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Home Financial Advising & Planning United States New York

Top Strategic Financial Planning Firms in New York

Ratings Updated: June 11, 2026
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8 Leaders 15 Contenders

154 Companies

Country: United States
State: New York

List of the Top New York Strategic Financial Planners

  • Mortar Group Logotype

    5.0 1 review
    Verified
    $25,000+
    Undisclosed
    2 - 9
    Brooklyn, NY

    Services provided

    10% Financial Advising & Planning
    60% Commercial Development
    30% Funding & Investment

    Mortar Group is a real estate investment firm offering comprehensive investment services, as evidenced by their ability to deliver financial returns exceeding 25% over three years. All reviews reflect positive feedback, highlighting their excellent team and effective virtual communication, with 100% of reviewers praising their performance and indicating no areas for improvement.

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    1 of 1 reviews is 5 stars
    Unknown avg. project cost

    Reviewed 1 time in the past 6 months

    In the last six months, client feedback for Mortar Group has been overwhelmingly positive, highlighting their effective management of real estate investments that yielded over 25% returns in three years. Clients commend the team's professionalism and strong communication, noting that their services have seamlessly addressed complex challenges in financial performance. A recent client emphasized the team's exceptional qualities, stating, 'Mortar Group’s people are great,' with no identified areas for improvement.
    Read 1 Recent Review

    Industry Experience

    The Mortar Group has demonstrated significant expertise in the financial services industry, particularly in enhancing real estate return performance. Clients report impressive financial returns exceeding 25% over three years, highlighting the provider's strong impact and project management capabilities. Feedback emphasizes the professionalism and competence of their team, suggesting they are a strong fit for financial organizations seeking growth support and operational resources.

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    Financial services

    Average Project Cost Breakdown

    What Clients Have Said

    Clients have expressed high satisfaction with Mortar Group's cost-effectiveness, highlighting a return on investment exceeding 25% within three years. One client noted their choice of Mortar Group over competitors due to proximity and found their services to deliver significant value without any identified areas for improvement. Overall sentiment reflects that the company provides exceptional value for money, making it a compelling option for prospective buyers.
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  • leadforce.info Logotype

    4.6 21 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 lead generation and investor outreach firm specializing in connecting startups with investors and facilitating capital raising. Reviews indicate a mixed reception, with approximately 70% positive feedback highlighting their effective communication, timely delivery, and attention to detail, while 30% of reviewers express concerns about unmet expectations and deliverables. Overall, clients appreciate their structured approach and commitment to generating investor connections.

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    Reviews mention Timely

    Clients consistently praised Leadforce.info for their timely project management and delivery. For instance, one client noted that items were delivered 'on time and within budget,' while another highlighted that 'items were delivered timely and in a professional fashion.' Overall, the sentiment regarding timeliness is overwhelmingly positive, with clients appreciating the company's responsiveness and commitment to meeting deadlines.
    • Email & Social Media Marketing for Job-Finding Company
      4.5 Oct 11, 2024

      Describe their project management. Did they deliver items on time? How did they respond to your needs? On time and very attentive to our needs.

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    • Email Marketing & SMM for Fashion Company
      4.0 Jun 20, 2024

      Describe their project management. Did they deliver items on time? How did they respond to your needs? On time, On Budget, High quality.

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    • SMM for VR Fitness Platform
      5.0 May 3, 2023

      Describe their project management. Did they deliver items on time? How did they respond to your needs? They were timely in their deliveries, adaptable to what we needed and very responsive when small, quick adjustments needed to be made.

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    • Lead Generation for Construction Company
      5.0 Mar 15, 2023

      Describe their project management. Did they deliver items on time? How did they respond to your needs? Yes, on time and within budget. What did you find most impressive or unique about this company? Their value for the price, efficiency, and timely delivery were impressive.

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    • Social Media Marketing for Drinks Agency
      5.0 Jul 28, 2025

      Leadforce.info has been delivering on time. We communicate via email.

