Top Strategic Financial Planning Firms in New York
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UndisclosedUndisclosed2 - 9New York, NY
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NYC Advisors LLC is a Commercial Financing company. The small New York, New York-based team provides Commercial Financing and Accounting. The firm was founded in 2003.
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UndisclosedUndisclosed2 - 9New York City, NY
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Bleecker & Jones, a Finance & Accounting Outsourcing (FAO) company, is located in New York City, New York. The team specializes in Finance & Accounting Outsourcing (FAO) and Commercial Financing.
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UndisclosedUndisclosed2 - 9New York, NY
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Sigma Valuation Consulting, Inc. Is a Commercial Brokerage Services company. In New York, New York and Roseland, New Jersey, the team provides Commercial Brokerage Services and Accounting.
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UndisclosedUndisclosed10 - 49New York, NY
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Launched in 2018, New Land Capital is a Commercial Development company. The agency focuses on Commercial Development and Commercial Financing, and is small.
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UndisclosedUndisclosed10 - 49New York, NY
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Central Park Group is a Commercial Financing company. The company is headquartered in New York, New York. Their team provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49New York, NY
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Compliance Risk Concepts (CRC) is a Compliance Consulting company. Launched in 2013, their team focuses on Compliance Consulting and Commercial Financing.
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UndisclosedUndisclosed10 - 49Brooklyn, NY
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Established in 2005, Creative Business Inc. Is a Business Consulting company. The firm specializes in Business Consulting and Back Office Outsourcing, and is small.
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UndisclosedUndisclosed250 - 999New York, NY
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CVC Capital Partners is a Commercial Financing company founded in 1981. The company offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Albany, NY
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Financial Advising & Planning and Financial Consulting company Great American Credit Repair was founded in 2008. The team offers Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosed10 - 49Chicago, IL
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Financial Advising & Planning company White Wolf Capital is in Miami, Florida and New York, New York. They focus on Financial Advising & Planning and Commercial Financing and were launched in 2011.
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UndisclosedUndisclosed250 - 999Beverly Hills, CA
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Platinum Equity is a Financial Advising & Planning company. Established in 1995, the team provides Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9Las Vegas, NV
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Lever Capital Partners is a Commercial Financing company. The New York, New York-based company was founded in 2009. Their team specializes in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9New York, NY
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Alumina Partners is a small Commercial Financing company. Launched in 2015, the team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9New York, NY
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ZS Fund L.P. Is a Commercial Financing company. They are in New York, New York. Their team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Melville, NY
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Unique Sports Management International is a branding agency. They provide Branding and Corporate Training & Coaching and are based in Melville, New York.
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UndisclosedUndisclosed2 - 9New Rochelle, NY
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Smart's Management & Consulting Associates, LLC is a Business Consulting company. Established in 1983, the team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
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Established in 2017, Brunner Consulting Inc. Is a small Brooklyn, New York-based Business Consulting company. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
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Balcom Consulting Services is a small Accounting company. Founded in 2002, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
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New York Notary Signing Services is a Litigation Support Services company founded in 2021. The team focuses on Litigation Support Services and Translation and is based in New York, New York.
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UndisclosedUndisclosed1,000 - 9,999New York, NY
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Partners Group USA Inc is a Financial Advising & Planning company established in 1996. The firm specializes in Financial Advising & Planning and Commercial Financing, and is large.
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UndisclosedUndisclosed250 - 999New York, NY
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Financial Advising & Planning company Canaccord Genuity Group was established in 1950. The firm focuses on Financial Advising & Planning and Commercial Financing, and is midsize.
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UndisclosedUndisclosed250 - 999New York, NY
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FS Investments is a Financial Advising & Planning company. The Philadelphia, Pennsylvania-based team offers Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Cleveland, OH
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Cyprium Partners is a Financial Advising & Planning company. They were established in 2011, and their services include Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49New York, NY
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Established in 2011, Nova Technology is a Financial Advising & Planning and Funding & Investment company. The firm provides Financial Advising & Planning and Funding & Investment, and is small.
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UndisclosedUndisclosed10 - 49McLean, VA
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See all 1 projectsHan Group LLC is a financial management company specializing in outsourced accounting services primarily for nonprofit organizations. Reviews highlight their exceptional expertise in nonprofit financial management, with 100% of feedback emphasizing their detail-oriented audits and effective financial reporting. Clients commend their ability to simplify financial processes for non-financial leaders, contributing to significant organizational improvements and successful navigation of complex financial challenges.
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UndisclosedUndisclosed250 - 999Minneapolis, MN
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See all 1 projectsWealth Enhancement Group offers Financial Advising, Financial Planning, and Investment Advisory services. Reviews indicate that they provide strategic advice on investments, insurance, and debt management, maintaining compliance, and performing market research. Clients appreciate their personalized approach and effective management, though there are limited options for local assessors.
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UndisclosedUndisclosed50 - 249Islandia, NY
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See all 1 projectsFirst Insurance Funding offers reliable and cost-effective financing solutions for insurance premiums, allowing agents to quote online and provide manageable payment terms for clients. Feedback highlights successful client retention and strong value for cost, though some reviews suggest improvements in online support for better transaction handling.
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UndisclosedUndisclosed50 - 249Bloomfield Hills, MI
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Accordion is an Accounting company established in 2009. The team provides Accounting and Financial Advising & Planning and is located in New York, New York and Santa Monica, California.
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UndisclosedUndisclosed2 - 9New York, NY
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Schneider Wealth Strategies is a small New York, New York-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Business Consulting.
