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 specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$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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Undisclosed< $25 / hr50 - 249New York, NY
Services provided
Fingercheck is a New York, New York-based HR Consulting company. They specialize in HR Consulting and Recruiting.
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$1,000+$25 - $49 / hr50 - 249Syracuse, NY
Services provided
Dannible & McKee is an Accounting company. The firm is headquartered in Syracuse, New York. Their services include Accounting.
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$1,000+$100 - $149 / hr10 - 49New York, NY
Services provided
Schulman Lobel is a New York, New York-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
Gould+Partners LLC is an Accounting company. They are in New York, New York and have small team. They specialize in Accounting and Marketing Strategy.
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
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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UndisclosedUndisclosed250 - 999New York, NY
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Insurance Services & Brokers company Distinguished Programs is located in New York, New York. The team provides Insurance Services & Brokers.
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$10,000+Undisclosed50 - 249New York, NY
Services provided
Alpha Root is an Insurance Services & Brokers company. Based in New York, New York, their midsize team specializes in Insurance Services & Brokers. The company was launched in 2017.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
Established in 1980, Alliance Global Partners is a small Funding & Investment company. Their team offers Funding & Investment and Financial Consulting.
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$5,000+< $25 / hr10 - 49New York, NY
Services provided
Cloudwalks Hosting INC is an IT managed services and Accounting company. The agency is headquartered in New York, New York. Their services include IT managed services and Accounting.
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UndisclosedUndisclosed50 - 249Brooklyn, NY
Services provided
Finaloop is a Brooklyn, New York-based Accounting and Fractional CFO Services company. The team focuses on Accounting and Fractional CFO Services.
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$10,000+$200 - $300 / hr2 - 9New York, NY
Services provided
Wharton Wealth Planning, a Financial Advising & Planning company, was established in 2006. The firm provides Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Buffalo, NY
Services provided
Accounting and Business Consulting company Campagnolo Bonk CPA's PLLC was launched in 2014. The firm provides Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
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.
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$1,000+$150 - $199 / hr10 - 49New York, NY
Services provided
Based in New York, New York, 212 Tax & Accounting is a small Accounting company. Their services include Accounting.
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$1,000+$50 - $99 / hr10 - 49New York, NY
Services provided
GreenSlate is a New York, New York-based Accounting company. The team specializes in Accounting.
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$1,000+$50 - $99 / hr50 - 249New York, NY
Services provided
NCheng is an Accounting company. Their midsize team is based in New York, New York and specializes in Accounting. The company was launched in 1989.
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$1,000+$150 - $199 / hr50 - 249New York, NY
Services provided
RotenbergMeril is an Accounting company. They were founded in 1986 and offer Accounting.
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$1,000+$25 - $49 / hr50 - 249Hauppauge, NY
Services provided
Established in 1996, Fuoco Group is a midsize Accounting company. Their services include Accounting.
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$1,000+$25 - $49 / hr50 - 249Ithaca, NY
Services provided
Launched in 1976, Sciarabba Walker & Co. Is a midsize Ithaca, New York-based Accounting company. Their services include Accounting.
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$1,000+$100 - $149 / hr10 - 49New York, NY
Services provided
Adelman Katz & Mond is a small New York, New York-based Accounting company. The team provides Accounting.
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$1,000+$100 - $149 / hr50 - 249New York, NY
Services provided
Janover is an Accounting company located in New York, New York and Garden City, New York. Established in 1938, the team focuses on Accounting.
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$1,000+$100 - $149 / hr10 - 49Hicksville, NY
Services provided
Castellano, Korenberg and Co. Is an Accounting company. The Hicksville, New York-based firm focuses on Accounting.
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$1,000+< $25 / hr250 - 999New York, NY
Services provided
Eclaro, a Back Office Outsourcing company, offer Back Office Outsourcing and Accounting. They were established in 1999.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
Mark S. Gottlieb, CPA PC is an Accounting company headquartered in New York, New York. They focus on Accounting and were founded in 1989.
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$1,000+$150 - $199 / hr2 - 9New York, NY
Services provided
Presti & Naegele is an Accounting company. The New York, New York-based team provides Accounting.
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UndisclosedUndisclosed50 - 249Latham, NY
Services provided
Marvin and Company, P.C., an Accounting company, was founded in 1923. The midsize team focuses on Accounting.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
Ahad&Co, a Business Consulting company, was founded in 2015. They specializes in Business Consulting and Accounting.
