Top Financial Services Firms in New York City
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List of the Top New York City Financial Services Companies
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$50,000+$200 - $300 / hr10 - 49Serves New York City, NYServices provided
20% Search Engine Optimization15% Pay Per Click15% Web Design +5 services10% Advertising10% Branding10% Content Marketing10% Digital Strategy10% Social Media MarketingSee 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.
Reviews mention Unique expertise
Clients have praised CSTMR for their unique expertise, particularly in the financial services sector. One client noted CSTMR's ability to guide companies new to marketing, emphasizing their insightful approach to content creation and strategic growth. The involvement of founder Rory H. during weekly calls has been highlighted as a significant advantage, providing valuable insights. Overall, sentiment regarding CSTMR's expertise is highly positive, with clients appreciating their tailored strategies and deep understanding of industry dynamics.-
SEO, Digital Strategy & Content Mktg for Loan Origination Co
4.5 Jun 10, 2024CSTMR’s domain expertise in the financial services industry is quite good. Another strength of CSTMR is leading teams that are going down the marketing route for the first time. CSTMR brings a unique voice that helps shape the content from a future brand awareness standpoint. On the digital front, CSTMR is highly attuned to the realities of our technologies, which aren’t the most expensive or leading tools.
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1 of 1 reviews is 5 starsUnknown avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
Recent feedback for CSTMR highlights their expertise in fintech and marketing strategy, with clients noting significant improvements in website traffic and customer acquisition. One client praised their methodical project management and responsiveness, stating that their website traffic tripled within a year. The depth of knowledge in branding and design was particularly impressive, with no areas for improvement identified. Overall, sentiment is highly positive, emphasizing CSTMR's ability to deliver impactful results.Was this helpful?
Industry Experience
CSTMR has demonstrated significant expertise in the financial services and other industries, with a strong emphasis on branding, content marketing, and digital strategy. Clients in financial services praised their ability to enhance brand awareness and drive measurable traffic increases, while those in other sectors noted their responsive project management and creative solutions. Overall sentiment reflects a high level of satisfaction, particularly regarding CSTMR's understanding of complex market needs and their commitment to client goals, making them an excellent partner in financial services.
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Other Industry Other industries Financial servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally find CSTMR's pricing to be reasonable relative to the high-quality results delivered. For instance, one client noted a $210,000 investment led to a tripling of demo requests and website traffic. Another client, spending $80,000, reported significant improvements in brand awareness and engagement. Overall, feedback reflects strong satisfaction with the value for money, emphasizing CSTMR's commitment to delivering impactful marketing strategies tailored to client needs.Was this helpful?
$25,000+Undisclosed250 - 999Serves New York City, NYServices provided
35% Accounting35% Finance & Accounting Outsourcing (FAO)30% AI AgentsSee 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.
1 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 months$200,000 – $999,999 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Recruitment & Mgmt Support for Technology & Accounting Firm
5.0 — Talent Formula provides recruitment and management support for a technology and accounting firm. They find qualified candidates with different levels of seniority to support the client's growing Read moreWas this helpful?
Industry Experience
Talent Formula has received positive feedback primarily within the Hospitality & Leisure industry, notably praised for their recruitment expertise and cultural alignment with clients like Quantaco. Their ability to adapt to changing requirements and deliver qualified candidates efficiently has been highlighted as a key strength. Overall, their impact is significant in enhancing team growth and performance, making them a strong fit for companies seeking tailored talent solutions in the hospitality sector.
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Hospitality & leisureWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed strong satisfaction with Talent Formula's overall cost and value for money. One client noted that the company’s unique talent retention model and efficient recruitment process significantly contributed to their business growth, stating they doubled their growth year on year. The partnership has been long-standing since 2014, highlighting the perceived value in their investment. Overall, clients appreciate the alignment of Talent Formula's services with their specific needs, indicating a favorable cost-to-value relationship.Was this helpful?
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UndisclosedUndisclosed2 - 9Jersey City, NJ
Services provided
100% AccountingAccounting company Apex Consulting LLC is based in Jersey City, New Jersey. Founded in 2019, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Morris Plains, NJ
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100% AccountingBass Tax Group is an Accounting company. The Morris Plains, New Jersey-based agency was launched in 2006. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Florham Park, NJ
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100% AccountingBookkeeping and Back Office Solutions, LLC (BBOS) is an Accounting company. Headquartered in Florham Park, New Jersey, their small team specializes in Accounting. The company was established in
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UndisclosedUndisclosed10 - 49Hasbrouck Heights, NJ
Services provided
100% AccountingAccounting company Broadscope Fund Administrators focuses on Accounting. They are in Hasbrouck Heights, New Jersey.
