Top Financial Services Firms in New York
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Featured
What are Featured Providers?
$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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$1,000+Undisclosed2 - 9New York, NY
Services provided
Goldburd & Co. Is a small Accounting company headquartered in New York, New York and Lakewood, New Jersey. Their services include Accounting.
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$1,000+$150 - $199 / hr10 - 49Melville, NY
Services provided
Sasserath & Zoraian is an Accounting company. The Melville, New York-based agency was launched in 1997. Their team provides Accounting.
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$1,000+$25 - $49 / hr10 - 49Chestnut Ridge, NY
Services provided
GKG CPAs is an Accounting company. They specialize in Accounting and were launched in 1993.
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$1,000+$100 - $149 / hr10 - 49Woodbury, NY
Services provided
G.R. Reid is a small Accounting company in Woodbury, New York and Boca Raton, Florida. Their services include Accounting.
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$1,000+$100 - $149 / hr10 - 49Harrison, NY
Services provided
A. Uzzo & Company is an Accounting company. They are based in Harrison, New York and have small team. Their services include Accounting.
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$1,000+$100 - $149 / hr10 - 49Garden City, NY
Services provided
Nazaire & Co., an Accounting company, is in Garden City, New York and New York, New York. They focus on Accounting.
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$1,000+$50 - $99 / hr10 - 49Lynbrook, NY
Services provided
Wolfsohn Accounting Services is an Accounting company. They are in Lynbrook, New York and New York, New York, and their services include Accounting.
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$1,000+$100 - $149 / hr10 - 49New York, NY
Services provided
Launched in 1984, Accounting & Compliance International is an Accounting company. Their team focuses on Accounting.
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$1,000+$100 - $149 / hr10 - 49New York, NY
Services provided
Israeloff, Trattner & Co., an Accounting company, is in New York, New York and Garden City, New York. The team specializes in Accounting.
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$1,000+$100 - $149 / hr10 - 49Carle Place, NY
Services provided
Accounting company JT Shulman & Company is headquartered in Carle Place, New York. Their services include Accounting.
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$1,000+$300+ / hr2 - 9Brooklyn, NY
Services provided
MCBtax is an Accounting company. They are in Brooklyn, New York and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Hicksville, NY
Services provided
BergerCPAFirst is a small Accounting company. Launched in 1989, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
Commerce CPA, LLC is an Accounting company. They focus on Accounting and Business Consulting and were founded in 2015.
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$5,000+$150 - $199 / hr50 - 249Cedarhurst, NY
Services provided
Accounting company RiverEdge Advisors was established in 2018. The midsize team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Stony Brook, NY
Services provided
Long Island Tax Solutions is a small Accounting company based in Stony Brook, New York. Their services include Accounting.
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$5,000+$50 - $99 / hr10 - 49New York, NY
Services provided
See all 1 projectsFinalert LLC specializes in IT services, IT consulting, compliance and outsourcing, technology and ERP solutions, and bookkeeping and accounting. The overall feedback is highly positive, highlighting their professionalism, expertise, responsiveness, and innovative problem-solving approach. Clients commend their ability to deliver results on time and within budget, making Finalert LLC a reliable and talented partner.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
Services provided
Integrity Coverage Group Inc, an Insurance Services & Brokers company, was founded in 2006. The firm provides Insurance Services & Brokers, and is small.
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$1,000+< $25 / hr2 - 9Brooklyn, NY
Services provided
A2Z Medical Billing Services, a Back Office Outsourcing company, is located in Brooklyn, New York. Founded in 2023, the team focuses on Back Office Outsourcing and Accounting.
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$25,000+$100 - $149 / hr250 - 999New York, NY
Services provided
Outsourced Accountants is a Finance & Accounting Outsourcing (FAO) company. Located in New York, New York, the agency provides Finance & Accounting Outsourcing (FAO) and Commercial Financing.
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UndisclosedUndisclosed2 - 9Massapequa, NY
Services provided
Financial Advising & Planning company Investment Insight Wealth Management was launched in 2004. Located in Massapequa, New York, the team offers Financial Advising & Planning.
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$1,000+Undisclosed50 - 249Rochester, NY
Services provided
Located in Rochester, New York, FTS is an Accounting company. Launched in 2017, the team offers Accounting and Staffing.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
See all 2 projectsOnline Taxman is an accounting services firm specializing in tax preparation and filing. Their reviews reveal significant dissatisfaction, with consistent complaints about poor communication, lack of continuity, and incorrect filings leading to penalties. Approximately 100% of reviewers express negative feedback, highlighting issues in bookkeeping, tax filing, and inadequate financial advice. The recurring theme is their unreliability and high costs, suggesting potential clients should consider alternative options.
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$1,000+$150 - $199 / hr2 - 9Staten Island, NY
Services provided
Launched in 1990, Arlia & Associates is an Accounting company. Located in Staten Island, New York and New York, New York, the team provides Accounting.
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$1,000+$150 - $199 / hr2 - 9New York, NY
Services provided
Spritzer, Kaufman & Company LLP, an Accounting company, is headquartered in New York, New York. They focus on Accounting and were founded in 1993.
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$1,000+$150 - $199 / hr2 - 9New York, NY
Services provided
Hajiani CPA is an Accounting company. They are in Boston, Massachusetts and New York, New York. Their team provides Accounting.
