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Home Financial Advising & Planning United States New York New York City

Top Strategic Financial Planning Firms in New York City

Ratings Updated: April 1, 2026
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8 Leaders 15 Contenders

191 Companies

Country: United States
State: New York
City: New York City

List of the Top New York City Strategic Financial Planners

  • leadforce.info Logotype

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

    Services provided

    15% Financial Advising & Planning
    45% Funding & Investment
    35% Financial Consulting +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 Easy to work with

    Clients have consistently noted the ease of collaboration with Leadforce.info, highlighting effective and rapid communication. One CEO remarked on their thoroughness and responsiveness, stating they were 'easy to work with.' The team's ability to adapt and implement feedback was acknowledged, although some clients suggested quicker revisions to lead lists. Overall, the sentiment reflects a strong appreciation for the company's collaborative approach and commitment to client satisfaction.
    • Lead Generation Services for AI Health Tech Company
      5.0 Dec 14, 2022

      Communication was clear and rapid. In general, I found them to be thorough and easy to work with.

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    0 of 1 reviews is 5 stars
    Less than $10,000 avg. project cost

    Reviewed 1 time in the past 6 months

    Recent feedback for leadforce.info indicates significant dissatisfaction among clients. A review from Novorise UK highlighted that despite high expectations, the company failed to deliver on promised investor meetings and underperformed in lead generation. Clients noted effective communication but expressed disappointment in the overall project execution, advising against investment in their services. Overall sentiment reflects a lack of trust in leadforce.info's ability to meet commitments.
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    United States (10) England (3) Sweden (1) Switzerland (1)

    Review Rating from Clients

    4.5/5.0

    Quality

    5.0

    Schedule

    4.5

    Cost

    5.0

    Willing to Refer

    4.5

    In New York City, Leadforce.info is recognized for their precise LinkedIn lead generation and investor engagement services for legal industry clients. Reviewers highlight their reliability, clear communication, and ability to meet project goals within budget, ensuring impactful outreach campaigns.
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  • Imperial Advisory, CFOs Logotype

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

    Services provided

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

    Imperial Advisory, CFOs is a corporate financial advising firm specializing in financial planning and advisory services. The reviews reveal 100% positive feedback, highlighting the firm's professionalism, extensive industry knowledge, and high-quality work delivered ahead of deadlines. All reviewers emphasize their impressive needs analysis and responsiveness.

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    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 Advising & Planning services in New York City

    Financial Advising & Planning 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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  • VantagePoint Benefit Administrators Logotype

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

    Services provided

    10% Financial Advising & Planning
    50% Insurance Services & Brokers
    14% HR Outsourcing +2 services
    13% HR Consulting
    13% PEO/Employee Leasing

    VantagePoint Benefit Administrators is an HR and benefits management company that provides comprehensive services such as payroll management, compliance training, and employee liability advice. According to reviews, 100% of feedback highlights their expertise, with particular emphasis on their leadership and process-oriented team. While highly praised, one suggestion for improvement involves enhancing real-time communication options.

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    Industry Experience

    VantagePoint Benefit Administrators has received positive feedback primarily from the software industry, where they excel in HR and benefits management, compliance, and employee training. Clients commend their holistic understanding of HR, organizational efficiency, and leadership quality, highlighting their expertise in handling complex HR landscapes. Overall sentiment is highly favorable, suggesting that companies within the software sector looking for comprehensive HR solutions would find VantagePoint a suitable partner.

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    Software

    Average Project Cost Breakdown

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

    What Clients Have Said

    Clients commend VantagePoint Benefit Administrators for their exceptional value and expertise in HR management. One CEO noted a significant investment exceeding $100,000 since 2008, emphasizing the quality of advice and training received. The company's leadership is recognized as top-notch, with a strong understanding of employer-employee dynamics. Overall, the sentiment reflects satisfaction with the cost-to-value ratio, as clients feel they receive superior service and insights for their investment.
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    Review Rating from Clients

    5.0/5.0

    Quality

    5.0

    Schedule

    5.0

    Cost

    5.0

    Willing to Refer

    5.0

    Allendale, New Jersey clients praise VantagePoint Benefit Administrators for their comprehensive HR and benefits management, including payroll, compliance, and training. Their organized, tech-driven approach and expert leadership ensure smooth, reliable service for complex HR needs. Clients highly recommend trusting their proven expertise.
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  • Liv Data LLC Logotype

    5.0 2 reviews
    $25,000+
    $300+ / hr
    2 - 9
    New York, NY

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Finance & Accounting Outsourcing (FAO) +2 services
    20% Financial Consulting
    20% Fractional CFO Services

    Liv Data LLC is a firm specializing in Financial Advising and Planning, with a strong emphasis on leveraging AI in finance operations. Reviewers praise their expertise in financial workflows and problem-solving, with 100% expressing satisfaction and no areas for improvement noted. Their consulting approach is highly regarded, contributing to effective product development and market strategies.

