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Financial Advisors in Roosevelt, NY: 2026 rankings

1,011 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Roosevelt: Davidov Law Group, RFA Score 74/100; 5.0★ from 351 Google reviews.

  2. 2

    Most-reviewed: Shore Funding Solutions, 1,954 Google reviews at 4.8★, the most of 1,011 ranked; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

1,011 Roosevelt financial advisors are ranked here by RFA Score, from eight published factors. 352 open Saturdays and 90 open Sundays, based on posted hours. The median Google rating is 4.5★ across 1,011 rated firms.

Top 10 financial advisors in Roosevelt at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Roosevelt at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Davidov Law Group745.0★ (351)Garden City, 4 mi away—Top score
2Shore Funding Solutions744.8★ (1,954)Melville, 11 mi awayEveningsMost reviews
3Island Federal Credit Union734.9★ (367)Bellmore, 4 mi awaySat—
4Island Federal Credit Union714.9★ (204)Hicksville, 7 mi awaySat—
5Lehmann Insurance Plainview714.9★ (248)Plainview, 10 mi away——
6IBA Business Solutions705.0★ (104)Hicksville, 7 mi awayEvenings—
7Aspire Tax704.7★ (447)Forest Hills, 13 mi awaySat—
8Rogg & Kejriwal LLP705.0★ (80)Westbury, 5 mi away——
9Citizens Debt Relief704.7★ (1,569)New York City, 21 mi away——
10J G TAX & PROFESSIONAL SERVICES, INC694.9★ (337)Baychester, 19 mi away——

All 1,011 financial advisors in Roosevelt, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Roosevelt

    #1 Davidov Law Group

    Based in Garden City, 4 mi away

    74/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 351 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 351 Google reviews
    Hours
    Mon–Fri 9 AM–5:30 PM · Sat–Sun closed
    Address
    1122 Franklin Ave Ste 102, Garden City, NY 11530
    View profile for Davidov Law Group(516) 440-5781

  2. #2 Shore Funding Solutions

    Based in Melville, 11 mi away

    74/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.8★ from 1,954 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 1,954 Google reviews
    Hours
    Mon–Thu 9 AM–7 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2 Huntington Quadrangle Ste 1N15, Melville, NY 11747
    View profile for Shore Funding Solutions(800) 980-0472

  3. #3 Island Federal Credit Union

    Based in Bellmore, 4 mi away

    73/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.9★ from 367 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 367 Google reviews
    Hours
    Mon–Wed 8:30 AM–5 PM · Thu–Fri 8:30 AM–6 PM · Sat 8:30 AM–3 PM · Sun closed
    Address
    2752 Sunrise Hwy, Bellmore, NY 11710
    View profile for Island Federal Credit Union(631) 851-1100

  4. #4 Island Federal Credit Union

    Based in Hicksville, 7 mi away

    71/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.9★ from 204 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 204 Google reviews
    Hours
    Mon–Wed 8:30 AM–5 PM · Thu–Fri 8:30 AM–6 PM · Sat 8:30 AM–3 PM · Sun closed
    Address
    85 E Old Country Rd, Hicksville, NY 11801
    View profile for Island Federal Credit Union(631) 851-1100

  6. #6 IBA Business Solutions

    Based in Hicksville, 7 mi away

    70/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 104 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 104 Google reviews
    Hours
    Mon–Thu 9 AM–7 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    100 Duffy Ave Ste 510, Hicksville, NY 11801
    View profile for IBA Business Solutions(888) 421-5423

  7. #7 Aspire Tax

    Based in Forest Hills, 13 mi away

    70/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.7★ from 447 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 447 Google reviews
    Hours
    Mon–Fri 10 AM–6 PM · Sat 10 AM–5 PM · Sun closed
    Address
    94-23 Lefferts Blvd, South Richmond Hill, NY 11419
    View profile for Aspire Tax(718) 554-0900

  8. #8 Rogg & Kejriwal LLP

    Based in Westbury, 5 mi away

    70/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 80 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 80 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    208 Stonehinge Ln, Carle Place, NY 11514
    View profile for Rogg & Kejriwal LLP(516) 338-6884

  9. #9 Citizens Debt Relief

    Based in New York City, 21 mi away

    70/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.7★ from 1,569 Google reviews, listed on Google as “Financial consultant”.