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UndisclosedUndisclosed2 - 9Hackensack, NJ
Services provided
100% AccountingE&Q TAX, Accounting & Business Solutions is a small Accounting company founded in 1997. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9East Brunswick, NJ
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100% AccountingExpedient Accountants, LLC is a small East Brunswick, New Jersey-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Freehold, NJ
Services provided
100% AccountingArthur CPA LLC is an Accounting company. Their small team is headquartered in Freehold, New Jersey and provides Accounting. The firm was launched in 1980.
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UndisclosedUndisclosed10 - 49Oradell, NJ
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100% AccountingGramkow, Carnevale, Seifert & Co., LLC, a small Accounting company, is located in Oradell, New Jersey. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Wayne, NJ
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100% AccountingMilestone Accounting Solutions is a Wayne, New Jersey-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Clifton, NJ
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100% AccountingPrecision Accounting, LLC, a small Accounting company, is located in Clifton, New Jersey. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Montgomery, NJ
Services provided
100% AccountingAccounting company Real Possibilities, LLC was founded in 2002. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Wayne, NJ
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100% AccountingRenee's Bookkeeping llc., a small Accounting company, is located in Wayne, New Jersey. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Yonkers, NY
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80% Accounting20% Business ConsultingJsquared is a small Yonkers, New York-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Yonkers, NY
Services provided
100% AccountingAntonucci & Company is an Accounting company headquartered in Yonkers, New York. They focus on Accounting and were founded in 1989.
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UndisclosedUndisclosed2 - 9Yonkers, NY
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100% AccountingAccutax Business Center is an Accounting company established in 2014. The company focuses on Accounting, and is small.
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UndisclosedUndisclosed2 - 9Yonkers, NY
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100% AccountingAccounting company Pupilo Agency Inc was founded in 1987. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Yonkers, NY
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80% Accounting20% Business ConsultingSmall Accounting company Tuffy & Associates, is in Yonkers, New York. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Yonkers, NY
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100% AccountingProfessional Tax & Accounting Services, LLC, a small Accounting company, is in Yonkers, New York. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Yonkers, NY
Services provided
80% Accounting20% Business ConsultingACG Tax Service Inc. Is an Accounting company. They are based in Yonkers, New York and have small team. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tuckahoe, NY
Services provided
80% Accounting20% Business ConsultingHeadquartered in Tuckahoe, New York, William F. Deighan, CPA, EA is a small Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Yonkers, NY
Services provided
100% AccountingAccounting company SEC Tax Services (Sosa & Associates, LLC) was established in 2010. The firm focuses on Accounting, and is small.
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UndisclosedUndisclosed2 - 9Yonkers, NY
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100% AccountingPLP Accountancy Services LLC is an Accounting company. In Yonkers, New York, the firm was founded in 2018. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Yonkers, NY
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100% AccountingMarlin K. Wiggins, CPA is an Accounting company. The Yonkers, New York-based firm was launched in 1993. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Yonkers, NY
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80% Accounting20% Business ConsultingJR TAXES, LLC, a small Accounting company, is based in Yonkers, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Farmingdale, NY
Services provided
100% AccountingBased in Jesup, Georgia and Farmingdale, New York, Harris & Company, P.C. Is a small Accounting company. The team provides Accounting.
Read moreSee All Locations (2)Farmingdale, NY
317 Main St.
Farmingdale, NY 11735+1.912.449.4724
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
70% Accounting30% Business ConsultingSomerville & Company, PLLC is an Accounting company established in 1932. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
20% Accounting40% Commercial Development40% Commercial Property ManagementTrinity Financial is a Commercial Development company. Their team is in Boston, Massachusetts and New York, New York. The firm focuses on Commercial Development and Commercial Property Management.
Read moreSee All Locations (2)New York, NY
1350 Broadway, Suite 1700
New York, NY 10018212.267.8400
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UndisclosedUndisclosedFreelancerNew York, NY
Services provided
100% AccountingAriel Joudai, CPA. Is an Accounting company in New York, New York. The team provides Accounting.
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UndisclosedUndisclosed2 - 9West Windsor Township, NJ
Services provided
100% AccountingSmall Accounting company M H Financial CPA Firm LLC, is based in West Windsor Township, New Jersey. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Edgewater, NJ
Services provided
80% Accounting20% Business ConsultingACFS LLC Accounting, Consulting & Financial Services is an Accounting company. Their small team is located in Edgewater, New Jersey. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Woodbridge Township, NJ
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80% Accounting20% Business ConsultingNLC Financial Services, LLC is a Woodbridge Township, New Jersey-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Red Bank, NJ
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80% Accounting20% Business ConsultingCSI GROUP, LLP. - CPAs is a small Accounting company. They provide Accounting and Business Consulting and were founded in 1973.
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UndisclosedUndisclosed2 - 9Millstone, NJ
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80% Accounting20% Business ConsultingBarry Smulofsky CPA LLC is an Accounting company. Based in Millstone, New Jersey, their small team provides Accounting and Business Consulting. The company was established in 1987.
