Clarkstown, NY

Popular Cities

Clarkstown, NY
Join as a Pro

Best Financial Advisors near Clarkstown, NY

There are no firms listed in Clarkstown itself yet; the 24 below are the closest options, from towns including White Plains (5, 13 mi), Yonkers (3, 14 mi) and New City (2, 2 mi).

1 open 24/7 · 7 open weekends · all 24 rated 4.5+

Data verified October 18, 2026

View Profile
Boyer 2 Accountants

Boyer 2 Accountants

(49)
  • Team
  • Questions
  • Laws
“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
White Plains, NY · 13 mi from Clarkstown
i
View Profile
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
Yorktown Heights, NY · 15 mi from Clarkstown
FAQs
What is the cost?
Sets need to be purchased from us in advance or anytime we process a round of disputes for a client, 1 set will be used. The price you pay per set is based on how many you buy at a time. The more you buy, the cheaper they are. **We also offer a certified option an expedited sweep option. Our website has more details.
Can I send clients of mine that have already been processed prior to partnering up with Diamond Outsourcing?
Luckily, Diamond Outsourcing will take clients that are brand new to credit repair, and also any clients that you may already be working on prior to partnering up with Diamond Outsourcing. Simply provide us the information we need to take over the process if you have already started doing disputes for the client you want us to handle for you.
What about the dispute process?
We dispute up to 25 negative accounts at a time per bureau (Equifax, Experian, Transunion) We dispute directly with creditors and collection agencies (at our discretion, per client basis) We mail/fax all letters (we do not dispute online) Any accounts that are NOT being disputed will be flagged as unspecified. This usually happens when a client has an account that is helping their score more than hurting their score. We do not dispute account holding inquiries. Inquires are usually last per request
What is included in outsourcing?
Uploading of clients credit reports and analyzing which negative accounts to report. Once the credit report is analyzed and negative items identified, we will create the personalized dispute letters informing you and your client that dispute letters are being mailed. All clients sent to us for processing will be processed within 48-72 hours. Once the dispute letters are created/mailed, we will begin tracking your client for their next update. Updates are done every 35 days. When the client is ready for their update, we will refresh their credit report and update all changes in your software. We will input their new scores, mark any accounts that have been deleted, add any new accounts that may have popped up, etc. We will then process/mail their next round of dispute letters. Attorney review of FCRA violations and FDCPA violations at no additional cost to you or your client
How long does the dispute process take?
Legally, we cannot guarantee any specific timeframe and/or results for your client. Simply put, we are utilizing the same consumer protection laws that are available to you. If an item can legally be removed from a credit report, we will either get it removed or refer it to an attorney. We cannot delete accurately reporting information, whether negative or positive. The timeframe in which a client is being processed is solely at the discretion of the credit repair company and not Diamond Outsourcing. We will continue processing a client unless the credit repair company cancels the processing of the client.
More detailed information is available on the FAQ page of our website.
i
View Profile
The Deminno CPA Firm

The Deminno CPA Firm

(50)
  • Questions
  • Tax Returns
  • Quality of Service
“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
New City, NY · 2 mi from Clarkstown
i
View Profile
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
Briarcliff Manor, NY · 7 mi from Clarkstown
Featured

It’s never been easier to find a women-owned small business or brand that carries the products you need or provides services you rely on. Here’s a list of five ways you can find women-owned businesses next time you’re ready to spend money! nn#financialgym #personalfinance #womenownedbusiness #womenshistorymonth #femaleentrepreneur #financialfreedom #womeninbusiness...

i
View Profile
Scott M Aber CPA

Scott M Aber CPA

(48)
  • Questions
  • Responsive
  • Knows
“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
New City, NY · 2 mi from Clarkstown
i
View Profile
Heller & Filippone

Heller & Filippone

(16)
  • Accountant
  • Team
  • Partnership
“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
White Plains, NY · 13 mi from Clarkstown
i

The 24 firms listed for Clarkstown, NY provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Clarkstown, NY

The 24 firms on this page are rated from 4.6 to 5.0 across 683 reviews; 5 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (95%), quality (78%) and responsiveness (76%). 1 is open around the clock; 7 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are business services (4), services for individuals (4), tax services (4), quickbooks services (3) and estate planning (2). 2 have a BBB rating of A or A+. Domain records put 16 websites of the firms on this page at ten or more years old; the oldest dates from 1995. 1 offers urgent consultations; 3 offer payment plans; 7 offer a free initial consultation; 1 is family- or locally-owned and 1 lists coupons or special offers. We have a website on file for all 24 of the firms on this page; 20 publish a contact page; 21 list a public email and 10 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Clarkstown take financial planning bookings online?

