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Financial Planners in Bohemia, NY: 2026 rankings

162 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Bohemia: Shore Funding Solutions, RFA Score 74/100; 4.8★ from 1,954 Google reviews; open evenings.

  2. 5

    Most-reviewed: Island Federal Credit Union, 367 Google reviews at 4.9★, the most of 162 ranked after Shore Funding Solutions; ranked #5.

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

162 Bohemia financial planners are ranked here by RFA Score, from eight published factors. 60 open Saturdays and 5 open Sundays, based on posted hours. The median Google rating is 4.9★ across 162 rated firms.

Top 10 financial planners in Bohemia 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 planners in Bohemia at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Shore Funding Solutions744.8★ (1,954)Melville, 16 mi awayEveningsTop score
2James F Sutton Agency Ltd734.9★ (161)East Islip, 4 mi awaySat—
3SMG ABA LLC734.8★ (130)Bohemia——
4Lehmann Insurance Plainview704.9★ (248)Plainview, 19 mi away——
5Island Federal Credit Union704.9★ (367)Bellmore, 23 mi awaySatMost reviews
6R.W. Rogé & Company695.0★ (19)Bohemia——
7Island Federal Credit Union694.9★ (204)Hicksville, 21 mi awaySat—
8Bankers Life694.7★ (46)Hauppauge, 5 mi away——
9magii inc.694.9★ (33)Hauppauge, 6 mi away——
10Weisman & Co., CPA's694.8★ (39)Hauppauge, 7 mi away——

All 162 financial planners in Bohemia, 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 Bohemia

    #1 Shore Funding Solutions

    Based in Melville, 16 mi away

    74/100RFA Score

    Ranked #1 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

  2. #2 James F Sutton Agency Ltd

    Based in East Islip, 4 mi away

    73/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.9★ from 161 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 161 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat 9 AM–5 PM · Sun closed
    Address
    143-149 E Main St, East Islip, NY 11730
    View profile for James F Sutton Agency Ltd(631) 581-7978

  3. #3 SMG ABA LLC

    Based in Bohemia

    73/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.8★ from 130 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 130 Google reviews
    Hours
    Mon–Thu 8:45 AM–5:30 PM · Fri 8:45 AM–1:30 PM · Sat–Sun closed
    Address
    300 Corporate Plaza, Islandia, NY 11749
    View profile for SMG ABA LLC(631) 481-8600

  5. #5 Island Federal Credit Union

    Based in Bellmore, 23 mi away

    70/100RFA Score

    Ranked #5 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

  6. #6 R.W. Rogé & Company

    Based in Bohemia

    69/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 19 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1 Corporate Dr Suite 101, Bohemia, NY 11716
    View profile for R.W. Rogé & Company(631) 218-0077

  7. #7 Island Federal Credit Union

    Based in Hicksville, 21 mi away

    69/100RFA Score

    Ranked #7 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

  8. #8 Bankers Life

    Based in Hauppauge, 5 mi away

    69/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.7★ from 46 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 46 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1393 Veterans Memorial Hwy Ste 100-s, Hauppauge, NY 11788
    View profile for Bankers Life(631) 521-2200

  9. #9 magii inc.

    Based in Hauppauge, 6 mi away

    69/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.9★ from 33 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 33 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    490 Wheeler Rd #265, Hauppauge, NY 11788
    View profile for magii inc.(631) 434-8200

  10. #10 Weisman & Co., CPA's

    Based in Hauppauge, 7 mi away

    69/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.8★ from 39 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 39 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    410 Motor Pkwy 2nd Floor, Hauppauge, NY 11788
    View profile for Weisman & Co., CPA's(631) 675-0711

  12. #12 Steven Silber, CFP , CLTC

    Based in Huntington, 18 mi away

    68/100RFA Score

    Ranked #12 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

  16. #16 Apple Bank

    Based in Ronkonkoma, 2 mi away

    67/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.7★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 13 Google reviews
    Hours
    Mon–Thu 9 AM–4 PM · Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    3075 Veterans Memorial Hwy, Ronkonkoma, NY 11779
    View profile for Apple Bank(631) 471-2800

  17. #17 Komich Capital Advisors

    Based in Ronkonkoma, 1 mi away

    67/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4175 Veterans Memorial Hwy #300, Ronkonkoma, NY 11779
    View profile for Komich Capital Advisors(631) 260-1153

  18. #18 FACTS PRO

    Based in Bethpage, 10 mi away

    67/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 26 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 26 Google reviews
    Hours
    Mon–Tue 9 AM–6 PM · Wed closed · Thu–Fri 9 AM–6 PM · Sat–Sun closed
    View profile for FACTS PRO(631) 898-8240

  24. #24 CERTIFIED FINANCIAL PLANNER - Retirement Planning - Nicholas T. Pititto, CFP® - Financial Advisor - Prudential Financial

    Based in Huntington, 13 mi away

    67/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    1772 E Jericho Tpke #1a, Huntington, NY 11743
    View profile for CERTIFIED FINANCIAL PLANNER - Retirement Planning - Nicholas T. Pititto, CFP® - Financial Advisor - Prudential Financial(516) 717-1884

