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Over 412 reviews for
Southampton Financial Advisors from people just like you.

A
"It was very good. He explained the process and found are cash source we had overlooked. Plan to continue the planning process with
.

-Mike G.

A
"
has prepared our Income Taxes for over 15 years; both personal and business. Over the years he has offered us great financial advice and" has represented us when we were audited by the IRS. The number of years that we have used
to prepare our taxes is a testimony to how satisfied we are with his work. Even when we moved out of state seven years ago, we continued to use
.

-William D.

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Financial Advising reviews in Southampton

A

Rating
my advisor is thoughtful about my preferences and does not leave money lying about.
my agent is in Hawaii but there is a Portland office. This is a nice broker house, a little expensive, but attentive and knowledgeable.
- S N.
F

Rating
Take your business elsewhere.
1) Escrow officer was repeatedly condescending, and actually scroffed when we told her we wanted to close on a certain date, which had been our plan for more than a month, and all parties had already agreed to.
2) She went on vacation the next day without handing our case off to someone.
3) The receptionist had to process our closing documents while the officer was on vacation. Our loan officer at a major national bank stated this was the most unresponsive company they had ever worked with. This company caused extensive extra work for our bank due to their incompetence (escrow officer complained that loan documents were sent to receptionist and they couldn't find them, even though 2 days previous the receptionist was the only one working on the documents.)
4) When the escrow officer returned from vacation, on the day we need to finalize documents, she delayed the final processing of our loan docs for several hours doing her banking, and did not provide the final down payment amount and wire information until late in the afternoon, of course well after the Fed was closed. Another person in the office scolded us and said we couldn't close the next day because we didnt get the money to them.
5) This company's lack of professionalism caused a 72 hour delay to getting our house.
- Brian M.
B

Rating
I saw the ad for
Southampton Financial Advisors Provider Name Locked
on
Southampton Financial Advisors Provider Name Locked
's List and then checked out their website.

I needed someone to move a couch and love seat for me on very short notice.

I filled out the form on the website and was contacted via e-mail within one or two hours. We negotiated a price and set an approximate time for the delivery the very next day.

Southampton Financial Advisors Provider Name Locked
and a teammate moved my furniture from downtown to Carmel without a single
Southampton Financial Advisors Provider Name Locked
or scratch. I think they underestimated the size and weight of the furniture, though, as they struggled to get both pieces up the flight of stairs to my apartment.

Both guys were extremely professional and courteous. I will definitely consider this company the next time I need anything moved.
- Susan K.
A

Rating
She reviewed all her findings with me and made sure I understood her comments. Didn't try to sell me other products such as life insurance since it was not needed. Very helpful! The fee covers any financial questions I have for the year.
- Christine K.
A

Rating
This company handles all of our finances. He is extremely professional. He offers securities and investments through ACTS financial. This gentleman is also very personable.
- Lisa L.
A

Rating
He has far exceeded my expectations and has taken care of a lot of things he didn't have to. He is attentive and always there when you need him. I did a lot of research on him and I went and spoke with him a couple of times. He made some big changes to my portfolio and was able to raise it 15%. He is as professional as they come.
- Elden S.
N

Rating
We worked via teleweb because it is difficult for me to get away from the office. He was able to show me how to perform Excel functions on his computer screen and scroll through the spreadsheet tabs during our discussion, and also display other relevant information about my portfolio from his screen. We have done other telewebs in the past - for our twice yearly check ins, and it works quite well.

I am adding the following statement because my latest contact with him is not representative of the depth, breadth and high quality of services that
Southampton Financial Advisors Provider Name Locked
provides for both my mother and me (individually)l. This report about a discrete incident is not sufficient to describe the level and quality of service that he provides to his clients.

Southampton Financial Advisors Provider Name Locked
is an intelligent, thoughtful and ethical professional.

Southampton Financial Advisors Provider Name Locked
has been working with my mother and me for over 10 years, and we are extremely satisfied with both our interpersonal relationship and the results of his financial planning expertise and advice. He talks to us individually about our needs and goals, and develops a plan that we are comfortable with as well as enables us to achieve our' goals. In addition to the twice yearly updates, he sends special newsletters from time to time to his clients to explain how a trend in financial events might affect our investments; and a letter with each update.

