Top Financial Services Firms in New York City
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$50,000+$200 - $300 / hr10 - 49Serves New York City, NYServices 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 York City, NYServices 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 - 9New York, NY
Services provided
Makemytaxes Ltd. Is an Accounting company headquartered in New York, New York. They specialize in Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
Small Accounting company Aimlon CPA P.C., is located in New York, New York. Their services include Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
TaxFirst, Inc. Is an Accounting company. Their team is headquartered in New York, New York. The company focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Massapequa, NY
Services provided
CondeBoyce, LLP is an Accounting company. They are in Massapequa, New York and have small team of experts. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
Services provided
Established in 2009, Custom Accounting Inc is a small Accounting company. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Baldwin, NY
Services provided
Pierre-Louis & Associates CPA Firm is a small Baldwin, New York-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Melville, NY
Services provided
Singer & Falk CPA's is an Accounting company. Established in 2001, the company specializes in Accounting.
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UndisclosedUndisclosed2 - 9Islandia, NY
Services provided
NotchBooks, an Accounting and Business Consulting company, provides Accounting and Business Consulting. The firm is headquartered in Islandia, New York.
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UndisclosedUndisclosed2 - 9New City, NY
Services provided
Michael Zbar & Peter M. Leung, LLP is a small Accounting company in New City, New York. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Smithtown, NY
Services provided
Black Label Finances is a small Accounting company in Smithtown, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
Vilardi & Co. Is an Accounting company. Located in New York, New York, the agency was founded in 1990. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Norwalk, CT
Services provided
Peter Flournoy, CPA, a small Accounting company, is headquartered in Norwalk, Connecticut. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Stamford, CT
Services provided
Intelex is an Accounting and Business Consulting company. They are located in Stamford, Connecticut and have small team. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Stamford, CT
Services provided
Located in Stamford, Connecticut, PRI Capital Corp is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
Headquartered in New York, New York, AccountSavvy CPAs is a small Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
Spencer Tax Prep & Books is a small Accounting company located in New York, New York. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
Headquartered in New York, New York, Fast Tax Accounting is a small Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
A Kaplan CPA, P.C. Is a Business Consulting company. Their small team is headquartered in New York, New York. Their team specializes in Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
Jesic Tax is a Business Consulting company founded in 1968. The firm provides Business Consulting and Accounting, and is small.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
Accounting company Shmuel Paltiel CPA, P.C. Is based in New York, New York. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
Based in New York, New York, Gerstein Tax Service is a Business Consulting company. They provide Business Consulting and Accounting and were launched in 1978.
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UndisclosedUndisclosed2 - 9Hamilton Township, NJ
Services provided
Iyer Associates, a small Accounting company, is in Hamilton Township, New Jersey. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
Small Business Consulting company XYG CPA PLLC, is headquartered in New York, New York. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
Business Consulting company Egan Tax & Books Ltd. Focuses on Business Consulting and Accounting. They are based in New York, New York.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
Zelin & Associates CPA is an Accounting company. They are in New York, New York and have small team. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Long Island City, NY
Services provided
Peter A. Burgos CPA, P.C is an Accounting company headquartered in Long Island City, New York. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
Broadway Tax Professionals is a Business Consulting company in New York, New York. They specialize in Business Consulting and Accounting and were established in 1973.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
Services provided
Auxilia Accounting, Inc is a small Brooklyn, New York-based Business Consulting company. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9New City, NY
Services provided
The DeMinno CPA Firm is a small Accounting company in New City, New York. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Airmont, NY
Services provided
Steven R. Katz & Company is an Accounting company. The firm is headquartered in Airmont, New York. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9White Plains, NY
Services provided
Herman & Company CPA's, P.C. Is a small Accounting company headquartered in White Plains, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Mount Kisco, NY
Services provided
Selznick & Company, LLP is a small Accounting company. They provide Accounting and were founded in 1994.
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UndisclosedUndisclosed2 - 9Goshen, NY
Services provided
Located in Goshen, New York, DeBellis & Associates CPAs is a small Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
Services provided
Headquartered in Brooklyn, New York, Romain CPA LLC is a small Business Consulting company. The team offers Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
Services provided
C.A. MCCRAE, CPA, LLC is a small Accounting company. Launched in 2007, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
Services provided
Certainty Tax Advisors, LLC is a small Business Consulting company in Brooklyn, New York. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
Logo Financial Corp, a Business Consulting company, is in New York, New York. Launched in 1997, the team specializes in Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
Located in New York, New York, MEDOWS CPA, PLLC is a small Business Consulting company. The team specializes in Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
Services provided
Bull Tax Accountants is a Business Consulting company. They were established in 1997 and provide Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
Rayner CPA, PLLC is an Accounting company. Founded in 2009, the company is based in New York, New York. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
Levy Group is an Accounting company. They are headquartered in New York, New York, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
Lynn-Mark Enterprises, LLC, an Accounting company, was launched in 1976. Located in New York, New York, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Allendale, NJ
Services provided
Martin Lee CPA LLC is an Accounting company launched in 2016. The agency specializes in Accounting, and is small.
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UndisclosedUndisclosed2 - 9Airmont, NY
Services provided
Rand Payroll Services, a small Accounting company, is headquartered in Airmont, New York. The team provides Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Suffern, NY
Services provided
In Suffern, New York, Ronald A. Mermer CPA is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Airmont, NY
Services provided
DreamBuilder Financial is an Accounting company. The Airmont, New York-based firm was established in 2015. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Suffern, NY
Services provided
Berard & Associates, CPA's, PC is an Accounting company. The Suffern, New York-based firm was founded in 1984. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Spring Valley, NY
Services provided
Michael Koloden CPA PC is an Accounting company. The small Spring Valley, New York-based team specializes in Accounting and Business Consulting. The firm was founded in 2008.
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UndisclosedUndisclosed2 - 9Montvale, NJ
Services provided
Beacon CPA is an Accounting company. They are based in Montvale, New Jersey and have small team of experts. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Monsey, NY
Services provided
Oberlander & Co is an Accounting company. Headquartered in Monsey, New York, the team provides Accounting and Business Consulting.
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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
