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 - 9North Bellmore, NY
Services provided
Lynne S. Fahrer, CPA is an Accounting company. They are located in North Bellmore, New York and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mineola, NY
Services provided
Trager, Kevy & Trager, LLP is an Accounting company. Launched in 1982, the company focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bellmore, NY
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Stuart, Edelstein, Linderman & Co., Inc. Is a small Bellmore, New York-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Garden City, NY
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Minsky & Cottone, CPAs, PC is a small Accounting company established in 1994. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Mineola, NY
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Bacchioni & Company, CPAs, P.C. Is an Accounting company. Their small team is in Mineola, New York and provides Accounting and Business Consulting. The agency was established in 2016.
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UndisclosedUndisclosed2 - 9New Hyde Park, NY
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Small Accounting company Interactive Business Services, is located in New Hyde Park, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Roslyn, NY
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DelBene CPA LLC is a small Roslyn, New York-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New Hyde Park, NY
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Established in 1974, Furman & Hauswirth is an Accounting company. The team offers Accounting and Business Consulting and is located in New Hyde Park, New York.
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UndisclosedUndisclosed2 - 9Jamaica, NY
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Dynamic Accounting Services is an Accounting company. Their team is in Jamaica, New York and provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hollis, NY
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Andrew Pieri CPA, P.C. Is a small Accounting company located in Hollis, New York. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Flushing, NY
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SHAY CPA P.C. Is an Accounting company. They were founded in 2014 and provide Accounting.
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UndisclosedUndisclosed2 - 9Bellmore, NY
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McAuliffe CPA Enterprises, P.C. Is a Bellmore, New York-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Westbury, NY
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Accounting company Boyce, Hughes & Associates, LLP is based in Westbury, New York. They specialize in Accounting.
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UndisclosedUndisclosed10 - 49Jericho, NY
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Established in 1977, Grodsky, Caporrino & Kaufman, LLP is an Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Baldwin, NY
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Advantage Tax and Accounting LLC is an Accounting company. They are located in Baldwin, New York and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Baldwin, NY
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Headquartered in Baldwin, New York, Accounting Services of NY, Inc. Is a small Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Wantagh, NY
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Accounting company CPA Directory is headquartered in Wantagh, New York. Established in 1999, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Garden City, NY
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Located in Garden City, New York, Bernarda C. Melone CPA, P.C. Is an Accounting company. Founded in 1991, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bellmore, NY
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Launched in 1986, Accounts Retrievable System is an Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Camillus, NY
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The Terzolo Financial Group, Inc. Is a Camillus, New York-based Accounting company. Launched in 2002, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Ballston Spa, NY
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Accounting company Canty Financial Management is in Ballston Spa, New York. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Malta, NY
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Executax, LLC is an Accounting company. They are located in Malta, New York, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New City, NY
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Scott M Aber CPA PC is an Accounting company located in New City, New York. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9West Nyack, NY
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Small Accounting company Profenna and DeBellis CPAs, PC, is in West Nyack, New York. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Valley Cottage, NY
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Global International Management, LLC, an Accounting company, was established in 2015. The firm focuses on Accounting and Cybersecurity, and is small.
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UndisclosedUndisclosed2 - 9Vernon, NY
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The D’Agostino Group is an Accounting company. Their small team is headquartered in Vernon, New York. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Great Neck, NY
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Kutz & Company, CPA, an Accounting company, was launched in 1990. The company focuses on Accounting.
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UndisclosedUndisclosed2 - 9Island Park, NY
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GJ Professional Services, Inc., an Accounting company, focuses on Accounting. The company is based in Island Park, New York.
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UndisclosedUndisclosed2 - 9Island Park, NY
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Vrona & Van Schuyler CPAs, PLLC is an Accounting company. They focus on Accounting and Business Consulting and were launched in 2001.
