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Home Consulting Financial Consulting United States Bridgeport

Top Financial Consultants in Bridgeport

Ratings Updated: January 20, 2026
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0 Leaders 15 Contenders

177 Companies

Country: United States
State: Connecticut
City: Bridgeport
Services: Financial Consulting

List of the Top Bridgeport Financial Consulting Firms

  • ICT Lions Logotype

    Not yet reviewed

    Verified
    Undisclosed
    $25 - $49 / hr
    2 - 9
    Bridgeport, CT

    Services provided

    30% Financial Consulting
    40% Accounting
    30% Financial Advising & Planning

    ICT Lions, an Accounting company, is in Bridgeport, Connecticut. The team provides Accounting and Financial Advising & Planning.

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    More responsive than most other service providers

    ICT Lions is very responsive

    They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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  • Aquinas Consulting Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Milford, CT

    Services provided

    10% Financial Consulting
    20% Business Consulting
    20% IT Managed Services +3 services
    20% IT Strategy Consulting
    15% Recruiting
    15% Staffing

    Aquinas Consulting is a Milford, Connecticut-based IT strategy consulting company. Their services include IT strategy consulting and IT managed services.

    Read more
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  • Fidelman & Company Logotype

    Not yet reviewed

    $10,000+
    $150 - $199 / hr
    10 - 49
    Westport, CT

    Services provided

    10% Financial Consulting
    50% Business Consulting
    20% Commercial Financing +1 service
    20% Funding & Investment

    Business Consulting company Fidelman & Company was established in 2015. The firm specializes in Business Consulting and Commercial Financing.

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  • Strategy Leaders Logotype

    Not yet reviewed

    $1,000+
    Undisclosed
    2 - 9
    Norwalk, CT

    Services provided

    10% Financial Consulting
    90% Business Consulting

    Founded in 1995, Strategy Leaders is a small Business Consulting company in Norwalk, Connecticut. Their team provides Business Consulting and Financial Consulting.

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  • Eighth Revolution Logotype

    5.0 1 review
    $5,000+
    $300+ / hr
    2 - 9
    Plainview, NY

    Services provided

    10% Financial Consulting
    70% Business Consulting
    10% Contract Manufacturing +3 services
    5% Logistics & Supply Chain Consulting
    3% Application Management & Support
    2% Commercial Development

    Eighth Revolution is an innovative consulting firm specializing in technical guidance and strategic planning for projects in emerging industries. With 100% positive feedback, clients commend their extensive network, professional approach, and ability to transform concepts into actionable prototypes. They are praised for their expertise and reliability, making them an invaluable partner for complex technological ventures.

    See all 1 projects

    Industry Experience

    Eighth Revolution has demonstrated significant expertise in the manufacturing sector, particularly in optical components for industries such as pharmaceuticals, petrochemicals, and food and beverage. Clients highlight the company's strengths in technical guidance, network connections, and project management, resulting in accelerated product development and strategic insights. Overall sentiment is highly positive, indicating that Eighth Revolution is well-suited for projects requiring deep industry knowledge and innovative problem-solving approaches.

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    Manufacturing

    Average Project Cost Breakdown

    $10,000 to $49,000 (1)

    What Clients Have Said

    Clients express a strong sentiment regarding Eighth Revolution's cost-effectiveness, noting that their investment of $30,000–$40,000 has yielded significant value. One client emphasized the unparalleled quality of work and extensive network provided by Eighth, stating it is difficult to compare them with others in the industry. Their professionalism and project management skills are also highlighted as key factors contributing to the overall positive perception of value for money.
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  • Account Prism Logotype

    5.0 1 review
    $1,000+
    $50 - $99 / hr
    10 - 49
    Mamaroneck, NY

    Services provided

    10% Financial Consulting
    60% Accounting
    20% IT Strategy Consulting +1 service
    10% Business Consulting

    Account Prism is a finance consultancy specializing in financial consulting services, revenue cycle management, and financial analysis. Reviewers frequently highlight their professionalism, commitment, and responsiveness, resulting in tangible financial improvements for clients, such as increased patient retention rates and reduced expenses. Approximately 80% of clients emphasize strategic insights and value for cost as key strengths.

    See all 1 projects
    1 of 1 Financial Consulting reviews are 5 stars
    1 new review for Financial Consulting in past 6 months
    $200,000 – $999,999 avg. project cost

    Financial Consulting PROJECT HIGHLIGHT

    Financial Consulting & Accounting for Healthcare Company

    5.0 — Account Prism provides financial consulting and accounting services for a healthcare company. They also provide revenue cycle management and management reporting support for the client. Read more
    Read 1 Review

    Industry Experience

    Account Prism has demonstrated expertise in the healthcare industry, particularly in occupational medicine and urgent care. Feedback highlights their strengths in financial services, revenue cycle management, and management reporting, showcasing a positive impact on financial performance and operational efficiency. Clients appreciate their responsiveness and ability to integrate seamlessly with internal teams. Overall sentiment within the healthcare sector is highly favorable, indicating that they are a strong fit for organizations seeking improvement in financial management and operational strategies.

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    Healthcare

    Average Project Cost Breakdown

    What Clients Have Said

    Clients consistently highlight Account Prism's competitive pricing and overall value for money. One client noted that their selection was primarily due to the company's pricing fitting their budget and providing good value. The collaborative approach and effective financial improvements further underscored the perceived value, as clients experienced enhanced financial performance while maintaining a lean internal team. Overall, sentiment regarding cost-effectiveness is positive, with clients appreciating both the affordability and quality of service.
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  • Financial Advisors Diddel Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Stamford, CT

    Services provided

    15% Financial Consulting
    70% Financial Advising & Planning
    15% Funding & Investment

    Financial Advisors Diddel is a Financial Advising & Planning company. They offer Financial Advising & Planning and Funding & Investment and were established in 1985.

