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Closer to home.
Explore financial professionals with recorded offices on Long Island. Start with a community, review the people and firms, and build a shortlist around the help you need.
This guide covers selected Nassau and Suffolk communities. Counts reflect recorded offices in our directory snapshot, not the number of currently active advisors in each community. Confirm current affiliation, address, services, and availability directly.
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For your retirement
Ask how the professional approaches retirement income, ongoing planning, and coordination with your tax preparer.
Explore matching New York profilesFor your business
Ask about experience working with business owners and coordinating with your existing legal and tax professionals.
Explore matching New York profilesFor your family
Ask who will handle your relationship, how meetings work, and how other family members can participate.
Explore matching New York profilesBefore choosing your shortlist.
Does a nearby office mean an advisor is the right fit?
Location is one consideration. Ask about services, fees, investment minimums, communication, and who would work with you. A profile or award does not establish suitability for your situation.
How does the nearby search work?
Search by city or ZIP, then choose a radius. Distances are approximate between city centers, rather than exact office addresses. Some records cannot be mapped.
What should I verify before making contact?
Review the source links and dates on the profile. Confirm current affiliation and contact details with the firm, and use the linked professional background records to research registration and disclosures.