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UndisclosedUndisclosed2 - 9Malverne, NY
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Launched in 2013, MRB Accounting is an Accounting company. The team specializes in Accounting and is located in Malverne, New York.
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UndisclosedUndisclosed10 - 49Staten Island, NY
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Desantis, Kiefer, Shall & Sarcone LLP is an Accounting company based in Staten Island, New York. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Cedarhurst, NY
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Accounting company MM Accounting and CFO Solutions was launched in 2018. The small team offers Accounting.
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UndisclosedUndisclosed2 - 9Cortlandt, NY
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Small Accounting and Business Consulting company PARAGON MANAGEMENT GROUP INC, is in Cortlandt, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
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ACCOUNTING RESOURCES INC is an Accounting company. They were established in 1990, and their services include Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
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Cipolla Financial Advisors LLC, an Accounting company, was founded in 2007. Located in New York, New York, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Melville, NY
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See all 1 projectsPrestige Employee Administrators offers services including bookkeeping, tax preparation, and payroll processing. Client reviews highlight the company's efficiency in handling salaried and hourly employee processing and note their cost-effective, valuable services. Overall feedback is highly positive, emphasizing timely delivery and successful outcomes.
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UndisclosedUndisclosed10 - 49Brooklyn, NY
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In Brooklyn, New York, CHS Payroll is a small Accounting and HR Consulting company. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9BROOKLYN, NY
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RUKI, LLC is an Accounting company founded in 2019. The team offers Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed10 - 49Monsey, NY
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Evergreen is an Insurance Services & Brokers company. Established in 2009, their team specializes in Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9New York, NY
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AdvisorConnect, an Accounting company, was established in 2013. The company specializes in Accounting and Content Marketing, and is small.
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UndisclosedUndisclosed2 - 9New York, NY
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Small Accounting company Thorp, is in New York, New York. The team specializes in Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9New York, NY
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James Lima Planning + Development is a Commercial Development company. The team is based in New York, New York, and their services include Commercial Development and Commercial Financing.
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UndisclosedUndisclosed2 - 9Garden City, NY
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Based in Garden City, New York, Levine & Associates, LLC is an Accounting company. They provide Accounting.
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UndisclosedUndisclosed10 - 49Port Jefferson, NY
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Reliant Realty Group LLC is an Accounting company. In Port Jefferson, New York, their small team focuses on Accounting and Commercial Brokerage Services. The firm was established in 2010.
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UndisclosedUndisclosed10 - 49New York, NY
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See all 1 projectsFinance For Thought provides comprehensive financial and tax planning strategies, including bookkeeping, financial reporting, and CFO services. The reviews highlight their detail-oriented approach and ability to deliver tailored solutions, although there is room for improvement in communication. Overall, clients are satisfied with the meticulous and impactful outcomes of their services.
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UndisclosedUndisclosed50 - 249New York, NY
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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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UndisclosedUndisclosed10,000+New York, NY
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Oliver Wyman, a Business Consulting company, is headquartered in New York, New York. Their services include Business Consulting and Commercial Financing.
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UndisclosedUndisclosed1,000 - 9,999New York, NY
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See all 1 projectsNFP provides services such as fiduciary management, employee financial wellness seminars, and compliance support, with a particular focus on 401(k) plans. Reviews indicate strong alignment with company values and commend their service and support in financial planning and compliance. The feedback highlights consistent and effective communication through various channels, with no noted areas for improvement.
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UndisclosedUndisclosed10,000+Rochester, NY
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Launched in 1971, Paychex is a large Rochester, New York-based Accounting company. Their services include Accounting and Staffing.
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UndisclosedUndisclosed250 - 999New York, NY
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See all 1 projectsMazars in US offers services that include monitoring and controlling outsourced activities and enabling sales to foreign markets with lower living standards. The overall feedback highlights the company’s ability to influence revenue and generate leads, with clients appreciating the number of active deals and the cost-effectiveness of partner-sourced customer acquisition.
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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