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  • Startup Fundraising Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Darien, CT

    Services provided

    50% Financial Consulting
    50% Funding & Investment

    Founded in 2024, Startup Fundraising is a small Funding & Investment and Financial Consulting company. Their services include Funding & Investment and Financial Consulting.

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  • Legal & General Retirement America Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Stamford, CT

    Services provided

    70% Financial Consulting
    30% Financial Advising & Planning

    Midsize Financial Consulting company Legal & General Retirement America, is in Stamford, Connecticut. The team specializes in Financial Consulting and Financial Advising & Planning.

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  • Alliance One Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Hauppauge, NY

    Services provided

    50% Financial Consulting
    50% Commercial Financing

    Alliance One is a Financial Consulting and Commercial Financing company. They specialize in Financial Consulting and Commercial Financing and are based in Hauppauge, New York.

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  • Compliance Exchange Group Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Hauppauge, NY

    Services provided

    50% Financial Consulting
    50% Finance & Accounting Outsourcing (FAO)

    Finance & Accounting Outsourcing (FAO) and Financial Consulting company Compliance Exchange Group was founded in 2000. The team offers Finance & Accounting Outsourcing (FAO) and Financial

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  • leadforce.info Logotype

    4.6 20 reviews
    Undisclosed
    Undisclosed
    10 - 49
    New York, NY

    Services provided

    35% Financial Consulting
    45% Funding & Investment
    15% Financial Advising & Planning +1 service
    5% Other Marketing

    leadforce.info is a company specializing in lead generation and investor outreach services. Reviews indicate mixed feedback, with about 70% positive responses highlighting their professionalism, attention to detail, and effective communication. However, 30% of reviews mention underdelivery on promises and unmet expectations. Common themes include their adeptness at generating investor interest and creating structured outreach strategies.

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    Reviews mention Transparent

    Clients consistently highlight Leadforce.info's transparency throughout their engagement. One client noted the creation of clear working documents that documented outreach efforts, allowing for visibility into project progress. Another client appreciated the straightforward communication and effective management, stating, 'They are clear and effective.' Overall, sentiment regarding transparency is overwhelmingly positive, with clients recognizing Leadforce.info's commitment to open communication and thorough documentation.
    • LinkedIn Lead Generation for Electronics Manufacturing Co
      5.0 Jan 24, 2023

      Their team has created clear working documents on Google Docs so that everything is transparent and I can see the project’s progress. In these files, they’ve documented all the people they’ve reached and the ones who have responded, which has been very helpful. In addition to that, we have occasional meetings via Google Meet.

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    3 of 4 reviews are 5 stars
    Less than $10,000 avg. project cost

    Reviewed 4 times in the past 6 months

    Recent reviews of leadforce.info indicate a mixed sentiment. While one client praised their attention to detail and timely deliverables, another expressed significant dissatisfaction, noting unmet promises regarding investor meeting arrangements. A client highlighted the effective lead generation and supportive approach, contributing to successful capital raising. Overall, feedback reveals strengths in communication and personalization, but also concerns regarding deliverables and project outcomes, suggesting variability in client experiences over the past six months.
    Read 4 Recent Reviews

    Average Project Cost Breakdown

    Less than $10,000 (15)

    What Clients Have Said

    Overall, clients commend Leadforce.info for their cost-effectiveness and value for money. Many reviews highlight that the pricing aligns well with client budgets, with one stating it provides 'good value for cost.' Another client noted that their fees were 'more than covered by investment dollars produced.' However, there was one instance where a client expressed dissatisfaction with deliverables, suggesting inconsistency in meeting expectations. Overall, the sentiment is largely positive regarding value and affordability.
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    United States (10) England (3) Sweden (1) Switzerland (1)
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  • Price Reporter Inc. Logotype

    5.0 2 reviews
    Undisclosed
    $150 - $199 / hr
    10 - 49
    Englewood, NJ

    Services provided

    10% Financial Consulting
    30% Business Consulting
    15% Custom Software Development +4 services
    15% Logistics & Supply Chain Consulting
    10% CRM Consulting and SI
    10% Contract Manufacturing
    10% ERP Consulting and SI

    Price Reporter Inc. is a company specializing in handling large volume orders, catalog management, and government procurement. The feedback is overwhelmingly positive, with 100% of reviewers highlighting their efficiency and ability to anticipate challenges, ensuring projects are completed on time or early. Their commitment to client success is notably impressive.

    See all 2 projects

    Industry Experience

    Price Reporter Inc. has demonstrated strong expertise in the retail and government contracting sectors. Their proficiency in managing large-volume orders and navigating governmental procurement processes has garnered positive feedback, highlighting their reliability and efficiency. Clients appreciate their proactive approach to challenges and effective communication. Overall, the sentiment is highly favorable, indicating that Price Reporter Inc. is particularly well-suited for projects within the retail and government industries.

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    Retail

    Average Project Cost Breakdown

    $50,000 to $199,999 (1)

    What Clients Have Said

    Clients generally perceive Price Reporter Inc. as offering excellent value for money, with one VP noting their extensive experience and effective service in handling large orders and government procurement. The timely completion of projects and proactive management of challenges were highlighted as key strengths. A client remarked on the company's genuine care for client success, indicating a strong commitment to delivering value without any noted areas for improvement.
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  • AMU Consultant Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Bedford Hills, NY

    Services provided

    25% Financial Consulting
    50% Business Consulting
    25% Financial Advising & Planning

    AMU Consultant is a Business Consulting company launched in 2020. The firm focuses on Business Consulting and Financial Advising & Planning, and is small.

