Sometimes we need others to help us with our finances. On how to manage it all when it comes to paying bills, buying things, saving…just to make sure it’s not all blown on a fancy car, for instance. That’s where financial advisors come in. They help not just the average Long Islander, but also the business owners. If you need some financial advising, look no further than the Best Financial Advisor on Long Island.
2024: Long Island Voted Lexington Capital Holdings Best Financial Advisor!
Lexington Capital Holdings
585 N Bicycle Path Suite 14, Port Jefferson Station
(888) 351-8024 – lexingtoncapitalholdings.com
Lexington Capital Holdings distinguishes itself as a top financial advisor, redefining the funding landscape with an innovative approach that transcends conventional methods. Committed to inclusivity, they recognize that not every business aligns with traditional lending criteria. The firm’s mission revolves around providing accessible funding to businesses overlooked or underserved by mainstream financial institutions. Emphasizing a forward-looking perspective, Lexington Capital Holdings evaluates businesses based on their potential and future success, challenging the conventional reliance on credit history and collateral. Their diverse funding options and personalized solutions reflect a dedication to understanding each business’s unique needs. With a team of well-equipped, personable business consultants, Lexington Capital Holdings prioritizes transparency and forges enduring relationships with funded businesses, offering ongoing support to propel them towards financial success.
2023: Long Islanders Voted R. W. Roge & Company, Inc. Best Financial Advisor!
R. W. Roge & Company, Inc.
1 Corporate Dr., Bohemia
(631) 218-0077 – rwroge.com
Life is easier to enjoy when you’re not bogged down by money worries. That’s why R.W. Roge & Company takes the burden off your shoulders by helping you create a plan for your finances. R.W. Roge & Company advisors speak with you personally to get a comprehensive idea of your individual situation and goals, working alongside you to develop a plan and helping you achieve them. They have extensive experience planning for marriage and home buying, children and college, and estate and legacy management, so you can be sure these professionals can cultivate and tailor a plan to fit your needs. R.W. Roge & Company’s client-first philosophy has helped countless people build wealth and achieve financial freedom for their life — so they can be empowered to enjoy it!
2022: Long Islanders Voted Theodore R. Agrillo, III, Katherine Agrillo, CFP – Agrillo Financial Group Best Financial Advisor!
Theodore R. Agrillo, III, Katherine Agrillo, CFP – Agrillo Financial Group
535 Stewart Ave., Bethpage
(516) 542-0261 – agrillofinancialgroup.com
Managing your money can be a daunting task. If you are in need of some assistance, there’s the Agrillo Financial Group. Led by Theodore R. Agrillo and Katherine Agrillo, the firm specializes in financial advising and the team puts a personal touch on everything they do. They work with you to make sure that your money is managed in a way that all of your expenses are covered and you can still save and invest. Plus, you can always contact them if you have any questions. So don’t wait until you are drowning in anxiety over your money, get control of your finances with the Agrillo Financial Group!
2021: Long Islanders Voted Theodore R. Agrillo, III, Katherine Agrillo, CFP – Agrillo Financial Group Best Financial Advisor!
Theodore R. Agrillo, III, Katherine Agrillo, CFP – Agrillo Financial Group
535 Stewart Ave, Bethpage
(516) 542-0261 – agrillofinancialgroup.com
Managing your finances can be an intimidating task. Luckily, Theodore R. Agrillo III and Katherine Agrillo, CFP of Agrillo Financial Group can help you get started. Agrillo Financial Group aims to provide financial service with a personal touch — it will take your goals into account before helping you decide where to invest your money. The professionals will strive to preserve your wealth and long term financial independence by creating and utilizing a wealth management strategy that is designed to diversify your portfolio. Agrillo Financial Group is here to guide you through the process of picking out investors so you can make the right decision with confidence!
2020: Long Islanders Voted Theodore R. Agrillo, III, Katherine Agrillo, CFP – Agrillo Financial Group Best Financial Advisor!
Theodore R. Agrillo, III, Katherine Agrillo, CFP – Agrillo Financial Group
535 Stewart Ave, Bethpage
(516) 542-0261 – agrillofinancialgroup.com
Managing your finances can be an intimidating task. Luckily, Theodore R. Agrillo III and Katherine Agrillo, CFP of Agrillo Financial Group can help you get started. Agrillo Financial Group aims to provide financial service with a personal touch — they will take your goals into account before helping you decide where to invest your money. They strive to preserve your wealth and long term financial independence by creating and utilizing a wealth management strategy that is designed to diversify your portfolio. At Agrillo Financial Group, they are here to guide you through the process of picking out investors so you can make the right decision with confidence!
2019: Long Islanders Voted Theodore R. Agrillo, III, Katherine Agrillo, CFP – Agrillo Financial Group Best Financial Advisor!
Theodore R. Agrillo, III, Katherine Agrillo, CFP – Agrillo Financial Group
535 Stewart Ave., Bethpage
(516) 542-0261 – www.agrillofinancialgroup.com
Long Islanders have voted Agrillo Financial Group the Best Financial Advisor on Long Island! Comprised of a family of trusted professionals who take their clients’ financial well-being personally, Theodore “Ted” Agrillo and his mother Katherine “Dee” Agrillo possess the knowledge, expertise, and experience Long Islanders have come to trust. Integrity and extraordinary dedication and personal commitment to their clients define these professionals, making it no wonder Long Islanders declare them the absolute best, year after year!