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    1 of 1 reviews is 5 stars
    Unknown avg. project cost

    Reviewed 1 time in the past 6 months

    Recent client feedback for leadforce.info highlights their effective support in sourcing potential investors, leading to a successful funding round of £250,000 GBP. Clients commend their excellent project management and timely delivery, with one reviewer noting their responsiveness and alignment with client values. Overall sentiment is highly positive, with no suggested areas for improvement, indicating strong satisfaction with their services.
    Read 1 Recent Review

    Industry Experience

    Leadforce.info has demonstrated expertise across various industries, particularly in Food & Beverage, where clients praised their capital-raising capabilities and tailored investor outreach. In the Supply Chain and Logistics sector, feedback highlighted underperformance in deliverables. Overall, sentiment in Food & Beverage and Business Services is positive, noting strong communication and project management, while critiques from the Supply Chain sector indicate a need for improvement. Potential clients in Food & Beverage and Business Services may find Leadforce.info to be a strong match.

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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 Information technology

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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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    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 financial advising and planning firm specializing in corporate financial advisory and implementation strategies for AI in finance operations. Their impressive problem-solving skills and industry knowledge consistently resonate with clients, as evidenced by overwhelmingly positive feedback. Clients appreciate their swift communication and consulting approach, with 100% of reviewers noting their deep expertise in financial advising and planning.

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    Reviews mention Knowledgeable

    Clients have consistently highlighted Liv Data LLC's extensive knowledge in finance and accounting operations, noting their impressive application of finance-specific AI solutions. One client remarked on their 'F&A practice application knowledge' and 'consulting approach,' indicating a strong grasp of real-world finance workflows. Overall sentiment is highly positive, with no areas for improvement identified, underscoring Liv Data LLC's expertise and capability in delivering tailored AI solutions.
    • AI Consulting for Finance Automation Platform
      5.0 Mar 5, 2026

      The company's F&A practice application knowledge is particularly impressive. Their consulting approach and ability for problem solving stand out as unique attributes. This demonstrates a strong foundation in their field, making them well-suited for finance-related projects.

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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

    Recent client feedback for Liv Data LLC highlights their strong consulting capabilities and effective project management. Clients appreciate their quick response times and disciplined approach, noting significant operational improvements and alignment with company values. A client from Hyperbots praised their advisory role in shaping product roadmaps and go-to-market strategies, while BW Cyber's president commended their understanding of business needs and the positive impact on financial metrics. Overall sentiment is highly positive, 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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    Select Industry to see insights

    Information technology Financial services
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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 Experienced

    Clients have expressed high satisfaction with Braj Aggarwal, CPA, P.C., highlighting their expertise and effective communication. One client noted the firm's adherence to Generally Accepted Auditing Standards (GAAS) and appreciated the educational aspect of their audits. The firm’s approachable management style was praised for facilitating quicker responses compared to larger firms. Overall, clients recommend Braj Aggarwal for their professionalism and efficient audit processes, indicating a strong positive sentiment towards their services.
    • Financial Auditing Services for Steel Manufacturing Company
      5.0 Sep 20, 2021

      The audits were in compliance with the Generally Accepted Auditing Standards (GAAS), and we learned a lot from them as a client. They educated us when there was a difference of opinion, and their staff was courteous. Braj Aggarwal, CPA, P.C., is a good firm to have as an auditor.

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    • Financial Auditing Services for Steel Manufacturing Company
      5.0 Sep 20, 2021

      With Braj Aggarwal, it was a very smooth process. We communicated through phone, email, and personal meetings. Braj Aggarwal documents many of these communications for their own processes.

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    • Financial Auditing Services for Steel Manufacturing Company
      5.0 Sep 20, 2021

      We were impressed by their scale and hierarchy. The due diligence process within the organization was faster as well, compared to a Big Four, where there’s a separate due diligence cell.

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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.

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    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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  • accounting enterprise software services Logotype

    Not yet reviewed

    $1,000+
    < $25 / hr
    250 - 999
    New York, NY

    Services provided

    25% Financial Advising & Planning
    55% Accounting
    20% Finance & Accounting Outsourcing (FAO)

    Accounting enterprise software services is a midsize Accounting company located in New York, New York. The team focuses on Accounting and Financial Advising & Planning.

