Best Financial Advisors in Clarkstown, NY

The highest-rated Financial Planning & Wealth Management companies out of 123 vetted & reviewed in the Clarkstown area.

Boyer 2 Accountants

Boyer 2 Accountants

(49)
Individuals & Families, Small Business Owners, Bookkeeping Services
“Keith, and now his son Chris and Daughter Kaitlin, along with a tremendous professional staff has served as both my personal and business accountant since the day I realized I needed one.”
In Business Since 1986
Accepts All Major Credit Cards
399 Knollwood Rd Suite 116, White Plains, NY
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Diamond Outsourcing

Diamond Outsourcing

(48)
  • Company
  • Team
  • Industry
“At the beginning of working with them to repair my credit I was a little skeptical about it, but after a couple months of services I recieved emails and mails of my removed/deletion on my credit.”
In Business Since 2020
Emergency Services
Serving Clarkstown Area
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The Deminno CPA Firm

The Deminno CPA Firm

(50)
Tax Intelligent Planning, Financial Services Offered, Wealth Management Resources
“My company and my personal finances emerged stronger out of hardship and during Covid implications largely thanks to the care, professional assistance, and guidence of James De Minno and The De Minno CPA Firm PC.”
In Business Since 2014
Accepts All Major Credit Cards
Serving Clarkstown Area
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Vcorp Services

Vcorp Services

(48)
  • April
  • Team
  • Response Time
“Besides helping navigate the endless complexities of state filings (which Vcorp does incredibly well) I was very fortunate to have found a Vcorp Client service specialist that is incredibly polite, patient, reliable, efficient, and a pleasure to work...”
In Business Since 1997
Remote Consultations Available
Serving Clarkstown Area
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Fliegmans Accounting Firm

Fliegmans Accounting Firm

(50)
  • Knowledge
  • Happy
  • Profit
“As i approached the end of my first year in business and i had no clue how to proceed with Taxes i got recommended to Fliegmans Accounting, this was such a great recommendation they took care of every aspect and every detail they are responding 20 ho...”
In Business Since 2012
Serving Clarkstown Area
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Financial Planning Services | the Financial Gym

Financial Planning Services | the Financial Gym

(48)
  • Debt
  • Savings
  • Emergency Fund
“After my wife and I got married and began to combine our financial lives last year, we were looking for a holistic analysis of our financial health, and for guidance as we embarked on a financially taxing first few years of marriage as we planned to ...”
In Business Since 2014
Serving Clarkstown Area
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Scott M Aber CPA

Scott M Aber CPA

(48)
For Individuals, For Business
“Scott have helped our company to not just save money and file correctly, but have instructed us on ways to get government support when available, and is being a huge part of helping us strive during COVID-19 unprecedented times.”
In Business Since 2007
Accepts Check, All Major Credit Cards
Free Initial Consultation
Serving Clarkstown Area
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Fylstra & Fylstra

Fylstra & Fylstra

(9)
Individual Accounting, Business Services, Tax Services
“Bob does my accounting and Lori does my bookkeeping, and it's a great combination: I get fast and accurate work, and it's great to have a bookkeeper with instant access to a CPA.”
In Business Since 1988
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Free Initial Consultation
Serving Clarkstown Area
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Heller & Filippone

Heller & Filippone

(16)
Services For Individuals, Business Services, Quickbooks Services
“I have worked with Ed and his team for over 25 years and they do an outstanding job with everything from tax planning, investment strategies/advice and retirement planning for both my business as well as personal tax/investment needs.”
In Business Since 2010
Accepts All Major Credit Cards
Offers Financing Options
Free Initial Consultation
925 Westchester Ave Suite 103, White Plains, NY
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JMG Cpas

JMG Cpas

(9)
Services For Individuals, Business Services, Quickbooks Services
“Great service, attention to detail and always available to answer the phone or an email.”
In Business Since 2009
Licensed, BBB Rating: A+
Free Initial Consultation
Transparent Fees & Pricing
Serving Clarkstown Area
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Mertiri & Associates CPA

Mertiri & Associates CPA

(38)
  • Company
  • Questions
  • Saving
“From handling my taxes and financial reporting to providing valuable business advice, always responsive, patient, and taking the time to explain complex financial matters in a way that is easy for me to understand.”
In Business Since 2022
Transparent Fees & Pricing
Free Initial Consultation
Serving Clarkstown Area
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The SKG Team at Barnum Financial Group

The SKG Team at Barnum Financial Group

(35)
  • Retirement
  • Happy
  • Skeptical
“Ben helped us manage our assets but more importantly, he guided us through the retirement planning process: building a pre and post retirement budget, assessing our assets and what we'd need to do to maintain our lifestyle through our 'go-go' and 'n...”
In Business Since 2014
Serving Clarkstown Area
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Lavin & Associates