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  • Evolution Markets Inc. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    White Plains, NY

    Services provided

    100% Financial Consulting

    Evolution Markets Inc. Is a Financial Consulting company. Headquartered in London, England and White Plains, New York, the company was established in 2000. Their services include Financial

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    White Plains, NY

    10 Bank Street, White Plains
    White Plains, NY 10606

    41 - 49

    +1(914) 323 0200

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  • Imperial Advisory, CFOs Logotype

    4.8 2 reviews
    Undisclosed
    Undisclosed
    2 - 9
    Valley Stream, NY

    Services provided

    10% Financial Consulting
    80% Financial Advising & Planning
    10% Business Consulting

    Imperial Advisory, CFOs is a finance consultancy known for delivering high-quality financial consulting services. According to reviews, 100% of clients mention their professionalism and industry expertise, with all projects completed on time and exceeding expectations. Clients particularly appreciate their impeccable financial advisement and responsiveness.

    See all 2 projects

    Reviews mention Professional

    Clients consistently commend Imperial Advisory, CFOs for their professionalism and high-quality deliverables. One client highlighted their impressive ability to conduct a thorough needs analysis and deliver projects ahead of schedule. The responsiveness and extensive industry knowledge of the team further enhance their reputation, with feedback indicating no areas for improvement. Overall, the sentiment reflects strong client satisfaction and confidence in the firm's capabilities.
    • Business Consulting for Executive Search Firm
      4.5 Oct 14, 2023

      We're impressed with their professionalism, high-quality work, and extensive industry knowledge.

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    Industry Experience

    Imperial Advisory, CFOs has demonstrated expertise in the Chemicals & Biotechnology and Advertising & Marketing industries. Clients have praised their professionalism, responsiveness, and ability to meet tight deadlines. The firm excels in financial modeling, expense categorization, and providing valuable insights, establishing a strong positive sentiment in both sectors. Their extensive industry knowledge and high-quality work make them a compelling choice for businesses seeking financial advisory services.

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    Chemicals & Biotechnology Advertising & marketing

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients of Imperial Advisory, CFOs consistently highlight the company's exceptional value for money, noting timely delivery and high-quality work. One executive praised their responsiveness and professionalism, stating that all projects were completed ahead of schedule. Another client appreciated the flat retainment fee based on hourly rates, which provided clarity in billing. Overall, the sentiment is overwhelmingly positive, with no significant criticisms regarding pricing or value received.
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    Unknown avg. project cost for Financial Consulting services in Bridgeport

    Financial Consulting project highlight

    Business Consulting for Executive Search Firm

    4.5 — Imperial Advisory, CFOs provides business consulting support for an executive search firm. They're tasked with categorizing their expenses, developing a P&L model, and handling their forecasting Read more
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  • Real Assistance, Inc. Logotype

    5.0 1 review
    $1,000+
    < $25 / hr
    10 - 49
    New York, NY

    Services provided

    10% Financial Consulting
    70% Back Office Outsourcing
    20% Business Consulting

    Real Assistance, Inc. is a company specializing in data entry, processing, analysis, and virtual assistant services. The reviews reflect a 100% positive sentiment, highlighting timely delivery and effective communication. Clients are impressed with the good value for cost and express satisfaction with their professional and efficient service.

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    Industry Experience

    Real Assistance, Inc. has received positive feedback primarily from the real estate industry, where they provided services such as data entry, research, and virtual assistance. Clients commend their timely delivery, effective communication, and overall value, indicating a strong reliability and positive impact on operational efficiency. The company's expertise in administrative functions makes them a suitable partner for businesses seeking streamlined support in the real estate sector.

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    Real estate

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients consistently highlight Real Assistance, Inc.'s competitive pricing as a significant advantage. One COO noted they selected the company for its 'good value for cost,' reflecting overall satisfaction with the financial aspect of their services. Additionally, there were no complaints regarding pricing, indicating clients feel they receive quality service that justifies the expense. Overall, feedback suggests that Real Assistance, Inc. provides commendable value for money.
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  • Attract Capital, LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Setauket- East Setauket, NY

    Services provided

    60% Financial Consulting
    15% Commercial Financing
    15% Funding & Investment +1 service
    10% Business Consulting

    Financial Consulting company Attract Capital, LLC was established in 2000. The team focuses on Financial Consulting and Commercial Financing.

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  • Emil Vicale Logotype

    Not yet reviewed

    $1,000+
    $100 - $149 / hr
    2 - 9
    Southbury, CT

    Services provided

    10% Financial Consulting
    20% Digital Strategy
    20% E-Commerce Development +4 services
    20% Web Development
    10% Business Consulting
    10% Product Design
    10% Search Engine Optimization

    Emil Vicale is a Digital Strategy company established in 1990. The firm focuses on Digital Strategy and Web Development, and is small.

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  • United Tax Group Logotype

    Not yet reviewed

    $1,000+
    Undisclosed
    2 - 9
    Hauppauge, NY

    Services provided

    25% Financial Consulting
    50% Accounting
    25% Financial Advising & Planning

    United Tax Group is a small Hauppauge, New York-based Accounting company. Their services include Accounting and Financial Advising & Planning.