Financial planners 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 162 ranked financial planners here; the rest are on their profiles.

financial planners in Bohemia, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Domenick D'Andrea, AIF , CRC , CPFA | DanDarah Wealth Management675.0★ (68)23 mi
27Rockline Wealth Management675.0★ (10)5 mi
28Savant Wealth Management665.0★ (33)16 mi
29Shelton Tax & Accounting665.0★ (8)4 mi
30DeFreitas & Minsky LLP | CPA664.9★ (34)16 mi
31Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor665.0★ (29)16 mi
32Apple Bank664.7★ (30)13 mi
33Bridge Tax & Financial Group, Inc.665.0★ (4)In Bohemia
34PPS Advisors, Inc.665.0★ (5)1 mi
35Attitude Financial Advisors, Inc665.0★ (37)18 mi
36Howard S Cohen PC, CPA664.6★ (34)13 mi
37Zimnoch Financial Group665.0★ (27)16 mi
38Landmark Wealth Management, LLC.665.0★ (25)16 mi
39Tax & Financial Services of NY663.9★ (22)5 mi
40Fidelity Investments664.3★ (16)7 mi
41Bank of America (with Drive-thru ATM)653.7★ (33)4 mi
42Sprout Lending654.7★ (37)17 mi
43Kuttin Wealth Management - Ameriprise Financial Services, LLC653.9★ (11)5 mi
44Siena Wealth Advisory Group - Ameriprise Financial Services, LLC654.8★ (24)16 mi
45Bank of America Financial Center653.7★ (93)6 mi
46Balog & Associate, CPAs, PLLC653.7★ (3)In Bohemia
47Louis A. Soriano CFP, EA - Navigator Financial655.0★ (6)7 mi
48Belli Monaco Inc655.0★ (6)7 mi
49Bank of America (with Drive-thru ATM)653.6★ (32)5 mi
50Weintraub, Traub, Tracy & Virk CPAs LLP654.9★ (42)23 mi

Also serving Bohemia

20 more financial planners 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 planners serving Bohemia
BusinessGoogle ratingDistance
Barons Financial Strategies, Inc.5.0★ (1)In Bohemia
Brett Comstock - Financial Advisor, Ameriprise Financial Services, LLCIn Bohemia
Brian McCormick - Financial Advisor, Ameriprise Financial Services, LLCIn Bohemia
Cerini & Associates5.0★ (23)In Bohemia
Christopher Sackman - Financial Advisor, Ameriprise Financial Services, LLCIn Bohemia
Dominic Stilletti - Financial Advisor, Ameriprise Financial Services, LLCIn Bohemia
Donald McCormick - Private Wealth Advisor, Ameriprise Financial Services, LLCIn Bohemia
Ehli & Associates Wealth ManagementIn Bohemia
Gary Nuccio - Private Wealth Advisor, Ameriprise Financial Services, LLCIn Bohemia
John Gleeson - Financial Advisor, Ameriprise Financial Services, LLCIn Bohemia
LPL Financial5.0★ (1)In Bohemia
Maria Cappa - Financial Advisor, Ameriprise Financial Services, LLCIn Bohemia
Matarazzo Staiger Wealth Management1.0★ (1)In Bohemia
Matt Nuccio - Financial Advisor, Ameriprise Financial Services, LLCIn Bohemia
Northwestern Mutual - Mullany Group1.0★ (1)In Bohemia
Nuccio Wealth Strategies - Ameriprise Financial Services, LLCIn Bohemia
Praesidium ReinsuranceIn Bohemia
Sell My Structured Settlement for Cash5.0★ (1)In Bohemia
Wayfinder Wealth Management - Raymond JamesIn Bohemia
Woodhull Capital Advisors LLCIn Bohemia

How we ranked Bohemia financial planners

We scored 162 Bohemia financial planners 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 Bohemia 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Bohemia: frequently asked questions

Which financial planner has the highest RFA Score in Bohemia?

By RFA Score, the highest-ranked financial planner in Bohemia, NY is Shore Funding Solutions with an RFA Score of 74/100. It has 4.8★ from 1,954 Google reviews. It is open evenings. James F Sutton Agency Ltd (#2) and SMG ABA LLC (#3) follow. We ranked 162 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Bohemia?

RankedFinancialAdvisors ranks 162 financial planners serving Bohemia, NY. 6 of them are based in Bohemia; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Bohemia work on weekends?

60 of 162 ranked financial planners post Saturday hours and 5 post Sunday hours. The highest-ranked open Saturdays are James F Sutton Agency Ltd (#2), Island Federal Credit Union (#5) and Island Federal Credit Union (#7). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Bohemia financial planners have?

The median Google rating among 162 rated financial planners in Bohemia is 4.9★, with a median of 12 reviews. Shore Funding Solutions has the most, 1,954 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner 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 planners outside Bohemia count in this ranking?

Yes, if they are within 25 mi of the Bohemia city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Bohemia ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in Bohemia 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 planners 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 Bohemia

  1. November 2026: RFA Scores recalculated for 162 financial planners serving Bohemia.
  2. November 2026: 1 duplicate listing merged.

More financial planners and Bohemia pages