Top Financial Services Firms in New York
-
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.
-
UndisclosedUndisclosed2 - 9Brooklyn, NY
Services provided
Accounting company ALAN LORMAN CPA P.C. Is located in Brooklyn, New York. They provide Accounting.
Read more -
UndisclosedUndisclosed2 - 9Maspeth, NY
Services provided
PACE ACCOUNTING & TAX SERVICES, a small Accounting company, is located in Maspeth, New York. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
OnPoint Business Solutions, a small Accounting company, is headquartered in New York, New York. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Brooklyn, NY
Services provided
PM Taxes is a small Accounting company headquartered in Brooklyn, New York. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
See all 1 projectsLefstein-Suchoff CPA & Associates specializes in Tax Preparation, Bookkeeping, and Financial Reporting. Overall feedback indicates significant dissatisfaction with their services, citing errors in tax returns and poor responsiveness to issues. Clients reported a lack of professionalism and accountability, with some recommending against using this firm.
-
UndisclosedUndisclosed2 - 9Brooklyn, NY
Services provided
OG Tax and Accounting Group is an Accounting company. They are headquartered in Brooklyn, New York and have small team. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
Li & Zheng, CPA is an Accounting company. Their small team is based in New York, New York. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
Headquartered in Boston, Massachusetts and New York, New York, George R. Baxendale, CPA, Inc. Is a small Accounting company. The team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49New York, NY
Services provided
Taylor Hodson Inc., a Staffing company, was launched in 1987. The agency specializes in Staffing and Recruiting.
Read more -
UndisclosedUndisclosed50 - 249New York, NY
Services provided
Pyramid Consulting Group, LLC is a Staffing company based in New York, New York. Their services include Staffing and Recruiting.
Read more -
UndisclosedUndisclosed50 - 249New York, NY
Services provided
The Forum Group is a Staffing company in New York, New York. Founded in 1974, the team focuses on Staffing and Recruiting.
Read more -
UndisclosedUndisclosed50 - 249Plattsburgh, NY
Services provided
Founded in 2008, Triton Benefits and HR Solutions is a HR Consulting company. The team focuses on HR Consulting and Accounting.
Read more -
UndisclosedUndisclosed10 - 49New York, NY
Services provided
Tradewind Markets, Inc. Is an Accounting company. The New York, New York-based company provides Accounting and Advertising.
Read more -
UndisclosedUndisclosed10,000+New York, NY
Services provided
MUFG is a large Accounting company in New York, New York. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed10 - 49Buffalo, NY
Services provided
Launched in 1995, Employer Services Corporation is a HR Consulting company. The firm specializes in HR Consulting and Accounting.
Read more -
UndisclosedUndisclosed1,000 - 9,999New York, NY
Services provided
Alvarez & Marsal is a large Accounting and Business Consulting company headquartered in New York, New York. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49New York, NY
Services provided
WilliamsMarston LLC is an Accounting company. Founded in 2014, the team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49New York, NY
Services provided
Redgate is a Commercial Financing company. They were launched in 2010 and provide Commercial Financing and Accounting.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
IBC Property Management is a New York, New York-based Commercial Brokerage Services company. Launched in 1985, the team specializes in Commercial Brokerage Services and Commercial Property
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
Livingston Management Services, an Accounting company, was established in 2008. The team provides Accounting and Commercial Brokerage Services and is headquartered in New York, New York.
Read more -
UndisclosedUndisclosed10 - 49Buffalo, NY
Services provided
Kopin And Company, CPA, PC is an Accounting company. The Buffalo, New York-based company was launched in 1995. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Buffalo, NY
Services provided
Pat McCusker's Taxes & Bookkeeping Inc is a small Buffalo, New York-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Rochester, NY
Services provided
In Rochester, New York, Direct Payroll Services, Inc. Is a small Accounting company. The team provides Accounting and HR Consulting.
