Home Consulting Financial Consulting United States Bridgeport

Top Financial Consultants in Bridgeport

Ratings Updated: March 21, 2026

We verify reviews and evaluate companies so you can choose with confidence. We may earn a fee for some placements. Learn how Clutch ensures trust

ICT Lions

Not yet reviewed

Look for Verified Providers

Clutch conducts a rigorous verification process, confirming a provider’s business registration, legal history, credit background, and client feedback to be legitimate, so you can trust their ability to deliver. Learn More

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.
Read more

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.
Get in Touch

Was this helpful?

View Profile Visit Website
Mindracer Consulting

Not yet reviewed
Verified

$10,000+

$200 - $300 / hr

2 - 9

New York, NY

Services provided

40% Financial Consulting

40% Sales Outsourcing

10% Business Consulting +1 service

10% Marketing Strategy

Mindracer Consulting is a Sales Outsourcing company. The team focuses on Sales Outsourcing and Financial Consulting and is based in New York, New York.
Read more

View Profile Visit Website
Aquinas Consulting

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

View Profile

Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.

Get My Matches

Fidelman & Company

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.
Read more

View Profile
Strategy Leaders

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.
Read more

View Profile
Eighth Revolution

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.
Read All Reviews

Select Industry to see insights

Manufacturing

Was this helpful?

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.
Read All Reviews

Was this helpful?

Review Rating from Clients

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

4.0

Willing to Refer

5.0

From Long Island City, Eighth Revolution demonstrates expertise in hardware design, scientific research, and commercialization strategies. Clients commend their project management, technical acumen, and network access, delivering tailored solutions for innovative scientific and industrial projects.
Read Local Reviews

Was this helpful?

View Profile
Account Prism

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

Was this helpful?

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.
Read All Reviews

Select Industry to see insights

Healthcare

Was this helpful?

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.
Read All Reviews

Was this helpful?

View Profile
Financial Advisors Diddel

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.
Read more

View Profile
Startup Fundraising

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.
Read more

View Profile
Legal & General Retirement America

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.
Read more

View Profile
Alliance One

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.
Read more

View Profile
Compliance Exchange Group

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
Read more

View Profile
leadforce.info

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.

See all 20 projects

Industry Experience

Leadforce.info has demonstrated strong expertise primarily in the Food & Beverage, Business Services, and Consumer Products industries, receiving positive feedback for their lead generation and capital-raising capabilities. Clients noted their effective communication and timely deliverables across various projects. In sectors like Manufacturing and Healthcare, they have positively impacted investor outreach and brand awareness. However, a review from the Supply Chain industry indicated a significant shortfall in promised deliverables. Overall, Leadforce.info is well-suited for clients in Food & Beverage and Consumer Products.
Read All Reviews

Select Industry to see insights

Supply Chain, Logistics, and Transport Food & Beverage Business services Retail Beauty & Cosmetics eCommerce Food & Beverages Wellness & Fitness Other Industry Energy & natural resources Consumer Products Healthcare Manufacturing IT Services

Was this helpful?

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.
Read All Reviews

Was this helpful?

Review Rating from Clients

4.5/5.0

Quality

5.0

Schedule

4.5

Cost

5.0

Willing to Refer

4.5

New York City-based Leadforce.info excels in LinkedIn outreach and brand awareness for legal professionals, delivering measurable results like increased connections and investor interest. Clients praise their punctuality, transparency, and targeted approach, making complex outreach efforts efficient and effective.
Read Local Reviews

Was this helpful?

View Profile
Price Reporter Inc.

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.
Read All Reviews

Select Industry to see insights

Retail

Was this helpful?

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.
Read All Reviews

Was this helpful?

View Profile
AMU Consultant

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.
Read more

View Profile
Evolution Markets Inc.

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
Read more

White Plains, NY

10 Bank Street, White Plains
White Plains, NY 10606
41 - 49

+1(914) 323 0200

See All Locations (3)

Was this helpful?

View Profile
Imperial Advisory, CFOs

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 Knowledgeable
Clients frequently commend Imperial Advisory, CFOs for their extensive industry knowledge and professionalism. One reviewer noted their impressive ability to conduct needs analysis effectively, while another highlighted their exceptional quality of work and responsiveness throughout the project. The overall sentiment reflects a strong confidence in their expertise, with no reported areas for improvement.

Business Consulting for Executive Search Firm

4.5 Oct 14, 2023

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

Read All Reviews

Was this helpful?
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.
Read All Reviews

Select Industry to see insights

Chemicals & Biotechnology Advertising & marketing

Was this helpful?

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.
Read All Reviews

Was this helpful?

Review Rating from Clients

4.8/5.0

Quality

4.8

Schedule

5.0

Cost

4.5

Willing to Refer

4.8

Reviewers from NY highlight Imperial Advisory, CFOs, for their seamless, professional financial consulting, including quick turnaround on critical projects. Their extensive industry knowledge and personalized approach make them a trusted partner for CFO-level advisory and financial analysis.
Read Local Reviews

Was this helpful?
View Profile
Real Assistance, Inc.

