Best Financial Advisors in Staten Island

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Staten Island, NY

Business Description

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
Yelp
4.0 / 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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free consultation

SmartAdvisor by SmartAsset

AJC Advisors logo
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AJC Advisors

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

Business Description

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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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AJC Advisors

BH Wealth Management logo
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BH Wealth Management

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

Business Description

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.

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BH Wealth Management

Biagini Grassi Advisory Group, LLC logo
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Biagini Grassi Advisory Group, LLC

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

Business Description

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.
5.0
Responsiveness
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Biagini Grassi Advisory Group, LLC

Comprehensive Wealth Management Group logo
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Comprehensive Wealth Management Group

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

Business Description

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.

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 (2)

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
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Comprehensive Wealth Management Group

FFP Wealth Management logo
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License Verified:

License: 2117182

Investment Adviser Public Disclosure Database, SEC

FFP Wealth Management

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

Business Description

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 (7)
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
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FFP Wealth Management

Financial Solutions Group, LLC logo
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Financial Solutions Group, LLC

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

Business Description

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
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Financial Solutions Group, LLC

Guided Professional Solutions LLC logo
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Guided Professional Solutions LLC

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

Business Description

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
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Guided Professional Solutions LLC

Herold & Lantern Investments logo
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Herold & Lantern Investments

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

Business Description

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.
3.8
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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Herold & Lantern Investments

Inspire Investment Solutions logo
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License Verified:

License: 4236082

Investment Adviser Public Disclosure Database, SEC

Inspire Investment Solutions

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

Business Description

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)
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Inspire Investment Solutions

Integrated Planning Group logo
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Integrated Planning Group

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

Business Description

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.

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
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Integrated Planning Group

John J. Vento, CPA, P.C. Comprehensive Wealth Management, Ltd. logo
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License Verified:

License: 104556

Investment Adviser Public Disclosure Database, SEC

John J. Vento, CPA, P.C. Comprehensive Wealth Management, Ltd.

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

Business Description

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 (30)
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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
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John J. Vento, CPA, P.C. Comprehensive Wealth Management, Ltd.

Richmond Wealth Management logo
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Richmond Wealth Management

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

Business Description

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
Visit Website

Richmond Wealth Management

Stephen Ng Financial Group logo
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License Verified:

License: 2222678

Investment Adviser Public Disclosure Database, SEC

Stephen Ng Financial Group

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

Business Description

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
Visit Website

Stephen Ng Financial Group

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Frequently Asked Questions

Should I hire a financial advisor before buying a house?

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.

What experience should I look for in a financial advisor?

 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.

Can my financial planner help with taxes?

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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