Top Financial Services Firms in New York City
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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 Great team
CSTMR has received overwhelmingly positive feedback, particularly highlighting their exceptional team. Clients have noted their 'talented individuals' who are 'highly skilled' and the seamless project management that facilitates effective collaboration. One client emphasized the team's ability to 'shine and produce results' despite challenges, while another praised their thoughtful and caring approach, stating they are 'fantastic people' who consistently go above and beyond. Overall, the sentiment reflects a strong admiration for CSTMR's team dynamics and expertise.-
Digital & Content Marketing for Money Transfer Platform
5.0 Jan 20, 2021CSTMR has a talented team of individuals that are highly skilled in their areas of expertise. Their project management is on point! They make it easy for us as a client to keep a track of all the ongoing projects and next steps. Their highly talented team has the ability to shine and produce results regardless of any challenge thrown at them.
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Digital Marketing, Web Dev & UX/UI Design for FinTech Co
5.0 Jun 17, 2025CSTMR consistently delivers on time and manages all of our engagements seamlessly. They are a true partner. Aside from the fact that they're the most thoughtful, skilled fintech marketers in the U.S., they're also just fantastic people who truly care (about us and about our customers) and will go above and beyond to deliver for us every single time. Their culture matches perfectly with ours.
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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 branding and digital strategy, particularly in the fintech sector. A client from ValidMind noted significant improvements, including a tripling of website traffic and customer growth following a comprehensive rebranding and website overhaul. The agency's project management was praised for responsiveness and timely delivery. Clients recommend clear communication of goals to maximize the partnership's effectiveness. Overall sentiment is highly positive, reflecting confidence in CSTMR's capabilities.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?
More responsive than most other service providers
Get in TouchCSTMR is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.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 - 9The Bronx, NY
Services provided
80% Accounting20% Business ConsultingSmall Accounting company Nezaj & Co. CPAs, is headquartered in The Bronx, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9White Plains, NY
Services provided
80% Accounting20% Business ConsultingADG Accounting Inc is a small Accounting company in White Plains, New York. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Elmsford, NY
Services provided
80% Accounting20% Business ConsultingCerullo LLC is an Accounting company launched in 1978. The agency provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Jamaica, NY
Services provided
70% Accounting30% Business ConsultingPadilla and Company, LLP is an Accounting company. Their team is based in Jamaica, New York. The agency offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Eastchester, NY
Services provided
100% AccountingLocated in Eastchester, New York, LMI Accounting CPA, PC is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
100% AccountingMBS Accounting Technology & Advisory, an Accounting company, is headquartered in New York, New York. They offer Accounting and were launched in 2000.
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UndisclosedUndisclosed10 - 49Babylon, NY
Services provided
80% Accounting20% Business ConsultingSmall 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
80% Accounting20% Business ConsultingFounded 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
40% Accounting40% Business Consulting20% Public RelationsPerelson 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
60% Accounting20% Business Consulting20% Public RelationsHarlemCPA, 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
100% AccountingSeligson & 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
40% Accounting60% Business ConsultingLegendary 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
40% Accounting60% Business ConsultingLocated 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
40% Accounting60% Business ConsultingBrooklyn 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
40% Accounting60% Business ConsultingBB 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
60% Accounting40% Business ConsultingLupo 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
30% Accounting70% Business ConsultingAATC, 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
100% AccountingLaunched in 1934, Strategies for Wealth is an Accounting company. The team provides Accounting.
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UndisclosedUndisclosed50 - 249Bohemia, NY
Services provided
70% Accounting30% Business ConsultingAccounting 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
70% Accounting30% Business ConsultingSmall 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
80% Accounting20% Business ConsultingLoTurco & 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
80% Accounting20% Business ConsultingSmall 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
80% Accounting20% Business ConsultingCSI 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
80% Accounting20% Business ConsultingKVLSM 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
80% Accounting20% Business ConsultingElite 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
100% AccountingLaunched 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
80% Accounting20% Business ConsultingTepp 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
80% Accounting20% Business ConsultingArbor 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
90% Accounting10% Business ConsultingBD Tax Services is a small New Brunswick, New Jersey-based Accounting company. Their services include Accounting and Business Consulting.
Read moreSee All Locations (2)Newark, NJ
117 Bloomfield Avenue
Newark, NJ 07104+1.732.414.1973
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UndisclosedUndisclosed50 - 249Garden City, NY
Services provided
80% Accounting20% Business ConsultingAccounting 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
80% Accounting20% Business ConsultingMendonca & 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
Read moreSee All Locations (2)New York, NY
45 Rockefeller Plaza, Suite 2000
New York, NY 10020+1.888.755.9898
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UndisclosedUndisclosed2 - 9Williston Park, NY
Services provided
100% AccountingRooney 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
80% Accounting20% Business ConsultingLocated 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
100% AccountingQXAS 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
80% Accounting20% Business ConsultingBloomSchon 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
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80% Accounting20% Business ConsultingCraig 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
100% AccountingK.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
70% Accounting30% Business ConsultingMachicote & 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
70% Accounting30% Business ConsultingBased 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
80% Accounting20% Business ConsultingIvy 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
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80% Accounting20% Business ConsultingSmall 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
80% Accounting20% Business ConsultingAmbrosio & 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
70% Accounting30% Business ConsultingBased 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
100% AccountingHeadquartered in New York, New York, Urban Accounting Services is an Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed50 - 249Woodbury, NY
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70% Accounting30% Business ConsultingGettry 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
70% Accounting30% Business ConsultingL & 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
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80% Accounting20% Business ConsultingJohn 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
80% Accounting20% Business ConsultingSmall 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
80% Accounting20% Business ConsultingTJ 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
80% Accounting20% Business ConsultingAccounting company G.A. Clahar, CPA is headquartered in Baldwin, New York. They provide Accounting and Business Consulting.
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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
37.4/40.017.8/20 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
27.1/40.016/20 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 -
$250,000+Undisclosed2 - 9Brooklyn, NY
Ability to deliver
23.2/40.017/20 Reviews0/10 Clients & Experience6.2/10 Market PresenceService focus
20% Financial Advising & Planning80% 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 -
$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 -
$1,000+$50 - $99 / hr50 - 249Brooklyn, NY
Ability to deliver
21.8/40.016.8/20 Reviews0/10 Clients & Experience5/10 Market PresenceService focus
100% Accounting -
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 -
$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 -
$25,000+$300+ / hr2 - 9New York, NY
Ability to deliver
21/40.017/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
20% Accounting20% Financial Advising & Planning60% 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
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