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.

See all 1 projects

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.
Read All Reviews

Select Industry to see insights

Real estate

Was this helpful?

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.
Read All Reviews

Was this helpful?

Review Rating from Clients

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

In Brooklyn, clients highlight Real Assistance, Inc.'s expertise in administrative support, data analysis, and document organization for NYC property tax projects. Their timely delivery and seamless communication make them a trusted partner, with high satisfaction expressed by local clients.
Read Local Reviews

Was this helpful?

View Profile
Attract Capital, LLC

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.
Read more

View Profile
Emil Vicale

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.
Read more

View Profile
United Tax Group

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.
Read more

View Profile
The Penguin Group

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.

See all 1 projects

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.
Read All Reviews

Select Industry to see insights

Advertising & marketing

Was this helpful?

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.
Read All Reviews

Was this helpful?

View Profile
CPA Clinics

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.
Read more

View Profile
Davena Office Environments

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.
Read more

View Profile
Wei, Wei & Co., LLP

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.
Read more

View Profile
Group MRA

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.
Read more

View Profile
Spear CPA CFP

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 Helpful
Clients express a highly positive sentiment towards Spear CPA CFP, highlighting their responsiveness, professionalism, and expertise in accounting. One client noted their remarkable ability to execute tasks correctly on the first try, saving significant time. Another praised their proactive communication, ensuring timely tax filings and comprehensive support in financial decision-making. Overall, customers emphasize the helpfulness of Spear CPA CFP, with many stating they would not consider switching to another provider due to their satisfaction with the services rendered.

Accounting Services for Stone & Tile Company

5.0 Dec 20, 2022

I am happy because they’re amazing to work with — they’re responsive, helpful, and professional. No, they are amazing, and I am satisfied with their work. Customers need to provide them with all the details available so they can do an amazing job.
Read Full Review

Accounting Services for Eyewear Manufacturing Company

5.0 Dec 13, 2022

Spear CPA CFP’s project management goes above and beyond their line of duty, and they’re great at staying on top of their work. They provide us with realistic time frames, and they’re very accommodating to our needs. Moreover, they excel at explaining what our budget is and what we can do with it.
Read Full Review

Read All Reviews

Was this helpful?
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.
Read All Reviews

Select Industry to see insights

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

Was this helpful?

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.
Read All Reviews

Was this helpful?

Review Rating from Clients

4.9/5.0

Quality

4.9

Schedule

5.0

Cost

4.8

Willing to Refer

5.0

New York City-based clients praise Spear CPA CFP for their comprehensive accounting, tax planning, and financial management across diverse industries, including real estate, consulting, and retail. Their responsive, detail-oriented team consistently delivers accurate, timely results, making complex projects smooth and highly satisfying for long-term partnerships.
Read Local Reviews

Was this helpful?
View Profile
Financial Strategies Investment Advisor Services

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
Read more

View Profile
Great American Credit Repair

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

See All Locations (28)

Was this helpful?

View Profile
BestCFO

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.
Read All Reviews

Select Industry to see insights

Financial services

Was this helpful?

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.
Read All Reviews

Was this helpful?

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
Read Similar Reviews

Was this helpful?

View Profile
Pro Business Plans

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

Was this helpful?

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.
Read All Reviews

Select Industry to see insights

IT Services

Was this helpful?

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.
Read All Reviews

Was this helpful?

View Profile
NewOak Capital

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.
Read more

Danbury, CT

The Matrix 39 Old Ridgebury Road
Danbury, CT 06810
2 - 5

See All Locations (2)

Was this helpful?

View Profile
Liv Data LLC

5.0 2 reviews

$25,000+

$300+ / hr

2 - 9

New York, NY

Services provided

20% Financial Consulting

20% Accounting

20% Finance & Accounting Outsourcing (FAO) +2 services

20% Financial Advising & Planning

20% Fractional CFO Services

Liv Data LLC is a strategic financial consulting firm that specializes in AI-powered finance automation and outsourced CFO support. With 100% positive feedback, clients praise their deep industry knowledge, disciplined project management, and impressive problem-solving capabilities. Liv Data LLC consistently delivers valuable operational improvements and aligns well with client company cultures.

See all 2 projects

2 of 2 reviews are 5 stars

Unknown avg. project cost

Reviewed 2 times in the past 6 months
In the last six months, clients have praised Liv Data LLC for their exceptional responsiveness and deep understanding of finance and accounting operations. One client highlighted significant operational improvements leading to enhanced gross margins and EBITDA. Another noted their effective consulting approach and alignment with company values. Overall, feedback reflects a high level of satisfaction, with no noted areas for improvement, indicating that Liv Data LLC is a strong fit for finance-related projects.
Read 2 Recent Reviews

Was this helpful?

