Show me search results for:

You can change this selection at any time via the Accredited Business toggle on the search results page.

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Cookie Preferences

Many websites use cookies or similar tools to store information on your browser or device. We use cookies on BBB websites to remember your preferences, improve website performance and enhance user experience, and to recommend content we believe will be most relevant to you. Most cookies collect anonymous information such as how users arrive at and use the website. Some cookies are necessary to allow the website to function properly, but you may choose to not allow other types of cookies below.

Necessary Cookies

What are necessary cookies?
These cookies are necessary for the site to function and cannot be switched off in our systems. They are usually only set in response to actions made by you that amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not work. These cookies do not store any personally identifiable information.

Necessary cookies must always be enabled.

Functional Cookies

What are functional cookies?
These cookies enable the site to provide enhanced functionality and personalization. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies, some or all of these services may not function properly.

Performance Cookies

What are performance cookies?
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.

Marketing Cookies

What are marketing cookies?
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant content on other sites. They do not store personal information directly, but are based on uniquely identifying your browser or device. If you do not allow these cookies, you will experience less targeted advertising.
Better Business Bureau®
Resources for Businesses
Better Business Bureau
          Category: Financial Planning Consultants

          Showing: 1,496 results for Financial Planning Consultants
          near Saint James, NY

          Filter by

          Service Area

          Filter by

          Distance
          Categories
          BBB Rating
          State/Province
          Get Connected
          Sort By
          • Distance
          • Rating

          Design Capital Planning Group Inc

          Financial Planning Consultants

          BBB Rating: NR
          not BBB accredited
          (631) 979-6147

          122 Route 111,
          Smithtown, NY 11787

          R.W. Roge & Company, Inc.

          Financial Planning Consultants

          BBB Rating: NR
          not BBB accredited
          (631) 471-2917

          2100 Middle Country Rd.,#244,
          Centereach, NY 11720

          Network Capital Services Inc.

          Financial Planning Consultants

          BBB Rating: NR
          not BBB accredited
          (631) 366-1728

          811 Jericho Tpke., Suite 103W,
          Smithtown, NY 11787

          Gilman & Ciocia Inc.

          Tax Consultant, Financial Planning Consultants

          BBB Rating: NR
          not BBB accredited
          (631) 981-6296

          500 Portion Road,
          Lake Ronkonkoma, NY 11779

          Fortitude Investment Group

          Financial Planning Consultants

          BBB Rating: NR
          not BBB accredited
          (631) 474-1806

          61 Route 25A,
          Setauket, NY 11733

          Bankers Life Securities, Inc.

          Retirement Planning Services, Financial Planning Consultants, Investment Management

          BBB Rating: A+

          This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

          View HQ Business Profile
          Service Area

          Serving the following areas:

          • USA
          Accredited BusinessAccredited Business
          (844) 553-9083

          1393 Veterans Hwy Ste 403S,
          Hauppauge, NY 11788-3073

          United Financial Planning Group, LLC

          Fee Only Financial Advisor, Financial Planning Consultants, CPA ...

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (631) 234-0871

          350 Motor Pkwy Ste 300,
          Hauppauge, NY 11788-5124

          Get a Quote

          Wealth Management Solutions, LLC

          Financial Planning Consultants

          BBB Rating: NR
          not BBB accredited
          (631) 980-7639

          700 Veterans Memorial Highway,
          Hauppauge, NY 11788

          Main Street Financial Group, Inc.

          Financial Planning Consultants

          BBB Rating: NR
          not BBB accredited
          (631) 269-2300

          80 East Main Street,
          Kings Park, NY 11754

          Total Wealth Planning, LLC

          Investment Management, Financial Planning Consultants, Life Insurance ...

          BBB Rating: NR
          Service Area

          Serving the following areas:

          • NY
          not BBB accredited
          (631) 813-1138

          140 Fell Court, Suite 107,
          Hauppauge, NY 11788-4360

          Mutual Inc.

          Financial Planning Consultants

          BBB Rating: NR
          not BBB accredited

          3505 Veterans Mem. Hghy, Ste. D,
          Ronkonkoma, NY 11779

          Mutual Inc.

          Financial Planning Consultants

          BBB Rating: NR
          not BBB accredited

          3505 Veterans Mem. Hwy, Ste.D,
          Ronkonkoma, NY 11779

          United Financial Tax Strategies

          Financial Planning Consultants

          BBB Rating: NR
          not BBB accredited
          (631) 320-1624

          260 Middle Country Rd. Suite 16,
          Selden, NY 11784

          Capital Management

          Financial Planning Consultants

          BBB Rating: NR
          not BBB accredited
          (631) 244-1644

          80 Orville Drive #100,
          Bohemia, NY 11716-2534

          K.C. Ward Financial

          Investment Security, Financial Planning Consultants

          BBB Rating: NR
          not BBB accredited
          (631) 981-6803

          4175 Veterans Memorial Highway Suite 300,
          Ronkonkoma, NY 11779

          Related Categories

          Accreditation and Ratings Overview

          Accredited BusinessAccredited Business

          Select businesses earn BBB Accreditation by undergoing a thorough evaluation and upholding the BBB Accreditation Standards.

          A+

          BBB assigns ratings from A+ (highest) to F (lowest). In some cases, BBB will not rate the business (indicated by an NR, or "No Rating") for reasons that include insufficient information about a business or ongoing review/update of the business's file.

          Didn't find the business you were looking for?

          If the business you're looking for isn't in our directory, submit a request to have it added.