Top Financial Services Firms in New York City
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Featured
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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 - 9Garden City, NY
Services provided
Located in Garden City, New York, Bernarda C. Melone CPA, P.C. Is an Accounting company. Founded in 1991, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bellmore, NY
Services provided
Launched in 1986, Accounts Retrievable System is an Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Stony Brook, NY
Services provided
Abbe LaMarco Inc, an Accounting company, was founded in 2008. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9New City, NY
Services provided
Scott M Aber CPA PC is an Accounting company located in New City, New York. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9West Nyack, NY
Services provided
Small Accounting company Profenna and DeBellis CPAs, PC, is in West Nyack, New York. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Valley Cottage, NY
Services provided
Global International Management, LLC, an Accounting company, was established in 2015. The firm focuses on Accounting and Cybersecurity, and is small.
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UndisclosedUndisclosed2 - 9Great Neck, NY
Services provided
Kutz & Company, CPA, an Accounting company, was launched in 1990. The company focuses on Accounting.
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UndisclosedUndisclosed2 - 9Island Park, NY
Services provided
GJ Professional Services, Inc., an Accounting company, focuses on Accounting. The company is based in Island Park, New York.
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UndisclosedUndisclosed2 - 9Island Park, NY
Services provided
Vrona & Van Schuyler CPAs, PLLC is an Accounting company. They focus on Accounting and Business Consulting and were launched in 2001.
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UndisclosedUndisclosed2 - 9Malverne, NY
Services provided
Launched in 2013, MRB Accounting is an Accounting company. The team specializes in Accounting and is located in Malverne, New York.
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UndisclosedUndisclosed2 - 9Staten Island, NY
Services provided
Halbreich Associates is an Accounting company launched in 1974. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Staten Island, NY
Services provided
Desantis, Kiefer, Shall & Sarcone LLP is an Accounting company based in Staten Island, New York. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Cedarhurst, NY
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Accounting company MM Accounting and CFO Solutions was launched in 2018. The small team offers Accounting.
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UndisclosedUndisclosed2 - 9Cortlandt, NY
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Small Accounting and Business Consulting company PARAGON MANAGEMENT GROUP INC, is in Cortlandt, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
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ACCOUNTING RESOURCES INC is an Accounting company. They were established in 1990, and their services include Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
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Cipolla Financial Advisors LLC, an Accounting company, was founded in 2007. Located in New York, New York, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Melville, NY
Services provided
See all 1 projectsPrestige Employee Administrators offers services including bookkeeping, tax preparation, and payroll processing. Client reviews highlight the company's efficiency in handling salaried and hourly employee processing and note their cost-effective, valuable services. Overall feedback is highly positive, emphasizing timely delivery and successful outcomes.
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UndisclosedUndisclosed10 - 49Brooklyn, NY
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In Brooklyn, New York, CHS Payroll is a small Accounting and HR Consulting company. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9BROOKLYN, NY
Services provided
RUKI, LLC is an Accounting company founded in 2019. The team offers Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed10 - 49Monsey, NY
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Evergreen is an Insurance Services & Brokers company. Established in 2009, their team specializes in Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
AdvisorConnect, an Accounting company, was established in 2013. The company specializes in Accounting and Content Marketing, and is small.
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UndisclosedUndisclosed2 - 9New York, NY
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Small Accounting company Thorp, is in New York, New York. The team specializes in Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Stamford, CT
Services provided
Columbia Consulting Group is a Market Research company. Established in 1997, the team specializes in Market Research and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
James Lima Planning + Development is a Commercial Development company. The team is based in New York, New York, and their services include Commercial Development and Commercial Financing.
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$100,000+Undisclosed10 - 49Montville, NJ
Services provided
See all 1 projectsStratton Equities specializes in creative real estate financing solutions, particularly for multifamily properties. Reviews highlight the company's personalized service and meticulous attention to detail, with clients appreciating their professionalism and effective communication. Despite some deals not going through due to external factors, clients express confidence in Stratton Equities for future opportunities.
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UndisclosedUndisclosed2 - 9Garden City, NY
Services provided
Based in Garden City, New York, Levine & Associates, LLC is an Accounting company. They provide Accounting.