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  • The Penguin Group Logotype

    5.0 1 review
    $5,000+
    $200 - $300 / hr
    10 - 49
    Montebello, NY

    Services provided

    10% Financial Consulting
    30% Recruiting
    20% Business Consulting +3 services
    20% Corporate Training & Coaching
    10% CRM Consulting and SI
    10% Low/No Code Development

    The Penguin Group is a consulting firm specializing in systems integration and automation to streamline business operations. They received consistently positive feedback, with 100% of reviewers noting their on-time project delivery and ability to tailor solutions to client needs. Clients commend their alignment with company values and the transformative impact on their business efficiency.

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    Industry Experience

    The Penguin Group has demonstrated strong expertise in the Advertising & Marketing industry, receiving positive feedback for their ability to streamline operations and improve overall efficiency. Clients have highlighted their effective project management, timely delivery, and tailored solutions that adapt to individual needs. This indicates a solid fit for businesses seeking growth and operational optimization within the marketing sector.

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    Select Industry to see insights

    Advertising & marketing

    Average Project Cost Breakdown

    What Clients Have Said

    Clients generally perceive The Penguin Group as offering good value for money, noting their ability to deliver significant results without the high costs typically associated with custom software solutions. One client highlighted the impressive balance of quality and affordability, stating, "I felt as if I got a piece of custom software without the heavy price tag." Overall, the sentiment reflects satisfaction with the cost-effectiveness and value provided by the company.
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  • CPA Clinics Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Hicksville, NY

    Services provided

    10% Financial Consulting
    40% Business Consulting
    25% Accounting +1 service
    25% Financial Advising & Planning

    CPA Clinics is a Business Consulting company. The Hicksville, New York-based firm was founded in 2017. Their team specializes in Business Consulting and Accounting.

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  • Davena Office Environments Logotype

    Not yet reviewed

    $1,000+
    $50 - $99 / hr
    2 - 9
    Farmingdale, NY

    Services provided

    10% Financial Consulting
    30% Commercial Development
    30% Commercial Property Management +2 services
    20% Interior Design
    10% Business Consulting

    Davena Office Environments is a Commercial Development company founded in 1994. Located in Farmingdale, New York, the team specializes in Commercial Development and Commercial Property Management.

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  • Wei, Wei & Co., LLP Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    New York , NY

    Services provided

    40% Financial Consulting
    50% Accounting
    10% Business Consulting

    Midsize Accounting company Wei, Wei & Co., LLP, is headquartered in New York , New York. The team specializes in Accounting and Financial Consulting.

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  • Group MRA Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Norwalk, CT

    Services provided

    10% Financial Consulting
    60% Business Consulting
    30% Corporate Training & Coaching

    Group MRA is a Norwalk, Connecticut-based Business Consulting company. They focus on Business Consulting and Corporate Training & Coaching.

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  • Spear CPA CFP Logotype

    5.0 11 reviews
    $1,000+
    $100 - $149 / hr
    2 - 9
    New York, NY

    Services provided

    10% Financial Consulting
    80% Accounting
    10% Business Consulting

    Spear CPA CFP is a comprehensive accounting firm offering services such as bookkeeping, tax preparation, financial planning, and business consulting. Across their reviews, clients consistently praise their professionalism, responsiveness, and expertise, with 100% expressing satisfaction. Notably, Spear CPA CFP's ability to navigate complex financial situations effectively and their proactive communication are highlighted as key strengths by clients.

    See all 11 projects

    Reviews mention Knowledgeable

    Clients consistently praise Spear CPA CFP for their deep knowledge and expertise in accounting. One client noted, "Meir is an expert in what he does" and highlighted their ability to provide timely tax advice and insights. Another client emphasized their proficiency in understanding complex tax codes, stating, "Everything they do is by the books, and they’re knowledgeable about small business accounting." Overall, the sentiment reflects high satisfaction with their knowledgeable approach, which has significantly benefited clients' financial management.
    • Accounting Services for Eyewear Manufacturing Company
      5.0 Dec 13, 2022

      Thoroughly explain your business to Spear CPA CFP and what you need them for. They’re very knowledgeable, so allowing them to understand your needs is a good starting point.

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    • Business Accounting for Tutoring Company
      5.0 Dec 11, 2020

      Meir knows his stuff inside and out. If I ask him a question, he knows the answer.

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    • Accounting for Insurance-Focused Research Firm
      4.5 Dec 10, 2020

      Everything they do is by the books, and they’re knowledgeable about small business accounting. They took the time to learn about my niche industry, helping them closely understand the nuances of my business.

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    • Accounting & Financial Services for Marketing Agency
      5.0 Dec 8, 2020

      Meir in particular is very knowledgeable about the business. It’s been a pleasure working with him and his team.

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    Industry Experience

    Spear CPA CFP has garnered positive feedback across several industries, including Manufacturing, Consumer Products, Legal, Construction, Financial Services, and Advertising & Marketing. Clients praise their responsiveness, expertise in tax planning, and seamless integration into existing business operations. In Manufacturing and Consumer Products, they excelled in managing complex financial structures and securing loans during crises. The overall sentiment highlights their professionalism and adaptability, making them a strong fit for businesses seeking reliable accounting and financial guidance.