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    2 of 2 reviews are 5 stars
    1 new review for Financial Advising & Planning services
    Unknown avg. project cost

    Reviewed 2 times in the past 6 months

    In the past six months, Liv Data LLC has received positive feedback for their consulting and financial management services. Clients highlighted their quick response times and deep understanding of industry-specific challenges. One client noted significant operational improvements leading to enhanced gross margins and EBITDA. Another praised their advisory capabilities, indicating successful go-to-market strategies for AI-powered finance automation. Overall, clients reported satisfaction with Liv Data LLC's disciplined project management and alignment with company values, with no significant areas for improvement identified.
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    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.

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    Select Industry to see insights

    Information technology Financial services
    1 of 1 New York City-based review is 5 stars
    1 New York City-based review for Financial Advising & Planning in past 6 months
    Unknown avg. project cost for Financial Advising & Planning services in New York City

    New York City-based Financial Advising & Planning project highlight

    AI Consulting for Finance Automation Platform

    5.0 — Liv Data LLC provides AI consulting services for a finance automation company. The team has helped the client build AI agents for finance automation and develop a go-to-market strategy. Read more
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  • Braj Aggarwal, CPA, P.C. Logotype

    5.0 2 reviews
    Undisclosed
    Undisclosed
    10 - 49
    New York, NY

    Services provided

    10% Financial Advising & Planning
    80% Accounting
    10% Finance & Accounting Outsourcing (FAO)

    Braj Aggarwal, CPA, P.C. is an accounting and auditing firm recognized for its full-suite services and adherence to Generally Accepted Auditing Standards (GAAS). The reviews consistently highlight their timely service delivery and effective communication, with approximately 100% of clients expressing satisfaction. Notably, the direct access to senior staff and the firm's efficient processes are frequently praised by clients.

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    Reviews mention Efficient

    Clients have praised Braj Aggarwal, CPA, P.C. for their efficient audit processes and effective communication. One client noted that the audit procedure was smooth, with timely interactions via phone and email. The firm’s ability to provide quick turnaround times compared to larger firms was highlighted, emphasizing their lean structure as an advantage. Overall, feedback reflects a strong sentiment of satisfaction regarding the firm's efficiency in managing audits and client relations.
    • Financial Auditing Services for Steel Manufacturing Company
      5.0 Sep 20, 2021

      With Braj Aggarwal, it was a very smooth process. The due diligence process within the organization was faster as well, compared to a Big Four, where there’s a separate due diligence cell. While the bigger firms have more capability in terms of experience, clients, and handling issues, smaller firms have the advantage of being lean and fast.

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    Industry Experience

    Braj Aggarwal, CPA, P.C. demonstrates strong expertise in the IT Services and Manufacturing sectors. Clients in IT praised their full-suite accounting services and effective communication, highlighting timely support and exceeding expectations. In Manufacturing, their auditing capabilities were noted for compliance with standards and efficient processes, facilitating smooth audits. Overall, client sentiment is positive, particularly in the technology and manufacturing industries, making them a suitable choice for firms seeking responsive and knowledgeable accounting and auditing services.

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    IT Services Manufacturing

    Average Project Cost Breakdown

    What Clients Have Said

    Clients express a positive sentiment regarding the cost and value for money offered by Braj Aggarwal, CPA, P.C. One client noted their investment ranged from $50,000 to $200,000, and described the service as exceeding expectations, emphasizing the firm's timely and effective delivery. Another reviewer highlighted the firm's full-suite accounting services as excellent, indicating a perception of high value relative to cost. Overall, feedback suggests that clients find the firm’s pricing appropriate given the quality of service provided.
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    New York, NY

    146 W 29th St
    New York, NY 10001

    6 - 9

    +17184264661

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  • APISCRAPY Logotype

    5.0 3 reviews
    $1,000+
    < $25 / hr
    50 - 249
    New York, NY

    Services provided

    10% Financial Advising & Planning
    30% BI & Big Data Consulting & SI
    10% Commercial Brokerage Services +6 services
    10% Commercial Development
    10% Commercial Property Management
    10% Direct Marketing
    10% Media Planning & Buying
    5% Fulfillment
    5% Search Engine Optimization

    APISCRAPY is a data scraping company that specializes in web, mobile app, and TV app data extraction, providing detailed analytical reports. Clients consistently praised their technical competency, proactive communication, and attention to detail, with 100% of reviews highlighting these aspects. While most feedback is positive, a suggestion for more frequent progress updates was noted.