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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.

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    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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    Select Industry to see insights

    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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  • 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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  • NPI Strategies Logotype

    Not yet reviewed

    $10,000+
    $50 - $99 / hr
    2 - 9
    New York, NY

    Services provided

    30% Financial Advising & Planning
    30% Business Consulting
    30% Funding & Investment +1 service
    10% Recruitment Process Outsourcing

    NPI Strategies is a small New York, New York-based Business Consulting company. The team focuses on Business Consulting 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.

    Read more
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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.

    Read more
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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.

    Read more
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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.

    Read more
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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.

    Read more
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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.

    Read more
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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.

    Read more
    View Profile
  • 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.

    Read more

    New York, NY

    1 Vanderbilt Ave 50th Floor
    New York, NY 11205

    151 - 200

    +1 (203) 862-2900

    See All Locations (3)
    View Profile
  • 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.

    Read more

    New York, NY

    1 Vanderbilt Ave Suite 6100
    New York, NY 10017

    50 - 75

    646.217.7555

    See All Locations (2)
    View Profile
  • 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.

    Read more

    New York, NY

    780 Third Avenue 22nd Floor
    New York, NY 10017

    50 - 75

    See All Locations (2)
    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
    View Profile
  • 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.

    Read more

    New York, NY

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

    501 - 750

    212.497.4100

    See All Locations (3)
    View Profile
  • 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
  • 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
    View Profile
  • 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
  • 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.

    Read more

    Williamsville, NY

    6400 Main St
    Williamsville, NY 14221

    101 - 150

    See All Locations (3)
    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
  • 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.

    Read more
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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.

    Read more
    View Profile
  • Amazing Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Uniondale, NY

    Services provided

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

    Amazing is a Business Consulting company. They are in Uniondale, New York, and their services include Business Consulting and Compliance Consulting.

    Read more
    View Profile
  • 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. According to client feedback, 100% of reviewers highlight their impressive use of technology and data analytics, which facilitates timely business decisions and efficient project management. Both reviews emphasize their reliable communication and responsiveness, with no negative feedback reported.

    See all 2 projects

    Reviews mention Innovative

    Clients have consistently praised Acclarity for its innovative approach, particularly in utilizing technology to enhance project outcomes. One client highlighted their impressive use of technology, which facilitated accurate and meaningful data reporting, enabling timely business decisions. This innovative strategy has led to significant improvements in patient volume and resource alignment, demonstrating Acclarity's ability to provide creative solutions that effectively address client needs.
    • Financial Consulting for Dermatology Clinic
      5.0 Sep 19, 2025

      Acclarity has provided us with accurate and meaningful data that allows us to make more timely business decisions. We’ve also seen improvements in patient volume, service trends, and provider production. Acclarity’s use of technology to assist with the projects is impressive.

      Read Full Review
    Read All Reviews

    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.

    Read All Reviews

    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)
    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
  • 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
  • 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
    View Profile

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

We evaluate service providers using a structured methodology that combines:

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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 Mortar Group
5 Liv Data LLC
6 Braj Aggarwal, CPA, P.C.
7 BestCFO
8 Baharestani & Ritt LLP

List of the Top 8 New York Strategic Financial Planners

  1. leadforce.info Logotype

    leadforce.info

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY

    Ability to deliver

    27.9/40.0
    16.8/20 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. Mortar Group Logotype

    Mortar Group

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

    Ability to deliver

    23.5/40.0
    17/20 Reviews
    0.3/10 Clients & Experience
    6.2/10 Market Presence

    Service focus

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

    Liv Data LLC

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

    Ability to deliver

    21/40.0
    17/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    80% Other
    View Profile Visit Website
  6. 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
  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. 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
  10. 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
  11. accounting enterprise software services Logotype

    accounting enterprise software services

    $1,000+
    < $25 / hr
    250 - 999
    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
  12. 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
  13. 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
  14. 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
  15. 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
  16. 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
  17. 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
  18. 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
  19. 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
  20. 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
  21. 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
  22. 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
  23. 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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