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    Financial services Manufacturing Consumer Products Legal Construction Business services Advertising & marketing

    Average Project Cost Breakdown

    $50,000 to $199,999 (4) $200,000 to $999,999 (3) $10,000 to $49,000 (2)

    What Clients Have Said

    Clients express high satisfaction with Spear CPA CFP's cost-effectiveness and value for money. One client noted a significant return on their investment, stating, "whatever I’ve paid them has been worth the money." Another emphasized their ability to save clients money through strategic advice, leading to repeat business. Overall, feedback indicates that Spear CPA CFP delivers exceptional service relative to their pricing, with numerous clients recommending them for their responsiveness and professionalism.
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    View projects from:

    New York City, New York (7) Brooklyn, New York (1) Kingston, New York (1) Mount Vernon, New York (1) Rochester, New York (1)
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  • Financial Strategies Investment Advisor Services Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Bethel, CT

    Services provided

    40% Financial Consulting
    40% Financial Advising & Planning
    20% Blockchain

    Financial Strategies Investment Advisor Services is a small Financial Advising & Planning company based in Bethel, Connecticut. The team offers Financial Advising & Planning and Financial

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  • Great American Credit Repair Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Yonkers, NY

    Services provided

    50% Financial Consulting
    50% Financial Advising & Planning

    Financial Advising & Planning and Financial Consulting company Great American Credit Repair was founded in 2008. The team offers Financial Advising & Planning and Financial Consulting.

    Read more

    Yonkers, NY

    465 Tuckahoe Road
    Yonkers, NY 10710

    1

    +19147758380

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  • BestCFO Logotype

    5.0 1 review
    $1,000+
    < $25 / hr
    10 - 49
    new york, NY

    Services provided

    20% Financial Consulting
    20% Accounting
    20% Business Consulting +2 services
    20% Financial Advising & Planning
    20% Fractional CFO Services

    BestCFO is a finance consultancy known for providing comprehensive financial consultation services, including financial advising, analysis, and planning. According to reviews, 100% of clients praised their ability to enhance cash flow and deliver timely, clear financial reports, with many highlighting their helpfulness and expertise. Their services have been highly recommended for optimizing financial performance and strategic guidance.

    See all 1 projects

    Industry Experience

    BestCFO has received positive feedback primarily from the financial services industry, where they demonstrated expertise in optimizing financial performance, enhancing cash flow, and ensuring compliance. Clients emphasized their strengths in delivering timely, comprehensive CFO services and providing clear financial reporting. The overall sentiment reflects satisfaction with their strategic guidance and cooperative project management, making them a suitable partner for organizations seeking robust financial advisory in this sector.

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    Select Industry to see insights

    Financial services

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients have praised BestCFO for its competitive pricing and the value it delivers. One client noted that BestCFO's pricing fit their budget while receiving expert financial advice that significantly improved cash flow stability by 20%. Overall sentiment indicates that clients find BestCFO to be a cost-effective choice, with strong support and timely delivery of services, contributing positively to their financial management and strategic growth.
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    1 of 1 Bridgeport-based review is 5 stars
    Less than $10,000 avg. project cost for Financial Consulting services in Bridgeport

    Financial Consulting project highlight

    Financial Advising Services for Tax & Accounting Firm

    5.0 — BestCFO provides CFO services for a tax and accounting firm. The team analyzes and improves the client's financial reporting processes, creates financial forecasts, and advises on budget management. Read more
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  • Pro Business Plans Logotype

    5.0 3 reviews
    Undisclosed
    Undisclosed
    10 - 49
    New York, NY

    Services provided

    30% Financial Consulting
    35% Business Consulting
    20% Funding & Investment +1 service
    15% Fractional CFO Services

    Pro Business Plans is a finance consultancy specializing in financial consulting services and financial planning. Their clients laud their detailed market analysis and financial modeling, with 100% of reviews highlighting their exceptional ability to balance technical requirements with investor-friendly presentations. The firm is praised for its proactive communication and timely delivery.

    See all 3 projects
    1 of 1 Financial Consulting reviews are 5 stars
    1 new review for Financial Consulting in past 6 months
    $10,000 – $49,000 avg. project cost

    Financial Consulting PROJECT HIGHLIGHT

    Business Plan Development for Healthcare Company

    5.0 — Pro Business Plans created a detailed business plan for a healthcare company. The team conducted market research and analysis and created a five-year financial projection. Read more
    Read 1 Review

    Industry Experience

    Pro Business Plans has demonstrated expertise primarily in the IT Services and Healthcare industries. Clients praise their ability to create comprehensive business plans, conduct in-depth market analysis, and develop realistic financial models, particularly in the context of healthcare technology. The overall sentiment is positive, highlighting their effective communication, timely delivery, and understanding of both regulatory requirements and investor expectations. This makes them a strong fit for companies seeking support in business planning and financial modeling within these sectors.

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    Select Industry to see insights

    IT Services

    Average Project Cost Breakdown

    $10,000 to $49,000 (1)

    What Clients Have Said

    Clients have expressed that Pro Business Plans offers good value for their cost, with one client specifically noting that the pricing fit their budget while delivering quality outputs. The company’s ability to produce detailed business plans and financial models has been praised, particularly for their realistic approach and timely delivery. Overall, the sentiment reflects satisfaction with the value received relative to the investment made.
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  • NewOak Capital Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Danbury, CT

    Services provided

    30% Financial Consulting
    30% Financial Advising & Planning
    20% Application Testing +1 service
    20% Commercial Financing

    Financial Advising & Planning company NewOak Capital was launched in 2008. In New York, New York and Danbury, Connecticut, the team focuses on Financial Advising & Planning and Financial Consulting.

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    Danbury, CT

    The Matrix 39 Old Ridgebury Road
    Danbury, CT 06810

    2 - 5

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  • Gaussian Consulting Logotype

    5.0 2 reviews
    $25,000+
    Undisclosed
    2 - 9
    Brooklyn, NY

    Services provided

    10% Financial Consulting
    55% Business Consulting
    15% IT Strategy Consulting +2 services
    10% Market Research
    10% Marketing Strategy

    Gaussian Consulting is a strategic advisory firm specializing in market research and product portfolio strategy. Clients highly regard the company for its structured, data-driven approach, with 100% of reviews highlighting positive outcomes, such as profitability and effective financial strategies. Gaussian's ability to facilitate decision-making and implement successful strategies for product development and cash flow management is frequently praised.

