Top Financial Services Firms in New York
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Featured
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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 - 9Buffalo, NY
Services provided
Kania Accounting & Tax, an Accounting company, was launched in 2013. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Warsaw, NY
Services provided
Based in Warsaw, New York, Cathleen Volk CPA is an Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Orchard Park, NY
Services provided
Jeffrey L Offhaus CPA LLC is a small Orchard Park, New York-based Accounting company. The team provides Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Buffalo, NY
Services provided
Equilibrium Accounting & Tax is an Accounting company. They were established in 2015, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Le Roy, NY
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Starowitz & Hofrichter CPA's LLP is an Accounting company. They are based in Le Roy, New York. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Buffalo, NY
Services provided
Based in Buffalo, New York, Andreozzi Bluestein LLP is an Accounting company. Established in 2004, the team offers Accounting.
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UndisclosedUndisclosed10 - 49Buffalo, NY
Services provided
Sanderson Wealth Management, an Accounting company, focuses on Accounting and Finance & Accounting Outsourcing (FAO). The company is in Buffalo, New York.
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UndisclosedUndisclosed2 - 9Buffalo, NY
Services provided
Gibson Kevin L CPA is an Accounting company established in 1998. The small team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Rochester, NY
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Viele Solimano Swagler & Chapman, a small Accounting company, is based in Rochester, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Spencerport, NY
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Yaeger, Treviso & Associates, Inc. Is an Accounting company. Located in Spencerport, New York, their team provides Accounting.
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UndisclosedUndisclosed2 - 9Rochester, NY
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Welker Mojsej & DelVecchio CPAs, LLC is an Accounting company. The team provides Accounting and Business Consulting, and the agency is in Rochester, New York.
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UndisclosedUndisclosed2 - 9Corning, NY
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Accounting company Dobromil Accounting was established in 1952. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Tonawanda, NY
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Headquartered in Tonawanda, New York, Allied Financial Partners is an Accounting company. They offer Accounting and HR Consulting and were launched in 2009.
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UndisclosedUndisclosed2 - 9Fredonia, NY
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Bahgat & Laurito-Bahgat, an Accounting company, is headquartered in Fredonia, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Buffalo, NY
Services provided
EG Tax Service is an Accounting company located in Buffalo, New York. They specialize in Accounting and Business Consulting and were founded in 1991.
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UndisclosedUndisclosed2 - 9Rochester, NY
Services provided
Roth & Associates Accounting for Small Business, Inc., an Accounting company, is based in Rochester, New York. They focus on Accounting and Business Consulting and were established in 1990.
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UndisclosedUndisclosed10 - 49Rochester, NY
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Headquartered in Rochester, New York, Bianchi Cortese & Bianchi is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Rochester, NY
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Bonn, Dioguardi & Ray, LLP is a small Accounting company based in Rochester, New York. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Albany, NY
Services provided
Buckley Gent Mac Donald & Cary, an Accounting company, is headquartered in Albany, New York. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Albany, NY
Services provided
Lurie & Co., PC, an Accounting company, is in Albany, New York. Founded in 1988, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Colonie, NY
Services provided
Edward J. Martone, CPA is an Accounting company. They are in Colonie, New York and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Albany, NY
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Small Accounting company DiFabio VanZandt & Company, PC, is based in Albany, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Albany, NY
Services provided
David Phillips CPA is an Accounting company. The Albany, New York-based firm was founded in 1994. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Latham, NY
Services provided
Established in 1980, Slocum De Angelus & Associates, PC is an Accounting company. The company offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glenmont, NY
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Zeitler & Zeitler CPA's is an Accounting company. Their small team is located in Glenmont, New York. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Delmar, NY
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TG Associates CPAs, PLLC, an Accounting company, is headquartered in Delmar, New York. Launched in 2003, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Schenectady, NY
Services provided
Mark D Witecki CPA is an Accounting company established in 1985. The small team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Clifton Park, NY
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LeverPoint, an Accounting company, is headquartered in Clifton Park, New York. Established in 2007, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Latham, NY
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Lutz, Selig & Zeronda, L.L.P is an Accounting company. Launched in 1991, their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Troy, NY
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Scott, Stackrow & Co, CPAs, PC is a small Accounting company in Troy, New York. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Clifton Park, NY
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Established in 1990, Brian Daley, CPA, a small Accounting company, is based in Clifton Park, New York. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Saratoga Springs, NY
Services provided
Accounting company WEST & COMPANY CPAs PC was established in 1973. The team provides Accounting and Business Consulting and is located in Saratoga Springs, New York.
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UndisclosedUndisclosed10 - 49Clifton Park, NY
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Hedley & Co, CPAs, a small Accounting company, is based in Clifton Park, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Latham, NY
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Black Ink Tax & Accounting is an Accounting company. The Latham, New York-based agency was established in 2002. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Bohemia, NY
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Accounting company Cerini and Associates, LLP offers Accounting and Business Consulting. They were established in 1993.
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UndisclosedUndisclosed2 - 9Roslyn Heights, NY
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Small Accounting company Reade & Company LLC, is in Roslyn Heights, New York. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Franklin Square, NY
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LoTurco & Company is an Accounting company. In Franklin Square, New York, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mineola, NY
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Small Accounting company Gentile Pismeny & Brengel LLP, is in Mineola, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hicksville, NY
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CSI Group LLP is an Accounting company. Located in Hicksville, New York, the firm was established in 1973. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Woodbury, NY
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KVLSM LLP is an Accounting company established in 2010. The agency specializes in Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed50 - 249Garden City, NY
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Accounting company Frankel Loughran Starr & Vallone LLP is in Garden City, New York. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49New York, NY
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Mendonca & Partners CPAs LLC is an Accounting company. Their small team is in Union, New Jersey and New York, New York and focuses on Accounting and Business Consulting. The firm was founded in
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UndisclosedUndisclosed2 - 9Williston Park, NY
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Rooney Schmidt & Associates Inc. Is an Accounting company. They are based in Williston Park, New York and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Great Neck, NY
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Located in Great Neck, New York, YYL CPA P.C. Is an Accounting company. They offer Accounting and Business Consulting and were launched in 2015.
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UndisclosedUndisclosed2 - 9Jericho, NY
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BloomSchon CPAs LLC is an Accounting company. They focus on Accounting and Business Consulting and were launched in 1995.
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UndisclosedUndisclosed2 - 9Syosset, NY
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Craig Morris & Co is a Syosset, New York-based Accounting company. They provide Accounting and Business Consulting and were launched in 1981.
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UndisclosedUndisclosed2 - 9Garden City, NY
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K.K. Mehta CPA Associates PLLC is an Accounting company. Established in 1978, their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Floral Park, NY
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Machicote & Bennett, CPAs, P.C. Is an Accounting company. Launched in 2018, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mineola, NY
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Based in Mineola, New York, SG Accounting CPA, PC is a small Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
Ivy Tax and Accounting Services, a small Accounting company, is based in New York, New York. The team offers 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
