provide investment products and services through Member SIPC, Wells Fargo Advisors Financial Network, LLC, and non-bank affiliate of Wells Fargo & Company. Managing partner Solomon Chemo is a Certified Financial Planner.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

1110 South Avenue, Staten Island, NY 10314

Expertise.com Rating

Why choose this provider?

Biagini Grassi Advisory Group, LLC, is a financial consultancy agency based in Staten Island. It was founded by Mark V. Biagini and Anthony Grassi, Jr. and has been serving clients since 2004. The firm assists clients from all age groups, with a focus on people who are close to retirement or are already retired. It aims to help these clients with retirement income challenges. It can assist them with pension plan evaluations and calculate plan benefits.

  • Certified Financial Planner (CFP)
  • Retirement Planning

847 Broadway, Bayonne, NJ 07002
WebsiteLicense: 2117182

Expertise.com Rating

Review Sources

Facebook
5.0 (11)
Google
5.0 (1)

Why choose this provider?

FFP Wealth Management serves individuals, families, and businesses in Staten Island and the surrounding communities. The team of financial advisors proffers services that include retirement, investment, education, and estate tax planning. Other services focused on families and individuals are professional money management, individual insurance, and IRA and 401(k) rollovers. It offers companies programs for business insurance analysis and succession planning. John Graziano, CFP®, CPA, PFS, is the president of FFP Wealth Management. He regularly participates in training sessions with other tax and finance professionals.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Insurance Products

1919 Hylan Boulevard, Staten Island, NY 10305

Expertise.com Rating

Review Sources

Google
4.0 (9)

Why choose this provider?

AJC Advisors serves the financial advisory needs of individuals and businesses in Staten Island and nearby areas. It provides assistance in investment products such as common stocks, bonds. brokerage accounts, IRAs, treasury bills, and government securities. It creates and monitors retirement, tax, college, and estate plans. It also helps clients acquire insurance products, which include life, long-term care, and disability income insurance. The company's president, John Coscia, is a registered representative of the American Portfolio Financial Services, Inc.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

805 3rd Avenue, New York, NY 10022

Expertise.com Rating

Review Sources

Google
3.0 (4)

Why choose this provider?

Herold & Lantern Investments is a family-owned wealth management boutique catering to Staten Island individuals, institutions, and families. Its services include insurance solutions, investing services, investment banking, wealth advisory, and fixed income sales and trading. Additionally, it offers a wide array of brokerage products and insight for bond investors. The broker-dealer firm holds more than three billion in tri-party and customer assets. Chief Operating Officer Larry Herold is a member of the New York Society of Security Analysts.

  • Private Wealth Advisor
  • Insurance Products

70 Floral Avenue, Murray Hill, NJ 07974
WebsiteLicense: 4236082

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Inspire Investment Solutions offers financial planning services to individuals and families in Staten Island. Based on the goals of clients, its advisors develop a plan for them to achieve financial security. The solutions offered by the team members include retirement planning and savings accounts, asset management, insurance evaluation, and education planning. They also cater to individuals who are planning to start a new business. Founder and president Michael Anicito started his career at large financial institutions over 10 years ago.

  • Retirement Planning

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
Cedar Hill Financial Group, LLC
67 Forest St, Suite 271, Staten Island, NY 01752Complimentary Consultation
SmartAdvisor by SmartAsset
Staten Island, NYFree Consultation
BH Wealth Management
1000 South Avenue, Staten Island, NY 10314
Stephen Ng Financial Group
633 Morris Avenue, Springfield, NJ 07081
Guided Professional Solutions LLC
1000 South Avenue, Staten Island, NY 10314
John J. Vento, CPA, P.C. Comprehensive Wealth Management, Ltd.
95 New Dorp Lane, Staten Island, NY 10306
Richmond Wealth Management
101 Tyrellan Avenue, Staten Island, NY 10309
Biagini Grassi Advisory Group, LLC
1110 South Avenue, Staten Island, NY 10314
FFP Wealth Management
847 Broadway, Bayonne, NJ 07002
AJC Advisors
1919 Hylan Boulevard, Staten Island, NY 10305
Herold & Lantern Investments
805 3rd Avenue, New York, NY 10022
Inspire Investment Solutions
70 Floral Avenue, Murray Hill, NJ 07974

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What factors should you consider before making an investment in Staten Island?

    There are a number of factors you should consider before making the decision to invest your hard-earned money. For one, think of what your risk tolerance is or your willingness and capability to endure the possible fluctuations in the value of your investments. You should also mull over your financial goals, target timeline, and current financial situation. Consulting with a financial advisor in Staten Island who understands the local economy may help you determine the best investment for you.

  • What investment options for retirement are available in Staten Island?

    Stocks, bonds, index funds, and mutual funds are some of the usual investments used for retirement in Staten Island. Exchange-traded funds that are invested in different asset classes are another option. Financial advisors may also suggest annuities as these guarantee regular payments. Investing in 401(k)s or individual retirement accounts is also common as these offer certain tax benefits.

  • What are common signs of investment fraud in Staten Island?

    A common sign that you may be dealing with an investment fraudster in Staten Island is receiving unsolicited contact from the "broker." They may suddenly call you or send you a message via e-mail, social media, or SMS. In contrast, you may have a hard time getting ahold of their office or contact details, which is also a red flag. Another telltale sign is that they will offer benefits or awards that are too good to be true.

  • Are financial advisors and financial planners the same in Staten Island?

    Financial advisors and financial planners have similarities and differences in Staten Island. Financial advisors provide a range of services—from debt repayment and tax management to estate and retirement planning. Their focus often involves managing your finances and building your investments. On the other hand, financial planners guide you in creating a long-term, comprehensive plan toward achieving your financial goals. Financial advisors and financial planners may overlap in their roles, but their focus and way of working are likely to differ.

  • What is the difference between a federal-registered financial advisor and a state-registered one in Staten Island?

    A financial advisor registered at the federal level means their records are with the Securities and Exchange Commission. If you encounter one in Staten Island, this means they are handling more than $100 million in client assets. On the other hand, financial advisors who are handling client assets that total $100 million or less are only required to be registered at the state level with the New York Office of the Attorney General, Investor Protection Bureau.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.