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$1,000+$100 - $149 / hr2 - 9NY, NY
Services provided
Accounting Group of WNY, an Accounting company, was established in 1997. Based in NY, New York, the team specializes in Accounting.
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$1,000+$100 - $149 / hr50 - 249New York, NY
Services provided
Hertz Herson CPA is a midsize Accounting company based in New York, New York. Their services include Accounting.
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$1,000+$100 - $149 / hr10 - 49Monticello, NY
Services provided
Bachrach, Waschitz & Waschitz is a Monticello, New York-based Accounting company. They specialize in Accounting.
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$1,000+$200 - $300 / hr2 - 9Uniondale, NY
Services provided
Launched in 2011, IFG Corporate Accounting Services is a small Business Consulting company. Their services include Business Consulting and Back Office Outsourcing.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
Services provided
Michael Petrushansky, CPA PC is an Accounting company in Brooklyn, New York. The team focuses on Accounting.
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Undisclosed$100 - $149 / hr50 - 249New Rochelle, NY
Services provided
RLN US LLP is a midsize Accounting company located in New Rochelle, New York. Their services include Accounting and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Melville, NY
Services provided
Accounting company Herman P. Ortiz, CPA, P.C. Is headquartered in Melville, New York. The team specializes in Accounting.
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$5,000+$300+ / hr2 - 9New York, NY
Services provided
Detaxify - Tax Relief is a Business Consulting company founded in 2017. Their team provides Business Consulting and Accounting.
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Undisclosed$100 - $149 / hr10 - 49New York, NY
Services provided
Finance & Accounting Outsourcing (FAO) and Accounting company ProfitLine LLC was founded in 2013. The small team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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$10,000+$100 - $149 / hr50 - 249New York, NY
Services provided
Outsourced Accountants Oman is a New York, New York-based Accounting company. They specialize in Accounting and Financial Advising & Planning.
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$1,000+$25 - $49 / hr10 - 49New York, NY
Services provided
BestPro Bookkeeping & Tax is a small Accounting company founded in 2021. Their team specializes in Accounting.
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$1,000+$25 - $49 / hr2 - 9New York, NY
Services provided
Alliance Risk, an Insurance Services & Brokers and Insurance Law company, was established in 2025. The small team focuses on Insurance Services & Brokers and Insurance Law.
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UndisclosedUndisclosed2 - 9Yonkers, NY
Services provided
See all 1 projectsRiver Rock Financial is an accounting services provider specializing in tax preparation. With a focus on handling clients' tax needs efficiently, they have received positive feedback for their honesty and reliability, satisfying customer expectations. However, some clients suggest they could improve by better anticipating business needs and offering strategic tax advice.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
See all 1 projectsARK-LLP Accountant and Advisors is a comprehensive provider of accounting services, including bookkeeping, financial reporting, tax preparation, and financial advisory. The firm is highly regarded for its personalized service, with clients praising their honesty, competitive pricing, and effective guidance in business and personal finance management. Approximately 90% of feedback highlights their dedication to maintaining strong client relationships and ensuring proper financial practices.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
See all 1 projectsdbooks bookkeeping services is an accounting firm specializing in bookkeeping and financial reporting. Their reviews highlight exceptional attention to detail and effective project management, with 100% positive feedback regarding their organized communication and timely tax filing. Clients appreciate their expertise in handling complex financial tasks, allowing businesses to focus on strategic growth.
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UndisclosedUndisclosed10 - 49Selden, NY
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See all 1 projectsTaxOnTrack offers a range of professional services tailored to meet your unique accounting needs. Our range of services includes - Tax Services for Individuals and Businesses, Accounting and
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$1,000+$100 - $149 / hr10 - 49Monticello, NY
Services provided
Knack, Pavloff and Company is a small Monticello, New York-based Accounting company. The team offers Accounting.
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$1,000+$100 - $149 / hr10 - 49Westbury, NY
Services provided
Small Accounting company Weinstein & Wohlafka, is headquartered in Westbury, New York. The team offers Accounting.
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$1,000+$100 - $149 / hr10 - 49New York, NY
Services provided
Steinberg, Steckler & Picciurro is an Accounting company founded in 1950. The agency specializes in Accounting, and is small.
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$1,000+< $25 / hr10 - 49New York, NY
Services provided
My Presentation Designer is an Advertising company. The New York, New York-based team provides Advertising and Branding.
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UndisclosedUndisclosed2 - 9Baldwin, NY
Services provided
Located in Baldwin, New York, Pierre-Louis & Associates CPA, P.C. Is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Patchogue, NY
Services provided
Lori Di Marco, CPA, PLLC is an Accounting company. The agency is based in Patchogue, New York. Their team provides Accounting and Business Consulting.
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$1,000+$200 - $300 / hr10 - 49New York, NY
Services provided
ArgoMetrix is a branding firm in New York, New York. The team focuses on Branding and Marketing Strategy.
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$1,000+$50 - $99 / hr2 - 9Syracuse, NY
Services provided
Marginwall LLC is an Accounting company. The Syracuse, New York-based team provides Accounting.
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UndisclosedUndisclosed10 - 49Levittown, NY
Services provided
Established in 2020, Plans Plus Benefits | Insurance and Medicare Brokers is an Insurance Services & Brokers company. The small team specializes in Insurance Services & Brokers.
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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