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UndisclosedUndisclosed50 - 249Rochester, NY
Services provided
Davie Kaplan, CPA, P.C. Is an Accounting company. They were launched in 1934 and offer Accounting.
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UndisclosedUndisclosed50 - 249Hicksville, NY
Services provided
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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$1,000+$25 - $49 / hr10 - 49New York, NY
Services provided
Bexven is a small Business Valuation Services company based in New York, New York. Their services include Business Valuation Services and Digital Asset Management.
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$1,000+$150 - $199 / hr50 - 249New York, NY
Services provided
Located in New York, New York, Kiwi Partners is a midsize Accounting company. The team specializes in Accounting.
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$1,000+$150 - $199 / hr2 - 9New York, NY
Services provided
Ratafia & Co., CPAs, an Accounting company, offers Accounting. The firm is in New York, New York and Ossining, New York.
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$1,000+$150 - $199 / hr50 - 249Brooklyn, NY
Services provided
Roth & Company is an Accounting company launched in 1978. The team provides Accounting.
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$1,000+$150 - $199 / hr10 - 49New York, NY
Services provided
VJN & Associates, an Accounting company, was established in 2012. The firm focuses on Accounting, and is small.
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$1,000+$150 - $199 / hr10 - 49New York, NY
Services provided
Established in 1948, WFFA CPAs is an Accounting company. The agency offers Accounting.
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$1,000+$100 - $149 / hr50 - 249Buffalo, NY
Services provided
Located in Buffalo, New York, Tronconi Segarra & Associates is an Accounting company. They focus on Accounting.
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$1,000+$25 - $49 / hr10 - 49New York, NY
Services provided
Sheehan & Company is an Accounting company launched in 1955. Their team specializes in Accounting.
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$1,000+$100 - $149 / hr50 - 249New York, NY
Services provided
Accounting company RBT CPAs (formerly Vanacore, DeBenedictus, DiGovanni & Weddell) was launched in 1969. The team provides Accounting.
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$1,000+$100 - $149 / hr10 - 49Buffalo, NY
Services provided
Brock, Schechter & Polakoff is a small Accounting company. They offer Accounting and were established in 1972.
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$1,000+$25 - $49 / hr10 - 49Massapequa, NY
Services provided
See all 1 projectsDSJCPA is a full-service accounting firm with a staff of highly trained and dedicated accounting and bookkeeping professionals. They provide a wide range of accounting and tax expertise to
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$1,000+$100 - $149 / hr2 - 9Garden City, NY
Services provided
Boris Benic and Associates is an Accounting company. They provide Accounting and were established in 1993. The company is located in Garden City, New York.
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$1,000+$25 - $49 / hr50 - 249New York, NY
Services provided
In New York, New York, Concretio is a midsize CRM consulting and SI company. Their services include CRM consulting and SI and Custom Software Development.
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UndisclosedUndisclosed50 - 249New York , NY
Services provided
Midsize Accounting company Wei, Wei & Co., LLP, is headquartered in New York , New York. The team specializes in Accounting and Financial Consulting.
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UndisclosedUndisclosed2 - 9Buffalo, NY
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Launched in 1973, Lawler & Witkowski CPAs is a small Tax Law company. Their services include Tax Law and Accounting.
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$5,000+< $25 / hr50 - 249New York, NY
Services provided
QuickBooks Data Migration is an Accounting company headquartered in New York, New York. The team provides Accounting.
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
In New York, New York and New York, New York, Honig Conte Porrino Insurance is an Insurance Services & Brokers company. The team focuses on Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Staten Island, NY
Services provided
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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UndisclosedUndisclosed2 - 9Port Jervis, NY
Services provided
Insurance Services & Brokers company Union Bay Risk Advisors was founded in 2020. The team provides Insurance Services & Brokers.
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$1,000+$150 - $199 / hr2 - 9New York, NY
Services provided
Czarnowski & Beer is an Accounting company. In New York, New York, the agency was established in 1986. Their team offers Accounting.
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$1,000+$150 - $199 / hr10 - 49Westbury, NY
Services provided
Dalal Associates is an Accounting company. Launched in 1980, their team provides Accounting.
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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
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
34/40.017.6/20 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 -
$1,000+$100 - $149 / hr50 - 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
27.3/40.016.2/20 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 -
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
22.2/40.017.2/20 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
21.4/40.017.4/20 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 -
Undisclosed< $25 / hr250 - 999New York, NY
Ability to deliver
20.8/40.013/20 Reviews1.3/10 Clients & Experience6.4/10 Market PresenceService focus
10% Accounting90% Other
