A financial planner will not only help you manage your finances, but he or she will literally plan for what you spend it on and when you do it. It’s incredibly beneficial for a business owner, or someone who simply needs assistance when it comes to money. If you find yourself in that boat, look no further than the Best Financial Planner on Long Island.
2024: Long Island Voted Theodore R. Agrillo, III, Katherine Agrillo, CFP – Agrillo Financial Group Best Financial Planner!
Theodore R. Agrillo, III, Katherine Agrillo, CFP – Agrillo Financial Group
535 Stewart Ave, Bethpage
(516) 542-0261 – agrillofinancialgroup.com
Building personal wealth via successful investing has never held more appeal. But, along with the growing demand for financial products has come increased supply and many financial planning choices, leaving investors to make daunting choices. No investor wants to head into a recession or other market challenges with a financial planner they don’t trust – or no professional planner at all. Luckily for investors on Long Island, they can, and many have turned to the Agrillo Financial Group for financial planning help. Run by Theodore R. Agrillo and Katherine Agrillo, the firm’s team puts a personal touch on everything they do. They work with you to make sure your money is managed right for both now, the near future and your planned retirement.
2023: Long Islanders Voted Theodore R. Agrillo, III, Katherine Agrillo, CFP – Agrillo Financial Group Best Financial Planner!
Theodore R. Agrillo, III, Katherine Agrillo, CFP – Agrillo Financial Group
535 Stewart Ave., Bethpage
(516) 542-0261 – agrillofinancialgroup.com
If you are wanting to make a full, thought-out plan for your financial future and aren’t sure where to start, you may need the help of a financial planner. If you are in need of some assistance, there’s the Agrillo Financial Group. Led by Theodore R. Agrillo and Katherine Agrillo, financial planning is their bread and butter. The team will work with you to come up with long-term goals for your finances and the best ways to execute those goals in a manageable time frame. Plus, they take the time to get to know you personally so you know that the team at Agrillo Financial Group has taken every step to personalize your financial planning experience!
2022: Long Islanders Voted Theodore R. Agrillo, III, Katherine Agrillo, CFP – Agrillo Financial Group Best Financial Planner!
Theodore R. Agrillo, III, Katherine Agrillo, CFP – Agrillo Financial Group
535 Stewart Ave., Bethpage
(516) 542-0261 – agrillofinancialgroup.com
If you are wanting to make a full, thought-out plan for your financial future and aren’t sure where to start, you may need the help of a financial planner. If you are in need of some assistance, there’s the Agrillo Financial Group. Led by Theodore R. Agrillo and Katherine Agrillo, financial planning is their bread and butter. The team will work with you to come up with long-term goals for your finances and the best ways to execute those goals in a manageable time frame. Plus, they take the time to get to know you personally so you know that the team at Agrillo Financial Group has taken every step to personalize your financial planning experience!
2021: Long Islanders Voted Theodore R. Agrillo, III, Katherine Agrillo, CFP – Agrillo Financial Group Best Financial Planner!
Theodore R. Agrillo, III, Katherine Agrillo, CFP – Agrillo Financial Group
535 Stewart Ave, Bethpage
(516) 542-0261 – agrillofinancialgroup.com
The prospect of building wealth through successful investing has never looked more appealing. But like any market, with increased demand for financial products has come increased supply. Investors are faced with what can be daunting choices. The financial professionals at Agrillo Financial Group can help you define your long-term investment objectives and build a personalized investment portfolio designed to help work towards them. They recognize the importance of getting to know you – your financial needs, your financial goals, and your lifestyle. Their office was established to provide ongoing professional guidance to investors while helping them pursue their individual investment objectives. This method of compensation allows them to adjust your investment portfolio without requiring you to pay commissions, which can help ensure that you potentially receive the highest level of return for any given level of risk.
2020: Long Islanders Voted Theodore R. Agrillo, III, Katherine Agrillo, CFP – Agrillo Financial Group Best Financial Planner!
Theodore R. Agrillo, III, Katherine Agrillo, CFP – Agrillo Financial Group
535 Stewart Ave, Bethpage
(516) 542-0261 – agrillofinancialgroup.com
The prospect of building wealth through successful investing has never looked more appealing. But like any market, with increased demand for financial products has come increased supply. Investors are faced with what can be daunting choices. As financial professionals, Agrillo Financial Group can help you define your long-term investment objectives and build a personalized investment portfolio designed to help work towards them. They recognize the importance of getting to know you – your financial needs, your financial goals, and your lifestyle. Their office was established to provide ongoing professional guidance to investors while helping them pursue their individual investment objectives. This method of compensation allows them to adjust your investment portfolio without requiring you to pay commissions, which can help ensure that you potentially receive the highest level of return for any given level of risk.
2019: Long Islanders Voted Theodore R. Agrillo, III, Katherine Agrillo, CFP – Agrillo Financial Group Best Financial Planner!
