Ramapo, NY

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Ramapo, NY
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Best Financial Advisors in Ramapo, NY

The highest-rated Financial Planning & Wealth Management companies out of 190 vetted & reviewed in the Ramapo area.

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KT Wealth Management

KT Wealth Management

(18)
Financial Planning, Insurance Services, Investment Management
“It's right up there with oxygen - so Kerim's very compassionate and holistic approach to your stability and financial growth is incredibly refreshing in a space sometimes occupied by advisors more concerned with selling you financial products than he...”
In Business Since 2021
Serving Ramapo Area
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The Deminno CPA Firm

The Deminno CPA Firm

(50)
Tax Intelligent Planning, Wealth Management Resources, Financial Services Offered
“My company and my personal finances emerged stronger out of hardship and during Covid implications largely thanks to the care, professional assistance, and guidence of James De Minno and The De Minno CPA Firm PC.”
In Business Since 2014
Accepts All Major Credit Cards
Serving Ramapo Area
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Vcorp Services

Vcorp Services

(48)
  • April
  • Response Time
  • Information
“Besides helping navigate the endless complexities of state filings (which Vcorp does incredibly well) I was very fortunate to have found a Vcorp Client service specialist that is incredibly polite, patient, reliable, efficient, and a pleasure to work...”
In Business Since 1997
Remote Consultations Available
Serving Ramapo Area
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Highland Financial Advisors

Highland Financial Advisors

(32)
Financial Planning and Investment Management
“I have been incredibly impressed - not only with the results they achieve for their clients from a financial perspective, but also the level of attention they give to each client and the way they work to address all facets of their clients' financial...”
In Business Since 2003
Transparent Fees & Pricing
CFP Certified
1680 NJ-23 Suite 210, Wayne, NJ
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Fliegmans Accounting Firm

Fliegmans Accounting Firm

(50)
  • Knowledge
  • Profit
  • Honest
“As i approached the end of my first year in business and i had no clue how to proceed with Taxes i got recommended to Fliegmans Accounting, this was such a great recommendation they took care of every aspect and every detail they are responding 20 ho...”
In Business Since 2012
Serving Ramapo Area
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Financial Planning Services | the Financial Gym

Financial Planning Services | the Financial Gym

(48)
  • Debt
  • Emergency Fund
  • Habits
“After my wife and I got married and began to combine our financial lives last year, we were looking for a holistic analysis of our financial health, and for guidance as we embarked on a financially taxing first few years of marriage as we planned to ...”
In Business Since 2014
Serving Ramapo Area
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Scott M Aber CPA

Scott M Aber CPA

(48)
For Individuals, For Business
“Scott have helped our company to not just save money and file correctly, but have instructed us on ways to get government support when available, and is being a huge part of helping us strive during COVID-19 unprecedented times.”
In Business Since 2007
Free Initial Consultation
Accepts Check, All Major Credit Cards
Serving Ramapo Area
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Fylstra & Fylstra

Fylstra & Fylstra

(9)
Individual Accounting, Tax Services, Business Services
“Bob does my accounting and Lori does my bookkeeping, and it's a great combination: I get fast and accurate work, and it's great to have a bookkeeper with instant access to a CPA.”
In Business Since 1988
Transparent Fees & Pricing
Accepts All Major Credit Cards
Free Initial Consultation
Serving Ramapo Area
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JMG Cpas

JMG Cpas

(9)
Services For Individuals, Quickbooks Services, Tax Services
“Great service, attention to detail and always available to answer the phone or an email.”
In Business Since 2007
Free Initial Consultation
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Serving Ramapo Area
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Mertiri & Associates CPA

Mertiri & Associates CPA

(38)
  • Company
  • Saving
  • Services
“From handling my taxes and financial reporting to providing valuable business advice, always responsive, patient, and taking the time to explain complex financial matters in a way that is easy for me to understand.”
In Business Since 2022
Free Initial Consultation
Transparent Fees & Pricing
Serving Ramapo Area
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The SKG Team at Barnum Financial Group

The SKG Team at Barnum Financial Group

(35)
  • Retirement
  • Skeptical
  • Estate Planning
“Ben helped us manage our assets but more importantly, he guided us through the retirement planning process: building a pre and post retirement budget, assessing our assets and what we'd need to do to maintain our lifestyle through our 'go-go' and 'n...”
In Business Since 2014
Serving Ramapo Area
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Lgranov Tax

Lgranov Tax

(16)
Services For Individuals, Services For Quickbooks, Tax Services
“I use services of Lgranov Tax to prepare our business and personal returns for number of years and always was impressed by the professionalism, attention to details, responsiveness, dependability and quality of the service provided.”
In Business Since 2023
Free Initial Consultation
Offers Financing Options
Transparent Fees & Pricing
Serving Ramapo Area
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Precise Accounting & Business Consulting