    • 4.7★ from 1,569 Google reviews
    Hours
    Mon–Thu 10 AM–5 PM · Fri 10 AM–4 PM · Sat–Sun closed
    Address
    99 Madison Ave Suite 901, New York, NY 10016
    View profile for Citizens Debt Relief(800) 560-3956

  14. #14 B & R Accountants CPA

    Based in New York City, 21 mi away

    69/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 289 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 289 Google reviews
    Hours
    Mon–Sat 10:30 AM–6 PM · Sun closed
    Address
    1660 Amsterdam Ave, New York, NY 10031
    View profile for B & R Accountants CPA(212) 234-3694

  16. #16 Opal Wealth Advisors

    Based in Jericho, 8 mi away

    68/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 53 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 53 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    2 Jericho Plaza #208, Jericho, NY 11753
    View profile for Opal Wealth Advisors(516) 388-7980

  18. #18 Ridgewood Savings Bank

    Based in Wakefield, 20 mi away

    68/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.9★ from 199 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 199 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu 8:30 AM–7 PM · Fri 8:30 AM–5 PM · Sat 8:30 AM–2 PM · Sun closed
    Address
    3951 White Plains Rd, Bronx, NY 10466
    View profile for Ridgewood Savings Bank(718) 882-0440

  21. #21 Kapitus

    Based in New York City, 21 mi away

    67/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.5★ from 904 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 904 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    120 W 45th St, New York, NY 10036
    View profile for Kapitus(800) 780-7133

  22. #22 Steven Silber, CFP , CLTC

    Based in Huntington, 16 mi away

    67/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.9★ from 109 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 109 Google reviews
    Hours
    Mon 9 AM–5 PM · Tue–Thu 9 AM–4 PM · Fri 9 AM–5 PM · Sat 10 AM–2 PM · Sun closed
    Address
    349 Main St, Huntington, NY 11743
    View profile for Steven Silber, CFP , CLTC(631) 319-8655

  24. #24 On Time Capital

    Based in Brooklyn, 18 mi away

    67/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.9★ from 124 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 124 Google reviews
    Hours
    Mon–Fri 8 AM–8 PM · Sat closed · Sun 8 AM–8 PM
    Address
    899 Montgomery St Office, Brooklyn, NY 11213
    View profile for On Time Capital(646) 389-4747

  25. #25 BH Capital Funding

    Based in Garden City, 4 mi away

    67/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.7★ from 40 Google reviews, listed on Google as “Financial consultant”.

    • 4.7★ from 40 Google reviews
    Hours
    Mon–Thu 9 AM–6 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    100 Quentin Roosevelt Blvd suite 505 Floor 5, Garden City, NY 11530
    View profile for BH Capital Funding(305) 930-1929

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 1,011 ranked financial advisors here; the rest are on their profiles.