Theodore R. Agrillo, III, Katherine Agrillo, CFP – Agrillo Financial Group
535 Stewart Ave., Bethpage
(516) 542-0261 – www.agrillofinancialgroup.com
The prospect of building wealth through successful investing has never held more appeal. But like any market, with increased demand for financial products has come increased supply. Investors are faced with what can be daunting choices. As financial professionals, Agrillo Financial Group can help you define your long-term investment objectives and build a personalized investment portfolio designed to help work towards them. They recognize the importance of getting to know you – your financial needs, your financial goals, and your lifestyle. Their office was established to provide ongoing professional guidance to investors while helping them pursue their individual investment objectives. This method of compensation allows them to adjust your investment portfolio without requiring you to pay commissions, which can help ensure that you potentially receive the highest level of return for any given level of risk.
2018: Long Islanders Voted Theodore R. Agrillo, III & Katherine Agrillo, CFP of AGRILLO FINANCIAL GROUP Best Financial Planner on Long Island
Theodore Agrillo, Katherine Agrillo, CFP – Agrillo Financial Group: LPL Financial
535 Stewart Ave., Bethpage. 516-542-0261. agrillofinancialgroup.com
Ted and Katherine Agrillo are Long Island’s choice for the Best Financial planners on Long Island! It’s no wonder why voters would nominate both, since they are a mother-and-son team that have evolved into the Best Of Long Island powerhouse, with the duo winning the Best Financial Advisor category for three consecutive years, and Ted clinching this prestigious category now three years in a row! They possess an extraordinary ability to help clients develop sound strategies for saving, investing, and planning for financial freedom, along with a devout personal commitment to excellence!
2017: Long Islanders Voted Theodore R. Agrillo, III & Katherine Agrillo, CFP of AGRILLO FINANCIAL GROUP Best Financial Planner on Long Island
Theodore R. Agrillo, III, Katherine Agrillo, CFP – AGRILLO FINANCIAL GROUP
535 Stewart Ave., Bethpage. 516-542-0261. agrillofinancialgroup.com
Ted and Katherine Agrillo are Long Island’s choice for the Best Financial planners on Long Island! It’s no wonder why voters would nominate both, since they are a mother-and-son team that have evolved into the Best Of Long Island powerhouse, with the duo winning the Best Financial Advisor category for three consecutive years, and Ted clinching this prestigious category now three years in a row! They possess an extraordinary ability to help clients develop sound strategies for saving, investing, and planning for financial freedom, along with a devout personal commitment to excellence!
2016: Long Islanders Voted Theodore Agrillo Best Financial Planner on Long Island
Theodore Agrillo, Agrillo Financial Group: LPL Financial
1858 Hempstead Tpke., East Meadow. 516-542-0261. agrillofinancialgroup.com
Ted Agrillo is once again Long Island’s choice for The Best financial planner once again due to his extraordinary ability to help clients develop sound strategies for saving, investing, and planning for financial freedom. With a background on Wall Street and devout personal commitment to the financial success of his clients, Agrillo is consistently The choice for Long Islanders seeking sound, professional, and knowledgeable financial planning advice!
2015: Long Islanders Voted Theodore Agrillo, Agrillo Financial Group Best Financial Planner on Long Island!
Theodore Agrillo, Agrillo Financial Group
1858 Hempstead Tpke., East Meadow. 516-542-0261. agrillofinancialgroup.com
Financial planners work with their clients to establish long-term financial goals. Ted Agrillo was voted best financial planner for his experience, drive, and expertise in helping LIers develop sound strategies for saving, investing, and planning for financial freedom.
2014: Long Islanders Voted Howard Ginsberg, CPA in Roslyn Heights Best Financial Planner on Long Island!
1. Howard Ginsberg, CPA
200 S. Service Rd., Roslyn Heights. 516-466-7462. ginsbergwealth.com
2. Rob Conzo – Morgan Stanley
Reckson Executive Park, 58 S. Service Rd., Ste. 400, Melville. 631-755-8939.
3. Jeff Tabman – AXA Advisors
1000 Woodbury Rd., Ste. 300, Woodbury 516-355-3319. axa-advisors.com
2013: Long Islanders Voted Howard Ginsberg in Roslyn Heights Best Financial Planner on Long Island!
1. Howard Ginsberg — Ginsberg Wealth Management
200 S. Service Rd., Roslyn Heights. 516-466-7463. www.ginsbergwealth.com
2. Jeff Tabman — AXA Advisors
1111 Marcus Ave., Lake Success. 516-355-3319. www.longisland.axa-advisors.com
3. HalLiday Financial Group
725 Glen Cove Ave., Suite 3, Glen Head. 516-609-0911. www.hallidayfinancial.com
National. Chase
Multiple Locations. www.chase.com
2012: Long Islanders Voted Bethpage Investment Strategies Best Financial Planner on Long Island!
1. Bethpage Investment Strategies
Multiple Locations. www.bfcu.com
2. David Lerner & Associates
477 Jericho Tpke., Syosset. 516-921-4200. www.davidlerner.com
3. Astoria Federal Savings Bank
Multiple Locations. www.astoriafederal.com
NATIONAL. Wells Fargo
Multiple Locations. www.wellsfargoadvisors.com