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UndisclosedUndisclosed2 - 9Brick Township, NJ
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80% Accounting20% Business ConsultingEstablished in 2011, Ron Rapka, CPA is a small Brick Township, New Jersey-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Nutley, NJ
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100% AccountingGeltrude is an Accounting company. They provide Accounting and are headquartered in Nutley, New Jersey.
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UndisclosedUndisclosed2 - 9New Brunswick, NJ
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100% AccountingSamuel S. Fisher CPA, LLC is an Accounting company launched in 2001. The firm offers Accounting, and is small.
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UndisclosedUndisclosed2 - 9Hightstown, NJ
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80% Accounting20% Business ConsultingHumphreys and Kosek Accounting and Tax Services, Inc. Is a small Hightstown, New Jersey-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Clark, NJ
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80% Accounting20% Business ConsultingWysocki CPA LLC is a Clark, New Jersey-based Accounting company. They offer Accounting and Business Consulting and were founded in 2015.
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UndisclosedUndisclosed2 - 9Matawan, NJ
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100% AccountingThe Pressler Group, PC is a Matawan, New Jersey-based Accounting company. They offer Accounting and were founded in 2002.
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UndisclosedUndisclosed2 - 9West Long Branch, NJ
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80% Accounting20% Business ConsultingJersey Shore Tax and Accounting LLC is an Accounting company. Established in 1982, the team focuses on Accounting and Business Consulting. The agency is based in West Long Branch, New Jersey.
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UndisclosedUndisclosed2 - 9Freehold, NJ
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100% AccountingPetrik & Murtha, LLC CPA's is an Accounting company. Located in Freehold, New Jersey, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Keyport, NJ
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100% AccountingAccounting company Maldjian Citta & Company, PC. Is in Keyport, New Jersey. The team focuses on Accounting.
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UndisclosedUndisclosed50 - 249New York, NY
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100% AccountingAdeptus Partners LLC is an Accounting company. Based in New York, New York and Ocean, New Jersey, the firm was established in 1985. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Bayonne, NJ
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80% Accounting20% Business ConsultingGraziano and Company CPA's is an Accounting company. The Bayonne, New Jersey-based team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Spring Lake, NJ
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75% Accounting25% Business ConsultingPerkowski & Associates Cpa, an Accounting company, is based in Spring Lake, New Jersey. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glen Rock, NJ
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100% AccountingMichele Theuerkauf, CPA LLC is a small Accounting company. They specialize in Accounting and were founded in 2009.
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UndisclosedUndisclosed2 - 9Lakewood, NJ
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100% AccountingGershon Biegeleisen & Co. CPA's is an Accounting company established in 2001. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Jersey City, NJ
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80% Accounting20% Business ConsultingIn West Orange, New Jersey and New York, New York, Kenneth Gibbons LLC (Out of Business) is an Accounting company. Launched in 2010, the team offers Accounting and Business Consulting.
Read moreSee All Locations (3)Jersey City, NJ
2500 Plaza 5
Jersey City, NJ 07311+1.973.902.9011
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UndisclosedUndisclosed10 - 49Livingston, NJ
Services provided
70% Accounting30% Business ConsultingLevine Jacobs & Co. LLC is an Accounting company established in 1952. The company specializes in Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Jersey City, NJ
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100% AccountingAnjay Accountax is a small Accounting company located in Jersey City, New Jersey. The team offers Accounting.
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Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
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- Market presence and reputation in the industry
List of the Top 15 New York City 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 - 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 -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
25.7/40.016.4/20 Reviews4.7/10 Clients & Experience4.6/10 Market PresenceService focus
50% Accounting50% 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 -
$1,000+$100 - $149 / hr10 - 49Hoboken, NJ
Ability to deliver
22.7/40.016.2/20 Reviews1.6/10 Clients & Experience4.9/10 Market PresenceService focus
75% Accounting25% 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 -
$5,000+< $25 / hr50 - 249Brooklyn, NY
Ability to deliver
22.4/40.017.2/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
50% Accounting50% 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 -
$10,000+$150 - $199 / hr1,000 - 9,999New York, NY
Ability to deliver
22.1/40.016.2/20 Reviews0/10 Clients & Experience5.9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49New York, 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+< $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 -
$1,000+$300+ / hr10 - 49Teaneck, NJ
Ability to deliver
21.3/40.016.4/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
40% Accounting60% 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 -
$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 -
UndisclosedUndisclosed10 - 49River Edge, NJ
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 -
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 -
UndisclosedUndisclosed250 - 999New York, NY
Ability to deliver
9.8/40.09.8/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
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 -
$5,000+$300+ / hr10 - 49New York, NY
Ability to deliver
7.6/40.00/20 Reviews2.4/10 Clients & Experience5.2/10 Market PresenceService focus
75% Accounting25% Other
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