    See all 2 projects

    Reviews mention Well-organized projects

    Clients have consistently praised Gaussian Consulting for their well-organized project management. One CEO highlighted the company's structured approach, stating that Gaussian provided 'a lot of structure and logic' often lacking in product strategy. The effective collaboration between teams was also noted, with feedback indicating a smooth workflow and positive outcomes, as evidenced by the profitable products chosen through their guidance.
    • Strategy Consulting for Design Studio Startup
      5.0 Aug 26, 2022

      There was a lot of structure and logic, which is usually missing from product/portfolio strategy (even though everyone thinks they're 'data-driven').

      Read Full Review
    Read All Reviews

    Industry Experience

    Gaussian Consulting has demonstrated considerable expertise in the Design and Consumer Products industries. Clients praised their structured approach to product strategy and market research, leading to profitable outcomes and sustainable growth. Feedback emphasizes their ability to facilitate innovative product development while maintaining cash flow. Overall, the sentiment is highly positive, indicating that Gaussian is well-suited for companies seeking strategic guidance in product development and financial planning within these sectors.

    Read All Reviews

    Select Industry to see insights

    Design Consumer Products

    Average Project Cost Breakdown

    $200,000 to $999,999 (1)

    What Clients Have Said

    Gaussian Consulting is perceived as providing excellent value for money, with clients praising their structured approach and effective strategies that lead to profitable outcomes. One client noted their ability to generate cash flow while developing innovative products, which was previously deemed impossible. Another client highlighted the logical framework provided by Gaussian, which added clarity to their product strategy. Overall, the sentiment indicates that clients found the cost of services justified by the positive results achieved.
    Read All Reviews
    View Profile
  • US Estimating Logotype

    Not yet reviewed

    $1,000+
    $25 - $49 / hr
    50 - 249
    Valley Stream, NY

    Services provided

    25% Financial Consulting
    25% Architectural Design
    25% Business Consulting +1 service
    25% Commercial Development

    Launched in 2022, US Estimating is an Architectural Design company. Located in Valley Stream, New York and Valley Stream, New York, the team focuses on Architectural Design and Business Consulting.

    Read more
    View Profile
  • Berdon Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    Jericho, NY

    Services provided

    30% Financial Consulting
    40% Accounting
    30% Business Consulting

    Berdon, an Accounting company, is based in New York, New York and Jericho, New York. They offer Accounting and Business Consulting and were founded in 1917.

    Read more

    Jericho, NY

    100 Jericho Quadrangle
    Jericho, NY 11753

    2 - 5

    +1.516.931.3100

    See All Locations (2)
    View Profile
  • Alternative Funding Solutions Logotype

    Not yet reviewed

    $10,000+
    $100 - $149 / hr
    10 - 49
    Uniondale, NY

    Services provided

    20% Financial Consulting
    45% Funding & Investment
    35% Commercial Financing

    Alternative Funding Solutions is a Funding & Investment company launched in 2022. The team focuses on Funding & Investment and Commercial Financing.

    Read more
    View Profile
  • bluhalo io Ltd Logotype

    5.0 11 reviews
    $1,000+
    $300+ / hr
    2 - 9
    New York, NY

    Services provided

    10% Financial Consulting
    80% Business Consulting
    10% Marketing Strategy

    Cactus is a finance consultancy specializing in financial consulting services, offering expertise in financial analysis and financial planning. Reviews highlight the company's transformational impact on clients' financial strategies, with 100% positive feedback emphasizing exceptional project management and industry insights. Notably, 100% of reviewers praised Cactus for delivering transformative results and effective virtual communication.

    See all 11 projects
    1 of 1 Financial Consulting reviews are 5 stars
    1 new review for Financial Consulting in past 6 months
    Less than $10,000 avg. project cost

    Financial Consulting PROJECT HIGHLIGHT

    Financial Consulting for B2B Marketing Company

    5.0 — Cactus developed a pipeline tracker and reviewed existing rate cards for a B2B marketing company. The goal was to assess profitability, staff capacity, and ability to hit revenue goals. Read more
    Read 1 Review

    Industry Experience

    Cactus has demonstrated strong expertise in the Advertising & Marketing, Arts, Entertainment & Music, Consulting, Software, IT Services, and Design industries. Clients consistently praise their strategic guidance, strong project management, and deep industry knowledge, resulting in significant business growth and operational improvements. The overall sentiment across industries is highly positive, with clients noting transformations in business performance, enhanced profitability, and effective support tailored to their specific needs.

    Read All Reviews

    Select Industry to see insights

    Advertising & marketing Arts, entertainment & music Consulting Software IT Services Design

    View projects from:

    England (7) Scotland (1)

    New York, NY

    One World Trade Centre
    New York, NY 10007

    1

    See All Locations (3)
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  • Davidoff Accounting & Tax Services Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Floral Park, NY

    Services provided

    20% Financial Consulting
    20% Accounting
    20% Business Consulting +2 services
    20% Corporate Law
    20% Tax Law

    Established in 2007, Davidoff Accounting & Tax Services is a Business Consulting company. The company provides Business Consulting and Accounting, and is small.

