Best Financial Advisors in Brooklyn, NY

The highest-rated Financial Planning & Wealth Management companies out of 183 vetted & reviewed in the Brooklyn area.

Smart Tax

Smart Tax

(22)
Business Services, Services For Individuals, Tax Services
“My experience at smart tax was a great one Nick got me more money than I got before and it was fast and easy.”
Free Initial Consultation
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 2010
445 Columbia St, Brooklyn, NY
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Advance Funds Network

Advance Funds Network

(25)
  • Questions
  • Professional
  • Pleasure
“They have funded me about 50k plus, 70k plus overall for my business, only downside is funding covers your existing loan, but overall it has been a good experience working with these guys, and Brian has great customer service and has always been able...”
Offers Financing Options
In Business Since 2007
464 Kings Hwy 2nd fl, Brooklyn, NY
i
Sylco Consulting

Sylco Consulting

(12)
Services For Individuals, Tax Services, Business Services
“Dudley was very patient & gave me a lot of information that I was unaware of previously!”
Family Business
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2018
2141 Cortelyou Rd, Brooklyn, NY
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Asset Protection Attorney Brooklyn

Asset Protection Attorney Brooklyn

(28)
  • Custody
  • Guardianship
  • Trust
“Asset Protection Attorney Brooklyn is an excellent firm that went above and beyond to help me solve problems related to the receipt of property by inheritance.”
Free Initial Consultation
In Business Since 2018
Family Business
4121 18th Ave 2nd Floor, STE 202, Brooklyn, NY
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Griffiths Tax & Accounting, CPA

Griffiths Tax & Accounting, CPA

(30)
Certified Public Accounting
“Sandra has been doing my taxes for the past 18 years, she is a true professional in the accounting business with vast amount of knowledge , she is passionate dedicated and courteous to everyone.”
Accepts All Major Credit Cards
In Business Since 2013
Transparent Fees & Pricing
9610 Avenue L, Brooklyn, NY
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Nasir Faizi,cpa

Nasir Faizi,cpa

(21)
Quickbooks Services, Tax Services, Tax Problems
“Faizi and his firm have been providing me with exceptional accounting services for many years!”
Transparent Fees & Pricing
In Business Since 2020
Free Initial Consultation
941 Coney Island Ave Store 5, Brooklyn, NY
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Exceptional Tax & Accounting Services

Exceptional Tax & Accounting Services

(25)
  • Pleasure
  • Company
  • Questions
“He assisted me in the preparation of my documents and provided me with additional information that I was unaware of.”
Accepts Debit, Check, Paypal, All Major Credit Cards, Financing available
Offers Financing Options
In Business Since 2012
Transparent Fees & Pricing
1825 Coney Island Ave 1st floor, Brooklyn, NY
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Bank Associates Merchant Services - Bams

Bank Associates Merchant Services - Bams

(28)
  • Chargeback
  • Credit Card
  • Saving
“The help desk associates are friendly, patient, knowledgeable and have followed up on issues that have taken a long time to resolve (no fault of theirs).”
Transparent Fees & Pricing
In Business Since 2004
413 86th St, Brooklyn, NY
i
Boatswain CPA

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!”
Transparent Fees & Pricing
In Business Since 2021
Free Initial Consultation
41 Flatbush Ave 2nd Floor, Brooklyn, NY
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Grimaldi Yeung Law Group

Grimaldi Yeung Law Group

(28)
Estate Planning, Understanding Care 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.”
Accepts All Major Credit Cards
In Business Since 2017
652 4th Ave, Brooklyn, NY
i
Premium Paybacks WC Insurance Recovery

Premium Paybacks WC Insurance Recovery

(30)
  • Work
  • Company
  • Results
“Premium Paybacks WC Insurance Recovery is exactly as it's name suggests, Easy, Hassle free, extremely helpful, and devoted for US their clients, was quick and easy.”
In Business Since 2014
1642 63rd St, Brooklyn, NY
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Priority Capital

