The highest-rated Financial Planning & Wealth Management companies out of 183 vetted & reviewed in the Brooklyn area.
Learn how we score.
Prominent finalists A-Z in Brooklyn
ABS Management
AOD Management DBA Angels of Debt
Advance Funds Network
Boatswain CPA
Certainty Tax Advisors
Ebony Credit Solutions
Em’s Accounting Service
Exceptional Tax & Accounting Services
Griffiths Tax & Accounting, CPA
Grimaldi Yeung Law Group
Guardian Tax Services
Highcreditsolucion
M&V TAX Pros INC
Maroon Strategist
Mtech Distributors
New Era Tax Service
Ogc-Rewcpas Llc
Premium Paybacks WC Insurance Recovery
Reindeer
Rocket TAX INC
Smart Tax
Strategic Tax Planners
Sylco Consulting
Tax Pay Rescue
View Profile
Guardian Tax Services
(17)
Quickbooks, Start-Up Advisory, Tax Preparation
“Usmani is a Excellent Tax Consultant, very helpful and has a very nice demeanor.”
i
View Profile
Smart Tax
(44)
Business Services, Services For Individuals, Tax Services
“Made it super easy to understand me I feel super comfortable give me the best advice when it comes to My finances would not go anywhere else but here I love it.”
i
View Profile
Sylco Consulting
(48)
Services For Individuals, Tax Services, Business Services
“I was in a bind because I am filing for private practice and regular salary income, Madeline took her time walk me through detail to detail, and created the best possible outcome.”
i
View Profile
Exceptional Tax & Accounting Services
(49)
Tax Preparation For Businesses, Business Services, Bookkeeping Services
“My 2022 taxes were not filed due to a software glitch, and this company gave me perfect advice about what to do in order to correct the issue quickly and without penalty.”
i
View Profile
Advance Funds Network
(45)
Consolidation Programs, Business Line of Credit, Working Capital Loans
“Both Brian Doherty and John Wolf are top notch in follow up, offering options and responding to all questions both during and after the application process.”
i
View Profile
M&V TAX Pros INC
(44)
Business Services, Services For Quickbooks, Services For Individuals
“They've helped me stay on top of all of my book keeping and accounting for my business and are also great at teaching you about your business and financial literacy .”
“I have first hand knowledge of members in my community, that Angels of Debt have helped and have literally turned a situation that was unmanageable into something that gave them a new start and hope”
i
View Profile
Certainty Tax Advisors
(49)
Small Business Accounting, TAX Planning, Personal Financial Planning
“His staff are very welcoming and knowledgeable and even when Paul isn't available his staff can take care of you so you don't have to worry as your in the best of hands.”
i
View Profile
Rocket TAX
(48)
Bookkeeping and Payroll Software
“They place was clean and it smelled so nice inside , all three of the ladies were very welcoming and nice , mone , and Shia went above and beyond to make sure that they helped me with any questions, or concerns I had .”
i
View Profile
Premium Paybacks WC Insurance Recovery
(50)
Work
Audits
Policy
“This company Premium Paybacks and there people went all out for me as small construction company paying way to much money for workmans comp insurance in the state of NJ.”
i
View Profile
New Era Tax Service
(49)
Gift
Team
Season
“First time , coming to smart tax and I will say I'm beyond grateful and satisfy with the services today Matt provided for me I deff will be coming here again he made it so easy and was so sweet and polite highly recommend coming here !”
i
View Profile
Highcreditsolucion
(45)
Identity Protection, Credit Repair, Credit Report
“I think I came to the right place so I hope you do too, Juan is a trustworthy person and I don't give him 5 stars because I haven't finished my case but he deserves it 🤝🤝 …”
i
View Profile
Boatswain CPA
(30)
Individual Tax Services, Business Services, Real Estate Industry
“Service has never wavered over the years and my husband and I have developed and easy friendly relationship with him as a result and look forward to future affiliations with this company!”
i
View Profile
Grimaldi Yeung Law Group
(34)
Estate Planning, Advocacy, Elder Law
“Michelle Yeung did an excellent job in a very timely manner under the difficult circumstances due to the Covid virus and all of us being remote to NY City.”
i
View Profile
Griffiths Tax & Accounting, CPA
(33)
Certified Public Accounting
“If you're looking for a professional, courteous, ethical, and by the book Tax and Accounting Firm, stop right here with Griffiths Tax & Accounting, CPA LLC.”
i
View Profile
Tax Pay Rescue
(28)
Tax Services, Industries, Business Services
“Phillis went above and beyond in order to help me file three years of misses taxes and walk me through how the process would be, in an easy and exceptionally accommodating way.”
i
View Profile
ABS Management
(43)
Choice
Communication
Efficiently
“Rockstar in the management business.”
i
View Profile
Mtech Distributors
(21)
Payment
Pos
Merchant Services
“I Recently switched all my cell phone retail locations from traditional credit card processing to cash discount terminals from Mtech distributors, and it was seamless and the staff is knowledgeable in the industry I literally stopped paying fees to a...”
i
View Profile
Reindeer
(26)
Expertise
Refund
Knowledge
“Their patience and knowledge of the ERC process was beyond our expectations, they even have home care specialists who understood our issues and guided us through the whole process.”
i
View Profile
Em's Accounting Service
(17)
“I have been using there service for years, Very professional.”
i
View Profile
Maroon Strategist
(20)
Capital Raise + Capital Structuring, Support Services, Finance & Business Advisory Services
“We hired Maroon Strategist summer 2018 to help us with the application process to become a certified minority owned business enterprise in New York City.”
i
View Profile
Ebony Credit Solutions
(16)
Credit Audit
“Highly recommend Credit repair company Great customer service Delivered as promised”
i
View Profile
Ogc-Rewcpas Llc
(10)
Business Services, Services For Quickbooks, Services For Individuals
“Their diligent efforts saved me over quarter of a million in unnecessary tax payments and thanks to the encouraging guidance provided, I can see my company thriving in the future.”
i
View Profile
Strategic Tax Planners
(17)
Questions
Team
Company
“Michael and his team members are the best and they are always available to help me at anytime throughout the year to answer any financial questions or taxes related questions I may have.”
i
Retirement Planning and Investment Management Services in Brooklyn, NY Cost Estimates