The highest-rated Financial Planning & Wealth Management companies out of 102 vetted & reviewed in the Manhattan area.
Learn how we score.
Prominent finalists A-Z in Manhattan
Adulting Financial
Afflora Financial Life Planning
American Tax Service
Amicus Wealth Partners: Gail M Urban – Financial Advisor
Beyond Wealth Advisors
Bob Schwarz
CGN Advisors
Cornerstone Advisors
Flint Hills Investment Services
Foote Financial Group
Glass Consulting
Investment Services
Joy & Co
Living Wealth
Maize Financial
Millennial Wealth Management Advisors
Mize Cpas
Russell V Varnado CPA
Ryan Gigous Cordell Wealth Management
Simply Solutions
Stewart Financial Services
TPG Tax Prep Firm
The Retirement Team
Woody Financial Group / Guardian Life Insurance Company
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Foote Financial Group
(1)
Medicare Supplements and Planning, Estate and Legacy Planning, Financial Planning
“Very knowledgeable and friendly”
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Amicus Wealth Partners: Gail M Urban - Financial Advisor
(2)
Tax Management, Financial Planning, Long Term Care
“I watch her join alongside of clients and their families to give advice and I see clients who are living their dream come true, like traveling during retirement and leaving a behind a plan for their family.”
i
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CGN Advisors
(1)
“The team at CGN is professional, approachable, responsive and fair.”
“Stewart Advisory Services, LLC provides investors custom-tailored investment strategies for short and long-term needs. We provide full transparency in the form of separately managed accounts. Our goal at is to help our clients realize their financial...”
i
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Beyond Wealth Advisors
Financial Planning
“You don't settle for anything less than the best. Neither do we. Quite simply, there's too much at stake to entrust the management of your wealth to a lack of experience or attention to detail. That's why our team focuses on you and your financial li...”
“Investment Services, LLC provides independent financial services that are dedicated to assisting clients with their greatest financial concerns. We offer robust investment management and financial strategies coupled with comprehensive advice and reco...”
i
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Millennial Wealth Management Advisors
Ongoing Financial Planning, Investment Management
“At Millennial Wealth Management Advisors, LLC we offer AFFORDABLE Financial Planning and Investment Management. Each client, whether families or individuals each with their own unique financial situation, will be treated with the same urgency and res...”
i
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Flint Hills Investment Services
“We assist clients in all stages of life, and specialize in retirement planning. Wherever they are in life, we can help them create a roadmap designed to connect today's reality with tomorrow's dreams. We work with the support of LPL Financial, one of...”
i
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Russell V Varnado CPA
Tax Services, Services For Individuals, Business Services
“The mission of the Varnado firm is to provide its clients with personal service in the areas of corporate, small business and individual tax compliance and audit defense and to operate with the highest levels of integrity and professionalism.”
i
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Ryan Gigous Cordell Wealth Management
Getting Started
“One of the most impactful steps you can take to propel your career forward is to find a mentor. Throughout life, we have had people who have guided us—our parents, teachers and coaches.”
i
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Maize Financial
(1)
Planning and Investments, Values-Aligned Investing, Coaching
“She makes the process easy to understand and gets me where I need to be for my retirement goals.”
i
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Joy & Co
(1)
“Terry, Mary Ellen and Allen are incredible to work with!”
i
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Cornerstone Advisors
“As comprehensive financial planners, we offer a broad array of planning services to help you achieve your goals. As fee-only registered investment advisors, we make specific investment recommendations based on your individual needs, circumstances and...”
i
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Bob Schwarz
“I grew up in a small town, I'm a small town guy and always have been. I've always understood how underserved smaller communities are in our state. As our practice has grown, I always want to hang onto our small town roots. This all relates to how we ...”
i
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The Retirement Team
(30)
The Future
“Excellent understanding of, (and the ability to communicate), complex details pertaining to financial management: navigating NOW, and planning for the FUTURE Highly recommend.”
i
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American Tax Service
(24)
Financial and Retirement Planning, Tax Management Services, Quickbooks
“Nine years later, it is comforting to know that we can always turn to them with more in-depth questions, making sure we are on-track, that we are being compliant and helping us growing our business year-after-year.”
i
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Afflora Financial Life Planning
(13)
Retirement
Questions
“An in-state-its very hard to figure that out when you don't even know where to start, what you are doing, and if the information you are getting is even close to being accurate.”
i
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Glass Consulting
(10)
Business Services, Industries, Tax Services
“I am SO glad to have relinquished my business bookkeeping over to them also, it has taken so much off of my plate and allowed me to focus on what I do best, design services!”
i
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Simply Solutions
(8)
Home, More, Clientsfile Upload
“Brandon helped my brother and I set up our accounting functions for our new business venture nearly 2 years ago and still take care of our Sales Tax requirements as well as other essential functions on a monthly basis.”
i
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Mize Cpas
(2)
State and Local Tax, Financial Planning, Audit
“Our accountant, Rob Bish, has been very thorough in the process of tax planning and answering any questions regarding our books.”
i
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TPG Tax Prep Firm
(8)
“To be clear, I don't find TPG to be over priced at all.”
i
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Adulting Financial
(4)
Budget
“She's helped me feel more financial stable by helping me create a plan to conquer my loans while saving at the same time, which is something I never thought I would be able to do.”
i
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Living Wealth
(3)
“I discovered them two months ago and started listening to their original starting podcasts from the beginning while driving to and from work and I have already listened to them all and patiently wait for their next biweekly episodes of great IBC info...”
i
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Woody Financial Group / Guardian Life Insurance Company
(5)
WFG
“Neil Umali from Woody Financial Group did an amazing job explaining and helping me understand the benefits to whole life insurance and laying a solid foundation of financial success.”
i
Retirement Planning and Investment Management Services in Manhattan, KS Cost Estimates