The highest-rated Financial Planning & Wealth Management companies out of 147 vetted & reviewed in the Manhattan area.
Learn how we score.
Prominent finalists A-Z in Manhattan
ASR Accounting & Tax
Advance Funds Network
Ahad&co CPA
Asset Protection Attorney Brooklyn
Bovell Financial
Braj Aggarwal, CPA
Bronx Tax Man Corp
Cannon Wealth Solutions
Clinton Robinson Pro Tax Services
Drucker Wealth Management
Fast Tax NY
Graziano & Company, Cpas
Griffiths Tax & Accounting, CPA
Heron Wealth
I Clever Services
IBA Business Solutions
Mark Aronoff, CPA
Miller & Company
Precision Accounting Intl
Purevest
R&G Brenner
Smart Tax
Sylco Consulting
Ty Associates
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Graziano & Company, Cpas
(29)
Tax Return
Feel
Email
“I have been coming to the Graziano & Company for the last 24 years, in fact in the last few years I am flying in from Europe just to use their service!”
“We've remained with Heron Wealth, certainly because of its performance across widely differing markets, but, importantly, also because of the confidence in stewardship of David, its CEO, and his team.”
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Purevest
(2)
Investments, Education Planning, Life Insurance
“They are sharp as a tack and don't overwhelm clients.”
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Smart Tax
(22)
Tax Services, Business Services, Services For Individuals
“David was definitely helpful , shoutout to the smart tax in redhook!”
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Miller & Company
(30)
Gift Tax For Nonresident Aliens in the U.S., Quickbooks Proadvisor, Non-Resident Tax Return
“Paul and his team have consistently delivered excellent service providing tax preparation and advice, as well as tax/financial planning and guidance concerning alternative asset allocation solutions.”
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R&G Brenner
(24)
Ways To File, Other Related Services, Tax Preparation Services
“Brian Kelly, I met years ago on a whim, luckily finding my forever Tax man, he is knowledgeable, very thorough, with out question the very best there is!!”
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ASR Accounting & Tax
(9)
Tax Services, Strategic Business Planning, New Business Formation
“I was very impressed with his knowledge and making sure he fulfilled his fiduciary responsibility to me.”
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Bronx Tax Man Corp
(28)
Business Consulting Services, Accounting Services, Tax Services
“She always goes above and beyond for me to ensure that I get the highest refund each year and always gives the most professional service and care when processing the return.”
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Fast Tax NY
(30)
Estate Planning, Elder Care, Retirement Planning
“I'm very glad I did because not only is he saving me ALOT of money, but he is also giving me valuable insights and suggestions that my former tax professional neglected to mention.”
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Bovell Financial
(30)
Tax Preparation
“This company also has the updated technology with the capability of creating an online account through the portal to make your experience that much more convenient.”
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Drucker Wealth Management
(29)
Confident
Expertise
Decisions
“Their long term approach has served me and my family incredibly well through both up and down markets and I wholeheartedly endorse them to anyone looking for financial planning advice.”
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Clinton Robinson Pro Tax Services
(13)
Tax Preparer
“I've been getting my taxes done here for going on 6 years.”
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I Clever Services
(24)
Tax Services, Services For Quickbooks, Business Services
“You can rest assured that you will have feedback from a very knowledgeable and dedicated Team in a very timely manner, who provide a valuable professional service.”
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Ty Associates
(30)
Venture Capital, Amended Returns, Refund Planning
“Efficient without sacrificing quality, excellent customer service and transparency and overall just an enjoyable group of people to communicate with during tax season.”
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Advance Funds Network
(25)
Communicated
Needs
Company
“I had an incredible experience working with Steve - he took the time to understand my business and needs before seamlessly and quickly getting us the funding we needed.”
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Precision Accounting Intl
(30)
Individual Tax Services, Payroll Services, Business Tax Services
“I have been with you guys for years, and that is the reason, I bring more friends and family to you to handle their accounting needs, because of your awesome experience and knowledge.”
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Sylco Consulting
(12)
Business Services, Services For Individuals, Tax Services
“This was my first time using them and I had an amazing experience.”
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Asset Protection Attorney Brooklyn
(28)
Wills
Needs
Trust
“I spent over a year looking for a good lawyer to help me get custody and I am very glad that I used the services of Asset Protection Attorney Brooklyn.”
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Braj Aggarwal, CPA
(19)
Setting up Business in USA, Taxation, Virtual CFO Services
“My company working with Braj last 3 years and we have not faced any issue in taxation because all our accounting and taxation handle properly in a timely manner.”
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IBA Business Solutions
(30)
Company
The Future
Efficient
“I have dealt with several agencies and people over my 38 years in retail and I would definitely recommend Ethan Scott with IBA Business Solutions if you are looking for help with your business finances, he is excellent”
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Griffiths Tax & Accounting, CPA
(30)
Certified Public Accounting
“From tutoring to contsulting your business or personal finances Griffiths Tax & Accounting is very helpful, you'll be happy and satisfied with their complete service .”
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Ahad&co CPA
(30)
Business Accounting Solutions, Business Advisory Consulting, Business Tax Services
“One of my favorite things about them is that they always keep me updated with emails about any tax law changes that can benefit me and they always send me reminders to get my taxes done.”
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Mark Aronoff, CPA
(22)
Tax Services, Bank Financing, Strategic Business Planning
“Over many years, i have come to know, and have grown to acknowledge, Mark Aronoff CPA as a not only knowledgable, trustworthy, honest, and loyal, but a true mentor in all aspects of the multi-facetted financial world.”
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Retirement Planning and Investment Management Services in Manhattan, NY Cost Estimates