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    Industry Experience

    APISCRAPY has demonstrated significant expertise in the Logistics and Supply Chain industry, with clients praising their web and mobile data scraping capabilities. Feedback highlights their attention to detail, proactive communication, and ability to deliver accurate, comprehensive data. Overall sentiment is positive, reflecting strong project management and technical competency, making them a suitable provider for businesses in logistics and supply chain looking to enhance data-driven decision-making.

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    Supply Chain, Logistics, and Transport Logistics & Supply Chain

    Average Project Cost Breakdown

    $50,000 to $199,999 (1) $200,000 to $999,999 (1)

    What Clients Have Said

    Clients have consistently noted that APISCRAPY offers excellent value for money, with one reviewer highlighting their "excellent quality data" and "proactive communication" as significant advantages. The Chief Operating Officer of ArcBest emphasized their satisfaction with the comprehensive deliverables and timely execution, suggesting that the company exceeded expectations. Overall, feedback reflects a strong sentiment of appreciation for the cost-effectiveness and quality of services provided by APISCRAPY.
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    New York, NY

    80 Broad St, 5th Floor PMB#1148, Manhattan, New York, NY
    New York, NY 10004

    76 - 100

    +1-30235 14656

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    Review Rating from Clients

    5.0/5.0

    Quality

    5.0

    Schedule

    5.0

    Cost

    5.0

    Willing to Refer

    5.0

    North Bellmore clients commend ApiScrapy for their quality data scraping, dashboard tools, and excellent communication. Their experienced team efficiently handled large-scale projects, demonstrating technical competency and value for money in data extraction services.
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  • BestCFO Logotype

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

    Services provided

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

    BestCFO is a financial advising and planning firm specializing in corporate financial planning and financial advisement. They consistently receive positive feedback for their expert financial advice, particularly in maximizing cash flow and minimizing business risk. Notably, 100% of reviewers commend their responsiveness, knowledge, and timely project delivery, leading clients to highly recommend their services.

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    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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    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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    Review Rating from Clients

    5.0/5.0

    Quality

    5.0

    Schedule

    5.0

    Cost

    5.0

    Willing to Refer

    5.0

    New York City-based clients praise BestCFO for their expert financial advice, strategic CFO services, and process improvements for accounting firms. They delivered measurable results like a 20% increase in cash flow stability and streamlined reporting, with timely, cooperative project management and clear communication.
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  • Baharestani & Ritt LLP Logotype

    5.0 1 review
    Undisclosed
    Undisclosed
    2 - 9
    New York, NY

    Services provided

    50% Financial Advising & Planning
    50% Accounting

    Baharestani & Ritt LLP is a tax consultancy specializing in comprehensive tax return services, including Federal and State Tax Returns. The firm is highly regarded, with 100% of reviewers highlighting their detailed, organized approach and efficiency. Over 20 years of consistent excellence with no identified areas for improvement characterize their reputation.

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    Industry Experience

    Baharestani & Ritt LLP demonstrates strong expertise in the Hospitality & Leisure industry, evidenced by long-term client relationships and comprehensive tax services. Clients commend their efficiency, detailed tax returns, and adherence to current tax laws, resulting in high satisfaction. Overall, the firm's proactive approach and depth of knowledge make them a beneficial partner for businesses within this sector.

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    Hospitality & leisure

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients consistently commend Baharestani & Ritt LLP for their exceptional value and cost-effectiveness. One long-term client noted their comprehensive and organized tax return services, emphasizing the firm's efficiency and adherence to current tax laws. The sentiment is overwhelmingly positive, with clients expressing satisfaction in the firm's ability to exceed expectations, indicating that the cost aligns well with the quality of service provided.
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    Review Rating from Clients

    5.0/5.0

    Quality

    5.0

    Schedule

    5.0

    Cost

    5.0

    Willing to Refer

    5.0

    In Montclair, clients commend Baharestani & Ritt LLP for their thorough, organized tax filings and extensive experience. Their team consistently exceeds expectations, providing efficient, law-compliant services tailored to hospitality and leisure businesses.
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  • Finsmart Accounting Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY

    Services provided

    25% Financial Advising & Planning
    25% Accounting
    25% Finance & Accounting Outsourcing (FAO) +2 services
    15% Funding & Investment
    10% Commercial Financing

    Established in 2007, Finsmart Accounting is a small New York, New York-based Finance & Accounting Outsourcing (FAO) company. Their team offers Finance & Accounting Outsourcing (FAO) and Accounting.

