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Bovell Financial

(50)

Tax Preparation

“Jason Bovell with Bovell Financial is a second generation Accountant and that's what made me comfortable in giving him a try he understands the business and personal aspect of handling the finances of individuals he gets that there should be complet...”

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Drucker Wealth Management

(49)

Team
Questions
Savings

“After that positive experience, we decided to continue on with them as clients, and it has been so great working with the team and knowing that we have coaches with expertise that we can reach out to for guidance at a moment's notice if something com...”

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Morgan Legal Group - Estate Planning & Probate

(47)

The Common Challenges Faced During the Probate Process, Estate Litigation Law, Special Needs Planning

“The Morgan Legal group is filled with people who KNOW what they are doing, who LOVE what they are doing, who COMMUNICATE the way they work on things and who STRIVE to deliver the best result by any means necessary to those who arrive in a state of de...”

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Concord Commission Advance

(50)

Company
Price
Marketing

“I recently had the good fortune of using Concorde commission such a pleasure doing business with a group that does what they say they're going to do and fund when they say they're going to fund and all at a price that was more than 50% less with no h...”

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Total Solutions Financing

(46)

Funding
Communication
Commission

“They helped me save my 30 year old trucking business so I suggest to if your looking for a true relationship with a financing company that cares about your unique position call the Total Solutions Team including Brittany,Brian,Paloma,John ,Howell and...”

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Lengea

(48)

Starting A Medical Spa, What Spa Equipment to Buy, Why Patients Sue Doctors

“Their guidance on vendor selection, provider negotiations, CRM and marketing strategies, equipment and supplies procurement, as well as providing templates and education resources from accredited sources for training, covers all bases.”

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Diversified Financial Services

(35)

Services For Individuals, Quickbooks Services, Business Services

“More efficient is impossible!”

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Tax Master Financial Services Corp

(47)

Services For Individuals, Services For Businesses

“In additional to preparing our annual tax returns, they have been instrumental in helping my younger sister set up her private business LLC and David has helped me and my older sister develop budget plans to help us reduce our debt and achieve our pe...”

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Callahan Financial Services Group

(47)

Medicaid
Expertise
Medicare

“We spoke directly with Geraldine Callahan, the President of the Company, and from our first conversation, we knew that Geraldine was very knowledgeable and experienced with the application process and her demeanor, patience and reassuring manner put ...”

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Expert Institute

(46)

Case
Expert Witness
Injury

“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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Curtis Pope, CFP

(50)

Goals
Decisions
Tax

“We both felt so differently about what to do first second third, it has been a godsend to have someone that can help us with the logistics of these decisions but also having someone willing to step into the emotions and feelings that we are both brin...”

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Clarify Capital

(46)

Funding
Small Business
Fees

“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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Flynn Financial Partners

(49)

Team
Future
Results

“As long time clients of Flynn Financial Partners, we have been extremely pleased with the professionalism and integrity of the organization and believe we have been well guided through both relatively stable as well as tumultuous markets.”

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New Era Tax Service

(49)

Questions
Season
Money

“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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Badran Tax

(44)

Team
Understanding
Debt

“Amro and Team got the IRS on the phone with me there and proposed a settlement with monthly payments in early 2021 by the end of 2021 I was 12,000 debt free with the IRS and no more Lien judgement against me.”

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Davidov Law Group

(50)

Asset Protection, Estate Administration, Power of Attorney

“We found Ilana Davidov and her team, including Elizabeth, to be knowledgeable, professional, and patient when dealing with the many questions we had about asset protection, power of attorney, healthcare proxies, elder care, and living trust plans.”

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NYB CPA P.C

(50)

Questions
Tax Laws
Book

“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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Benemerito Attorneys at Law

(38)

Business Law, Immigration Law, Securities Law

“In the startup world, it is easy to be ensconced in so many things that you can lose track of legal matters, but John always protected our interests and for that , my team is greatly appreciative of the high quality work he always afforded us.”

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LUO CPA

(26)

Tax Services, Services For Individuals, Business 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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Prudent Financial Solutions

(48)

Debt Consolidation, Helocs, Cash Out Refinance

“To whom it may concern I was very pleased with the service I received yesterday from one of your team members Mr Theodore Boland was very professional and very knowledgeable concerning all of the questions and concerns I had I just want to share this...”

FAQs

What is a HELOC, and how does it work?

A HELOC, or home equity line of credit, is a type of loan that allows you to access the equity in your home through a revolving line of credit. This means that you can borrow money as needed and pay it back over time, similar to a credit card. Your home equity is the difference between the appraised value of your home and any outstanding loans against it..

How much can I borrow with a HELOC?

The amount you can borrow with a HELOC depends on your home equity and your home's loan-to-value ratio (LTV). The LTV is the ratio of your outstanding loan balance to the appraised value of your home. Generally, you can borrow up to 80% of your home equity, minus any outstanding loans against your home.

How is a HELOC different from a home equity loan?

A HELOC is a revolving line of credit, which means you can borrow money as needed and pay it back over time. A home equity loan is a lump-sum loan, which means you receive a fixed amount of money all at once and then make fixed monthly payments to pay it back.

Do I need to put my home up for collateral with a HELOC?

Yes, your home is typically used as collateral for a HELOC. This means that if you default on your loan, your lender could foreclose on your home. However, if you make all of your payments on time and in full, you will not lose your home.

What are the interest rates and repayment terms on a 401k loan?

The interest rate on a 401k loan will vary depending on the provider, but it is typically lower than the interest rate on a credit card or personal loan. The repayment terms also vary, but most loans must be repaid within five years.

More detailed information is available on the FAQ page of our website.

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Ivy Tax and Accounting Services - NYC CPA and Tax Preparer

(29)

Business Services, Tax Services, Services For Quickbooks

“I have utilized Sam's services for the last two years and I can't thank him enough for how easy he makes the process while providing his services for affordable rates in NYC.”

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Wealthspire Advisors

(40)

Team
Management
Language

“They do a spectacular job with their investment management, and also in helping to address an array of other financial planning issues (most recently, for me, focusing on a home purchase and financing options).”

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Wietschner Ziegler

(22)

Services For Individuals, Services For Quickbooks, Industries

“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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Brian Shaltakoff CPA

(2)

Buy Quickbooks and Save, Tax Preparation, International Taxation

“) He will always ask you detailed questions and help you to maximize your return and/or minimize your tax owed.”

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Average Cost	$3750
Minimum cost	$1250
Maximum cost	$10625
Avg Per Hour Rates	$375

Best Financial Advisors in New York, NY

The highest-rated Financial Planning & Wealth Management companies out of 185 vetted & reviewed in the New York area.

Bovell Financial

Drucker Wealth Management

Morgan Legal Group - Estate Planning & Probate

Concord Commission Advance

Total Solutions Financing

Lengea

Diversified Financial Services

Tax Master Financial Services Corp

Callahan Financial Services Group

Expert Institute

Curtis Pope, CFP

Clarify Capital

Flynn Financial Partners

New Era Tax Service

Badran Tax

Davidov Law Group

NYB CPA P.C

Benemerito Attorneys at Law

LUO CPA

Prudent Financial Solutions

Ivy Tax and Accounting Services - NYC CPA and Tax Preparer

Wealthspire Advisors

Wietschner Ziegler

Brian Shaltakoff CPA

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

Why these companies made our list

Wealth Management Advisors near New York

Popular in New York