He is available between visits to discuss whatever questions we may have about our investments. His office staff - Cat
Southampton Financial Advisors Provider Name Locked
, is very warm and professional.

Southampton Financial Advisors Provider Name Locked
goes to visit my mother for her twice yearly reviews so he can talk to her in person. She is rather elderly and doesn't hear well over the phone. I either meet with him in person when I have time; or have discussions by phone and view the information in real time via a teleweb link.

Southampton Financial Advisors Provider Name Locked
has given me sound advice over the years about major financial decisions I have made that have resulted from major life events -- buying/selling property, change in marital status (marriage, death of spouse, divorce), changing jobs, buying a car, refinancing a loan, and other complex matters. I do not make any such decisions without first consulting with him to see what the effect will be on my long-term goals.
- Mamie L.
A

Rating
I am very happy with my experience with
Southampton Financial Advisors Provider Name Locked
. I found the through their website, startwithgold.com and I had $1,200 I wanted to invest in silver. Everything was explained in detail and I already have the first part of my order. I'm really excted to being investing in precious metals. I don't trust the U.S. dollar and the government just keeps printing money. I feel safe having an investment in something that will never be worth zero and can go up in value a lot.
- Stephanie M.

Financial Advisors in Southampton, NY

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

3 Pointe Financial

8001 Irvine Center Dr

A+ Fico Fix Inc

206 6th ave suite 100
Holtsville

A.G. Morgan Financial, LLC

5260 Merrick Rd
Massapequa

Accounting & Tax Planners

303 5Th Ave Suite 211
New York

ADAPT

514 Middle Country Road
Middle Island

Affordable Insurance Services

2236-9 Forest Avenue
Staten Island

AFLAC

199 WATER ST
New York

AJC Advisors

1250 Hylan Blvd
Staten Island

Alan Lorman CPA PC

1729 West 8th St
Brooklyn

Aldo Rabih CPA CA

1801 86th St
Brooklyn

Alicia Alban

32 Elm Place
Rye

All Area Realty Services Inc

99 Tulip Ave
Floral Park

Allegiant Group Inc

189 W Clarkston Rd

Allstate

2 Coraci Blvd Ste 5
Shirley

Allstate Insurance

569 Broadway
Massapequa

Allsup Inc

300 Allsup Pl

Approved Funding

41 Grand Ave

Arman James Investments

101 Hudson suite 2100

Associated Marketing Advantage Inc

117 Westchester Sq
Bronx

Attract Capital

Attract Capital, LLC 16 Brandywine Drive
Setauket

AXA ADVISORS

90 WOODBRIDGE CTR DR

Axa Advisors

1633 Broadway

BADRAN TAX & ACCOUNTING

152 LIVINGSTON AVE

BARRY ALAN & CO LTD

2 University Plaza Dr

Barry Bail Bonds

646 Hamilton St

Bass Eldercare Resources, LLC

3117 Broadway
New York

Bell Processing Solutions

57 W 38th St RM 601
New York

BetaFrontier, LLC

156 W Superior St

Better Way Credit Card Processing Inc

7100 Goodrich Rd
Clarence

Biz2credit - Small business loans company

18th Floor, 333, 7th Avenue
New York

Blue Spark Capital Advisors

41 Madison Ave, 2500
New York

Blutter & Blutter

150 Motor Pkwy
Hauppauge

Blutter & Blutter Attorneys at Law

61-43 186th St
Fresh Meadows

BMA Payroll

760 Vanessa Ln

BNC Insurance Agency

111 S. Ridge Street
Rye Brook

Boost Credit 101

3773 E Cherry Creek N Dr

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

Brian P. Luthy, CPA

73 Madison Street

BRISOTTI & SILKWORTH INSURANCE

PO Box 1448
Mattituck

Business Finance Advance LLC

1506 Kings Hwy
Brooklyn

Buxbaum Sales Tax Audit

339 N Main St
New City

Cafe Nunez

240 west 35th
New York

Cardinal Advisors

117 Edinburgh South Drive Suite 280

Carmen J. Memoli, CPA

222 Oak Ave Ste 5

Carver Consulting

663 Evergreen Pkwy

CeKAM Tax Consultant

3624 Church Avenue
Brooklyn

Champion Futures

65 Chenango Dr
Jericho

Charles D. Wild, CFP[R]

200 Connecticut Avenue

Chernoff Diamond & Co, LLC

725 RXR Plaza
Uniondale

CITY PRIME COMMERCIAL REALTY

30 W 39TH ST
New York

Complete Debt Solutions

580 The East Mall

Consumers Insurance Inc.

