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Heritage Financial AdvisoryFinancial advisor in Smithtown, NY

Heritage Financial Advisory is a financial advisor at 180 E Main St Ste 301, Smithtown, NY 11787, ranked #8 of 336 financial advisors in Smithtown and rated 5.0 from 29 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Smithtown, NYUpdated 0 paid placements in any rankingHow we rank

Call (631) 878-5117Website ↗

Key facts

Key facts about Heritage Financial Advisory
Address180 E Main St Ste 301, Smithtown, NY 11787Get directions
Phone(631) 878-5117
Websitefinancialadvisorny.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 29 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Smithtown and 11 towns within 25 miles: Nesconset, Hauppauge, Saint James, Lake Ronkonkoma, Lake Grove, Kings Park, Central Islip, Centereach, Ronkonkoma, Stony Brook and Commack.

Based in Smithtown, NYView on map

Opening hours

Opening hours for Heritage Financial Advisory
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Heritage Financial Advisory

How is Heritage Financial Advisory ranked in Smithtown?

Heritage Financial Advisory is ranked #8 of 336 financial advisors in Smithtown by RFA Score, with 70 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Heritage Financial Advisory’s hours?

Heritage Financial Advisory is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Heritage Financial Advisory serve?

Serves Smithtown and 11 towns within 25 miles: Nesconset, Hauppauge, Saint James, Lake Ronkonkoma, Lake Grove, Kings Park, Central Islip, Centereach, Ronkonkoma, Stony Brook and Commack. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Heritage Financial Advisory?

Heritage Financial Advisory has a rating of 5.0 from 29 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Heritage Financial Advisory?

Call Heritage Financial Advisory on (631) 878-5117. The business is at 180 E Main St Ste 301, Smithtown, NY 11787. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Heritage Financial Advisory compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Heritage Financial Advisory (this business)—705.0 (29)NoNo
Mitlin Financial, Inc.#6715.0 (62)NoNo4.6 mi
Island Federal Credit Union#7704.9 (367)YesNo21.9 mi

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