Best Financial Advisors in Manhattan, NY

The highest-rated Financial Planning & Wealth Management companies out of 147 vetted & reviewed in the Manhattan area.

Cannon Wealth Solutions

Cannon Wealth Solutions

(3)
Investment Planning, Retirement Planning, Education Planning
“I was very impressed with his knowledge and making sure he fulfilled his fiduciary responsibility to me.”
Free Initial Consultation
Coupons & Offers
In Business Since 2019
Serving Manhattan Area
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Heron Wealth

Heron Wealth

(30)
Investment Advice, Financial Planning, Estate Planning
“We've remained with Heron Wealth, certainly because of its performance across widely differing markets, but, importantly, also because of the confidence in stewardship of David, its CEO, and his team.”
Remote Consultations Available
Accepts Paypal
In Business Since 2000
205 E 42nd St 20th Floor, New York, NY
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Smart Tax

Smart Tax

(22)
Tax Services, Business Services, Services For Individuals
“David was definitely helpful , shoutout to the smart tax in redhook!”
Accepts Cash, All Major Credit Cards, Financing available
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Offers Financing Options
445 Columbia St, Brooklyn, NY
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Miller & Company

Miller & Company

(30)
Gift Tax For Nonresident Aliens in the U.S., Quickbooks Proadvisor, Non-Resident Tax Return
“Paul and his team have consistently delivered excellent service providing tax preparation and advice, as well as tax/financial planning and guidance concerning alternative asset allocation solutions.”
Accepts All Major Credit Cards
NYC Certified
In Business Since 1990
14107 20th Ave #101, Queens, NY
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R&G Brenner

R&G Brenner

(24)
Ways To File, Other Related Services, Tax Preparation Services
“Brian Kelly, I met years ago on a whim, luckily finding my forever Tax man, he is knowledgeable, very thorough, with out question the very best there is!!”
Accepts All Major Credit Cards
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Coupons & Offers
Serving Manhattan Area
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ASR Accounting & Tax

ASR Accounting & Tax

(9)
Tax Services, Strategic Business Planning, New Business Formation
“Superb professional service.”
Transparent Fees & Pricing
Offers Financing Options
Licensed, BBB Rating: A+
Se Habla Español
2718 Lurting Ave, The Bronx, NY
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Fast Tax NY

Fast Tax NY

(30)
Estate Planning, Elder Care, Retirement Planning
“I'm very glad I did because not only is he saving me ALOT of money, but he is also giving me valuable insights and suggestions that my former tax professional neglected to mention.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2017
88-08 Rockaway Beach Blvd Suite 305, Queens, NY
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Bronx Tax Man Corp

Bronx Tax Man Corp

(28)
Business Consulting Services, Accounting Services, Tax Services
“She always goes above and beyond for me to ensure that I get the highest refund each year and always gives the most professional service and care when processing the return.”
Accepts Debit, Check, Paypal, Cash, All Major Credit Cards
Licensed, BBB Accredited
In Business Since 2014
3600 E Tremont Ave, The Bronx, NY
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Bovell Financial

Bovell Financial

(30)
Tax Preparation
“This company also has the updated technology with the capability of creating an online account through the portal to make your experience that much more convenient.”
Transparent Fees & Pricing
Offers Financing Options
Accepts All Major Credit Cards
Free Initial Consultation
45 Rockefeller Plaza #2000, New York, NY
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Graziano & Company, Cpas

Graziano & Company, Cpas

(29)
  • Tax Return
  • Feel
  • Email
“I have been coming to the Graziano & Company for the last 24 years, in fact in the last few years I am flying in from Europe just to use their service!”
Offers Financing Options
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 1996
847 Broadway, Bayonne, NJ
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Drucker Wealth Management

Drucker Wealth Management

(29)
  • Confident
  • Expertise
  • Decisions
“Their long term approach has served me and my family incredibly well through both up and down markets and I wholeheartedly endorse them to anyone looking for financial planning advice.”
Transparent Fees & Pricing
Remote Consultations Available
Licensed
Family Business
2 Park Ave #300, New York, NY
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Clinton Robinson Pro Tax Services

Clinton Robinson Pro Tax Services

(13)
  • Tax Preparer
“I've been getting my taxes done here for going on 6 years.”
Accepts Check, All Major Credit Cards, Cash
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Offers Financing Options
464 Central Ave, East Orange, NJ
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Ty Associates

Ty Associates

(30)
Venture Capital, Amended Returns, Refund Planning
“Efficient without sacrificing quality, excellent customer service and transparency and overall just an enjoyable group of people to communicate with during tax season.”
Licensed, BBB Accredited
In Business Since 2002
728 S 4th Ave, Mt Vernon, NY
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I Clever Services