191 Post Road West

Craig Forbes

360 Hamilton Ave
White Plains

Credit Mount

2560 Ocean Avenue, Second Floor
Brooklyn

Credit Pro Repair

195 Plymouth St Ste 1
Brooklyn

CSH Group Plans

535 5th Ave
New York

CSI Group LLP

165 Highway 35

Curran LLP

21 Fulton Street, 2nd Floor

Da Marino

220 West 49th Street
New York

DashboardNY

55 Mineola Blvd.
Mineola

Denvor Allen, NEW YORK LIFE INSURANCE CO

1983 Marcus Ave Ste 210
New Hyde Park

Desepoli wealth management

Port Jefferson Station

DIANA LLOYD ACCOUNTING

110-34 73RD ROAD
Forest Hills

Diczok Tax Service

116 W 23rd ST
New York

Diversified Financial Consultants

2680 Merrick Road
Bellmore

Edward D. Heben, CPA, P.C.

22 Saw Mill River Rd Ste 3
Hawthorne

EMERALD CAPITAL PLANNING

626 RexCorp Plaza, 6th Floor
Hempstead

Empire Coast Financial

6901 Jericho Tpke
Syosset

Erez Shimoni, Home Loan Consultant

343 Thornall Street, Suite 550

Farm Family Insurance Co

14 Route 17M
Harriman

Fast Payday Loan

51 Nassau St
New York

Financial Funding LLC

2 Industrial Way West

FitBizLoans

315 Madison Avaenue
New York

FP Management LLC

245 Lexington Ave

Frank's multi service

23733 Jamaica Avenue
Bellerose

Freyman CPA, P.C.

40 Exchange Place
New York

Fundbox

785 Market Street

Garden City Mortgage

1225 Franklin Ave.
Garden City

Gary Mehta, CPA, EA

20 Commerce Drive, Suite 135

Gehi and Associates

118-21 Queens Blvd., Suite 409,
New York

Genworth Financial

436 Summit Avenue

GGI Tax Preparation & Insurance Services

6 East 46th Street #504
New York

GIULIA IACOBELLI-MILANO CPA FIRM P.C.

420 Lexington Avenue
New York

GJM Business Center

21-12 Broadway
Astoria

Globix Funding

51 A Cutter Mill Road
Great Neck

green4wallets.com

1051 Port Washington Blvd
Port Washington

Grieve Your Taxes

PO Box 487
Shoreham

grove Debt Consolidation

441 South Orange Avenue

H.T.A.I.G.

New York

HappenShop, Inc.

279 New Brunswick Ave.

HaraTaxAccounting

501 Fifth Avenue
New York

Hard Money Stan

Massapequa
Massapequa

Health Benefit Consultants LLC

20275 Honeysuckle Dr.

HELLER & FILIPPONE, LLP

235 MAIN STREET
White Plains

HIMAL TAX LLC

71-58 AUSTIN ST.,
Forest Hills

Hope Insurance Brokerage Inc.

609 Rte. 109 Suite 2B-6
West Babylon

HOWARD L GINSBERG CPA

200 South Service Road
Roslyn Heights

HOWARD MADLIN CPA PC

1 FINNEGAN LN
Suffern

HSBC

PO BOX 4552
Buffalo

Hymes & Associates CPA PC

55 Pondfield Rd
Bronxville

iBank

3090F Pullman St

Infinite Capital Solutions LLC

250 Fulton Ave
Hempstead

Insurance Financial Professional.

