Top Financial Services Firms in New York
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$50,000+$200 - $300 / hr10 - 49Serves New YorkServices provided
See all 7 projectsCSTMR is a digital marketing agency that specializes in branding, web development, and digital marketing strategies, particularly within the fintech and financial services sectors. Across the reviews, 100% of clients praised their project management, noting timely and effective communication. Approximately 83% highlighted CSTMR's ability to deliver impressive results, such as tripled website traffic and enhanced brand positioning. The consistent theme in feedback emphasized their deep industry knowledge and commitment to client success.
$25,000+Undisclosed250 - 999Serves New YorkServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
Services provided
Phillip & Associates LLC is a small Business Consulting company located in Brooklyn, New York. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Bronx, NY
Services provided
Small Accounting company Eva Tax Services, is based in Bronx, New York. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Staten Island, NY
Services provided
Hays CPA LLC is a Business Consulting company. Headquartered in Staten Island, New York, the firm was launched in 2016. Their team specializes in Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Bronx, NY
Services provided
Arrowpoint Tax Services, Inc. Is a small Bronx, New York-based Business Consulting company. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
Westwood Tax & Consulting LLC is an Accounting company. They are headquartered in New York, New York and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
Services provided
Ultimate Tax Preparers Inc. Is a small Business Consulting company based in Brooklyn, New York. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Nyack, NY
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Accounting company Joseph A. Lux CPA, PLLC is headquartered in Nyack, New York. They focus on Accounting and Business Consulting and were founded in 1992.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
Shine & Company LLP is a small New York, New York-based Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
QQ Tax & Accounting Services LLC is an Accounting company. Launched in 2019, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Tarrytown, NY
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Keith Boyer CPA is an Accounting company. The agency is based in Tarrytown, New York. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Jackson Heights, NY
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Raza Associates Inc., a small Accounting company, is in Jackson Heights, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
Tarlow & Co., CPAs is an Accounting company launched in 1940. The agency focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
Small Accounting company Asaro & Co.,LLP, is headquartered in New York, New York. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Flushing, NY
Services provided
Small Accounting company Eastern Accounting & Consulting, is headquartered in Flushing, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9The Bronx, NY
Services provided
Small Accounting company Nezaj & Co. CPAs, is headquartered in The Bronx, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9White Plains, NY
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ADG Accounting Inc is a small Accounting company in White Plains, New York. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Elmsford, NY
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Cerullo LLC is an Accounting company launched in 1978. The agency provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Jamaica, NY
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Padilla and Company, LLP is an Accounting company. Their team is based in Jamaica, New York. The agency offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Eastchester, NY
Services provided
Located in Eastchester, New York, LMI Accounting CPA, PC is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
MBS Accounting Technology & Advisory, an Accounting company, is headquartered in New York, New York. They offer Accounting and were launched in 2000.
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UndisclosedUndisclosed10 - 49Babylon, NY
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Small Accounting company Laufer LLP, is located in Babylon, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9White Plains, NY
Services provided
Founded in 1989, Lavin & Associates is an Accounting company. The small team offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
Perelson Weiner LLP is an Accounting company. They are headquartered in New York, New York and have midsize team. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
HarlemCPA, a small Accounting company, is located in New York, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9White Plains, NY
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Seligson & Giannattasio, LLP is a small Accounting company established in 1920. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Williamsville, NY
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Bronsky & Company, CPAs is an Accounting company. They are headquartered in Williamsville, New York, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Buffalo, NY
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The Kane Firm is an Accounting company. Located in Buffalo, New York, the agency was founded in 2006. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Williamsville, NY
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Szymkowiak & Associates CPAs is a small Accounting company in Williamsville, New York. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Buffalo, NY
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Joyce & Company LLC is a small Accounting company based in Buffalo, New York. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Buffalo, NY
Services provided
Chiampou Travis Besaw & Kershner LLP is a Buffalo, New York-based Accounting company. Founded in 1994, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Buffalo, NY
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Based in Buffalo, New York, Dopkins & Company, LLP is an Accounting company. They specialize in Accounting and IT managed services and were established in 1955.
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UndisclosedUndisclosed2 - 9Lancaster, NY
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Small Accounting company Argus Accounting & Tax Service, is in Lancaster, New York. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Medina, NY
Services provided
Accounting company JLThom CPA PC is headquartered in Medina, New York. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rochester, NY
Services provided
Young and Company CPAs LLP is an Accounting company. They offer Accounting and Business Consulting and were launched in 1997.
