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R&G Brenner
“Easy to make an appointment with the same, excellent, preparer year after year who makes this arduous chore so simple and our time together preparing the returns even enjoyable.”
Best Financial Advisors near Manhattan, NY
There are no firms listed in Manhattan itself yet; the 24 below are the closest options, from towns including New York (6, 7 mi), Bayside (2, 10 mi) and Bayonne, NJ (2, 11 mi).
7 open weekends · 22 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
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Drucker Wealth Management
- Accounts
- Savings
- Life
“My husband and I were unsure about how to optimize our savings once we got married so we started working with Drucker Wealth Management and have been very pleased with their help and guidance.”
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Ty Associates
- Efficient
- Speed
- Results
“I have been doing my taxes for 3 years now and the service and dedication they provide to each individual client is 2nd to none thank you TYASSOCIATES .”
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Graziano & Cullen, Cpas
- Feel
- Tax Return
“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!”
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Intensive Financial Service
- Court
- Write
- Price
“My name is Toshira Riojas and I was picked for an IRS audit for tax year 2015 on my income tax with an outstanding debt of $8,000 based on the IRS audit letter.”
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Certainty Tax Advisors
- Questions
- Season
- Team
“He specializes in Law Enforcement and military deductions and assists with my 401 457 allocations as well he truly is a blessing along with his amazing staff.”
The 24 firms listed for Manhattan, 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: Manhattan, NY
The 24 firms on this page are rated from 4.1 to 5.0 across 2,347 reviews; 17 have 50 or more reviews and 22 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (93%), responsiveness (86%) and quality (76%). The topics that come up most in reviews of the firms on this page are "knowledge", "efficient" and "price". 7 are open on Saturdays and 3 on Sundays. The services the firms on this page list most often on their websites are quickbooks services (3), services for individuals (3), tax services (3), business services (2) and individual tax services (2). 1 shows a license on its website and 3 have a BBB rating of A or A+. Domain records put 18 websites of the firms on this page at ten or more years old; the oldest dates from 1995. 3 offer payment plans; 2 offer a free initial consultation; 2 are family- or locally-owned and 3 list coupons or special offers. 1 has Spanish-speaking staff. 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 Manhattan take financial planning bookings online?
5 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.
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Aspire Tax & Accounting Services
- Visa
- Accounting Firm
- Green Card
“Aspire provide best service be it passport visa immigration and tax special thanks to shivi Mam she guided us in a best way possible my friend suggest me Akki_mehla”
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Diversified Financial Services
- Tax Returns
- Response Time
- Communication
“Excellent service!!!”
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Tax Master Financial Services Corp
- File
- Emails
- Season
“David Block and the Tax Master team worked to make sure that I got all the deductions to which I was entitled, thereby assuring me of the best returns possible.”
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Curtis Pope, CFP
- Resources
- Tax
- Learn
“Curtis has been incredible both as a financial advisor and guide to help my wife and me learn to discuss our goals and work closer together to achieve those goals.”
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Sidhom Accounting and Tax Consultants
- Company
- Preparing
- Patient
“Sidhom not only did my 2015 correctly, but also amended my 2014 Return to correct the mistake and it turned out in me getting a reimbursement for 2014.”
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Flynn Financial Partners
- Retirement
- Results
- Market
“I would say to anyone staying up at night worrying about your financial future that you may be surprised at what's possible and you should talk to Joe!”
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Steven Silber, CFP , Cltc
- Interests
- Trust
- Honest
“He listened to my whole story and advised that it might not be in my best interest to work with him right now, and that I should probably take another opportunity I had.”
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Davidov Law Group
- Financial
- The Future
- Confident
“She took all the information necessary to prepare my will, asked me all the right questions so I knew I was getting what I needed, and made me feel comfortable about the process.”
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Edward Torres, CPA
- Retired
- Stress
- Conscientious
“Torres was thorough, clear, straightforward, and extremely helpful, putting me at ease and giving me confidence that my taxes and preparation would be secure under his watchful eye.”
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Elbert T Chester CPA
- Wisdom
- Wealth
- Sound
“My experience with Mr Elbert T Chester is a man of integrity and excellent in many ways in his Practice , The works he does for the People as a man of God, Proven to trust worthy.”
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E&Q Tax Accounting & Business Solutions
- Knowledge
- Team
- Price
“Diana, an employee of EQ-Taxes, was excellent in her service, professionalism, attention and explanation in the development of taxes to correctly fulfill our duties to the state.”
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Clinton Robinson Pro Tax Services
- Price
- Fee
- Tax Preparer
“Awesome customer service”
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Dennis Surmanek
- Planning
- Interest
- Goals
“In the course of our meetings, we got to know Dennis better and can see that he is a good family man who really cares about our community and is active in the Staten Island Rotary Club.”
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Wealthspire Advisors
- Strategy
- Language
- Attorney
“Our children were both able to get through school with minimal loans (now paid off) and are working with the company to ensure their own long-term security.”
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Masterworks
- User Friendly
- Marketing
- ROI
“Scheduling a call and being introduced to a fiduciary (why that's important - they have YOUR best interest in mind, not their agenda) immediately allowed me to listen intently and at ease.”
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JMG Cpas
“Fantastic accountant.”
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Neil G Carousso, Cpa, CFP
- Confidence
- Attention
- Tax Preparation
“I called up and the lady that answered the phone was so nice , answered all my questions, and made it convenient for me and squeezed me in for that day.”
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Schwartz & Gomez Tax and Accounting
- Tax Return
- Games
- Reviews
“This was my first year getting my taxes done, I made the right choice coming to S and G Tax because the service and response time was great, definitely coming again next year!”
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
Why these companies made our list
What clients say about firms near Manhattan
- “Tim and his team are incredibly responsive and are always available to assist with all of our financial planning needs.” — client of Flynn Financial Partners
- “We are confident in the financial planning that the Drucker team put in place and in their guidance and expertise in implementing the plan.” — client of Drucker Wealth Management
- “Steve is always available when we need his assistance either for a quick question or to set up a new portfolio.” — client of Steven Silber, CFP , Cltc
- “My portfolio has benefited from their expertise. Any financial concerns I have had are always addressed promptly.” — client of Wealthspire Advisors
- “Neil is a professional. Completely knowledgeable in all matters of accounting and retirement planning.” — client of Neil G Carousso, Cpa, CFP
Excerpts from public reviews of the firms listed on this page.
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