48 S Service Rd Ste 400
Melville

Interstate Home Loan Center Inc. Bankers

25 Melville Park Road
Melville

Investoc

244 5th Avenue
New York

IRS Tax Help Team

1201 S Beach Blvd

Island Debt Consolidation

719 West Side Avenue

J A Roesch & Associates

246 Federal Road

JACK LIEBERMAN, CPA, LLC

930 STUYVESANT AVE

Jason A Steinberger Law

910 Grand Concourse Apt 1C
Bronx

Jeanne A. Galvin, CPA LLC

140 Hemlock Hills Road N

JR's IRS Back Tax Network

465 M L King Blvd

JUST TAX

6 Division Street

justask associates

831-38 route 10 suite158

KS Capital Management

95 N rt 17 Ste.#203

LANTERN INVESTMENTS

35 PINELAWN RD
Melville

Legacy Care Wealth

121 Newark Avenue

LG Insurance Group

135A Brighton Ave

LifeLine Debt Relief, Inc.

65 Broadway, 8th Floor
New York

LLI ADVISORY GROUP

202 NORTH AVE E

LORENTZEN & TRIFARI CPAS PC

209 ROUTE 112
Port Jefferson Station

Lovely Luxury Homes

21 Wood Street
Spring Valley

Lowell, Blake & Associates

141 Tremont Street

LPL Financial

712A East Jericho Tpke
Huntington Station

Magis Group, Inc.

660 White Plains Rd.
Tarrytown

Magone CPAs

30 Columbia Turnpike, Suite 101

Maks Financial Services

822 Executive Dr

Mantha Legal

Lavelle road

Marchand & Co CPA's PC

2003 Southern Blvd SE

MARCIA RIKLIS

700 MEADOW LN
Southampton

Mark Geschwind & Associates

131 Jericho Tpke. Suite 203
Jericho

Marty Kuper LLC

2 Columbia Place
Merrick

Matthew J Fallon & Associates Inc

6503 242 St
Little Neck

MBAProjectSearch.com

3100 Wisconsin Ave NW

MCS Mortgage Bankers - Team Weissman

189-13 Jamaica Ave.
Hollis

Mega M

2376 60th Street,
Brooklyn

Michael Petrushansky CPA PC

1400 Avenue Z
Brooklyn

Milano Financial Services

410 Ramapo Valley Rd

Mo Golany

777 Westchester Avenue
White Plains

Modco Debt Solutions

.
Valley Stream

Money For Your Biz Now

501 S 8th Ave
Mt Vernon

Mor Credit

1222 Avenue M Suite 605
Brooklyn

MORGAN STANLEY

1 PICKWICK PLZ

Morgan Stanley Smith Barney LLC

31 W 52nd St
New York

MS Accounting Solutions

4255 Colden Street, Suite 15T
Flushing

My Accounting Guy, Inc.

8 Ormand Avenue
Medford

NELSON INSURANCE GROUP

200 Ridge Road
Goshen

New England Wealth Management Group

99 Biltmore Ave, Suite 341
Rye

Northwestern Mutual

1670 Route 34

Northwestern Mutual

400 Broadhollow Rd
Melville

NORTHWESTERN MUTUAL FINANCIAL

40 CUTTERMILL RD
Great Neck

OMEGA PLANNING ASSOC

100 S JERSEY AVE
East Setauket

OPTIBIZ LLC

129 Lynncliff Rd
Hampton Bays

Osbourn Ross Accounting Co

130-51 224th St
Springfield Gardens

Park Medical Billing

106 Grand Ave, Suite 210

Philip R. Leib, CPA

117 Hillair Circle
White Plains

Pipitone Law

497 South Oyster Bay Road
Plainview

Plan2Prosper LLC

19 Green Farms Rd

Planning Financial Futures Inc

1895 Walt Whitman Rd
Melville

Platinum One, LLC

41-21 29th st Long Island City
Long Island City

PPG LLC

79 Kermit Ave
Staten Island

PrayToHashem.com

1221 Avenue P
Brooklyn

Preferred Résumé® Group, LLC

www.pfdresumegroup.com
Manhasset

Pricewater Capital

349 Fifth Avenue
New York

Primerica Financial Services

230 Hilton Ave
Hempstead

PROOF OF INCOME SERVICE'S

10800 Foothill Blvd

Pure Gold Global

200 Vesey St
New York

QuoteHero

5115 Douglas Fir Rd

R J RUDINGER CPA

PO Box 644
Millwood

Raji, llc

522 E 20th Street
New York

Ralph S. Adorno, C.L.U. & Associates

558 Peekskill Hollow Road
Putnam Valley

Rayner CPA PLLC

31 Penn Plaza 132 West 31st Street
New York

RBR Strategies, Ltd.