10 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

View Profile
JMG Cpas

JMG Cpas

(9)
“Great service, attention to detail and always available to answer the phone or an email.”
In Business Since 2007
BBB Rating: A+
Free Initial Consultation
Transparent Fees & Pricing
Westwood, NJ · 10 mi from Clarkstown
i
View Profile
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
Elmsford, NY · 9 mi from Clarkstown
i
View Profile
Hara Yoshida Accounting

Hara Yoshida Accounting

(23)
  • Efficient
  • Questions
  • Quality
“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
White Plains, NY · 13 mi from Clarkstown
i
View Profile
Precise Accounting & Business Consulting

Precise Accounting & Business Consulting

(5)
“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
Yonkers, NY · 14 mi from Clarkstown
i
View Profile
Michael J. Porro & Co

Michael J. Porro & Co

In Business Since 1984
BBB Rating: A
Accepts Cash
Old Tappan, NJ · 8 mi from Clarkstown
i
View Profile
Parks Wealth Management

Parks Wealth Management

(16)
  • Team
  • Feel
  • Financial Advisor
“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
Ridgewood, NJ · 13 mi from Clarkstown
i
View Profile
Raffer Wealth Management

Raffer Wealth Management

(19)
  • Questions
  • Goals
  • Mother
“Upon my father's, passing and inheriting stocks, and funds that were managed through Raffer wealth management, Jeremy and his staff made these uncertain and hard times for myself and my family's financial needs and easy and understandable process.”
In Business Since 2013
Paramus, NJ · 15 mi from Clarkstown
i
View Profile
Alex Bayer, CPA

Alex Bayer, CPA

(5)
“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
Rye, NY · 18 mi from Clarkstown
i
View Profile
Tributary Wealth Management

Tributary Wealth Management

(11)
  • Questions
  • Knowledge
  • Financial Advisor
“Alex at Tributary is proactive, knowledgable about trends and forecasting, and genuinely cares about my financial assets health and growth.”
In Business Since 2020
Oradell, NJ · 12 mi from Clarkstown
i
View Profile
Prato Capital Management

Prato Capital Management

(4)
  • Account
  • Team
“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
White Plains, NY · 13 mi from Clarkstown
i
View Profile
Mahoney Asset Management

Mahoney Asset Management

(14)
  • Retirement
  • Goals
  • Company
“My husband, children, and I have been clients of Ken Mahoney's for over fifteen {15} years, and we are exceptionally grateful to him and his entire team for all the great and insightful advice and investment opportunities that they have guided us tow...”
In Business Since 2014
Montvale, NJ · 7 mi from Clarkstown
i
View Profile
Lara Medicaid Advisors

Lara Medicaid Advisors

(7)
  • Nursing Home
  • Informative
  • Questions
“We had a difficult situation with my elderly mom, we lived out of state and mom needed help to apply to Medicaid which we knew nothing about.”
In Business Since 2019
Yonkers, NY · 14 mi from Clarkstown
i
View Profile
Orazio Financial Services

Orazio Financial Services

(1)
“They care about their clients, are very knowledgeable and, most important, listen to us.”
In Business Since 2000
Free Initial Consultation
Family Business
Suffern, NY · 8 mi from Clarkstown
i
View Profile
David Lerner Associates

David Lerner Associates

(2)
“He told me to sit tight which I already knew having watched people lose money during 911 because they withdrew it in a panic.”
In Business Since 1995
White Plains, NY · 13 mi from Clarkstown
i
View Profile
Laura I. Rotter, Cfa, Cfp, Mba, Financial Advisor

Laura I. Rotter, Cfa, Cfp, Mba, Financial Advisor

(8)
  • Retirement
  • Health
  • Sound
“Not only has she impressively improved our financial situation, but she has guided us through a budgeting process, all insurance needs, getting our estate planning in order, and even helped us find an organizer for our house.”
In Business Since 2016
Transparent Fees & Pricing
Harrison, NY · 16 mi from Clarkstown
i
View Profile
Expert Solutions Tax and Financial Services ,inc

Expert Solutions Tax and Financial Services ,inc

(6)
“Working with Yerry has been an absolute pleasure she has gotten me back a lot of money and worked on my file in a very quick manner.”
In Business Since 2016
Yonkers, NY · 14 mi from Clarkstown
i
View Profile
Mordy Bookkeeping

Mordy Bookkeeping

In Business Since 2001
Transparent Fees & Pricing
Offers Financing Options
Monsey, NY · 6 mi from Clarkstown
i
View Profile
Cannon Wealth Solutions

Cannon Wealth Solutions

(3)
“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
Free Initial Consultation
Harrison, NY · 16 mi from Clarkstown
i
HomeWealth Management AdvisorsNew YorkClarkstown, NY

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
Embed on your site

Your Embed Code

Click to copy
Successfully copied!
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

What clients say about firms near Clarkstown

  • “I trust Jeremy's management of my portfolio and have been very happy with the progress he has made with it.” — client of Raffer Wealth Management
  • “I was very impressed with his knowledge and making sure he fulfilled his fiduciary responsibility to me.” — client of Cannon Wealth Solutions
  • “I would and do recommend Mahoney Asset Management, our investment portfolio is in great hands.” — client of Mahoney Asset Management

Excerpts from public reviews of the firms listed on this page.

Is this page useful? Yes
No
Is there anything wrong with this page?

Financial Advisors near Clarkstown

Popular in Clarkstown

, NY
Back To Top