Best Financial Advisors in Clarkstown, NY

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

Cannon Wealth Solutions

Cannon Wealth Solutions

(3)
Financial Advice, Investment Tax Planning, Investment Planning
“I spoke with Robert Cannon regarding an option to put some money in an account for retirement that I could have access to if necessary.”
In Business Since 2019
Coupons & Offers
Free Initial Consultation
Serving Clarkstown Area
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Tsamutalis & Company

Tsamutalis & Company

(30)
Tax Preparation, Tax Planning, Non-Filed Tax Returns & Back Taxes Owed
“They are always very responsive whenever I have questions (both during tax time and throughout the year), and even though tax time can be super stressful for all parties, they have worked with me with patience and professionalism.”
In Business Since 1998
Licensed, BBB Rating: A+
Offers Financing Options
Serving Clarkstown Area
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Boyer 2 Accountants

Boyer 2 Accountants

(29)
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 2020
Family Business
399 Knollwood Rd Suite 116, White Plains, NY
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Vcorp Services

Vcorp Services

(29)
  • Business
  • Team
  • State
“I worked with several Client Services Specialists, always responsive and professional, lastly worked with Jemima Abreu and was very satisfied with service and communication”
In Business Since 1997
Transparent Fees & Pricing
Remote Consultations Available
Serving Clarkstown Area
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The Deminno CPA Firm

The Deminno CPA Firm

(30)
Tax Services Offered, Accounting Services Offered, Tax 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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Monteleon Law Group

Monteleon Law Group

(19)
Criminal Defense, Estate Planning & Elder Law, Family Law
“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
Free Initial Consultation
445 Hamilton Ave #605, White Plains, NY
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Fylstra & Fylstra

Fylstra & Fylstra

(9)
Individual Accounting, Business Services, Tax Problems
“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
Accepts All Major Credit Cards
Serving Clarkstown Area
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Karpos & Associates

Karpos & Associates

(3)
“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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Donohue, O'Connell & Riley

Donohue, O'Connell & Riley

(2)
Business Owners, Executives & Professionals, Estate & Retirement Planning, Trust & Estate Administration
“Can't say enough about how much everyone in this office helped me settle my dad's estate.”
In Business Since 1999
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Serving Clarkstown Area
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Jilleba & Libock, CPA

Jilleba & Libock, CPA

(10)
“Great service, attention to detail and always available to answer the phone or an email.”
In Business Since 2009
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Serving Clarkstown Area
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Hara Yoshida Accounting

Hara Yoshida Accounting

(19)
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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Heller & Filippone

Heller & Filippone

(7)
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 2012
Accepts All Major Credit Cards
Offers Financing Options
Free Initial Consultation
925 Westchester Ave Suite 103, White Plains, NY
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Diamond Outsourcing

Diamond Outsourcing

(19)
  • Company
  • Results
  • 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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Lawrence J Denoia

Lawrence J Denoia

(1)
Individuals & Families, Strategies For Businesses
“Have been using ITI for many years now with outstanding results.”
In Business Since 1999
Licensed, BBB Rating: A+
Family Business
Accepts All Major Credit Cards
Serving Clarkstown Area
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Fred N. Boehm CPA & Associates L.l.c.

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

(20)
  • Tax Return
  • Information
  • Knowledge
“My husband recently passed away and I had no idea of what my husband had done with some our tax information and what I had was poorly put together.”
In Business Since 1999
Transparent Fees & Pricing
Offers Financing Options
Serving Clarkstown Area
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Scott M Aber CPA

Scott M Aber CPA

(29)
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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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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The SKG Team at Barnum Financial Group

The SKG Team at Barnum Financial Group

(22)
  • Retirement
“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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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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Dental Billing Expert

Dental Billing Expert

(16)
Insurance Billing, Add-On Services
“Her in-depth knowledge of not only dental insurances and billing, but also marketing, practice management, and human resource management makes her a valuable asset to any dental office.”
In Business Since 2016
Serving Clarkstown Area
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Alex Bayer, CPA

Alex Bayer, CPA

(5)
Tax Services, Services For Individuals, Quickbooks Services
“I have consulted with Alex on my family's personal finances for years and he has consistently delivered invaluable insights, thoughtful approaches to delicate family dynamics, keen problem-solving, a wealth of tax-planning knowledge, and sound strate...”
In Business Since 2014
Transparent Fees & Pricing
Free Initial Consultation
Serving Clarkstown Area
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Parks Wealth Management

Parks Wealth Management

(12)
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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Prato Capital Management

Prato Capital Management

(4)
Financial Planning, Wealth Management, Sustainable Investing
“Greg and his hard working and knowledgeable team of financial advisors have a proprietary system that has successfully supported my account over the years and continues to do so despite the turbulent times we continue to face.”
In Business Since 2006
70 Gedney Way, White Plains, NY
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Parker Law Firm

Parker Law Firm

(8)
Asset Protection Planning, Business Succession Planning, Medical Directives
“Parker law firm is a very efficient ,professional, and reliable law firm Their service is excellent and so was there responsiveness on a personal trust case”
In Business Since 2010
222 Bloomingdale Rd #301, White Plains, NY
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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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