Best Financial Advisors in Yonkers, NY

The highest-rated Financial Planning & Wealth Management companies out of 106 vetted & reviewed in the Yonkers area.

Precise Accounting & Business Consulting

Precise Accounting & Business Consulting

(5)
Tax Services, Business Services, Industries
“Using their services for more than 8 years, highly recommend.”
Offers Financing Options
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2023
6 Highland Ave, Yonkers, NY
i
Lara Medicaid Advisors

Lara Medicaid Advisors

(7)
  • Questions
  • Informative
  • Nursing Home
“Also she provides a personal side that helped us navigate and understand every step and requirement that was needed .”
In Business Since 2019
73 Market Street SUITE 376, Yonkers, NY
i
Expert Solutions Tax and Financial Services ,inc

Expert Solutions Tax and Financial Services ,inc

(6)
“I can after long of looking some body that I can trust to help me with my taxes and u can say they work on my side and my behalf”
In Business Since 2016
110 Lake Ave, Yonkers, NY
i
Faze One Funding

Faze One Funding

(9)
  • Home
  • Refinance
“All of our questions and needs were quickly answered and we always felt supported in our decisions because they are very knowledgeable in all that they do.”
Free Initial Consultation
In Business Since 2008
10 Rutland Rd., Scarsdale, NY,
i
Thruway Insurance Brokers

Thruway Insurance Brokers

(2)
“Working here for the summer has been peaceful and a breeze!”
In Business Since 2014
30 S Broadway #810, Yonkers, NY
i
Tuffy & Associates, Yonkers Accounting Firm

Tuffy & Associates, Yonkers Accounting Firm

Financial Planning, Tax Preparation, Accounting Services
“Welcome! If you've landed on our website, that must mean that you're looking for a quality accounting firm to help you navigate the often complicated world of tax preparation and the other financial responsibilities that are associated with running a...”
In Business Since 2007
832 McLean Ave, Yonkers, NY
i
B&B Professional Taxes

B&B Professional Taxes

Llc/Corp Services, Acounting Services, Corporate Taxes
“Our staff of financial analysts, payroll specialists, and certified business accountants are well known for providing top-notch accounting support to business clients. Managing Clients within the following industries: - Construction, Automotive, Real...”
Free Initial Consultation
In Business Since 2021
69 Beaumont Cir Apartment 3, Yonkers, NY
i
Bronx Capital

Bronx Capital

“Bronx Capital LLC is committed to the successful performance of our real estate investment funds and loan portfolios. To learn how to earn 10-12% principal-protected returns in our Private Lenders Network™ through investing in First Position Private ...”
In Business Since 2010
941 McLean Ave Suite 215, Yonkers, NY
i
Cetera Financial Specialists

Cetera Financial Specialists

Retirement Planning, Insurance, Estate Planning
“In this time of trouble, you may find some of our experience of use to you, whether it is in small business planning, or in helping your employees obtain health insurance coverage, if you, as employer are no longer able to provide that for them.”
In Business Since 2015
55 Caryl Ave, Yonkers, NY
i
Arlington Financial

Arlington Financial

“After having a pre-approval for months working with a bigger bank, I got denied a mortgage last minute - I thought everything was over and I would lose my down payment. I was directed to Arlington Financial by chance and how lucky was I to have met s...”
Licensed
In Business Since 2002
35 E Grassy Sprain Rd #300, Yonkers, NY
i
Scott

Scott

(16)
  • Tax Preparation
  • Questions
  • Money
“I would recommend all to use Scott income tax services”
Below Average Price Tag
In Business Since 2023
100 Stevens Ave #103, Mt Vernon, NY
i
Miller & Company

Miller & Company

(50)
Quickbooks Proadvisor, Non-Resident Tax Return, Expatriate Tax
“Not only do they take the time and explain everything in detail but also provide you with step by step guidance and ensure that everything ends well for you.”
Accepts All Major Credit Cards
NYC Certified
In Business Since 1992
14107 20th Ave #101, Whitestone, NY
i
Dynamic Tax and Accounting Services

Dynamic Tax and Accounting Services

(47)
Bank Financing, Services For Individuals, Business Services
“I'm very happy to have engaged Dynamic to take care of all my accounting needs and would not hesitate to recommend them to anybody who asks “Who's Your Accountant”.”
Transparent Fees & Pricing
Accepts All Major Credit Cards
Offers Financing Options
Remote Consultations Available
2044 McGraw Ave, Bronx, NY
i
Bovell Financial

