Intensive Financial Service
“As someone with an accounting background, I appreciated the effort they placed in providing as much detail as possible so that I would feel comfortable.”
Best Financial Advisors in Bronx, NY
15 firms listed · 6 in Bronx · 5 open weekends · 13 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
Fast Track Tax
“The filling process felt like a couple of minutes, Reynaldo was so patient with me and besides being professional he has a good sense of humor too.”
Tax Associates Bronx Corp
“When i got aduited mr wterd was right rhere with me guiding me educating me and making sure everything was correct be submitting for review from Irs.”
Polanco Wealth Strategies
“Polanco Wealth Strategies has guided my finances to assist in creating a solid retirement plan.”
Stephen Castanza & Associates
White Plains Financial Services
“I've been very pleased with his advice, friendly intellectual conversation , professional knowledge about the tax laws and promptness.”
The 15 firms listed for Bronx, NY provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Bronx, NY
Of the 15 firms we list here, 6 are in Bronx itself and 9 come from towns including New York (6, 11 mi), Mount Vernon (1, 5 mi) and Cliffside Park, NJ (1, 7 mi). The firms on this page are rated from 4.1 to 5.0 across 831 reviews; 9 have 50 or more reviews and 13 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "expertise" and "results". 5 are open on Saturdays and 1 on Sundays. 1 shows a license on its website. Domain records put 9 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 1 offers payment plans; 2 offer a free initial consultation; 2 are family- or locally-owned and 1 lists coupons or special offers. 1 has Spanish-speaking staff. We have a website on file for 14 of the firms on this page; 11 publish a contact page; 8 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Bronx offer a free first meeting?
2 of the 15 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Diversified Financial Services
“Happy to have found great service!”
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Drucker Wealth Management
“I have gone from a feeling of insecurity of my finaincial future to one of comfort, knowledge and support.”
Ty Associates
“This company is excellent, Troy and TY associates has been handling my family and friends that I referred providing us with outstanding tax preparation and financial advice.”
Klyman Financial
“The Klymans are Caring Leaders who are looking out for their Clients and the Community.”
Tax Master Financial Services Corp
“Of course, this year will be different because of Covid and Zoom, but overall I am very pleased with the service and staff of this business.”
Flynn Financial Partners
“I continue to recommend Tim, Mark, and their entire team to a number of friends and business acquaintances wholeheartedly.”
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Wealthspire
“I initially approached Chris with questions about my Employee Stock Purchase Plan and how to set up a Mega Backdoor Roth in my 401k and he was extremely knowledgeable and professional.”
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Pope Wealth Planning
“Curtis Pope, gave me all of the available resources he had along with his recommended steps, for my specific situation.”
Medatax Services
“Evans has a wealth of knowledge in his field and has his clients' best interest as a priority.”
Why these companies made our list
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