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 - 9Whitestone, NY
Services provided
Small Accounting company LTK Certified Public Accountants, is located in Whitestone, New York. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Melville, NY
Services provided
Ambrosio & Bellotti, CPAs, PC, a small Accounting company, is headquartered in Melville, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Queens Village, NY
Services provided
Based in Queens Village, New York, Augustine Gold CPA PLLC is a small Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
Headquartered in New York, New York, Urban Accounting Services is an Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed50 - 249Woodbury, NY
Services provided
Gettry Marcus CPA, P.C., an Accounting company, was established in 1987. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Baldwin, NY
Services provided
L & L Accounting Services, a small Accounting company, is located in Baldwin, New York. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lynbrook, NY
Services provided
John W Halloran, CPA PC, a small Accounting company, is located in Lynbrook, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Smithtown, NY
Services provided
Small Accounting company Ross & Company CPA, PLLC, is headquartered in Smithtown, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Woodbury, NY
Services provided
TJ Megale & Associates LLC is an Accounting company. Founded in 2006, their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Baldwin, NY
Services provided
Accounting company G.A. Clahar, CPA is headquartered in Baldwin, New York. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Hicksville, NY
Services provided
Gupta Tax & Business Services, an Accounting company, is based in Hicksville, New York. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Plainview, NY
Services provided
ZBS GROUP LLP is an Accounting company. Their small team is based in Plainview, New York and specializes in Accounting and Business Consulting. The company was launched in 2010.
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UndisclosedUndisclosed2 - 9Great Neck, NY
Services provided
A. H. CPA, PLLC is an Accounting company. They are headquartered in Great Neck, New York and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9West Babylon, NY
Services provided
L.I Tax & Planning Inc is an Accounting company. They are headquartered in West Babylon, New York. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Forest Hills, NY
Services provided
Founded in 2012, Kalantry LLP, a small Accounting company, is headquartered in Forest Hills, New York. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Flushing, NY
Services provided
C & S Accounting & Tax Inc is a small Accounting company located in Flushing, New York. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Levittown, NY
Services provided
Small Accounting company Alfonso J. Mollica CPA PC, is based in Levittown, New York. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Oceanside, NY
Services provided
See all 1 projectsWith more than 15 years of experience, we are an accounting firm focused on helping our clients timely and accurately meet their accounting and tax responsibilities. Our primary goal as a trusted
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UndisclosedUndisclosed2 - 9Deer Park, NY
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Accounting company A Verderosa & Company focuses on Accounting and Business Consulting. They were founded in 2016.
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UndisclosedUndisclosed2 - 9Rye, NY
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Alex Bayer, CPA is a small Accounting company in Rye, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
Spielman Koenigsberg & Parker LLP is an Accounting company. The team provides Accounting and Business Consulting and is headquartered in New York, New York.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
Phillips Gold and Company, LLP is a small Accounting company based in New York, New York. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
In New York, New York, Li, Xu & Associates, CPA, PLLC is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Long Beach, NY
Services provided
Long Island Tax Professionals is an Accounting company. Their small team is located in Long Beach, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Jackson Heights, NY
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Progreso Accountants & Advisors is an Accounting company established in 2013. Located in Jackson Heights, New York, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Melville, NY
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Founded in 1986, Nawrocki Smith is a small Melville, New York-based Accounting company. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
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Bonamassa, Maietta & Cartelli, LLP is an Accounting company. The small Brooklyn, New York-based team offers Accounting. The agency was founded in 1985.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
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J&L Tax Inc. Is an Accounting company. Established in 2006, the team focuses on Accounting and Business Consulting. The firm is located in Brooklyn, New York.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
Melzer & Associates, CPA's, P.C., a small Accounting company, is in New York, New York. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
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Brooks Alliance is an Accounting company. Their small team is located in Brooklyn, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Port Jefferson Station, NY
Services provided
Cullen & Danowski, LLP is an Accounting company established in 1971. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tonawanda, NY
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Federspiel, Pfeifer & Kubicki, CPA, PC is a Tonawanda, New York-based Accounting company. They specialize in Accounting and Business Consulting and were founded in 1986.
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UndisclosedUndisclosed2 - 9West Seneca, NY
Services provided
Clark & Nihill CPA's is a small West Seneca, New York-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tonawanda, NY
Services provided
Marlies Y Hendricks CPA PLLC is an Accounting company. They are based in Tonawanda, New York. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Lancaster, NY
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In Lancaster, New York, Buffalo Pure Tax Resolution is a small Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Rochester, NY
Services provided
Petrella Phillips LLP is an Accounting company. Their small team is in Rochester, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Allegany, NY
Services provided
Bysiek CPA, PLLC is an Accounting company. The team focuses on Accounting, and the firm is in Allegany, New York.
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UndisclosedUndisclosed2 - 9Olean, NY
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Based in Olean, New York, GFC Business Systems is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Latham, NY
Services provided
Robert A. Southworth CPA PC is a Latham, New York-based Accounting company. They offer Accounting and Business Consulting and were founded in 1990.
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UndisclosedUndisclosed2 - 9Johnstown, NY
Services provided
Des Moines Tax Services LLC is an Accounting company. They are located in Johnstown, New York and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Delmar, NY
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Dievendorf and Company, a small Accounting company, is based in Delmar, New York. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Clifton Park, NY
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Small Accounting company Battaglia & Associates CPA's PLLC, is based in Clifton Park, New York. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Cobleskill, NY
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BQ Tax & Accounting Ltd is an Accounting company. They are headquartered in Cobleskill, New York and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Saratoga Springs, NY
Services provided
Whittemore Dowen & Ricciardelli LLP is an Accounting company headquartered in Saratoga Springs, New York. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Norwich, NY
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Cwynar & Company CPA's PLLC is an Accounting company. They specialize in Accounting and Business Consulting and are in Norwich, New York.
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UndisclosedUndisclosed2 - 9Amsterdam, NY
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First Choice Professional Services, Inc is a small Amsterdam, New York-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Saratoga Springs, NY
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Summit Accounting Services is an Accounting company. The agency is headquartered in Saratoga Springs, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Albany, NY
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Veracity Financial Group is an Accounting company. Founded in 2011, the team specializes in Accounting and Business Consulting. The agency is in Albany, New York.
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UndisclosedUndisclosed10 - 49Queensbury, NY
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CMJ, LLP, an Accounting company, was launched in 1988. The team focuses on Accounting and Business Consulting and is in Queensbury, New York.
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UndisclosedUndisclosed2 - 9Ghent, NY
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Baer Tax Group, Inc, an Accounting company, was founded in 1990. The company 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