Precise Accounting & Business Consulting

(5)
Services For Individuals, Services For Quickbooks, Tax Services
“Excellent staff, love the place and I'been doing my taxes with them for the last 8 year never had a inconvinience....”
In Business Since 2023
Free Initial Consultation
Offers Financing Options
Transparent Fees & Pricing
6 Highland Ave, Yonkers, NY
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Ronald A Mermer, Cpa,pc

Ronald A Mermer, Cpa,pc

(18)
  • Team
“Over the years I moved 11 times across the US, had a successful career, started a family, saw my kids graduate from college, ended my corporate career, started and sold 2 businesses, and as I approach 60 years old I look back at all of the relationsh...”
In Business Since 2009
Offers Financing Options
Transparent Fees & Pricing
Serving Ramapo Area
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Michael J. Porro & Co

Michael J. Porro & Co

“We are a fee only financial advisory and planning firm. While incorporated in 2002, our employees and principals have been working in the financial services field since 1977. Over these years we have developed a straightforward break-through-the-clut...”
In Business Since 1985
Accepts Cash
Licensed, BBB Rating: A
Serving Ramapo Area
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Parks Wealth Management

Parks Wealth Management

(16)
Jim Parks, Cfp, AIF, Maria Delzotto, Felicia Parks
“Even though the markets have had fluctuations, and our employment status has changed over the years, Jim has kept us on track to meet our goals, and we are now ahead of our projections, and in a very comfortable position to expand our plans for the f...”
In Business Since 2010
Serving Ramapo Area
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Raffer Wealth Management

Raffer Wealth Management

(19)
  • Questions
  • Mother
  • Portfolio
“Upon my father's, passing and inheriting stocks, and funds that were managed through Raffer wealth management, Jeremy and his staff made these uncertain and hard times for myself and my family's financial needs and easy and understandable process.”
In Business Since 2013
Serving Ramapo Area
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Donohue, O'Connell & Riley

Donohue, O'Connell & Riley

(2)
Business Owners, Executives & Professionals, Trust & Estate Administration, Elder Law
“Can't say enough about how much everyone in this office helped me settle my dad's estate.”
In Business Since 2001
Licensed, BBB Rating: A+
Serving Ramapo Area
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ABF Consulting Firm

ABF Consulting Firm

(4)
“They are now located at 525 Wanaque Ave, Pompton Lakes, NJ) Positive Responsiveness, Quality, Professionalism, Value”
In Business Since 1998
Free Initial Consultation
Offers Financing Options
Transparent Fees & Pricing
Serving Ramapo Area
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A & R Tax and Financial Services

A & R Tax and Financial Services

(2)
Tell A Friend
“My husband and I have been with them for over 35 years.”
In Business Since 1979
Licensed, BBB Rating: A+
Serving Ramapo Area
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Danzinger & Co.

Danzinger & Co.

(4)
Services For Individuals, Services For Quickbooks, Tax Services
“Been with this accounting firm for years – they handle all our LL Cs, personal tax returns, and bookkeeping.”
In Business Since 2020
Free Initial Consultation
Offers Financing Options
Transparent Fees & Pricing
Serving Ramapo Area
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Gabrial Accounting & Tax

Gabrial Accounting & Tax

(1)
“I have used several different types of accountants and firms and this firm, by far, has been the best with customer service.”
In Business Since 2010
Offers Financing Options
Transparent Fees & Pricing
88 Nellis Dr, Wayne, NJ
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Tributary Wealth Management

Tributary Wealth Management

(11)
Financial Planning, ESG, Tax/Estate Planning
“Alex at Tributary is proactive, knowledgable about trends and forecasting, and genuinely cares about my financial assets health and growth.”
In Business Since 2020
Serving Ramapo Area
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Hiza & Hiza

Hiza & Hiza

(6)
Services For Individuals, Quickbooks Services, Tax Services
“And that stressful possibility never entered my mind or my daughter's because we knew that Bob Hiza would take care of everything as he had in the past.”
In Business Since 2003
Offers Financing Options
Transparent Fees & Pricing
Serving Ramapo Area
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Retirement Planning and Investment Management Services in Ramapo, NY Cost Estimates

Minimum cost
$1195
Maximum cost
$10155
National Average
$3585
Avg Per Hour Rates
$359
$2390
$6571
Fair price range is based on 299 cost profiles
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Average Cost $3585
Minimum cost $1195
Maximum cost $10155
Avg Per Hour Rates $359

Fair range $2390 to $6571 is based on 299 cost profiles.

Why these companies made our list

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Wealth Management Advisors near Ramapo

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