Best Financial Advisors in Staten Island

Why These Financial Advisors?

Our goal is to connect people with the best local experts. 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.

Reviewed Curated Top Picks 117 73 9

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

BH Wealth Management

  • Retirement Planning
  • Certified Financial Planner (CFP)

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


Integrated Planning Group

  • 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


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