financial advisors in Roosevelt, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26James F Sutton Agency Ltd674.9★ (161)22 mi
27Business Debt Adjusters674.8★ (259)23 mi
28Creditors Relief LLC674.6★ (554)23 mi
29Henry Pimentel: Primerica - Financial Services674.9★ (137)20 mi
30Klyman Financial674.9★ (144)21 mi
31Jenny Alexandra Escobar: Primerica - Financial Services665.0★ (19)2 mi
32Planning Financial Futures, Inc665.0★ (43)11 mi
33Bank of America Financial Center664.6★ (36)4 mi
34Aymer Callejas - Morgan Stanley Private Wealth Advisor665.0★ (24)5 mi
35Attitude Financial Advisors, Inc665.0★ (37)10 mi
36Flynn Financial Partners, Ltd.665.0★ (81)19 mi
37Ella & Emily Funding Inc. 平安佳美贷款公司665.0★ (51)14 mi
38IMA Tax and Accounting LLC665.0★ (17)3 mi
39Express Capital Financing664.8★ (169)23 mi
40Midas Wealth - Private Client Group665.0★ (99)22 mi
41The WealthPlan LLC665.0★ (34)11 mi
42David Kim: Primerica - Financial Services664.8★ (32)7 mi
43Justin Ponella of Dipaola Financial Group665.0★ (35)11 mi
44ValueCap Lenders665.0★ (94)22 mi
45Godfrey John: Primerica - Financial Services664.8★ (25)6 mi
46Sprout Lending654.7★ (37)9 mi
47Savant Wealth Management655.0★ (33)12 mi
48Emil Ben David - Edelman Financial Engines654.9★ (15)3 mi
49Matt Cuiffo - Edelman Financial Engines655.0★ (14)3 mi
50Flynn Zito Capital Management, LLC654.8★ (18)4 mi

Also serving Roosevelt

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Roosevelt
BusinessGoogle ratingDistance
A & M Financial Services, LLC5.0★ (2)5 mi
Alain Martin - TD Wealth Financial Advisor5.0★ (2)3 mi
American Capital Partners LLC3.0★ (2)3 mi
Bitinvestmenthub5.0★ (2)3 mi
CITIZENS BANK5.0★ (2)7 mi
Credit Advisors Council-Credit Repair Long Island3.0★ (2)6 mi
Edward Jones - Financial Advisor: Annette D Matthew5.0★ (2)6 mi
Edward Jones - Financial Advisor: Mike Lombardi, CFP®5.0★ (2)3 mi
Eon Wealth Management5.0★ (2)6 mi
Garden City, NY Branch Office - UBS Financial Services Inc.5.0★ (2)4 mi
GEG CONSULTING LLCIn Roosevelt
Gregory Matthew Wealth Management5.0★ (2)4 mi
Harold Davis: Primerica - Financial Services4.5★ (2)5 mi
John Hartnagel - Prudential Financial5.0★ (2)7 mi
Magman IncIn Roosevelt
Mallozzi & Dwyer, CPAs P.C.5.0★ (2)6 mi
Primerica5.0★ (2)2 mi
Rafferty Holdings LLC3.0★ (2)4 mi
The Pinnacle Financial Group5.0★ (2)3 mi
Wayne Rodriguez & Co. LLC / Finance Plus5.0★ (2)3 mi

How we ranked Roosevelt financial advisors

We scored 1,011 Roosevelt financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Roosevelt data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Roosevelt: frequently asked questions

Which financial advisor has the highest RFA Score in Roosevelt?

By RFA Score, the highest-ranked financial advisor in Roosevelt, NY is Davidov Law Group with an RFA Score of 74/100. It has 5.0★ from 351 Google reviews. Shore Funding Solutions (#2) and Island Federal Credit Union (#3) follow. We ranked 1,011 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Roosevelt?

RankedFinancialAdvisors ranks 1,011 financial advisors serving Roosevelt, NY. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Roosevelt work on weekends?

352 of 1,011 ranked financial advisors post Saturday hours and 90 post Sunday hours. The highest-ranked open Saturdays are Island Federal Credit Union (#3), Island Federal Credit Union (#4) and Aspire Tax (#7). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Roosevelt financial advisors have?

The median Google rating among 1,011 rated financial advisors in Roosevelt is 4.5★, with a median of 13 reviews. Shore Funding Solutions has the most, 1,954 reviews, and ranks #2. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Roosevelt count in this ranking?

Yes, if they are within 25 mi of the Roosevelt city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Roosevelt ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Roosevelt a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Roosevelt

  1. November 2026: RFA Scores recalculated for 1,011 financial advisors serving Roosevelt.
  2. November 2026: 28 duplicate listings merged.

More financial advisors and Roosevelt pages