I Clever Services

(24)
Tax Services, Services For Quickbooks, Business Services
“You can rest assured that you will have feedback from a very knowledgeable and dedicated Team in a very timely manner, who provide a valuable professional service.”
Offers Financing Options
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2009
260 Madison Ave 8th floor, New York, NY
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Advance Funds Network

Advance Funds Network

(25)
  • Communicated
  • Needs
  • Company
“I had an incredible experience working with Steve - he took the time to understand my business and needs before seamlessly and quickly getting us the funding we needed.”
Offers Financing Options
In Business Since 2007
464 Kings Hwy 2nd fl, Brooklyn, NY
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Precision Accounting Intl

Precision Accounting Intl

(30)
Individual Tax Services, Payroll Services, Business Tax Services
“I have been with you guys for years, and that is the reason, I bring more friends and family to you to handle their accounting needs, because of your awesome experience and knowledge.”
Transparent Fees & Pricing
In Business Since 2007
1035 US-46 STE B101, Clifton, NJ
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Sylco Consulting

Sylco Consulting

(12)
Business Services, Services For Individuals, Tax Services
“This was my first time using them and I had an amazing experience.”
Remote Consultations Available
Offers Financing Options
Transparent Fees & Pricing
Free Initial Consultation
2141 Cortelyou Rd, Brooklyn, NY
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Asset Protection Attorney Brooklyn

Asset Protection Attorney Brooklyn

(28)
  • Wills
  • Needs
  • Trust
“I spent over a year looking for a good lawyer to help me get custody and I am very glad that I used the services of Asset Protection Attorney Brooklyn.”
Family Business
Free Initial Consultation
In Business Since 2018
4121 18th Ave 2nd Floor, STE 202, Brooklyn, NY
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Braj Aggarwal, CPA

Braj Aggarwal, CPA

(19)
Setting up Business in USA, Taxation, Virtual CFO Services
“My company working with Braj last 3 years and we have not faced any issue in taxation because all our accounting and taxation handle properly in a timely manner.”
Remote Consultations Available
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2006
37-05 74th Street 3rd Floor, Queens, NY
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Ahad&co CPA

Ahad&co CPA

(30)
Business Accounting Solutions, Business Advisory Consulting, Business Tax Services
“One of my favorite things about them is that they always keep me updated with emails about any tax law changes that can benefit me and they always send me reminders to get my taxes done.”
In Business Since 2016
2153 Westchester Ave Suite 200, The Bronx, NY
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Griffiths Tax & Accounting, CPA

Griffiths Tax & Accounting, CPA

(30)
Certified Public Accounting
“From tutoring to contsulting your business or personal finances Griffiths Tax & Accounting is very helpful, you'll be happy and satisfied with their complete service .”
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2011
9610 Avenue L, Brooklyn, NY
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IBA Business Solutions

IBA Business Solutions

(30)
  • Company
  • The Future
  • Efficient
“I have dealt with several agencies and people over my 38 years in retail and I would definitely recommend Ethan Scott with IBA Business Solutions if you are looking for help with your business finances, he is excellent”
Free Initial Consultation
In Business Since 2015
108-18 Queens Blvd #605, Queens, NY
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Prudent Financial Solutions

Prudent Financial Solutions

(30)
Cash Out Refinance, Helocs, Debt Consolidation
“Rest assured that Anthony and Prudent Financial Solutions will be highly recommended by me to anyone that I come across to whom your services may be of value!”
In Business Since 2019
500 5th Ave Suite 1700, New York, NY
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Mark Aronoff, CPA

Mark Aronoff, CPA

(22)
Tax Services, Bank Financing, Strategic Business Planning
“Over many years, i have come to know, and have grown to acknowledge, Mark Aronoff CPA as a not only knowledgable, trustworthy, honest, and loyal, but a true mentor in all aspects of the multi-facetted financial world.”
Transparent Fees & Pricing
Offers Financing Options
Emergency Services
In Business Since 2014
Serving Manhattan Area
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Retirement Planning and Investment Management Services in Manhattan, NY Cost Estimates

Minimum cost
$1249
Maximum cost
$10611
National Average
$3745
Avg Per Hour Rates
$375
$2497
$6866
Typical price range is based on 306 cost profiles
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Average Cost $3745
Minimum cost $1249
Maximum cost $10611
Avg Per Hour Rates $375

Typical range $2497 to $6866 is based on 306 cost profiles.

Why these companies made our list

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