2018: Long Islanders Voted Theodore R. Agrillo, III & Katherine Agrillo, CFP of AGRILLO FINANCIAL GROUP Best Financial Advisor on Long Island
Theodore Agrillo, Katherine Agrillo, CFP – Agrillo Financial Group: LPL Financial
535 Stewart Ave., Bethpage. 516-542-0261. agrillofinancialgroup.com
Long Islanders have voted Agrillo Financial Group the Best Financial Advisor on Long Island! Comprised of a family of trusted professionals who take their clients’ financial well-being personally, Theodore “Ted” Agrillo and his mother Katherine “Dee” Agrillo possess the knowledge, expertise, and experience Long Islanders have come to trust. Integrity and extraordinary dedication and personal commitment to their clients define these professionals, making it no wonder Long Islanders declare them the absolute best, year after year!
2017: Long Islanders Voted Theodore R. Agrillo, III & Katherine Agrillo, CFP of AGRILLO FINANCIAL GROUP Best Financial Advisor on Long Island
Theodore R. Agrillo, III, Katherine Agrillo, CFP – AGRILLO FINANCIAL GROUP
535 Stewart Ave., Bethpage. 516-542-0261. agrillofinancialgroup.com
For the third year in a row, Long Islanders have voted Agrillo Financial Group the Best Financial Advisor on Long Island! Comprised of a family of trusted professionals who take their clients’ financial well-being personally, Theodore “Ted” Agrillo and his mother Katherine “Dee” Agrillo possess the knowledge, expertise, and experience Long Islanders have come to trust. Integrity and extraordinary dedication and personal commitment to their clients define these professionals, making it no wonder Long Islanders declare them the absolute best, year after year!
2016: Long Islanders Voted Theodore Agrillo Best Financial Advisor on Long Island
Theodore Agrillo, Agrillo Financial Group
1858 Hempstead Tpke., East Meadow. 516-542-0261. agrillofinancialgroup.com
Agrillo Financial Group is made up of a family of trusted professionals who take their clients’ financial well-being personally. Ted Agrillo, who boasts ample experience working on Wall Street, brings deep industry knowledge to this firm. Together with his mother, company founder Dee, their experience, foresight, and expertise are what make them the go-to financial advisors for Long Islanders looking to navigate that oftentimes confusing road toward financial success.
2015: Long Islanders Voted Theodore Agrillo, Agrillo Financial Group Best Financial Advisor on Long Island!
Theodore Agrillo, Agrillo Financial Group
1858 Hempstead Tpke., East Meadow. 516-542-0261. agrillofinancialgroup.com
Agrillo Financial Group is more than a group of expert advisors. They are a family of trusted professionals that have a personal stake in your financial well being. Ted Agrillo brings his ample experience working on Wall Street to the firm and will help you navigate the tricky road to financial freedom.
2014: Long Islanders Voted Augie Abbatiello – First Investor in Westbury Best Financial Advisor on Long Island!
1. Augie Abbatiello – First Investor
900 Merchants Concourse, Westbury. 516-338-4888. firstinvestors.com
2. Frank Sparacino – Sparacino & Sparacino PLLC
11 Bayview Ave., Northport. 631-651-8783.
3. Dianne M. Goedtel – Oppenheimer & Co.
888 Veterans Memorial Hwy., Hauppauge. 631-382-2500.
2013: Long Islanders Voted Frank Sparacino in Northport Best Financial Advisor on Long Island!
1. Frank Sparacino — Esquire Financial Strategies
11 Bayview Ave., Northport. 631-223-8956
2. Augie Abbatiello — First Investors Corporation
900 Merchants Concourse, Suite 406, Westbury. 516-338-4888, ext. 125.
www.firstinvestors.com
3. Mark Mohtashemi — Morgan Stanley Wealth Management
100 Jericho Quadrangle, Suite 120, Jericho. 516-932-4815. www.morganstanleyfa.com/mark.mohtashemi
2012: Long Islanders Voted Jason McKenna of Wells Fargo, LLC Best Financial Advisor on Long Island!
1. Jason McKenna, Wells Fargo, LLC
68 S. Service Rd., Suite 200, Melville. 631-753-4567. www.aloisiomckennagroup.wfadv.com
2. Jeff Tabman/Axa Advisors
1111 Marcus Ave., Lake Success. 516-488-1000. www.axaonline.com
2. Leslie J. Cuneo/Morgan Stanley Smith Barney
855 Franklin Ave., Garden City. 516-227-2826. www.fa.smithbarney.com
2011: Long Islanders Voted Chris Hibbard in Farmingville Best Financial Advisor on Long Island!
1. Chris Hibbard, Teachers Federal Credit Union
2410 N. Ocean Ave., Farmingville. 631-698-7000. www.teachersfcu.org
2. Jason McKenna, Wells Fargo Advisors, LLC
68 S. Service Rd., Ste. 200, Melville. 631-753-4567. www.aloisiomckennagroup.wfadv.com
3. Kevin A. Luss, The Luss Group
Southampton. 631-283-6875. www.lussgroup.com
