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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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.”
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Advance Funds Network
- 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...”
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Sylco Consulting
Services For Individuals, Tax Services, Business Services
“Dudley was very patient & gave me a lot of information that I was unaware of previously!”
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Asset Protection Attorney Brooklyn
- 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.”
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Griffiths Tax & Accounting, CPA
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.”
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Nasir Faizi,cpa
Quickbooks Services, Tax Services, Tax Problems
“Faizi and his firm have been providing me with exceptional accounting services for many years!”
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Exceptional Tax & Accounting Services
- Pleasure
- Company
- Questions
“He assisted me in the preparation of my documents and provided me with additional information that I was unaware of.”
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Bank Associates Merchant Services - Bams
- 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).”
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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, 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.”
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Premium Paybacks WC Insurance Recovery
- 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.”
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Priority Capital
- 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.”
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J.D. Pantzis, CPA
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.”
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C S Financial Advisors
Tax Advisory & Preparation, Tax Debt Resolution, Business Restructuring
“Great customer service!”
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Em's Accounting Service
“Always a wonderful experience to work with this company!”
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Moxie Bookkeeping & Coaching
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.”
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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
“I received a lot of information without asking for payment first good people 👍”
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Mtech Distributors
- 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...”
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Turk Financial Group
- 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.”
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Tax Pay Rescue
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.”
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JTH Planning
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!!”
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Gallus Lawrence
Payroll, Personal Financial Planning, Business Services
“I've been going to him for 10 years”
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EML Capital Group
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.”
Retirement Planning and Investment Management Services in Brooklyn, NY Cost Estimates
Why these companies made our list
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