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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UndisclosedUndisclosed10 - 49Babylon, NY
Services provided
Small Accounting company Laufer LLP, is located in Babylon, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9White Plains, NY
Services provided
Founded in 1989, Lavin & Associates is an Accounting company. The small team offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
Perelson Weiner LLP is an Accounting company. They are headquartered in New York, New York and have midsize team. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
HarlemCPA, a small Accounting company, is located in New York, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9White Plains, NY
Services provided
Seligson & Giannattasio, LLP is a small Accounting company established in 1920. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
Legendary Lin Tax Service, a small Business Consulting company, is headquartered in New York, New York. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
Services provided
Located in Brooklyn, New York, Iryna Stepanchuk, CPA is a small Business Consulting company. The team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9BROOKLYN, NY
Services provided
Brooklyn FI is a small Business Consulting company launched in 2017. Their team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Sunnyside, NY
Services provided
BB Tax & Advisory is a Business Consulting company. Their small team is located in Sunnyside, New York. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
Services provided
Lupo Tax Services, a small Accounting company, is located in Brooklyn, New York. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bronx, NY
Services provided
AATC, a Business Consulting company, was established in 2008. The agency focuses on Business Consulting and Accounting, and is small.
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
Launched in 1934, Strategies for Wealth is an Accounting company. The team provides Accounting.
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UndisclosedUndisclosed50 - 249Bohemia, NY
Services provided
Accounting company Cerini and Associates, LLP offers Accounting and Business Consulting. They were established in 1993.
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UndisclosedUndisclosed2 - 9Roslyn Heights, NY
Services provided
Small Accounting company Reade & Company LLC, is in Roslyn Heights, New York. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Franklin Square, NY
Services provided
LoTurco & Company is an Accounting company. In Franklin Square, New York, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mineola, NY
Services provided
Small Accounting company Gentile Pismeny & Brengel LLP, is in Mineola, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hicksville, NY
Services provided
CSI Group LLP is an Accounting company. Located in Hicksville, New York, the firm was established in 1973. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Woodbury, NY
Services provided
KVLSM LLP is an Accounting company established in 2010. The agency specializes in Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Neptune City, NJ
Services provided
Elite Tax and Bookkeeping Center, Inc. Is an Accounting company. They are based in Neptune City, New Jersey and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Elizabeth, NJ
Services provided
Launched in 2000, Amaral Accounting Services, a small Accounting company, is in Elizabeth, New Jersey. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Westfield, NJ
Services provided
Tepp Accounting Services is an Accounting company. Their small team is based in Westfield, New Jersey. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Keyport, NJ
Services provided
Arbor Tax is a small Accounting company located in Keyport, New Jersey. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Newark, NJ
Services provided
BD Tax Services is a small New Brunswick, New Jersey-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Garden City, NY
Services provided
Accounting company Frankel Loughran Starr & Vallone LLP is in Garden City, New York. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
Mendonca & Partners CPAs LLC is an Accounting company. Their small team is in Union, New Jersey and New York, New York and focuses on Accounting and Business Consulting. The firm was founded in
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UndisclosedUndisclosed2 - 9Williston Park, NY
Services provided
Rooney Schmidt & Associates Inc. Is an Accounting company. They are based in Williston Park, New York and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Great Neck, NY
Services provided
Located in Great Neck, New York, YYL CPA P.C. Is an Accounting company. They offer Accounting and Business Consulting and were launched in 2015.
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UndisclosedUndisclosed250 - 999Bloomfield, NJ
Services provided
QXAS Inc is a midsize Accounting company headquartered in Bloomfield, New Jersey. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Jericho, NY
Services provided
BloomSchon CPAs LLC is an Accounting company. They focus on Accounting and Business Consulting and were launched in 1995.
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UndisclosedUndisclosed2 - 9Syosset, NY
Services provided
Craig Morris & Co is a Syosset, New York-based Accounting company. They provide Accounting and Business Consulting and were launched in 1981.
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UndisclosedUndisclosed2 - 9Garden City, NY
Services provided
K.K. Mehta CPA Associates PLLC is an Accounting company. Established in 1978, their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Floral Park, NY
Services provided
Machicote & Bennett, CPAs, P.C. Is an Accounting company. Launched in 2018, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mineola, NY
Services provided
Based in Mineola, New York, SG Accounting CPA, PC is a small Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
Ivy Tax and Accounting Services, a small Accounting company, is based in New York, New York. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Whitestone, NY
Services provided
Small Accounting company LTK Certified Public Accountants, is located in Whitestone, New York. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Melville, NY
Services provided
Ambrosio & Bellotti, CPAs, PC, a small Accounting company, is headquartered in Melville, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Queens Village, NY
Services provided
Based in Queens Village, New York, Augustine Gold CPA PLLC is a small Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
Headquartered in New York, New York, Urban Accounting Services is an Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed50 - 249Woodbury, NY
Services provided
Gettry Marcus CPA, P.C., an Accounting company, was established in 1987. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Baldwin, NY
Services provided
L & L Accounting Services, a small Accounting company, is located in Baldwin, New York. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lynbrook, NY
Services provided
John W Halloran, CPA PC, a small Accounting company, is located in Lynbrook, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Smithtown, NY
Services provided
Small Accounting company Ross & Company CPA, PLLC, is headquartered in Smithtown, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Woodbury, NY
Services provided
TJ Megale & Associates LLC is an Accounting company. Founded in 2006, their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Baldwin, NY
Services provided
Accounting company G.A. Clahar, CPA is headquartered in Baldwin, New York. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Hicksville, NY
Services provided
Gupta Tax & Business Services, an Accounting company, is based in Hicksville, New York. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Plainview, NY
Services provided
ZBS GROUP LLP is an Accounting company. Their small team is based in Plainview, New York and specializes in Accounting and Business Consulting. The company was launched in 2010.
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UndisclosedUndisclosed2 - 9Elizabeth, NJ
Services provided
HJP ASSOCIATES, an Accounting company, was founded in 1978. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Elizabeth, NJ
Services provided
Washington J. Sanchez & Associates, LLC, a small Accounting company, is headquartered in Elizabeth, New Jersey. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Elizabeth, NJ
Services provided
Established in 2012, VRC Accounting LLC is an Accounting company. The small team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Great Neck, NY
Services provided
A. H. CPA, PLLC is an Accounting company. They are headquartered in Great Neck, New York and have small team. Their services include 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