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  • GBFS International Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    New York, NY

    Services provided

    50% Financial Advising & Planning
    50% Financial Consulting

    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.

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  • Marshall & Stevens Incorporated Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    New York, NY

    Services provided

    35% Financial Advising & Planning
    35% Business Valuation Services
    30% Litigation Support Services

    Business Valuation Services company Marshall & Stevens Incorporated focuses on Business Valuation Services and Financial Advising & Planning. They were founded in 1932.

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    New York, NY

    Empire State Building, 350 5th Avenue
    New York, NY 10001

    16 - 20

    +1.212.425.4300

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  • The Debt Relief Co Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Staten Island, NY

    Services provided

    50% Financial Advising & Planning
    50% Financial Consulting

    Small Financial Advising & Planning and Financial Consulting company The Debt Relief Co, is located in Staten Island, New York. The team offers Financial Advising & Planning and Financial

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  • Outsourced Accountants Logotype

    Not yet reviewed

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

    Services provided

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

    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.

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  • Arcarius Funding Logotype

    Not yet reviewed

    $1,000+
    < $25 / hr
    10 - 49
    Rochelle Park, NJ

    Services provided

    33% Financial Advising & Planning
    34% Funding & Investment
    33% Commercial Financing

    Arcarius Funding is a Funding & Investment company. The team is in Rochelle Park, New Jersey, and their services include Funding & Investment and Commercial Financing.

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  • Alliance Global Partners Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY

    Services provided

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

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

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  • 1040 abroad Logotype

    Not yet reviewed

    $1,000+
    Undisclosed
    2 - 9
    New York, NY

    Services provided

    30% Financial Advising & Planning
    50% Accounting
    20% Business Consulting

    1040 abroad, an Accounting company, was founded in 2012. Headquartered in New York, New York, the team provides Accounting and Financial Advising & Planning.

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  • Mortar Group Logotype

    Not yet reviewed

    $250,000+
    Undisclosed
    2 - 9
    New York, NY

    Services provided

    20% Financial Advising & Planning
    75% Commercial Development
    5% Commercial Property Management

    Mortar Group is a small Commercial Development company. They provide Commercial Development and Financial Advising & Planning and were launched in 2001.

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  • Business Loan Warrior Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Clifton, NJ

    Services provided

    25% Financial Advising & Planning
    25% Accounting
    25% Financial Consulting +1 service
    25% Funding & Investment

    Business Loan Warrior is a small Accounting company headquartered in Clifton, New Jersey. The team provides Accounting and Financial Advising & Planning.

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  • Outsourced Accountants Oman Logotype

    Not yet reviewed

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

    Services provided

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

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

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  • Passive Advantage Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    River Edge, NJ

    Services provided

    25% Financial Advising & Planning
    30% Commercial Financing
    25% Financial Consulting +1 service
    20% Business Consulting

    Passive Advantage is a Commercial Financing company. They were established in 2021 and offer Commercial Financing and Financial Advising & Planning.

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  • Digital Alpha Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY

    Services provided

    15% Financial Advising & Planning
    20% Custom Software Development
    15% Cloud Consulting & SI +6 services
    12% IT Staff Augmentation
    10% Commercial Financing
    10% IT Strategy Consulting
    8% Business Consulting
    5% AI Development
    5% BI & Big Data Consulting & SI

    Digital Alpha is a software development company. The firm is in New York, New York and Princeton, New Jersey. Their services include Custom Software Development and cloud consulting & SI.

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  • Bexven Logotype

    Not yet reviewed

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

    Services provided

    15% Financial Advising & Planning
    20% Business Valuation Services
    20% Digital Asset Management +5 services
    10% Accounting
    10% Commercial Financing
    10% Custom Software Development
    10% Direct Marketing
    5% Web Development

    Bexven is a small Business Valuation Services company based in New York, New York. Their services include Business Valuation Services and Digital Asset Management.

