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Bovell Financial

(50)

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.”

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Drucker Wealth Management

(49)

Expertise
Autumn
Questions

“I had an old account that was doing well where it was, and I appreciated that the team didn't try to pressure me to move the account over to them just so to increase my holdings with them.”

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Morgan Legal Group - Estate Planning & Probate

(47)

Medicaid Asset Protection Trust, Power Of Attorney, Contested Powers Of Attorney

“Simply put, (His Bedside manner-for lack of a better phrase is old school ) which is seldom seen today and much appreciated, combined with his professional knowledge and wisdom makes one feel safe and secure!”

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Concord Commission Advance

(50)

Transaction
Communication
Price

“As a realtor in a busy Boston area market, I have used Concord Advance several times in past few years - impeccable service and Jake is a go-to person there.”

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Total Solutions Financing

(46)

Questions
Credit Line
Communication

“And shout out to CEO Brian for putting together a product portfolio for all business types real estate investments the lines of credit and strategy to help businesses with the quickest solutions.”

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Lengea

(48)

Starting an iv Hydration Business, Compliance Audits of Existing Practices, What Spa Equipment to Buy

“I wouldn't have known where to start when I began the journey of starting up my own med spa, but Shirin Adelman and the rest of the team at Lengea have been there for me every time I have a question.”

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Diversified Financial Services

(35)

Quickbooks Services, Services For Individuals, Tax Services

“I recommend Moe & DFS as reliable and knowledgeable accounting professionals.”

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Callahan Financial Services Group

(47)

Knowledge
Questions
Expertise

“The people at the rehab began trying to help us but, we kept hitting roadblocks and they were questioning every little thing and had a very bad attitude.”

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Tax Master Financial Services Corp

(47)

Services For Individuals, Services For Businesses

“Whether bringing my documents to them in person or through their secure server, they always, always spend as much time as I need to answer all my questions.”

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Clarify Capital

(46)

The Future
Information
Small Business

“He worked hard to find the right offering for our business, and spent time walking through all the options and offering his guidance on the best option for us.”

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Curtis Pope, CFP

(50)

Feel
Future
Decisions

“Curtis is a tremendous financial advisor who not only considers my finances but takes into consideration my wellness and quality of living while providing outstanding financial advice and budgetary recommendations.”

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Expert Institute

(46)

Case
Injury
Expert Witness

“With a highly qualified team of experts across various disciplines, Expert Institute stands out for providing specialized analyses that can strengthen the legal position of clients.”

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New Era Tax Service

(49)

Patient
Gift
Season

“I arrived to the office when they just closed, (I didn't know they closed at the time I arrived) I called the office to see if someone could help me and even though nick just left the office, he turned around, went back to the office and proceeded to...”

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Flynn Financial Partners

(49)

Questions
Understand
Future

“He has counseled me invaluably on my overall profile, both with Flynn and another investment company, ensuring that I am both safe in my investments and taking the risks I need to to maximize my gains.”

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Davidov Law Group

(50)

Financial Planning, Health Care Proxy, Estate Administration

“Ilana was so patient with all of my questions gave me a lot of her time and it was a pleasure to be there and it was a great experience and I would recommend this law firm for anything that needs to be done.”

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New York residents can utilize estate planning tools like trusts to protect assets against future creditors. Establishing irrevocable trusts, for instance, transfers ownership of assets out of the individual's estate, legally shielding those assets from being claimed by creditors. This is crucial for securing a financial legacy and ensuring that heirs receive their intended inheritance without complications. For more detailed strategies on protecting assets, you can visit Davidov Law Group's explanation here.

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The Deminno CPA Firm

(50)

Tax Intelligent Planning, Wealth Management Resources, Financial Services Offered

“Been a customer for over a decade, Jim and his staff professional - always on top of the latest changes in filing and I even enjoy receiving his video updates.”

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NYB CPA P.C

(50)

Book
Deduct
Tax Laws

“We have been using them for 4 years and recommend them to anyone looking for the care and attention of a smaller firm but the breadth and capabilities of a larger org.”

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LUO CPA

(26)

Services For Individuals, Tax Services, Quickbooks Services

“Due to stress, a bad experience with Turbo Tax, and difficulty finding a trustworthy tax professional, I filed my taxes late (without an extension) for the first time ever (after years of timely filing).”

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Benemerito Attorneys at Law

(38)

Securities Law, Immigration Law, Business Law

“He understands the hardships startups go through, and he's there every step of the way to ensure the company is legally sound -- all while keeping pricing at a very reasonable rate!”

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Prudent Financial Solutions

(48)

Debt Consolidation, Cash Out Refinance, Helocs

“While he was not able to help with my particular situation he really set my mind at ease and gave me tons of resources to potentially help with my future.”

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Ivy Tax and Accounting Services - NYC CPA and Tax Preparer

(29)

Business Services, Services For Quickbooks, Tax Services

“Our previous accountant totally messed up our 2017 taxes and we received multiple assessment letters from IRS whereas we are supposed to receive a refund.”

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Scott M Aber CPA

(48)

For Individuals, For Business

“He has done both my taxes for my corporation as well as my personal and helped me to analyze and run my business through all the roller coasters of life .”

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Wealthspire Advisors

(40)

Expertise
Responsive
Management

“Chris helped us understand how to invest her money, how much she can afford to spend, what accounts and amounts to take the money from, and when she should claim social security.”

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Wietschner Ziegler

(22)

Industries, Services For Quickbooks, Services For Individuals

“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.”

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Average Cost	$3376
Minimum cost	$1126
Maximum cost	$9564
Avg Per Hour Rates	$338

Best Financial Advisors in New Rochelle, NY

The highest-rated Financial Planning & Wealth Management companies out of 130 vetted & reviewed in the New Rochelle area.

Bovell Financial

Drucker Wealth Management

Morgan Legal Group - Estate Planning & Probate

Concord Commission Advance

Total Solutions Financing

Lengea

Diversified Financial Services

Callahan Financial Services Group

Tax Master Financial Services Corp

Clarify Capital

Curtis Pope, CFP

Expert Institute

New Era Tax Service

Flynn Financial Partners

Davidov Law Group

The Deminno CPA Firm

NYB CPA P.C

LUO CPA

Benemerito Attorneys at Law

Prudent Financial Solutions

Ivy Tax and Accounting Services - NYC CPA and Tax Preparer

Scott M Aber CPA

Wealthspire Advisors

Wietschner Ziegler

Retirement Planning and Investment Management Services in New Rochelle, NY Cost Estimates

Why these companies made our list

Wealth Management Advisors near New Rochelle

Popular in New Rochelle