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Home Financial Advising & Planning United States New York

Top Strategic Financial Planning Firms in New York

Ratings Updated: April 1, 2026
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7 Leaders 15 Contenders

149 Companies

Country: United States
State: New York

List of the Top New York 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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    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.
    Read 1 Recent Review

    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.

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    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

    Average Project Cost Breakdown

    Less than $10,000 (15)

    What Clients Have Said

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

    Clients express high satisfaction with Imperial Advisory, CFOs, noting their outstanding reputation and decades of relevant experience. One CEO highlighted a seamless engagement process and impressive turnaround, receiving results in under 24 hours despite a tight deadline. The professionalism and value of the outcomes were emphasized, with no significant areas for improvement mentioned, reflecting an overall positive sentiment towards their expertise and responsiveness.
    • Financial Consultation for Marketing Agency
      5.0 Dec 21, 2021

      They came with decades of relevant experience to companies like ours.

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    0 of 1 Financial Advising & Planning reviews are 5 stars
    Less than $10,000 avg. project cost

    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
    Read 1 Review

    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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  • 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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  • 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.
    Read 2 Recent Reviews
    1 of 1 Financial Advising & Planning reviews are 5 stars
    1 new review for Financial Advising & Planning in past 6 months
    Unknown avg. project cost

    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
    Read 1 Review

    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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    Information technology Financial services

    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.
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  • Braj Aggarwal, CPA, P.C. Logotype

    5.0 2 reviews
    Undisclosed
    Undisclosed
    10 - 49
    Jackson Heights, 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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  • 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.

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

    Financial Advising & Planning 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 1 Review

    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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  • 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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  • Deloitte Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10,000+
    New York, NY

    Services provided

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

    Deloitte is a large Business Consulting company based in Toronto, Canada and New York, New York. Their services include Business Consulting and Commercial Financing.

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    New York, NY

    30 Rockefeller Plaza
    New York, NY 10112

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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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  • 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.

    See all 3 projects

    Reviews mention Well-organized projects

    Clients have consistently praised APISCRAPY for their well-organized projects, highlighting effective project management and pro-active communication. One client noted the team's attention to detail and their ability to deliver accurate and comprehensive data sets on time, significantly enhancing logistics operations. While there is a suggestion for more frequent progress updates, overall sentiment reflects a high level of satisfaction with the organization and execution of projects.
    • Data Scraping & Market Research for Logistics Company
      5.0 Oct 10, 2023

      Effective project management for our data scrapping with pro-active communication. Their attention to detail and ability to gather and organize complex data sets are unparalleled. Accuracy and timeliness of the data were impressive. Only suggestion for improvement would be to provide more frequent progress updates to better align with our project management needs.

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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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  • Wharton Wealth Planning Logotype

    Not yet reviewed

    $10,000+
    $200 - $300 / hr
    2 - 9
    New York, NY

    Services provided

    100% Financial Advising & Planning

    Wharton Wealth Planning, a Financial Advising & Planning company, was established in 2006. The firm provides 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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  • Investment Insight Wealth Management Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Massapequa, NY

    Services provided

    100% Financial Advising & Planning

    Financial Advising & Planning company Investment Insight Wealth Management was launched in 2004. Located in Massapequa, New York, the team offers Financial Advising & Planning.

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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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  • 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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  • CPA Clinics Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Hicksville, NY

    Services provided

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

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

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  • Value Tax Services Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    West Babylon, NY

    Services provided

    50% Financial Advising & Planning
    50% Accounting

    Value Tax Services is an Accounting and Financial Advising & Planning company established in 2019. The company offers Accounting and Financial Advising & Planning, and is small.

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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 Development Machine Logotype

    Not yet reviewed

    $10,000+
    $300+ / hr
    2 - 9
    Merrick, NY

    Services provided

    15% Financial Advising & Planning
    50% Business Consulting
    15% Marketing Strategy +2 services
    10% Corporate Training & Coaching
    10% Other Marketing

    Business Development Machine is a Business Consulting company launched in 2014. The firm focuses on Business Consulting and Marketing Strategy.

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    Merrick, NY

    1962 Horatio Avenue
    Merrick, NY 11566

    2 - 5

    1-516-544-8118

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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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  • AMU Consultant Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Bedford Hills, NY

    Services provided

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

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

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  • 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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  • IFG Corporate Accounting Services Logotype

    Not yet reviewed

    $1,000+
    $200 - $300 / hr
    2 - 9
    Uniondale, NY

    Services provided

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

    Launched in 2011, IFG Corporate Accounting Services is a small Business Consulting company. Their services include Business Consulting and Back Office Outsourcing.

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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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  • Seneca Global Services, LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Salamanca, NY

    Services provided

    100% Financial Advising & Planning

    Seneca Global Services, LLC is a Financial Advising & Planning company. They were established in 2017, and their services include Financial Advising & Planning.

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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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  • 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

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  • 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.

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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

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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.

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    New York, NY

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

    201 - 250

    +1 (646) 434 1343

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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.

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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.

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  • defi SOLUTIONS Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    Williamsville, NY

    Services provided

    100% Financial Advising & Planning

    Financial Advising & Planning company defi SOLUTIONS was founded in 2012. The team provides Financial Advising & Planning.

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    Williamsville, NY

    6400 Main St
    Williamsville, NY 14221

    101 - 150

    See All Locations (3)
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  • 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.

