Best Financial Advisors in Staten Island

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Staten Island, NYStaten Island, NY

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.

Staten Island, NYStaten Island, NY

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

1919 Hylan Boulevard, Staten Island, NY 10305
Staten Island, NY 10305
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

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.

1919 Hylan Boulevard, Staten Island, NY 10305
Staten Island, NY 10305

Website(718) 351-7538

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

9 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

1000 South Avenue, Staten Island, NY 10314
Staten Island, NY 10314
  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

1000 South Avenue, Staten Island, NY 10314
Staten Island, NY 10314

Website(212) 829-0001

Show Number
1110 South Avenue, Staten Island, NY 10314
Staten Island, NY 10314
  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

1110 South Avenue, Staten Island, NY 10314
Staten Island, NY 10314

Website(718) 370-3493

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

243 Main Street, Staten Island, NY 10307
Staten Island, NY 10307
  • Certified Financial Planner (CFP)

Comprehensive Wealth Management Group is owned by Allan Katz, a financial advisor who has been helping families in the Staten Island community since 1991. The company offers a college decision navigator workbook that comes with a calendar and guides students about selections, admissions, potential career opportunities, touring schools, and how to improve test scores. Comprehensive Wealth Management Group also provides a merit-based scholarship directory that helps college students quickly locate scholarships, access the rules and applications, and search for small private scholarships online.

243 Main Street, Staten Island, NY 10307
Staten Island, NY 10307

Website(800) 601-0622

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

847 Broadway, Bayonne, NJ 07002
Bayonne, NJ 07002
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Insurance Products
  • Retirement Planning

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.

847 Broadway, Bayonne, NJ 07002
Bayonne, NJ 07002

Website(201) 823-1030

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

300 West Service Road, Staten Island, NY 10314
Staten Island, NY 10314
  • Certified Financial Planner (CFP)

Financial Solutions Group, LLC, is a full-service financial and accounting firm that serves individuals and business owners throughout the metro area of Staten Island. It offers a wide range of services, such as retirement income and tax planning, payroll services, business and personal insurance, college education planning, and tax-efficient and tax-advantaged investing. Its team of financial advisors and fiduciaries has a collective industry experience of more than 100 years. In addition, one of its founding partners, Joseph D. Sciarrino, is also a CPA.

300 West Service Road, Staten Island, NY 10314
Staten Island, NY 10314

Website(718) 698-1000

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A

Friendliness: A

Helpfulness: A

Detail: --

1000 South Avenue, Staten Island, NY 10314
Staten Island, NY 10314
Instagram
  • Certified Financial Planner (CFP)

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.

1000 South Avenue, Staten Island, NY 10314
Staten Island, NY 10314

InstagramWebsite(718) 551-9665

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A

Helpfulness: A

Detail: --

805 3rd Avenue, New York, NY 10022
New York, NY 10022
  • Private Wealth Advisor
  • Insurance Products

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.

805 3rd Avenue, New York, NY 10022
New York, NY 10022

Website(631) 454-2000

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

3.8 / 5 ( Good)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A

Helpfulness: A

Detail: A

70 Floral Avenue, Murray Hill, NJ 07974
Murray Hill, NJ 07974
Instagram
  • Retirement Planning

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.

70 Floral Avenue, Murray Hill, NJ 07974
Murray Hill, NJ 07974

InstagramWebsite(646) 606-2111

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

900 South Avenue, Staten Island, NY 10314
Staten Island, NY 10314
  • Certified Financial Planner (CFP)

Integrated Planning Group is a financial services firm that helps clients in Staten Island. The firm provides financial planning services and assists clients in areas like investment, retirement, and tax. It likewise guides clients on personal, life, and liability insurance options. The firm also educates clients on cash flow statements, credit scores, and unclaimed money. James Muro, one of the firm's advisors, holds a master's degree in financial services and has over 25 years of experience in the industry.

900 South Avenue, Staten Island, NY 10314
Staten Island, NY 10314

Website(732) 243-9538

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

95 New Dorp Lane, Staten Island, NY 10306
Staten Island, NY 10306
  • Private Wealth Advisor
  • Tax Planning

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.

95 New Dorp Lane, Staten Island, NY 10306
Staten Island, NY 10306

Website(718) 980-9000

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

101 Tyrellan Avenue, Staten Island, NY 10309
Staten Island, NY 10309
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

101 Tyrellan Avenue, Staten Island, NY 10309
Staten Island, NY 10309

Website(929) 284-4322

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

633 Morris Avenue, Springfield, NJ 07081
Springfield, NJ 07081
  • Estate Planning
  • Retirement Planning
  • Tax Planning

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.

633 Morris Avenue, Springfield, NJ 07081
Springfield, NJ 07081

Website(973) 218-9600

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

110 Wall St, New York, NY 10005
New York, NY 10005
  • Certified Financial Planner (CFP)

Thomann Tax is a firm that serves Staten Island clients that need financial advice. It provides investment management solutions and tax reduction strategies to FDNY and NYPD members. It also prepares federal and state tax returns for Brave Eagle Wealth Management clients. Peter Thomann is a CFP and a member of the National Association of Enrolled Agents. He has over 25 years of tax preparation experience. He authored "The Road to FDNY Retirement" and "The Road to NYPD Retirement."

110 Wall St, New York, NY 10005
New York, NY 10005

Website(718) 569-7011

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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