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Finesco Associates
“Financial planning, tax preparation and other investment options provided here.”
Best Financial Advisors in Brewster, NY
The highest-rated Financial Planning & Wealth Management companies out of 126 vetted & reviewed in the Brewster area.
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Infiniti Wealth Management
Retirement Planning, Investment Management, Women in Transition
“Every one of our clients is unique. So for each client we create a financial plan tailored to your needs, time frame, and risk comfort. Whether you're thinking of your retirement, maintaining your lifestyle, charitable gifting or a legacy, we will wo...”
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Diamond Outsourcing
- Quality
- Questions
- Team
“Not only is she knowledgeable and down to earth but the company will do leaps and bounds more for you than any of the average companies in the Credit Repair Industry.”
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Edward C Freer Jr CPA
Business Services, Quickbooks Services, Services For Individuals
“He makes an effort to fully understand your situation and provides wise counsel.”
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Arthur Dedominicis CPA
Business Consulting, Software Training & Support, Buying or Selling a Business
“I rolled in with a suitcase full of 3 years worth of tax documents and stress, and left emotionally lighter.”
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Prosperity
Access Your Account, History
“Great company with great people who take good care of my finances.”
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Frederick A Landwehr & Co
Audits - Reviews - Compilations, Bank Financing, Internal Controls
“Great service !”
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Emerald Tide Financial
- Ira
- Financial Planning
- Patient
“From the initial consultation to the finalization of my financial plan, Neil ensured that I was supported, taking the time to answer my questions and guide me through the process.”
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Schneider Financial Group
Payroll, Tax Preparation, Business Valuation
“Most recently , relating to the PPP application , before I ( and likely many of their other clients ) reached out to them, they had taken the steps to prepare the necessary documents in advance of us asking, thereby making the process seamless..”
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Benay Enterprises
- Team
“Their team is a seamless extension of our staff, and keeps us up to date on a regular basis with all of the financials, sales tax, AR/AP of our business, payroll, and so much more.”
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Malkin & Daigle
Estate Planning, Small Business Accounting, Succession Planning
“Beyond that, the office environment was warm and inviting (thanks in part to Buster the office dog), and the whole experience was pleasant rather than painful!”
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Diamant Asset Management
Individuals & Families, Personal Financial Planning, Estate Planning
“They were very informative with the answers they gave me with some great advice!”
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Cironefriedberg
Business Tax, Individual Tax, Client Accounting Services
“The best there is !!”
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Mitchel Seidman CPA
Tax Preparation, Accounting, IRS Problem Resolution
“Very professional and thorough.”
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Segan & Garbuio
Business Services, Accounting & Tax Services, Industries
“Excellent service”
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Titan Accounting Consulting Services
- Small Business
“They're experts at supporting small business owners through accounting and consulting.”
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Bielory CPA
“Bielory is very knowledgeable, professional, courteous and helpful.”
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Bakewell & Mulhare
Accounting Software Planning, Financial Planning Services, Estate Planning and Retirement Planning
“I am not just referring to my personal CPA, Cheryl Bakewell, I am talking about the whole team, Annette, Melissa, and anyone that works on our account.”
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Murphy Wealth Management Group
Insurance Planning, Education Funding, Tax Planning
“As I approach 55 they helped me maximize my retirement plan to have the most money possible when the time comes.”
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Tax & Accounting Solutions Co
“Best account in this state period”
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Joseph P Lucia & Associates
Gallery, Securities, Tell A Friend
“As an independent financial advisory firm, Joseph P. Lucia & Associates, LLC is not tied to any one provider – which means we answer to no one but you and always strive to put your best interests first. We start from the premise that no two clients a...”
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Integrated Financial Partners: Jack Smoot, J.D
“My husband and I have used Jack's services for over 5 years and he has always steered us in the right direction with regard to our retirement issues.”
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Leona H. Chan, CPA
Tax Preparation, All Tax Services, Training & Support
“I have been going to Leona for my family's annual tax return filing for the past few years, and will be utilizing her services for my new company as well.”
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Anderson Accounting & Finance
- Financial
- Company
- Documents
“Had a great experience working with Ben, worked fast and efficiently and appreciated all his hard work, recommended to everyone looking for great service!”
Retirement Planning and Investment Management Services Near You Cost Estimates
Minimum cost
$1040
Maximum cost
$8840
National Average
$3120
Avg Per Hour Rates
$312
$2080
$5720
Average price range is based on
874 cost profiles
Why these companies made our list
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