Best Financial Advisors in New York, NY
Handpicked from 185 vetted & reviewed Financial Planning & Wealth Management firms in the New York area, discover the top 5 elite providers among the selected group of 24 finalists.
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Estate Planning, Financial Planning, Investment Advice
“They do a spectacular job with their investment management, and also in helping to address an array of other financial planning issues (most recently, for me, focusing on a home purchase and financing options).”
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Bovell Financial
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
- Team
- Understand
- Expertise
“After that positive experience, we decided to continue on with them as clients, and it has been so great working with the team and knowing that we have coaches with expertise that we can reach out to for guidance at a moment's notice if something com...”
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I Clever Services
Services For Individuals, Services For Quickbooks, Industries
“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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Total Solutions Financing
- SBA
- Team
- Family
“Been Working with Brittany For Awhile, they really treat you like family and a priority, I have deal with other lending companies that are only after the commission on there end, and push you towards bad deals.”
Qualification Criteria for best of Winners
Minimum Overall Score
95 (100)
Minimum Reputation Rank
99.7 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Tax Master Financial Services Corp
Tax Planning & Preparation, Investment & Financial Planning, Payroll Services
“In additional to preparing our annual tax returns, they have been instrumental in helping my younger sister set up her private business LLC and David has helped me and my older sister develop budget plans to help us reduce our debt and achieve our pe...”
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Clarify Capital
- Funding
- Pleasure
- Team
“Shane was great to deal with, he helped us every step of the way with no pressure tactics, he was very professional and patient with us, it was definitely a pleasure working with him and we look forward to working with him again if we need to!!!”
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Prudent Financial Solutions
Debt Consolidation, Helocs, Cash Out Refinance
“This man has gone above and beyond to put the burden off your shoulders and make us realize that there is help out there for debt relief and he went above and beyond to make us feel comfortable.”
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Brian Shaltakoff CPA
Buy Quickbooks and Save, Tax Preparation, International Taxation
“) He will always ask you detailed questions and help you to maximize your return and/or minimize your tax owed.”
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Popular Tax
“I've know Lee the owner for over 40 years and he and his staff have been only but the best in arriving to the upmost care for my income tax return”
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Zoe Financial
- Knowledge
“Consummate financial professionals with a wealth of knowledge and a streamlined process for connecting you with the best possible independent financial advisor.”
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Goldfine Tax Accountants and Consultants
Tax Services, Blockchain Accounting, Sales Tax Main Page
“Goldfine has a family-core team that support you internationally and locally - whether from research goals to do with grants, investors, b2b marketing and legal introductions or the relocating in difficult times, stopping theft and fraud, you name ...”
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Flynn Financial Partners
- Team
- Company
- Results
“As an ESOP company, making healthy investment choices for our company and our employees is a priority, so much so that we even encourage our employees to reach out to Flynn for help with their own personal investment needs.”
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Ivy Tax and Accounting Services - NYC CPA Firm
- Questions
“I have utilized Sam's services for the last two years and I can't thank him enough for how easy he makes the process while providing his services for affordable rates in NYC.”
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Harrison Financial Group
“Best debt collestions call ever, I was able to have a pleasant conversation with someone who did not make me feel pressure or shameful about my debt, I couldnt be happier about how we handled my collections issue.”
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Investment Science
- Project
- Finance
- Knowledge
“His diverse background, skilled domain knowledge and pulse on the industry make him invaluable in understanding how to make projects happen, write excellent business requirements, write software code in regards to machine learning, and is able to bui...”
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C York CPA
Individual Tax, IRS Audit Representation, Retirement Planning
“I walked in here expecting the usual sterile atmosphere of a CPA's office but was pleasantly surprised by how warm and accommodating Chris York was.”
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JPB Financial
“He takes a comprehensive approach to all client financial matters and genuinely cares for your well-being.”
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Klyman Financial
Life Insurance, Investment, Retirement
“Not only will they share their blueprint to financial success, but they'll go so far as to lay the brick road themselves to ensure you're family will reap the benefits for years to come!”
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I&U CPA
Tax Services, Wealth Management, Accounting Services
“This year I had a few big life events (marriage, condo purchase, change in State residency) and need assistance with planning my executive compensation to make sure I was maximizing my tax return and not missing out on any tax benefits.”
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Sealy Singer
Services For Individuals, Services For Quickbooks, Business Services
“We were able to conduct business in a timely fashion while allowing me to gain more information for my personal knowledge.”
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Queen Blueprint ️
- Life
- Debt
- Workshop
“Unfortunately I witnessed my parents go from the top to underwater really fast in my high school years, we had to sell our house (the house I dreamed of being married in the back yard along the waterfront) and I was told a week before I was leaving f...”
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Financial Policy Council
- Informative
- Speakers
- Insight
“At a time where Bitcoin headlines where everywhere, it was good to be able to have a deep dive into the blockchain technology behind the headlines, the other cryptocurrencies that don't get as much air time, and to be able to hear all of that from pr...”
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Goldcrest Consulting Services
Finop Services, Starting A Broker-Dealer, Strategic Relationships
“Whether it involves the preparation and delivery of monthly financials or filing Focus reports with FINRA on a timely basis, Goldcrest has been highly responsive and has played a large part in making sure our Firm maintains a favorable profile with r...”
Retirement Planning and Investment Management Services in New York, NY Cost Estimates
Why these companies made our list
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