Read more -
UndisclosedUndisclosed2 - 9Rochester, NY
Services provided
Hamilton & Ruiz Company, Inc. Is a Rochester, New York-based Accounting company. They focus on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Rochester, NY
Services provided
Vision Tax Payroll, an Accounting company, is headquartered in Rochester, New York. They offer Accounting and were founded in 2016.
Read more -
UndisclosedUndisclosed10 - 49New York, NY
Services provided
Dugas, Soileau, & Breaux is an Accounting company founded in 2006. The company specializes in Accounting, and is small.
Read more -
UndisclosedUndisclosed10 - 49Lake Pleasant, NY
Services provided
Boudreaux, Henderson & Co., LLP is a small Accounting company located in Lake Pleasant, New York. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49New York, NY
Services provided
Giuseppe Brusa CPA LLC is a small Accounting company. They specialize in Accounting and were established in 1987.
Read more -
UndisclosedUndisclosed2 - 9Maspeth, NY
Services provided
Imperato Tax Services is an Accounting company. They are located in Maspeth, New York and have small team. Their team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Bronx, NY
Services provided
Based in Bronx, New York, LR Multiservices is a small Accounting company. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
Omega Tax Solutions is a small Accounting company. They specialize in Accounting and were founded in 2004.
Read more -
UndisclosedUndisclosed250 - 999New York, NY
Services provided
Berdon LLP is an Accounting company. Launched in 1917, the firm focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
A. Francis & Associates, a small Accounting company, is headquartered in New York, New York. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Garden City, NY
Services provided
Outsource Your Books, LLC (OSYB) is an Accounting company. They provide Accounting and are based in Garden City, New York.
Read more -
UndisclosedUndisclosed10 - 49Albany, NY
Services provided
Staff Ciampino & Company, P.C. Is an Accounting company founded in 1948. The team focuses on Accounting and Business Consulting and is based in Albany, New York.
Read more -
UndisclosedUndisclosed50 - 249Albany, NY
Services provided
Teal, Becker & Chiaramonte, CPAs, P.C. Is an Accounting company established in 1971. The midsize team specializes in Accounting.
Read more -
UndisclosedUndisclosed50 - 249Albany, NY
Services provided
BST & Co. CPAs, LLP is an Accounting company launched in 1946. Their team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Albany, NY
Services provided
Founded in 1974, uTaxes, a small Accounting company, is based in Albany, New York. Their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Albany, NY
Services provided
T. M. Byxbee Company, CPAs, NY, P.C. Is an Accounting company. Headquartered in Albany, New York, the company was established in 1919. Their team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Albany, NY
Services provided
In Albany, New York, Wojeski & Company CPAs, P.C. Is an Accounting company. They provide Accounting.
Read more -
UndisclosedUndisclosed2 - 9Keene, NY
Services provided
Anderson & Gilbert, Inc. Is an Accounting company located in Keene, New York. Founded in 1984, the team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
RMJR Tax and Accounting is a small Accounting company based in New York, New York. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Mount Vernon, NY
Services provided
Kristin Krauskopf, CPA, an Accounting company, provides Accounting. The agency is based in Mount Vernon, New York.
Read more -
UndisclosedUndisclosed2 - 9New Rochelle, NY
Services provided
VCWCPA Tax and Accounting is a small Accounting company located in New Rochelle, New York. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
Headquartered in New York, New York, Brandt Accounting Inc is a small Accounting company. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Yonkers, NY
Services provided
ATAX Lansing, MI is an Accounting company headquartered in Lansing, Michigan and Yonkers, New York. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Liverpool, NY
Services provided
Powers Accounting is an Accounting company. They are located in Liverpool, New York and have small team. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Yonkers, NY
Services provided
Jsquared is a small Yonkers, New York-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Yonkers, NY
Services provided
Antonucci & Company is an Accounting company headquartered in Yonkers, New York. They focus on Accounting and were founded in 1989.
Read more -
UndisclosedUndisclosed2 - 9Yonkers, NY
Services provided
Accutax Business Center is an Accounting company established in 2014. The company focuses on Accounting, and is small.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My Matches
Tell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
List of the Top 15 New York Financial Services Companies
-
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