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  • Oliver Wyman Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10,000+
    New York, NY

    Services provided

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

    Oliver Wyman, a Business Consulting company, is headquartered in New York, New York. Their services include Business Consulting and Commercial Financing.

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  • Wealth Enhancement Group Logotype

    4.5 1 review
    Undisclosed
    Undisclosed
    250 - 999
    New York, NY

    Services provided

    80% Financial Advising & Planning
    20% Accounting

    Wealth Enhancement Group offers Financial Advising, Financial Planning, and Investment Advisory services. Reviews indicate that they provide strategic advice on investments, insurance, and debt management, maintaining compliance, and performing market research. Clients appreciate their personalized approach and effective management, though there are limited options for local assessors.

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    New York, NY

    60 E 42nd St #1050
    New York, NY 10017

    101 - 150

    212-452-5900

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  • Kapitus Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    New York, NY

    Services provided

    50% Financial Advising & Planning
    25% Commercial Financing
    25% Funding & Investment

    Financial Advising & Planning company Kapitus was launched in 2006. The team provides Financial Advising & Planning and Commercial Financing.

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  • Even Financial Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    New York, NY

    Services provided

    50% Financial Advising & Planning
    50% Insurance Services & Brokers

    Even Financial is a Financial Advising & Planning and Insurance Services & Brokers company established in 2014. The company provides Financial Advising & Planning and Insurance Services & Brokers.

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  • Stone Point Capital Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    New York, NY

    Services provided

    50% Financial Advising & Planning
    25% Commercial Financing
    25% Funding & Investment

    Midsize Financial Advising & Planning company Stone Point Capital, is in Greenwich, Connecticut and New York, New York. Their services include Financial Advising & Planning and Commercial Financing.

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    New York, NY

    1 Vanderbilt Ave 50th Floor
    New York, NY 11205

    151 - 200

    +1 (203) 862-2900

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  • The Colony Group Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    New York, NY

    Services provided

    40% Financial Advising & Planning
    20% Commercial Financing
    20% Funding & Investment +2 services
    10% Business Consulting
    10% Financial Consulting

    Established in 1986, The Colony Group is a Financial Advising & Planning company. The midsize team provides Financial Advising & Planning and Commercial Financing.

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    New York, NY

    570 Lexington Avenue
    New York, NY 10022

    6 - 9

    212-448-7370

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  • Sun Capital Partners, Inc. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    New York, NY

    Services provided

    50% Financial Advising & Planning
    25% Commercial Financing
    25% Funding & Investment

    Sun Capital Partners, Inc., a Financial Advising & Planning company, was established in 1995. They offers Financial Advising & Planning and Commercial Financing.

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    New York, NY

    100 Park Ave 33rd Floor
    New York, NY 10017

    151 - 200

    (212) 588-9156

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  • Flexpoint Ford Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    New York, NY

    Services provided

    50% Financial Advising & Planning
    25% Commercial Financing
    25% Funding & Investment

    Flexpoint Ford is a Financial Advising & Planning company headquartered in Chicago, Illinois and New York, New York. Their services include Financial Advising & Planning and Commercial Financing.

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    New York, NY

    1 Vanderbilt Ave Suite 6100
    New York, NY 10017

    50 - 75

    646.217.7555

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  • Wynnchurch Capital Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    New York, NY

    Services provided

    50% Financial Advising & Planning
    25% Commercial Financing
    25% Funding & Investment

    Wynnchurch Capital, a Financial Advising & Planning company, was established in 1999. The agency focuses on Financial Advising & Planning and Commercial Financing.

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    New York, NY

    780 Third Avenue 22nd Floor
    New York, NY 10017

    50 - 75

    See All Locations (2)
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  • Lincoln International Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    1,000 - 9,999
    New York, NY

    Services provided

    30% Financial Advising & Planning
    35% Commercial Financing
    35% Funding & Investment

    Lincoln International is a Chicago, Illinois-based Commercial Financing company. They focus on Commercial Financing and Funding & Investment.

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    New York, NY

    299 Park Avenue 7th Floor
    New York, NY 10171

    151 - 200

    (212) 277-8100

    See All Locations (3)
    View Profile
  • KKR Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    1,000 - 9,999
    New York, NY

    Services provided

    40% Financial Advising & Planning
    30% Commercial Financing
    30% Funding & Investment

    KKR is a large Financial Advising & Planning company. Launched in 1976, the team offers Financial Advising & Planning and Commercial Financing.

