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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UndisclosedUndisclosed50 - 249New York, NY
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VRC (Valuation Research Corporation) is a Commercial Financing company launched in 1975. Their services include Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249New York, NY
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Empire Valuation Consultants is a Commercial Financing company. They are based in New York, New York and have midsize team. They offer Commercial Financing and Accounting.
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UndisclosedUndisclosed50 - 249New York, NY
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WatsonRice LLP is an Accounting company. The team specializes in Accounting, and the firm is in New York, New York and Newark, New Jersey.
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UndisclosedUndisclosed10 - 49New York, NY
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Founded in 2009, Technical Institute of America, Inc. Is an Accounting company. The team provides Accounting and IT managed services and is located in New York, New York.
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UndisclosedUndisclosed2 - 9Far Rockaway, NY
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Launched in 2020, Presto Bookkeeping, LLC is an Accounting company. The small team provides Accounting.
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UndisclosedUndisclosed2 - 9Uniondale, NY
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Located in Uniondale, New York, Evolution Legal Billing & Bookkeeping LLC is an Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
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Founded in 2009, AJOY is an Accounting company. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Rochester, NY
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Car-Len Enterprise Corporation, a Financial Consulting company, is based in Rochester, New York. The team focuses on Financial Consulting and Business Consulting.
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UndisclosedUndisclosed50 - 249Salamanca, NY
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Seneca Global Services, LLC is a Financial Advising & Planning company. They were established in 2017, and their services include Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Amityville, NY
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Select Tax Professionals, LLC is a small Accounting company located in Amityville, New York. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
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Ledger Lanes LLC is an Accounting company. They are in New York, New York. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
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TAR Financial Services, LLC is an Accounting and Corporate Law company. They are in New York, New York and have small team. Their team offers Accounting and Corporate Law.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
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Integrity One Solutions is a Brooklyn, New York-based Accounting company. Their services include Accounting and Civil Rights Law.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
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Business Consulting and Accounting company Tax Pay Rescue, LLC was established in 2013. In Brooklyn, New York, the team offers Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
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Beattys Services, Inc., a Staffing company, was established in 1989. Based in New York, New York, the team offers Staffing and Recruiting.
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UndisclosedUndisclosed2 - 9Scarsdale, NY
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Abigail's Temp Inc. Is an Accounting and Staffing company. They are located in Scarsdale, New York and have small team of experts. Their services include Accounting and Staffing.
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UndisclosedUndisclosed2 - 9Flushing, NY
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TANTANCHENG LLC is a small Accounting company headquartered in Flushing, New York. Their services include Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
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Accounting company Sealy Singer LLC is based in New York, New York. They provide Accounting and were established in 2013.
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UndisclosedUndisclosed50 - 249New York, NY
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The Goodkind Group, LLC is a Staffing company. The agency is located in New York, New York. Their team offers Staffing and Recruiting.
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UndisclosedUndisclosed10 - 49Albany, NY
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High Impact Financial Analysis is a Business Consulting company launched in 2014. The company provides Business Consulting and Commercial Financing, and is small.
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UndisclosedUndisclosed250 - 999New York, NY
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See all 1 projectsWealth Enhancement Group offers comprehensive financial services, including CPA, Financial Reporting, and Financial Analysis. The reviews highlight their individual client attention, strategic financial advice, and effective money management. Overall, the feedback is positive, emphasizing their strong communication and client outcomes, although it notes limited options for local assessors.
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UndisclosedUndisclosed10 - 49New York, NY
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BakerAvenue Wealth Management is a San Francisco, California-based Financial Advising & Planning company. They provide Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249Brooklyn, NY
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Jack Jaffa & Associates is a Commercial Development company. The team is based in Brooklyn, New York, and their services include Commercial Development and Commercial Property Management.
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UndisclosedUndisclosed50 - 249Islandia, NY
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See all 1 projectsFirst Insurance Funding offers reliable and cost-effective financing solutions for insurance premiums, allowing agents to quote online and provide manageable payment terms for clients. Feedback highlights successful client retention and strong value for cost, though some reviews suggest improvements in online support for better transaction handling.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
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See all 1 projectsNumeric Accounting & Bookkeeping offers services such as bookkeeping, financial reporting, and tax preparation. Reviews indicate strong client satisfaction, highlighting their efficiency, accuracy, and excellent communication. Clients appreciate their proximity, budget-friendly pricing, and the positive impact on their financial management.
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UndisclosedUndisclosed2 - 9New York, NY
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NYC Advisors LLC is a Commercial Financing company. The small New York, New York-based team provides Commercial Financing and Accounting. The firm was founded in 2003.