132 Franklin Place, #96
Woodmere

Reby Advisors

83 Wooster Heights

Regal Financial

1350 Avenue of the Americas
New York

Regal Payment Systems

2011 greene ave

Renaissance Credit Restoration LLC

213 33 39TH AVE
Bayside

RGA Investment Advisors

1 Linden Place, Suite 302
Great Neck

RJB Business Analytics+

16 Fawn Ridge Dr

RLK Inc

99 Tulip Ave
Floral Park

ROY CHEREATH CPA

1670 US Highway 130

Royce & Associates, LLC

1133 Broadway
New York

RSJ Accounting Professionals

335 E 209th St. Apt 4
Bronx

S P Johnson Group

2025 Delaware Ave
Buffalo

Safe Harbor Asset Management

167 E Main St
Huntington

SANDALWOOD SECURITIES INC

101 EISENHOWER PKWY

SANTELLA BUSINESS SOLUTIONS

2131 Albany Post Rd
Montrose

SARANTO P CALAMAS CPA

ROUTE 112 BOX 1660 STE A
Port Jefferson Station

SATTY LEVINE & CIACCO CPAS PC

125 JERICHO TPK
Jericho

Schulman Lobel Wolfson Zand Abruzzo Katzen & Black

1001 Avenue of the Americas
New York

SEAN M DUFFY CPA

533 South Avenue

Shaun Roberts Associates, Ltd

895 Huguenot Ave
Staten Island

Soldi Partners Inc

248 Rte 25A
East Setauket

SOUTH FORK FUNDING INC

630 Johnson Ave Ste 4
Bohemia

Spring Action Fraud Elimination (S.A.F.E.)

1051 Port Washington Blvd Ste# 750
Port Washington

Stephen Ng Financial Group, LLC

51 John F Kennedy Pkwy # 150

STRIVERS ROW FUNERAL HOME INC

2284 Adam Clayton Powell Jr Blvd
New York

SUNRISE MORTGAGE CO INC

49 GUY LOMBARDO AVE
Freeport

Synergy Capital

286 Watchogue Road

Taxes Done Right

397 Stockholm Street
Brooklyn

The Gilmore Group

120 White Plains Road
Tarrytown

The Louie Tax Law Group

90 Church Street
New York

The Tax Club

350 5th Avenue
New York

The Wealth Protection Organization Inc.

106 Corporate Park Drive Suite 405
White Plains

Total Alignment Wealth Advisors LLC

5 Penn Plaza Fl 19
New York

Trinity Tax & Financial Solutions, Inc.

110-45 Queens Blvd
Forest Hills

TSG Collections, LLC

20 N Van Brunt Street, Suite 10

UBS FINANCIAL SVC

8 MAIN ST
Southampton

United Gold Direct

2945 Townsgate Road

Universal Cash Fund

75 Maiden Lane, 10th Floor
New York

Ursula Serluca CPA LLC

1500 Broadway 21st Floor
New York

Ursula Serluca CPA LLC

777 Westchester Ave.
White Plains

Veld Advisors

3414 Corte Sonrisa

Vera & Vera

560 Hudson St 1st Floor

veterans Debt Consolidation

260 New Main Street

VILLA NOVA FINANCING GROUP

30 Technology Dr Ste 2C

WACHOVIA SECURITIES

67 HAMPTON RD
Southampton

WELLS FARGO HOME MORTGAGE

457 Atlantic Ave
Brooklyn

West Forest Capital

115 E. 34th St.
New York

Westgate Legal

3942 59th St
Woodside

white mountain Debt Consolidation

111 West Mountain Avenue

Worden Capital Management

100 Ring Road West.
Garden City

WORLDWIDE CAPITAL MORTGAGE

1472 SUNRISE HWY
Bay Shore

Yor Credit Karma

49 day st suite 209

ZDH Enterprises

1055 Bedford Ave, Ste3
Brooklyn
Southampton Zip Codes

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