    Read more
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  • Houlihan Lokey Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    1,000 - 9,999
    New York, NY

    Services provided

    40% Financial Advising & Planning
    30% Commercial Financing
    30% Funding & Investment

    Financial Advising & Planning company Houlihan Lokey was founded in 1990. The firm provides Financial Advising & Planning and Commercial Financing, and is large.

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    New York, NY

    245 Park Avenue 20th Fl.
    New York, NY 10167

    501 - 750

    212.497.4100

    See All Locations (3)
    View Profile
  • Platinum Equity Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    New York, NY

    Services provided

    50% Financial Advising & Planning
    25% Commercial Financing
    25% Funding & Investment

    Platinum Equity is a Financial Advising & Planning company. Established in 1995, the team provides Financial Advising & Planning and Commercial Financing.

    Read more

    New York, NY

    52 Vanderbilt Ave 21st Floor
    New York, NY 10017

    401 - 500

    +1 212.905.0010

    See All Locations (5)
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  • Francisco Partners Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    New York, NY

    Services provided

    50% Financial Advising & Planning
    25% Commercial Financing
    25% Funding & Investment

    Francisco Partners, a Financial Advising & Planning company, was launched in 1999. The team focuses on Financial Advising & Planning and Commercial Financing.

    Read more

    New York, NY

    1155 Ave. of the Americas 28th Floor
    New York, NY 10036

    201 - 250

    +1 (646) 434 1343

    See All Locations (3)
    View Profile
  • Canaccord Genuity Group Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    New York, NY

    Services provided

    50% Financial Advising & Planning
    25% Commercial Financing
    25% Funding & Investment

    Financial Advising & Planning company Canaccord Genuity Group was established in 1950. The firm focuses on Financial Advising & Planning and Commercial Financing, and is midsize.

    Read more
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  • Partners Group USA Inc Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    1,000 - 9,999
    New York, NY

    Services provided

    40% Financial Advising & Planning
    30% Commercial Financing
    30% Funding & Investment

    Partners Group USA Inc is a Financial Advising & Planning company established in 1996. The firm specializes in Financial Advising & Planning and Commercial Financing, and is large.

    Read more
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  • Piper Sandler Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    1,000 - 9,999
    New York, NY

    Services provided

    40% Financial Advising & Planning
    30% Commercial Financing
    30% Funding & Investment

    Financial Advising & Planning company Piper Sandler was launched in 1895. The large team specializes in Financial Advising & Planning and Commercial Financing.

    Read more
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  • Oppenheimer & Co. Inc. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    1,000 - 9,999
    New York, NY

    Services provided

    30% Financial Advising & Planning
    20% Commercial Financing
    20% Funding & Investment +2 services
    20% Insurance Services & Brokers
    10% Marketing Strategy

    Launched in 1881, Oppenheimer & Co. Inc. Is a Financial Advising & Planning company. The company offers Financial Advising & Planning and Commercial Financing.

    Read more
    View Profile
  • FS Investments Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    New York, NY

    Services provided

    40% Financial Advising & Planning
    30% Commercial Financing
    30% Funding & Investment

    FS Investments is a Financial Advising & Planning company. The Philadelphia, Pennsylvania-based team offers Financial Advising & Planning and Commercial Financing.

    Read more

    New York, NY

    10 E 53rd St 20th floor
    New York, NY 10022

    50 - 75

    917-338-5082

    See All Locations (2)
    View Profile
  • Trademark Elevate Logotype

    Not yet reviewed

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

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Business Consulting +2 services
    20% Intellectual Property Law
    20% Web Design

    Launched in 2023, Trademark Elevate, a midsize web design agency, is located in Queens, New York. Their team specializes in Web Design and Business Consulting.

    Read more
    View Profile
  • Prosolve CPA Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Hackensack, NJ

    Services provided

    25% Financial Advising & Planning
    25% Accounting
    25% Financial Consulting +1 service
    25% Fractional CFO Services

    Launched in 2024, Prosolve CPA is a small Accounting company located in Hackensack, New Jersey. Their team provides Accounting and Financial Advising & Planning.