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UndisclosedUndisclosed10 - 49New York, NY
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Chase Cost Management LLC is a Business Consulting company located in New York, New York. They specialize in Business Consulting and Financial Consulting and were established in 1998.
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UndisclosedUndisclosed10 - 49New York, NY
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Veris Wealth Partners, LLC, a Financial Advising & Planning company, was launched in 2007. The team focuses on Financial Advising & Planning and Business Consulting.
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UndisclosedUndisclosed10,000+New York, NY
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See all 1 projectsNew York Life offers services in retirement planning through life insurance, as indicated by feedback highlighting their role in individual retirement planning. Reviews emphasize their positive reviews, ratings, and cultural fit, contributing to successful partnerships with enhanced communication options, including virtual meetings, with no noted areas for improvement.
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UndisclosedUndisclosed2 - 9Tarrytown, NY
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Good Capital is a Commercial Financing and Financial Advising & Planning company established in 2018. The small team focuses on Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Fishkill, NY
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See all 1 projectsEmery & Webb Insurance specializes in comprehensive insurance services, advising on policies for key executives, property, auto, life, and general liability. Reviews highlight the firm’s ability to secure cost-effective, high-quality insurance solutions, leading to improved employee benefits and retention, and significant savings on various insurance policies. The overall feedback is highly positive, with no suggestions for improvement.
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UndisclosedUndisclosed50 - 249New York, NY
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Wetherby Asset Management is a Financial Advising & Planning company. The San Francisco, California-based agency was established in 1990. Their services include Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49New York, NY
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United Fund Advisors is a small Portland, Oregon-based Commercial Financing and Financial Advising & Planning company. The team specializes in Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Flushing, NY
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Eazzy Consulting Group, a small Financial Advising & Planning company, is in Flushing, New York. Their services include Financial Advising & Planning.
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UndisclosedUndisclosed250 - 999New York, NY
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Financial Advising & Planning company Kapitus was launched in 2006. The team provides Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249New York, NY
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Even Financial is a Financial Advising & Planning and Insurance Services & Brokers company established in 2014. The company provides Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9New York, NY
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Protax Consulting Services, an Accounting company, was established in 2001. They specializes in Accounting.
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UndisclosedUndisclosed10 - 49New York, NY
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Calculate is a small Accounting company. They specialize in Accounting and were launched in 2017.
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UndisclosedUndisclosed50 - 249Melville, NY
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AG Adjustments is a phone answering service. They offer Call Center Services and Back Office Outsourcing and were founded in 1972. The company is in Melville, New York.
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UndisclosedUndisclosed10 - 49New York, NY
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Established in 2015, Chase Executive Partners is a Financial Advising & Planning company. The agency focuses on Financial Advising & Planning and Staffing.
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UndisclosedUndisclosed2 - 9New York, NY
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Lytham Partners IR, a Commercial Financing company, provide Commercial Financing and Financial Advising & Planning. They were launched in 1994.
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UndisclosedUndisclosed10 - 49New York, NY
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Staffing company Mission Staffing was established in 2003. The company focuses on Staffing and Recruiting, and is small.
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UndisclosedUndisclosed2 - 9New York, NY
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Lever Capital Partners is a Commercial Financing company. The New York, New York-based company was founded in 2009. Their team specializes in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249New York, NY
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Midsize Financial Advising & Planning company Stone Point Capital, is in Greenwich, Connecticut and New York, New York. Their services include Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed250 - 999New York, NY
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Established in 1986, The Colony Group is a Financial Advising & Planning company. The midsize team provides Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49New York, NY
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Financial Advising & Planning company White Wolf Capital is in Miami, Florida and New York, New York. They focus on Financial Advising & Planning and Commercial Financing and were launched in 2011.
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UndisclosedUndisclosed50 - 249New York, NY
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Sun Capital Partners, Inc., a Financial Advising & Planning company, was established in 1995. They offers Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49New York, NY
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Progress Realty Partners is a Financial Advising & Planning company. Launched in 1990, the company offers Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
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Founded in 2014, MEB Capital is a small Financial Advising & Planning company in Brooklyn, New York and Lakewood, New Jersey. Their team offers Financial Advising & Planning and Commercial
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UndisclosedUndisclosed2 - 9New York City, NY
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Bleecker & Jones, a Finance & Accounting Outsourcing (FAO) company, is located in New York City, New York. The team specializes in Finance & Accounting Outsourcing (FAO) and Commercial Financing.
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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