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UndisclosedUndisclosed10 - 49New York, NY
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Located in New York, New York, Corigin is a small Commercial Financing company. The team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49New York, NY
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Sportstars, Inc., a Sports Marketing company, was launched in 1988. They offers Sports Marketing and Public Relations.
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UndisclosedUndisclosed2 - 9New York, NY
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GH Partners, LLC is a Commercial Financing company. The team offers Commercial Financing and Funding & Investment and is headquartered in New York, New York.
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UndisclosedUndisclosed2 - 9Albany, NY
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Valuation Resource Group LLC is a Business Valuation Services company. Launched in 2000, their team offers Business Valuation Services and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Cincinnati, OH
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VRC (Valuation Research Corporation) is a Commercial Financing company launched in 1975. Their services include Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9New York, NY
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Lytham Partners IR, a Commercial Financing company, provide Commercial Financing and Financial Advising & Planning. They were launched in 1994.
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UndisclosedUndisclosed250 - 999New York, NY
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CITIC Capital is a Commercial Financing company. Founded in 2002, the team specializes in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed1,000 - 9,999New York, NY
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Bain Capital, a Commercial Financing company, was founded in 1984. The team focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9East Aurora, NY
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Philipps and Brooks, CPAs, PC is an Accounting company. They were launched in 1989, and their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49New York, NY
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Veris Wealth Partners, LLC, a Financial Advising & Planning company, was launched in 2007. The team focuses on Financial Advising & Planning and Business Consulting.
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UndisclosedUndisclosed10 - 49New York, NY
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BakerAvenue Wealth Management is a San Francisco, California-based Financial Advising & Planning company. They provide Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosedFreelancerNew York, NY
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Pawar Capital Investments is a Commercial Financing company located in New York, New York. The team focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosedFreelancerNew York, NY
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24 Hour Mobile Notary and Apostille Service is a Litigation Support Services company. They are located in New York, New York. Their team offers Litigation Support Services and Business Consulting.
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UndisclosedUndisclosed250 - 999Concord, NH
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Established in 1986, The Colony Group is a Financial Advising & Planning company. The midsize team provides Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9Chicago, IL
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Pendo Advisors, LLC is a Business Valuation Services company established in 2009. The small team provides Business Valuation Services and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Boston, MA
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Established in 2018, Venture Growth Partners is a small Commercial Financing company. Their team provides Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Los Angeles, CA
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Wetherby Asset Management is a Financial Advising & Planning company. The San Francisco, California-based agency was established in 1990. Their services include Financial Advising & Planning.
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List of the Top 6 New York Strategic Financial Planners
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UndisclosedUndisclosed10 - 49New York, NY
Ability to deliver
27.3/40.016.2/20 Reviews6.5/10 Clients & Experience4.6/10 Market PresenceService focus
15% Financial Advising & Planning85% Other -
UndisclosedUndisclosed2 - 9Valley Stream, NY
Ability to deliver
23.2/40.015.6/20 Reviews2/10 Clients & Experience5.6/10 Market PresenceService focus
80% Financial Advising & Planning20% Other -
$5,000+$200 - $300 / hr10 - 49Lynbrook, NY
Ability to deliver
23.6/40.016.2/20 Reviews1.7/10 Clients & Experience5.7/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
UndisclosedUndisclosed10 - 49Jackson Heights, NY
Ability to deliver
21.6/40.016.2/20 Reviews0/10 Clients & Experience5.4/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$1,000+< $25 / hr10 - 49new york, NY
Ability to deliver
20.2/40.016.2/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
20% Financial Advising & Planning80% Other -
UndisclosedUndisclosed2 - 9New York, NY
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed10,000+Toronto, Canada
Ability to deliver
6/40.00/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
25% Financial Advising & Planning75% Other -
UndisclosedUndisclosed10 - 49New York, NY
Ability to deliver
8.6/40.00/20 Reviews1.8/10 Clients & Experience6.9/10 Market PresenceService focus
25% Financial Advising & Planning75% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
$1,000+< $25 / hr50 - 249Sanford, NC
Ability to deliver
21.3/40.016.4/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$10,000+$200 - $300 / hr2 - 9New York, NY
Ability to deliver
5.6/40.00/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
100% Financial Advising & Planning -
UndisclosedUndisclosed2 - 9Staten Island, NY
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed2 - 9Massapequa, NY
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
100% Financial Advising & Planning -
$25,000+$100 - $149 / hr250 - 999New York, NY
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
20% Financial Advising & Planning80% Other -
UndisclosedUndisclosed10 - 49New York, NY
Ability to deliver
5.6/40.00/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
30% Financial Advising & Planning70% Other -
UndisclosedUndisclosed50 - 249Hicksville, NY
Ability to deliver
5.5/40.00/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
25% Financial Advising & Planning75% Other -
UndisclosedUndisclosed2 - 9West Babylon, NY
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
$1,000+Undisclosed2 - 9New York, NY
Ability to deliver
5.7/40.00/20 Reviews0/10 Clients & Experience5.7/10 Market PresenceService focus
30% Financial Advising & Planning70% Other -
$250,000+Undisclosed2 - 9New York, NY
Ability to deliver
6.2/40.00/20 Reviews0/10 Clients & Experience6.2/10 Market PresenceService focus
20% Financial Advising & Planning80% Other -
$10,000+$300+ / hr2 - 9Elgin, SC
Ability to deliver
6.6/40.00/20 Reviews2.1/10 Clients & Experience4.6/10 Market PresenceService focus
15% Financial Advising & Planning85% Other -
$10,000+$100 - $149 / hr50 - 249New York, NY
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
20% Financial Advising & Planning80% Other