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  • Joy the Bookkeeper Logotype

    Not yet reviewed

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

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Financial Consulting +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.

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  • United Tax Group Logotype

    Not yet reviewed

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

    Services provided

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

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

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  • Acclarity Logotype

    5.0 2 reviews
    Undisclosed
    Undisclosed
    50 - 249
    Victor, NY

    Services provided

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

    Acclarity is a financial consulting firm specializing in KPI reporting, interim accounting support, and ad hoc financial consulting. Positive feedback is prevalent, with approximately 100% of reviewers praising their effective use of technology and data analytics. Clients commend their responsiveness and ability to deliver accurate, timely data that aids in strategic decision-making.

    See all 2 projects

    Industry Experience

    Acclarity has demonstrated expertise in the Financial Services and Healthcare industries, providing valuable services such as KPI dashboard creation, interim accounting support, and financial consulting. Clients praised their responsiveness, competence in data analytics, and ability to deliver meaningful insights that enhance decision-making. Overall, feedback indicates strong performance and impact, particularly in supporting operational improvements and strategic resource alignment, making them a suitable partner for companies in these sectors.

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    Select Industry to see insights

    Healthcare

    Average Project Cost Breakdown

    What Clients Have Said

    Clients consistently highlight Acclarity's strong value for money, noting that their services provide effective solutions at a competitive cost. For instance, one client emphasized selecting Acclarity due to 'good value for cost,' while another mentioned their ability to deliver timely and meaningful data that enhances decision-making. Overall, the sentiment reflects satisfaction with Acclarity's pricing relative to the quality of service provided, reinforcing their reputation as a reliable partner for financial consulting.
    Read All Reviews

    Victor, NY

    1595 Moseley Road
    Victor, NY 14564

    16 - 20

    (585) 899-4072

    See All Locations (6)
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  • 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.

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  • 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
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  • FITR Technologies Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    New York, NY

    Services provided

    20% Financial Advising & Planning
    30% Finance & Accounting Outsourcing (FAO)
    25% ERP Consulting and SI +2 services
    15% Financial Consulting
    10% IT Strategy Consulting

    Finance & Accounting Outsourcing (FAO) company FITR Technologies was launched in 2023. The team offers Finance & Accounting Outsourcing (FAO) and ERP consulting and SI.

    Read more
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  • Zeerak Advisory Logotype

    Not yet reviewed

    $10,000+
    Undisclosed
    10 - 49
    New York, NY

    Services provided

    15% Financial Advising & Planning
    40% Accounting
    40% Finance & Accounting Outsourcing (FAO) +1 service
    5% Business Valuation Services

    Launched in 2024, Zeerak Advisory is a Finance & Accounting Outsourcing (FAO) company. The small team provides Finance & Accounting Outsourcing (FAO) and Accounting.

    Read more
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  • Finance For Thought Logotype

    5.0 1 review
    Undisclosed
    Undisclosed
    10 - 49
    New York, NY

    Services provided

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

    Finance For Thought offers advanced financial and tax planning solutions, thorough research, and custom proposals to support business processes. Reviews highlight their meticulous and detail-oriented approach, delivering tailored results and meeting deadlines despite challenges. Clients appreciate their exceptional solutions but suggest improving communication and streamlining processes.

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  • United Fund Advisors Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY

    Services provided

    50% Financial Advising & Planning
    50% Commercial Financing

    United Fund Advisors is a small Portland, Oregon-based Commercial Financing and Financial Advising & Planning company. The team specializes in Commercial Financing and Financial Advising & Planning.

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    New York, NY

    379 West Broadway
    New York, NY 10012

    10 - 15

    See All Locations (2)
    View Profile

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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 BestCFO
7 Baharestani & Ritt LLP

List of the Top 7 New York 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
    Jackson Heights, 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. 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
  7. 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
  8. Deloitte Logotype

    Deloitte

    Undisclosed
    Undisclosed
    10,000+
    New York, NY

    Ability to deliver

    6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    6/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    75% 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. 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
  12. Wharton Wealth Planning Logotype

    Wharton Wealth Planning

    $10,000+
    $200 - $300 / hr
    2 - 9
    New York, NY

    Ability to deliver

    5.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.5/10 Market Presence

    Service focus

    100% Financial Advising & Planning
    View Profile Visit Website
  13. 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
  14. 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
  15. Investment Insight Wealth Management Logotype

    Investment Insight Wealth Management

    Undisclosed
    Undisclosed
    2 - 9
    Massapequa, NY

    Ability to deliver

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

    Service focus

    100% Financial Advising & Planning
    View Profile Visit Website
  16. 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
  17. 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
  18. CPA Clinics Logotype

    CPA Clinics

    Undisclosed
    Undisclosed
    50 - 249
    Hicksville, NY

    Ability to deliver

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

    Service focus

    25% Financial Advising & Planning
    75% Other
    View Profile Visit Website
  19. Value Tax Services Logotype

    Value Tax Services

    Undisclosed
    Undisclosed
    2 - 9
    West Babylon, 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
  20. 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
  21. 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
  22. Business Development Machine Logotype

    Business Development Machine

    $10,000+
    $300+ / hr
    2 - 9
    Merrick, NY

    Ability to deliver

    6.6/40.0
    0/20 Reviews
    2.1/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    15% Financial Advising & Planning
    85% Other
    View Profile Visit Website

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