Priority Capital

(29)
  • Life
  • Company
  • Understanding
“In general, I don't write about services received, financial operations, matters in others areas than art, but I must thank Shauntay Bynoe for helping me solve a serious problem regarding a debt owed.”
In Business Since 2015
252 Java St Suite 142, Brooklyn, NY
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J.D. Pantzis, CPA

J.D. Pantzis, CPA

(29)
Find Out What the IRS “has” On You, Additional Services, Tax Problem Resolution
“Yesterday Boris did my 2016 return in his usual 26 minutes, and that included dealing with pensions, Social Security, Chase bank and Fidelity investments.”
Accepts All Major Credit Cards
In Business Since 1992
Transparent Fees & Pricing
385 Jay St, Brooklyn, NY
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C S Financial Advisors

C S Financial Advisors

(2)
Tax Advisory & Preparation, Tax Debt Resolution, Business Restructuring
“Great customer service!”
Licensed, BBB Accredited
In Business Since 2009
464 E 96th St # 1F, Brooklyn, NY
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Em's Accounting Service

Em's Accounting Service

(16)
“Always a wonderful experience to work with this company!”
Transparent Fees & Pricing
In Business Since 2014
Free Initial Consultation
672 Nostrand Ave., Brooklyn, NY
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Moxie Bookkeeping & Coaching

Moxie Bookkeeping & Coaching

(19)
Profit First Cash Management, Breathe Easy Bookkeeping
“I have always felt comfortable to ask any type of finance/money question (sometimes I need to do so multiple times over) and these have been met with patience, good humor and positivity, no exceptions.”
In Business Since 2005
8801 5th Ave #90960, Brooklyn, NY
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Maroon Strategist

Maroon Strategist

(19)
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.”
In Business Since 2018
495 Flatbush Ave, Brooklyn, NY
i
Ebony Credit Solutions

Ebony Credit Solutions

(15)
Credit Audit
“I received a lot of information without asking for payment first good people 👍”
Free Initial Consultation
In Business Since 2018
889 Clarkson Ave, Brooklyn, NY
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Mtech Distributors

Mtech Distributors

(13)
  • Needs
“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...”
Transparent Fees & Pricing
In Business Since 2017
182 Bay Ridge Ave, Brooklyn, NY
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Turk Financial Group

Turk Financial Group

(21)
  • Honesty
  • Invest
  • Intelligent
“I've been a client over the last four years and he has been incredible with answering any questions I have with financial investments and readily available with his knowledge and honesty.”
In Business Since 2017
4709 Avenue N, Brooklyn, NY
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Tax Pay Rescue

Tax Pay Rescue

(10)
Tax Services, Industries, Business Services
“Phyllis is very thorough in reviewing past documentation with regards to your returns and will reach out personally should she have questions regarding the documents as opposed to guessing.”
Transparent Fees & Pricing
In Business Since 2014
41 Flatbush Ave Ste 232, Brooklyn, NY
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JTH Planning

JTH Planning

(1)
Tax Services, Services For Individuals
“They helped me with my business and personal taxes very quickly, a didnt overcharge me like other accountants wanted to!!”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2007
Remote Consultations Available
2941 Ave. S, Brooklyn, NY
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Gallus Lawrence

Gallus Lawrence

(1)
Payroll, Personal Financial Planning, Business Services
“I've been going to him for 10 years”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 1997
Offers Financing Options
1613 Avenue Z, Brooklyn, NY
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EML Capital Group

EML Capital Group

(13)
Merchant Cash Advance, Business Lines of Credit, Equipment Leasing
“Jamie did an outstanding job getting funding for my business I would definitely use eml again and I will recommend them to anyone looking for business funding.”
In Business Since 2016
1512 E 36th St, Brooklyn, NY
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Retirement Planning and Investment Management Services in Brooklyn, NY Cost Estimates

Minimum cost
$1250
Maximum cost
$10619
National Average
$3748
Avg Per Hour Rates
$375
$2499
$6871
Average price range is based on 332 cost profiles
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Average Cost $3748
Minimum cost $1250
Maximum cost $10619
Avg Per Hour Rates $375

Average range $2499 to $6871 is based on 332 cost profiles.

Why these companies made our list

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