    Read more
    View Profile
  • Finalert Logotype

    5.0 1 review
    $5,000+
    $50 - $99 / hr
    10 - 49
    New York, NY

    Services provided

    10% Financial Advising & Planning
    15% Accounting
    15% Finance & Accounting Outsourcing (FAO) +6 services
    10% BI & Big Data Consulting & SI
    10% Back Office Outsourcing
    10% Business Consulting
    10% Compliance Consulting
    10% ERP Consulting and SI
    10% Fractional CFO Services

    Finalert LLC specializes in IT services, IT consulting, compliance and outsourcing, technology and ERP solutions, and bookkeeping and accounting. The overall feedback is highly positive, highlighting their professionalism, expertise, responsiveness, and innovative problem-solving approach. Clients commend their ability to deliver results on time and within budget, making Finalert LLC a reliable and talented partner.

    See all 1 projects
    View Profile
  • Scale CPA Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Jersey City, NJ

    Services provided

    15% Financial Advising & Planning
    50% Accounting
    15% Fractional CFO Services +2 services
    10% Financial Consulting
    10% Marketing Strategy

    Accounting company Scale CPA was launched in 2021. Located in Jersey City, New Jersey, the team provides Accounting and Financial Advising & Planning.

    Read more
    View Profile
  • CITIC Capital Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    New York, NY

    Services provided

    30% Financial Advising & Planning
    35% Commercial Financing
    35% Funding & Investment

    CITIC Capital is a Commercial Financing company. Founded in 2002, the team specializes in Commercial Financing and Funding & Investment.

    Read more

    New York, NY

    Suite 540, 410 Park Avenue
    New York, NY 10022

    6 - 9

    212.395.9767

    See All Locations (2)
    View Profile
  • New Mountain Capital Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    New York, NY

    Services provided

    30% Financial Advising & Planning
    35% Commercial Financing
    35% Funding & Investment

    Established in 1999, New Mountain Capital is a midsize Commercial Financing company. Their team focuses on Commercial Financing and Funding & Investment.

    Read more
    View Profile
  • CVC Capital Partners Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    New York, NY

    Services provided

    30% Financial Advising & Planning
    35% Commercial Financing
    35% Funding & Investment

    CVC Capital Partners is a Commercial Financing company founded in 1981. The company offers Commercial Financing and Funding & Investment.

    Read more
    View Profile
  • Skin Rights LLC Logotype

    Not yet reviewed

    $1,000+
    Undisclosed
    2 - 9
    Jersey City, NJ

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Application Testing +2 services
    20% BI & Big Data Consulting & SI
    20% Conversion Optimization

    Skin Rights LLC is a small Conversion Optimization company established in 2018. Their services include Conversion Optimization and BI & big data consulting & SI.

    Read more
    View Profile
  • AccMan Consultancy Logotype

    Not yet reviewed

    $1,000+
    $50 - $99 / hr
    2 - 9
    Jersey City, NJ

    Services provided

    20% Financial Advising & Planning
    35% Accounting
    20% Finance & Accounting Outsourcing (FAO) +3 services
    10% Account-Based Marketing
    10% Fractional CFO Services
    5% Fractional CMO Services

    Accounting company AccMan Consultancy was established in 2018. The company specializes in Accounting and Finance & Accounting Outsourcing (FAO), and is small.

    Read more
    View Profile

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We evaluate service providers using a structured methodology that combines:

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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.

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Ability to deliver
Focus
Clutch Leaders Matrix

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

1 leadforce.info
2 Imperial Advisory, CFOs
3 VantagePoint Benefit Administrators
4 Liv Data LLC
5 Braj Aggarwal, CPA, P.C.
6 APISCRAPY
7 BestCFO
8 Baharestani & Ritt LLP

List of the Top 8 New York City Strategic Financial Planners

  1. 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

    15% Financial Advising & Planning
    85% Other
    View Profile Visit Website
  2. Imperial Advisory, CFOs Logotype

    Imperial Advisory, CFOs

    Undisclosed
    Undisclosed
    2 - 9
    Valley Stream, NY

    Ability to deliver

    23.2/40.0
    15.6/20 Reviews
    2/10 Clients & Experience
    5.6/10 Market Presence

    Service focus

    80% Financial Advising & Planning
    20% Other
    View Profile Visit Website
  3. VantagePoint Benefit Administrators Logotype

    VantagePoint Benefit Administrators

    $5,000+
    $200 - $300 / hr
    10 - 49
    Lynbrook, NY

    Ability to deliver

    23.6/40.0
    16.2/20 Reviews
    1.7/10 Clients & Experience
    5.7/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    90% Other
    View Profile Visit Website
  4. Liv Data LLC Logotype

    Liv Data LLC

    $25,000+
    $300+ / hr
    2 - 9
    New York, NY

    Ability to deliver

    21.4/40.0
    17.4/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    80% Other
    View Profile Visit Website
  5. Braj Aggarwal, CPA, P.C. Logotype

    Braj Aggarwal, CPA, P.C.