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UndisclosedUndisclosed2 - 9Paramus, NJ
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Alexander Summer, LLC is a Commercial Brokerage Services company based in Paramus, New Jersey. The team focuses on Commercial Brokerage Services and Commercial Property Management.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
See all 1 projectsFinance For Thought provides comprehensive financial and tax planning strategies, including bookkeeping, financial reporting, and CFO services. The reviews highlight their detail-oriented approach and ability to deliver tailored solutions, although there is room for improvement in communication. Overall, clients are satisfied with the meticulous and impactful outcomes of their services.
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UndisclosedUndisclosed50 - 249New York, NY
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Accordion is an Accounting company established in 2009. The team provides Accounting and Financial Advising & Planning and is located in New York, New York and Santa Monica, California.
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UndisclosedUndisclosed10 - 49Flemington, NJ
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Cedar Risk Management is a small Insurance Services & Brokers company. They focus on Insurance Services & Brokers and were launched in 1971.
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UndisclosedUndisclosed50 - 249Livingston, NJ
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See all 1 projectsCitrin Cooperman is founded by Niles Citrin and Joel Cooperman and sets up shop in a two bedroom apartment in New York City. Over the next two decades, six firms joined and Citrin Cooperman moves
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UndisclosedUndisclosed2 - 9Princeton, NJ
Services provided
Founded in 1963, The Mercadien Group is a small Business Consulting company. Their team specializes in Business Consulting and Commercial Financing.
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UndisclosedUndisclosed50 - 249Stamford, CT
Services provided
MKM Partners is a Business Consulting company launched in 2002. The team offers Business Consulting and Financial Advising & Planning and is located in Stamford, Connecticut.
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UndisclosedUndisclosed10,000+New York, NY
Services provided
Oliver Wyman, a Business Consulting company, is headquartered in New York, New York. Their services include Business Consulting and Commercial Financing.
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UndisclosedUndisclosed1,000 - 9,999New York, NY
Services provided
See all 1 projectsNFP provides services such as fiduciary management, employee financial wellness seminars, and compliance support, with a particular focus on 401(k) plans. Reviews indicate strong alignment with company values and commend their service and support in financial planning and compliance. The feedback highlights consistent and effective communication through various channels, with no noted areas for improvement.
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UndisclosedUndisclosed50 - 249Woodbridge Township, NJ
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Established in 1995, Global Tax Management is a Finance & Accounting Outsourcing (FAO) and Accounting company. The team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed250 - 999New York, NY
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See all 1 projectsMazars in US offers services that include monitoring and controlling outsourced activities and enabling sales to foreign markets with lower living standards. The overall feedback highlights the company’s ability to influence revenue and generate leads, with clients appreciating the number of active deals and the cost-effectiveness of partner-sourced customer acquisition.
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UndisclosedUndisclosed50 - 249New York, NY
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VRC (Valuation Research Corporation) is a Commercial Financing company launched in 1975. Their services include Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249New York, NY
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Empire Valuation Consultants is a Commercial Financing company. They are based in New York, New York and have midsize team. They offer Commercial Financing and Accounting.
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UndisclosedUndisclosed50 - 249New York, NY
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WatsonRice LLP is an Accounting company. The team specializes in Accounting, and the firm is in New York, New York and Newark, New Jersey.
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UndisclosedUndisclosed10 - 49New York, NY
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Founded in 2009, Technical Institute of America, Inc. Is an Accounting company. The team provides Accounting and IT managed services and is located in New York, New York.
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UndisclosedUndisclosed2 - 9Far Rockaway, NY
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Launched in 2020, Presto Bookkeeping, LLC is an Accounting company. The small team provides Accounting.
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UndisclosedUndisclosed2 - 9Stamford, CT
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Accounting company Tradition Accounting And Bookkeeping LLC is based in Stamford, Connecticut. Launched in 2017, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Uniondale, NY
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Located in Uniondale, New York, Evolution Legal Billing & Bookkeeping LLC is an Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
Founded in 2009, AJOY is an Accounting company. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Hillside, NJ
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Accounting company Banor Associates, LLC is located in Hillside, New Jersey. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Amityville, NY
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Select Tax Professionals, LLC is a small Accounting company located in Amityville, New York. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
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Ledger Lanes LLC is an Accounting company. They are in New York, New York. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
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TAR Financial Services, LLC is an Accounting and Corporate Law company. They are in New York, New York and have small team. Their team offers Accounting and Corporate Law.
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UndisclosedUndisclosed2 - 9West Orange, NJ
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Accounting company AGBA, LLC is based in West Orange, New Jersey. They focus on Accounting and Interior Design and were established in 2020.
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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
