Best Financial Advisors in Brooklyn, NY
The highest-rated Financial Planning & Wealth Management companies out of 183 vetted & reviewed in the Brooklyn area.
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Quickbooks, Start-Up Advisory, Tax Preparation
“Usmani is a Excellent Tax Consultant, very helpful and has a very nice demeanor.”
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Smart Tax
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.”
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Sylco Consulting
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.”
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Exceptional Tax & Accounting Services
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.”
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Advance Funds Network
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.”
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M&V TAX Pros INC
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 .”
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AOD Management DBA Angels of Debt
Consolidation Loan, Interest Rate Reduction, Debt Reduction
“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”
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Certainty Tax Advisors
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.”
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Rocket TAX
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 .”
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Premium Paybacks WC Insurance Recovery
- 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.”
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New Era Tax Service
- 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 !”
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Highcreditsolucion
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 🤝🤝 …”
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Boatswain CPA
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!”
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Grimaldi Yeung Law Group
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.”
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Griffiths Tax & Accounting, CPA
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.”
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Tax Pay Rescue
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.”
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ABS Management
- Choice
- Communication
- Efficiently
“Rockstar in the management business.”
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Mtech Distributors
- 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...”
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Reindeer
- 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.”
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Em's Accounting Service
“I have been using there service for years, Very professional.”
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Maroon Strategist
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.”
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Ebony Credit Solutions
Credit Audit
“Highly recommend Credit repair company Great customer service Delivered as promised”
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Ogc-Rewcpas Llc
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.”
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Strategic Tax Planners
- 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.”
Retirement Planning and Investment Management Services in Brooklyn, NY Cost Estimates
Why these companies made our list
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