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UndisclosedUndisclosed2 - 9Buffalo, NY
Services provided
Based in Buffalo, New York, Sendziak & Sroda CPA's, PLLC is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Rochester, NY
Services provided
Based in Rochester, New York, Morabito & Company, CPA's is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
Legendary Lin Tax Service, a small Business Consulting company, is headquartered in New York, New York. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Amherst, NY
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Small Accounting company Armenia CPA PLLC, is located in Amherst, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Williamsville, NY
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Launched in 2015, Arcara Zucarelli Lenda & Associates, CPAs, PC is an Accounting company. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
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Located in Brooklyn, New York, Iryna Stepanchuk, CPA is a small Business Consulting company. The team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Buffalo, NY
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Accounting company Moscato CPA was launched in 1982. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Buffalo, NY
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Founded in 2000, Lougen Valenti Bookbinder & Weintraub LLP is an Accounting company. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Orchard Park, NY
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Buffamante Whipple Buttafaro is an Accounting company. Their team is based in Orchard Park, New York and provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sunnyside, NY
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BB Tax & Advisory is a Business Consulting company. Their small team is located in Sunnyside, New York. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
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Lupo Tax Services, a small Accounting company, is located in Brooklyn, New York. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bronx, NY
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AATC, a Business Consulting company, was established in 2008. The agency focuses on Business Consulting and Accounting, and is small.
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UndisclosedUndisclosed50 - 249New York, NY
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Launched in 1934, Strategies for Wealth is an Accounting company. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Buffalo, NY
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Drescher & Malecki LLP is a Buffalo, New York-based Accounting company. The team offers Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Tonawanda, NY
Services provided
Accounting company Kenneth M. Weinstein, CPA, CFP is located in Tonawanda, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Buffalo, NY
Services provided
Blatner & Mineo CPA PC is an Accounting company. They are located in Buffalo, New York, and their services include Accounting and Business Consulting.
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List of the Top 15 New York Financial Services Companies
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Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.6/40.017.2/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
31.1/40.016.6/20 Reviews8.3/10 Clients & Experience6.1/10 Market PresenceService focus
34% Accounting66% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
28/40.013.6/20 Reviews5.7/10 Clients & Experience8.7/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49New York, NY
Ability to deliver
27.1/40.016/20 Reviews6.5/10 Clients & Experience4.6/10 Market PresenceService focus
15% Financial Advising & Planning85% Other -
$1,000+$100 - $149 / hr2 - 9New York, NY
Ability to deliver
24.4/40.016.2/20 Reviews3/10 Clients & Experience5.2/10 Market PresenceService focus
80% Accounting20% Other -
Undisclosed$200 - $300 / hr2 - 9Staten Island, NY
Ability to deliver
23.6/40.016.4/20 Reviews1.4/10 Clients & Experience5.8/10 Market PresenceService focus
75% Accounting25% 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 & Planning50% Insurance Services & Brokers40% Other -
$25,000+Undisclosed2 - 9Brooklyn, NY
Ability to deliver
23.5/40.017/20 Reviews0.3/10 Clients & Experience6.2/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
Undisclosed$50 - $99 / hr2 - 9New York, NY
Ability to deliver
23.5/40.017/20 Reviews1.6/10 Clients & Experience4.9/10 Market PresenceService focus
25% Accounting75% 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 -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
22.9/40.015.6/20 Reviews2.7/10 Clients & Experience4.6/10 Market PresenceService focus
80% Accounting20% Other -
Undisclosed$150 - $199 / hr10 - 49New York, NY
Ability to deliver
22.6/40.016.2/20 Reviews1/10 Clients & Experience5.3/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$50 - $99 / hr50 - 249Brooklyn, NY
Ability to deliver
22.4/40.017.4/20 Reviews0/10 Clients & Experience5/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed2 - 9Buffalo, NY
Ability to deliver
22/40.016.2/20 Reviews1.4/10 Clients & Experience4.4/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed10 - 49Jackson Heights, NY
Ability to deliver
21.6/40.016.2/20 Reviews0/10 Clients & Experience5.4/10 Market PresenceService focus
80% Accounting10% Financial Advising & Planning10% Other -
$25,000+$300+ / hr2 - 9New York, NY
Ability to deliver
21/40.017/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
20% Accounting20% Financial Advising & Planning60% Other -
$1,000+$50 - $99 / hr10 - 49Mamaroneck, NY
Ability to deliver
20.4/40.016.4/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
60% Accounting40% 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% Accounting20% Financial Advising & Planning60% Other -
UndisclosedUndisclosed50 - 249Hauppauge, NY
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed2 - 9Valhalla, NY
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed10 - 49Buffalo, NY
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed2 - 9New York, NY
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Accounting50% Financial Advising & Planning -
UndisclosedUndisclosed2 - 9Flushing, NY
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed1,000 - 9,999New York, NY
Ability to deliver
13/40.013/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
60% Accounting40% Other -
UndisclosedUndisclosed250 - 999New York, NY
Ability to deliver
9.8/40.09.8/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49Pittsford, NY
Ability to deliver
9.8/40.09.8/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+< $25 / hr50 - 249New York, NY
Ability to deliver
21.3/40.016.4/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
UndisclosedUndisclosed10 - 49New York, NY
Ability to deliver
8.6/40.00/20 Reviews1.8/10 Clients & Experience6.9/10 Market PresenceService focus
25% Accounting25% Financial Advising & Planning50% Other -
Undisclosed$100 - $149 / hr2 - 9New York, NY
Ability to deliver
27.7/40.017.6/20 Reviews5.1/10 Clients & Experience5/10 Market PresenceService focus
20% Accounting80% Other
