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Best Financial Advisors in Staten Island

2024

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Staten Island, NY
  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

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.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Staten Island, NY

Why choose this provider?

Need help contacting a Financial Advisor in Staten Island? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

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

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.

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
2.5
Responsiveness
Friendliness
Helpfulness
Detail
––

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

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
2.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

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.

License Verified:

License: 2117182

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Facebook
5.0 / 5 (11)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

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

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.

Reputation:

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.
3.0
Google
3.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.5
Responsiveness
Friendliness
Helpfulness
Detail

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

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.

License Verified:

License: 104556

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Facebook
5.0 / 5 (42)
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

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.

License Verified:

License: 2222678

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (7)
Facebook
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

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.

Reputation:

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.
4.0
Google
4.0 / 5 (9)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

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

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.

License Verified:

License: 4236082

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (1)

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

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • 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.