    Read more
    View Profile
  • Greyson Tax & Consulting Logotype

    5.0 1 review
    $1,000+
    $100 - $149 / hr
    10 - 49
    Hoboken, NJ

    Services provided

    10% Financial Consulting
    75% Accounting
    15% Business Consulting

    Greyson Tax & Consulting is a tax consulting and bookkeeping firm specializing in managing personal and business taxes, bookkeeping, and corporate structuring. The company is praised for its professional service, effective communication, and significant cost-saving impact; 100% of reviews highlight satisfaction with their timely responsiveness and knowledgeable guidance, emphasizing their ability to improve business operations.

    See all 1 projects

    Industry Experience

    Greyson Tax & Consulting has demonstrated expertise primarily in the real estate sector, providing significant support in tax structuring and bookkeeping. Clients have praised their timely communication and knowledge, noting substantial tax savings, such as $30,000 in one instance. Overall sentiment from the real estate industry indicates a high level of satisfaction, making Greyson Tax & Consulting a strong candidate for businesses seeking reliable tax and consulting services in this field.

    Read All Reviews

    Select Industry to see insights

    Real estate

    Average Project Cost Breakdown

    What Clients Have Said

    Clients have expressed strong satisfaction with Greyson Tax & Consulting's value for money, noting significant cost savings. One client reported saving approximately $30,000 in taxes due to their expertise, indicating that the services provided more than justify the costs. The timely communication and comprehensive support further enhance their perceived value, leading clients to recommend trusting the firm's guidance for optimal financial outcomes.
    Read All Reviews

    Hoboken, NJ

    221 River St 9th Fl
    Hoboken, NJ 07030

    2 - 5

    614-662-4778

    See All Locations (2)
    View Profile
  • Kweku Strategies Inc Logotype

    Not yet reviewed

    $5,000+
    $200 - $300 / hr
    2 - 9
    New Rochelle, NY

    Services provided

    10% Financial Consulting
    20% Business Consulting
    20% IT Strategy Consulting +7 services
    15% Commercial Development
    10% Business Continuity Management
    5% AI Consulting
    5% CRM Consulting and SI
    5% Cloud Consulting & SI
    5% Digital Strategy
    5% Marketing Strategy

    Kweku Strategies Inc, a small IT strategy consulting company, is located in New Rochelle, New York. Their services include IT strategy consulting and Business Consulting.

    Read more
    View Profile
  • Fitzner Consulting Logotype

    Not yet reviewed

    $25,000+
    $200 - $300 / hr
    2 - 9
    Middletown, CT

    Services provided

    10% Financial Consulting
    70% Blockchain
    15% Business Consulting +1 service
    5% Content Marketing

    Fitzner Consulting is a Blockchain company based in Middletown, Connecticut. Launched in 2016, the team provides Blockchain and Business Consulting.

    Read more
    View Profile
  • Outsourced Accountants Logotype

    Not yet reviewed

    $25,000+
    $100 - $149 / hr
    250 - 999
    New York, NY

    Services provided

    20% Financial Consulting
    20% Accounting
    20% Commercial Financing +2 services
    20% Finance & Accounting Outsourcing (FAO)
    20% Financial Advising & Planning

    Outsourced Accountants is a Finance & Accounting Outsourcing (FAO) company. Located in New York, New York, the agency provides Finance & Accounting Outsourcing (FAO) and Commercial Financing.

    Read more
    View Profile
  • Joy the Bookkeeper Logotype

    Not yet reviewed

    $1,000+
    $50 - $99 / hr
    2 - 9
    Uniondale, NY

    Services provided

    20% Financial Consulting
    20% Accounting
    20% Financial Advising & Planning +2 services
    20% Litigation Support Services
    20% Tax Law

    Joy the Bookkeeper is an Accounting company. Launched in 2019, the agency is headquartered in Uniondale, New York. Their services include Accounting and Financial Advising & Planning.

    Read more
    View Profile
  • Care Reimbursement Logotype

    Not yet reviewed

    $1,000+
    Undisclosed
    10 - 49
    Valley Stream, NY

    Services provided

    45% Financial Consulting
    20% Business Consulting
    15% IT Managed Services +2 services
    10% Social Media Marketing
    10% Web Development

    Care Reimbursement is a Financial Consulting company. They offer Financial Consulting and Business Consulting and are headquartered in Valley Stream, New York.

    Read more
    View Profile
  • Shah & Associates Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Uniondale, NY

    Services provided

    20% Financial Consulting
    20% Account-Based Marketing
    20% Accounting +2 services
    20% Business Consulting
    20% Litigation Support Services

    Founded in 2015, Shah & Associates is a Business Consulting company. The company offers Business Consulting and Accounting.

    Read more
    View Profile
  • Analytic Partners Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    New York, NY

    Services provided

    10% Financial Consulting
    30% Marketing Strategy
    25% BI & Big Data Consulting & SI +2 services
    25% Digital Strategy
    10% Business Consulting

    Founded in 2000, Analytic Partners is a Marketing Strategy company. Their team offers Marketing Strategy and Digital Strategy.

    Read more

    New York, NY

    114 West 41st Street
    New York, NY 10036

    101 - 150

    +1-212-599-7630

    See All Locations (10)
    View Profile
  • Outsourced Accountants Oman Logotype

    Not yet reviewed

    $10,000+
    $100 - $149 / hr
    50 - 249
    New York, NY

    Services provided

    20% Financial Consulting
    20% Accounting
    20% Business Valuation Services +2 services
    20% Finance Law
    20% Financial Advising & Planning

    Outsourced Accountants Oman is a New York, New York-based Accounting company. They specialize in Accounting and Financial Advising & Planning.

    Read more
    View Profile
  • GBFS International Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    New York, NY

    Services provided

    50% Financial Consulting
    50% Financial Advising & Planning

    GBFS International is a midsize Financial Consulting and Financial Advising & Planning company. Founded in 2010, the team specializes in Financial Consulting and Financial Advising & Planning.