Bovell Financial

(50)
Tax Preparation
“I would highly recommend Bovell Financial for anyone who wants to educate themselves and actually work with a company who cares and provides the same level of professionalism with their services.”
Transparent Fees & Pricing
Accepts All Major Credit Cards
Free Initial Consultation
Offers Financing Options
45 Rockefeller Plaza #2000, New York, NY
i
Bronx Tax Man Corp

Bronx Tax Man Corp

(48)
Business Consulting Services, Accounting Services, Tax Services
“They do it all and it's ultra convenient to have all your personal taxes and business operation done in one place, with people you can trust and who are incredibly proficient at what they do .”
Accepts Debit, Check, Paypal, Cash, All Major Credit Cards
Licensed, BBB Accredited
In Business Since 2014
3600 E Tremont Ave, Bronx, NY
i
Drucker Wealth Management

Drucker Wealth Management

(49)
  • Life
  • Goals
  • Future
“Not because I did not see the value in the plan itself or the staff, rather I was initially hesitant on whether it was truly necessary as my company did a retirement match and I was contributing 10% and thought that was enough.”
Remote Consultations Available
Transparent Fees & Pricing
Family Business
In Business Since 2012
2 Park Ave #300, New York, NY
i
Eagle Point Credit Company

Eagle Point Credit Company

“Eagle Point Credit Company, Inc. is a publicly traded closed-end investment company that is registered under the Investment Company Act of 1940. The Company's common shares are publicly traded on the New York Stock Exchange under the symbol “ECC”....”
In Business Since 2014
600 Steamboat Rd Suite 202, Greenwich, CT
i
Ty Associates

Ty Associates

(50)
Venture Capital, Amended Returns, Refund Planning
“I've had the pleasure of working with Ty Associates for the past three years and never felt securely confident in knowing my Taxes are in excellent hands”
Licensed, BBB Accredited
In Business Since 2002
728 S 4th Ave, Mt Vernon, NY
i
Concord Commission Advance

Concord Commission Advance

(50)
  • Competition
  • Fees
  • Team
“I was working with 2 different ones in the past, one was not the best customer service and I didn't use them any more, then the next one was great but the interest rates make you think twice before advancing for so high they were.”
Transparent Fees & Pricing
In Business Since 2016
555 8th Ave Suite 2301, New York, NY
i
Rogg & Kejriwal

Rogg & Kejriwal

(48)
Write-Up Services, Tax Preparation and Planning For Individuals and Businesses, Audits
“Ankit and his team were introduced to me through some mutual friends and since our first meeting he has been on top of his game and I have been a client for over 5 years now.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2014
Serving Yonkers Area
i
Boyer 2 Accountants

Boyer 2 Accountants

(49)
Wealth Preservation, Small Business Owners, IRS & State/Local Representation
“We finally gave Chris and the Boyer 2 team a chance and we couldn't be more pleased with their knowledgeability, experience and communication during this process.”
Accepts All Major Credit Cards
In Business Since 1988
399 Knollwood Rd Suite 116, White Plains, NY
i
Intensive Financial Service

Intensive Financial Service

(9)
  • Court
  • Price
  • Accountant
“My name is Toshira Riojas and I was picked for an IRS audit for tax year 2015 on my income tax with an outstanding debt of $8,000 based on the IRS audit letter.”
Coupons & Offers
Accepts All Major Credit Cards
Locally Owned & Operated
In Business Since 2009
1796 Vyse Ave Suite S3, Bronx, NY
i
Shah & Pandya CPA

Shah & Pandya CPA

(50)
Individual Services, Corporate Services
“Shah & Pandya CPA have exceeded my expectations for their expert guidance and support over the years, with personal and business tax filing services and financial advice.”
Free Initial Consultation
In Business Since 2013
1983 Marcus Ave Suite 205, Lake Success, NY
i
Tsamutalis & Company

Tsamutalis & Company

(50)
IRS Audit Representation, Tax Planning, IRS Liens & Levies
“Due to a minor error we made, the IRS stated we owed thousands of dollars, plus interest…from learning about Socrates through a family friend, we simply had not turned back.”
Offers Financing Options
In Business Since 2011
Serving Yonkers Area
i

Retirement Planning and Investment Management Services in Yonkers, NY Cost Estimates

Minimum cost
$1217
Maximum cost
$10345
National Average
$3651
Avg Per Hour Rates
$366
$2434
$6694
Typical price range is based on 348 cost profiles
Click to copy
Successfully copied!
Average Cost $3651
Minimum cost $1217
Maximum cost $10345
Avg Per Hour Rates $366

Typical range $2434 to $6694 is based on 348 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top