Connect with Top-Rated Financial Planners in Smithtown!

Read verified customer reviews of the most reliable financial planners in Smithtown, NY. Save time and money by comparing prices, getting expert recommendations, and finding the perfect fit for your needs.

Find businesses near you
Sound Accounting is a full-service accounting firm offering timely and cost-effective financial management solutions for small businesses and individuals. Our team, led by Elizabeth Boonin, CPA/ABV, has over 20 years of experience in corporate finance, product development, and tax accounting. We provide comprehensive services including income taxes, business services, tax planning, wealth management, financial planning, and estate and trust resources.
N/A
Not rated yet
Profile Phone
FDM Wealth Management is an independent advisory firm focusing on the high net worth/affluent client space. We use an holistic approach to create and manage your wealth and ensure a smooth transition to the next generation. We provide personalized service for both individuals and businesses seeking quality advice with a transparent fee structure.
N/A
Not rated yet
Profile Phone