Connect with Top-Rated Financial Planners in Jericho!

Soundview Wealth Management Group LLC is an independent financial planning and wealth management firm that provides customized solutions to individuals, families, and business owners. Our experienced advisors take the time to understand our clients' personal and financial goals, and develop tailored strategies to achieve them. With years of experience and a commitment to integrity and trust, we help our clients secure their financial journey and make their big plans a reality. We offer a range of services, including wealth management, retirement consulting, estate planning, education planning, and investment management.

Opal Wealth Advisors is a financial planning and wealth management firm that helps individuals and families achieve financial freedom. With a personalized approach and access to a range of resources, our advisors empower clients to take control of their finances and make informed decisions about their financial future. From investment planning to retirement planning and estate planning, we provide comprehensive services to help clients achieve their goals and live the life they deserve.

First Long Island Investors is a boutique wealth management firm that provides strategic asset allocation, wealth administration, and investment insights to individuals, families, select institutions, and philanthropic organizations. With a focus on preserving and growing clients' net worth, the firm utilizes a diversified investment approach designed to yield positive returns after inflation while reducing risk and volatility. The team is committed to building long-term relationships and takes a side-by-side approach, investing its own assets alongside those of its clients. With a minimum commitment of $5 million, First Long Island Investors offers personalized wealth management services and full family office services to clients nationwide.

Lebenthal Financial Services, Inc. is a full-service independent broker dealer that specializes in financial and retirement planning. The company offers a range of services, including IRAs, Simple Plans, 401K and 403B, Non-Qualified Plans, Mutual Funds, Annuities, Individual Securities, Life and Long-Term Care Insurance, Wrap and Advisory Accounts, Asset Allocated Portfolios, and College Planning. With a team of experienced professionals, Lebenthal Financial Services, Inc. helps individuals, families, and business owners achieve their long-term financial objectives.