Lavin & Associates

(24)
Individual Tax Preparation, Business Tax Preparation, Tax Consulting
“They have already provided me a number of great tips and suggestions that will help me bring down my tax liability for 2015, and they helped me review a tricky past year return that I had been worrying about ever since I e-filed it myself through tur...”
In Business Since 2010
50 Main St 10th floor, White Plains, NY
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Drdisabilityquotes.com

Drdisabilityquotes.com

(20)
  • Disability Insurance
  • Questions
  • Physician
“Adam Zalewski was great in explaining the entire process and providing me with the information I needed to understand the different options involved in the world of disability insurance, which is a new and foreign concept to a fresh grad.”
In Business Since 2015
Licensed, BBB Accredited
Free Initial Consultation
Serving Clarkstown Area
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Hara Yoshida Accounting

Hara Yoshida Accounting

(23)
Wealth Management, Tax & Accounting
“Yoshida requested specific information so that he could prepare for our meeting, and then afterwards he put in extra time to research a specific question that I had - so I have full confidence as a client that I will be in good hands and I highly rec...”
In Business Since 2019
50 Main St #1000, White Plains, NY
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Lgranov Tax

Lgranov Tax

(16)
Services For Individuals, Business Services, Services For Quickbooks
“I use services of Lgranov Tax to prepare our business and personal returns for number of years and always was impressed by the professionalism, attention to details, responsiveness, dependability and quality of the service provided.”
In Business Since 2023
Transparent Fees & Pricing
Free Initial Consultation
Offers Financing Options
Serving Clarkstown Area
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Karpos & Associates

Karpos & Associates

(4)
  • Questions
“Been with them for over five years and love how respectful and caring they are to their clients besides their professional mandates.”
In Business Since 2019
Licensed, BBB Rating: A+
Offers Financing Options
Transparent Fees & Pricing
Serving Clarkstown Area
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Fred N. Boehm CPA & Associates L.l.c.

Fred N. Boehm CPA & Associates L.l.c.

(22)
  • Tax Preparer
  • Knowledge
  • Calculations
“Unfortunately, NY State questioned this change of office and wanted me to pay full NY State tax on all my income, instead of just on the portion of income related to Restricted Stock Units (RSU's) that had been granted to me when I did work out of a ...”
In Business Since 1999
Transparent Fees & Pricing
Offers Financing Options
Serving Clarkstown Area
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Precise Accounting & Business Consulting

Precise Accounting & Business Consulting

(5)
Services For Individuals, Business Services, Services For Quickbooks
“Excellent staff, love the place and I'been doing my taxes with them for the last 8 year never had a inconvinience....”
In Business Since 2023
Transparent Fees & Pricing
Free Initial Consultation
Offers Financing Options
6 Highland Ave, Yonkers, NY
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Ronald A Mermer, Cpa,pc

Ronald A Mermer, Cpa,pc

(18)
  • Team
“Over the years I moved 11 times across the US, had a successful career, started a family, saw my kids graduate from college, ended my corporate career, started and sold 2 businesses, and as I approach 60 years old I look back at all of the relationsh...”
In Business Since 2009
Transparent Fees & Pricing
Offers Financing Options
Serving Clarkstown Area
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Monteleon Law

Monteleon Law

(20)
Estate Planning & Elder Law, Elder Law, Probate & Estate Administration
“I hired Alyssa and her company to represent me in my mother's estate and Alyssa did a fantastic job very efficient she went over and above she was helpful and she was always precise with everything I was very happy with my outcome and she made everyt...”
In Business Since 2019
445 Hamilton Ave #605, White Plains, NY
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Michael J. Porro & Co

Michael J. Porro & Co

“We are a fee only financial advisory and planning firm. While incorporated in 2002, our employees and principals have been working in the financial services field since 1977. Over these years we have developed a straightforward break-through-the-clut...”
In Business Since 1985
Licensed, BBB Rating: A
Accepts Cash
Serving Clarkstown Area
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Parks Wealth Management

Parks Wealth Management

(16)
Jim Parks, Cfp, AIF, Jonathon Allen, CFP, Maria Delzotto
“Even though the markets have had fluctuations, and our employment status has changed over the years, Jim has kept us on track to meet our goals, and we are now ahead of our projections, and in a very comfortable position to expand our plans for the f...”
In Business Since 2010
Serving Clarkstown Area
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Scarsdale RAS CPA

Scarsdale RAS CPA

(4)
Services For Individuals, Business Services, Services For Quickbooks
“I continue using it year after year because I trust in the accuracy and appreciate the ability to help me understand complex situations.”
In Business Since 2022
Transparent Fees & Pricing
Free Initial Consultation
Offers Financing Options
Serving Clarkstown Area
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Retirement Planning and Investment Management Services in Clarkstown, NY Cost Estimates

Minimum cost
$1142
Maximum cost
$9704
National Average
$3425
Avg Per Hour Rates
$343
$2284
$6280
Fair price range is based on 345 cost profiles
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Average Cost $3425
Minimum cost $1142
Maximum cost $9704
Avg Per Hour Rates $343

Fair range $2284 to $6280 is based on 345 cost profiles.

Why these companies made our list

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