    Read more
    View Profile
  • AMS Risk Management & Consulting, Inc. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Bellmore, NY

    Services provided

    80% Financial Consulting
    20% Business Valuation Services

    Established in 1994, AMS Risk Management & Consulting, Inc. Is a Financial Consulting company. The company focuses on Financial Consulting and Business Valuation Services, and is small.

    Read more
    View Profile
  • Alliance Global Partners Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY

    Services provided

    35% Financial Consulting
    35% Funding & Investment
    30% Financial Advising & Planning

    Established in 1980, Alliance Global Partners is a small Funding & Investment company. Their team offers Funding & Investment and Financial Consulting.

    Read more
    View Profile
  • Cedar Management Consulting International Logotype

    Not yet reviewed

    $50,000+
    $300+ / hr
    50 - 249
    New York, NY

    Services provided

    10% Financial Consulting
    50% IT Strategy Consulting
    15% Business Consulting +4 services
    10% Cloud Consulting & SI
    5% BI & Big Data Consulting & SI
    5% CRM Consulting and SI
    5% ERP Consulting and SI

    Cedar Management Consulting International is an IT strategy consulting company located in New York, New York and Mumbai, India. The team offers IT strategy consulting and Business Consulting.

    Read more
    View Profile

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Rollover to see company insights or click a company below for more details.

List of the Top Bridgeport Financial Consulting Firms

  1. Aquinas Consulting Logotype

    Aquinas Consulting

    Undisclosed
    Undisclosed
    50 - 249
    Milford, CT

    Ability to deliver

    7/40.0
    0/20 Reviews
    0/10 Clients & Experience
    7/10 Market Presence

    Service focus

    10% Financial Consulting
    90% Other
    View Profile Visit Website
  2. Fidelman & Company Logotype

    Fidelman & Company

    $10,000+
    $150 - $199 / hr
    10 - 49
    Westport, CT

    Ability to deliver

    5.3/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    10% Financial Consulting
    90% Other
    View Profile Visit Website
  3. Strategy Leaders Logotype

    Strategy Leaders

    $1,000+
    Undisclosed
    2 - 9
    Norwalk, CT

    Ability to deliver

    5.3/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    10% Financial Consulting
    90% Other
    View Profile Visit Website
  4. Eighth Revolution Logotype

    Eighth Revolution

    $5,000+
    $300+ / hr
    2 - 9
    Plainview, NY

    Ability to deliver

    26.2/40.0
    16.2/20 Reviews
    3/10 Clients & Experience
    7.1/10 Market Presence

    Service focus

    10% Financial Consulting
    90% Other
    View Profile Visit Website
  5. Account Prism Logotype

    Account Prism

    $1,000+
    $50 - $99 / hr
    10 - 49
    Mamaroneck, NY

    Ability to deliver

    20.4/40.0
    16.4/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    10% Financial Consulting
    90% Other
    View Profile Visit Website
  6. ICT Lions Logotype

    ICT Lions

    Undisclosed
    $25 - $49 / hr
    2 - 9
    Bridgeport, CT

    Ability to deliver

    4.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    30% Financial Consulting
    70% Other
    View Profile Visit Website
  7. Financial Advisors Diddel Logotype

    Financial Advisors Diddel

    Undisclosed
    Undisclosed
    10 - 49
    Stamford, CT

    Ability to deliver

    5.3/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    15% Financial Consulting
    85% Other
    View Profile Visit Website
  8. Startup Fundraising Logotype

    Startup Fundraising

    Undisclosed
    Undisclosed
    2 - 9
    Darien, CT

    Ability to deliver

    5.7/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.7/10 Market Presence

    Service focus

    50% Financial Consulting
    50% Other
    View Profile Visit Website
  9. Legal & General Retirement America Logotype

    Legal & General Retirement America

    Undisclosed
    Undisclosed
    50 - 249
    Stamford, CT

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    70% Financial Consulting
    30% Other
    View Profile Visit Website
  10. Alliance One Logotype

    Alliance One

    Undisclosed
    Undisclosed
    2 - 9
    Hauppauge, NY

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    50% Financial Consulting
    50% Other
    View Profile Visit Website
  11. Compliance Exchange Group Logotype

    Compliance Exchange Group

    Undisclosed
    Undisclosed
    10 - 49
    Hauppauge, NY

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    50% Financial Consulting
    50% Other
    View Profile Visit Website
  12. leadforce.info Logotype

    leadforce.info

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY

    Ability to deliver

    27.3/40.0
    16.2/20 Reviews
    6.5/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    35% Financial Consulting
    65% Other
    View Profile Visit Website
  13. Price Reporter Inc. Logotype

    Price Reporter Inc.

    Undisclosed
    $150 - $199 / hr
    10 - 49
    Englewood, NJ

    Ability to deliver

    26.1/40.0
    16.2/20 Reviews
    3.7/10 Clients & Experience
    6.2/10 Market Presence

    Service focus

    10% Financial Consulting
    90% Other
    View Profile Visit Website
  14. AMU Consultant Logotype

    AMU Consultant

    Undisclosed
    Undisclosed
    10 - 49
    Bedford Hills, NY

    Ability to deliver

    4.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    25% Financial Consulting
    75% Other
    View Profile Visit Website
  15. Evolution Markets Inc. Logotype

    Evolution Markets Inc.

    Undisclosed
    Undisclosed
    50 - 249
    London, England

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    100% Financial Consulting
    View Profile Visit Website

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