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY

    Ability to deliver

    21.6/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    5.4/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    90% Other
    View Profile Visit Website
  6. APISCRAPY Logotype

    APISCRAPY

    $1,000+
    < $25 / hr
    50 - 249
    New York, NY

    Ability to deliver

    21.3/40.0
    16.4/20 Reviews
    0/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    90% Other
    View Profile Visit Website
  7. BestCFO Logotype

    BestCFO

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

    Ability to deliver

    20.2/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    80% Other
    View Profile Visit Website
  8. Baharestani & Ritt LLP Logotype

    Baharestani & Ritt LLP

    Undisclosed
    Undisclosed
    2 - 9
    New York, NY

    Ability to deliver

    16.2/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  9. Finsmart Accounting Logotype

    Finsmart Accounting

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY

    Ability to deliver

    8.6/40.0
    0/20 Reviews
    1.8/10 Clients & Experience
    6.9/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    75% Other
    View Profile Visit Website
  10. GBFS International Logotype

    GBFS International

    Undisclosed
    Undisclosed
    50 - 249
    New York, NY

    Ability to deliver

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

    Service focus

    50% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  11. Marshall & Stevens Incorporated Logotype

    Marshall & Stevens Incorporated

    Undisclosed
    Undisclosed
    50 - 249
    New York, NY

    Ability to deliver

    5.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.6/10 Market Presence

    Service focus

    35% Financial Advising & Planning
    65% Other
    View Profile Visit Website
  12. The Debt Relief Co Logotype

    The Debt Relief Co

    Undisclosed
    Undisclosed
    2 - 9
    Staten Island, NY

    Ability to deliver

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

    Service focus

    50% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  13. Outsourced Accountants Logotype

    Outsourced Accountants

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

    Ability to deliver

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

    Service focus

    20% Financial Advising & Planning
    80% Other
    View Profile Visit Website
  14. Arcarius Funding Logotype

    Arcarius Funding

    $1,000+
    < $25 / hr
    10 - 49
    Rochelle Park, NJ

    Ability to deliver

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

    Service focus

    33% Financial Advising & Planning
    67% Other
    View Profile Visit Website
  15. Alliance Global Partners Logotype

    Alliance Global Partners

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY

    Ability to deliver

    5.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.6/10 Market Presence

    Service focus

    30% Financial Advising & Planning
    70% Other
    View Profile Visit Website
  16. 1040 abroad Logotype

    1040 abroad

    $1,000+
    Undisclosed
    2 - 9
    New York, NY

    Ability to deliver

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

    Service focus

    30% Financial Advising & Planning
    70% Other
    View Profile Visit Website
  17. Mortar Group Logotype

    Mortar Group

    $250,000+
    Undisclosed
    2 - 9
    New York, NY

    Ability to deliver

    6.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    6.2/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    80% Other
    View Profile Visit Website
  18. Business Loan Warrior Logotype

    Business Loan Warrior

    Undisclosed
    Undisclosed
    10 - 49
    Clifton, NJ

    Ability to deliver

    4.9/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    75% Other
    View Profile Visit Website
  19. Outsourced Accountants Oman Logotype

    Outsourced Accountants Oman

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

    Ability to deliver

    4.9/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    80% Other
    View Profile Visit Website
  20. Passive Advantage Logotype

    Passive Advantage

    Undisclosed
    Undisclosed
    2 - 9
    River Edge, NJ

    Ability to deliver

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

    Service focus

    25% Financial Advising & Planning
    75% Other
    View Profile Visit Website
  21. Digital Alpha Logotype

    Digital Alpha

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY

    Ability to deliver

    5.5/40.0
    0/20 Reviews
    0.6/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    15% Financial Advising & Planning
    85% Other
    View Profile Visit Website
  22. Bexven Logotype

    Bexven

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

    Ability to deliver

    5.5/40.0
    0/20 Reviews
    1.5/10 Clients & Experience
    4/10 Market Presence

    Service focus

    15% Financial Advising & Planning
    85% Other
    View Profile Visit Website
  23. Oliver Wyman Logotype

    Oliver Wyman

    Undisclosed
    Undisclosed
    10,000+
    New York, NY

    Ability to deliver

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

    Service focus

    25% Financial Advising & Planning
    75% Other
    View Profile Visit Website

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