Industry Experience

Liv Data LLC has garnered positive feedback in the Financial Services and Information Technology sectors. In Financial Services, they excelled in providing tailored CFO support that improved operational efficiency and profitability. Their expertise was particularly valued for compliance and risk management. In Information Technology, they effectively guided AI product development for finance automation, enhancing operational workflows and go-to-market strategies. Overall, their strengths lie in strategic financial analysis and technology consulting, making them an excellent fit for clients in both industries.
Read All Reviews

Select Industry to see insights

Information technology Financial services

Was this helpful?

Average Project Cost Breakdown

What Clients Have Said
Clients consistently express satisfaction with Liv Data LLC's pricing, noting it offers good value for the cost. A CEO highlighted their selection due to 'good value for cost' and 'high ratings.' Another client emphasized the significant operational improvements achieved through their services, directly impacting gross margins and EBITDA. Overall, feedback reflects a positive sentiment regarding the company's ability to deliver results that justify their pricing.
Read All Reviews

Was this helpful?

View Profile Visit Website
Gaussian Consulting

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 High-quality work
Clients consistently praise Gaussian Consulting for delivering high-quality work, emphasizing their structured and logical approach to product strategy. One client highlighted that Gaussian's facilitation led to profitable product choices, while another noted that their financial strategy enabled sustained growth and cash flow. Overall, feedback reflects a strong sentiment of satisfaction with Gaussian's ability to provide valuable insights and effective solutions, with no reported areas for improvement.

Consulting for Consumer Transportation Company

5.0 Aug 19, 2022

But with Gaussian's advice, we were able to design and scale award-winning products that customers love while creating profits and cash.
Read Full Review

Read All Reviews

Was this helpful?
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

Was this helpful?

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

Was this helpful?

Review Rating from Clients

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

NY-based clients commend Gaussian Consulting for their comprehensive market research, strategic planning, and product prioritization. Their tailored solutions have enabled startups to achieve profitability and growth, with a focus on innovative, cash-flow-positive product development.
Read Local Reviews

Was this helpful?
View Profile
US Estimating

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

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)

Was this helpful?

View Profile
Alternative Funding Solutions

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

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
Reviews mention Honest
Clients commend Cactus for their honesty and transparency throughout the consulting process. One client highlighted, "Our conversations aren’t restrained. We get to the heart of problems... from a place of respect, honesty, and good advice." This sentiment is further reinforced by the overall satisfaction with Cactus’ supportive and accountable approach, fostering trust and open communication. Clients feel reassured and empowered, emphasizing Cactus' genuine commitment to their success.

Business Consulting & Marketing Strategy for Branding Agency

5.0 May 5, 2021

Cactus has a good business approach and way of working with different people. They're very relational, and we have built good relationships with them. There’s trust and open conversations between us, which I value and respect. Our conversations aren’t restrained. We get to the heart of problems and solving them, and they come from a place of respect, honesty, and good advice.
Read Full Review

Read All Reviews

Was this helpful?
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

Was this helpful?

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

Was this helpful?

New York, NY

One World Trade Centre
New York, NY 10007
1

See All Locations (4)

Was this helpful?
View Profile
Davidoff Accounting & Tax Services

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

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

Was this helpful?

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

Was this helpful?

Hoboken, NJ

221 River St 9th Fl
Hoboken, NJ 07030
2 - 5

614-662-4778

See All Locations (2)

Was this helpful?

View Profile
Kweku Strategies Inc

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

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

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

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

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

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

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 (12)

Was this helpful?

View Profile
Outsourced Accountants Oman

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

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.

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

Tell us what you need — we’ll match you with top agencies in minutes.

Get My Matches

Why Trust Clutch

At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.

Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.

Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.

We evaluate service providers using a structured methodology that combines:

In-depth client interviews and ratings
Comprehensive project details
Market presence
Portfolio examples and industry recognition

This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.

Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.

We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.

Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.

Top Financial Consultants in Bridgeport

List of the Top Bridgeport Financial Consulting Firms

ICT Lions is very responsive

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Financial Consulting & Accounting for Healthcare Company

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Reviews mention Knowledgeable

Business Consulting for Executive Search Firm

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Reviews mention Helpful

Accounting Services for Stone & Tile Company

Accounting Services for Eyewear Manufacturing Company

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Financial Advising Services for Tax & Accounting Firm

Business Plan Development for Healthcare Company

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Reviewed 2 times in the past 6 months

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Reviews mention High-quality work

Consulting for Consumer Transportation Company

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Reviews mention Honest

Business Consulting & Marketing Strategy for Branding Agency

Financial Consulting for B2B Marketing Company

Industry Experience

Select Industry to see insights

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Tell us what you need — we’ll match you with top agencies in minutes.

Why Trust Clutch

List of the Top Bridgeport Financial Consulting Firms

Similar Categories

Related Services

Specialties