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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$1,000+$25 - $49 / hr50 - 249Stamford, CT
Services provided
Expertise Accelerated, a Finance & Accounting Outsourcing (FAO) company, was established in 2020. The midsize team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9Garden City, NY
Services provided
See all 1 projectsMike Aversano CPA PC is an accounting services firm offering tax preparation and financial advisory services. However, feedback from reviews indicates a significant lack of communication and professionalism, with 100% of reviewers reporting negative experiences and unmet expectations. Clients describe the firm as unresponsive and unprofessional, cautioning potential clients against engaging with their services.
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UndisclosedUndisclosed2 - 9White Plains, NY
Services provided
Get Help Tax and Bookkeeping is an Accounting company. They offer Accounting and were established in 2017.
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UndisclosedUndisclosed10 - 49Levittown, NY
Services provided
Established in 2020, Plans Plus Benefits | Insurance and Medicare Brokers is an Insurance Services & Brokers company. The small team specializes in Insurance Services & Brokers.
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Undisclosed< $25 / hr2 - 9Edison, NJ
Services provided
Advicekey Professional Services is a Back Office Outsourcing company. The Aurangabad, India-based company provides Back Office Outsourcing and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosedFreelancerMorris Plains, NJ
Services provided
Business Consulting company Alldigi Tech was founded in 2005. Located in Morris Plains, New Jersey, the team offers Business Consulting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Uniondale, NY
Services provided
Founded in 2015, Shah & Associates is a Business Consulting company. The company offers Business Consulting and Accounting.
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UndisclosedUndisclosed50 - 249Hauppauge, NY
Services provided
See all 1 projectsAVZ is a comprehensive accounting services firm specializing in tax preparation, financial advisory, and business auditing. With 100% positive feedback, clients commend their depth of knowledge and professionalism. Notably, 100% of reviewers highlight timely document preparation and responsive communication. AVZ is particularly valued for their expertise across a wide range of accounting specialties.
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$1,000+$100 - $149 / hr10 - 49Westbury, NY
Services provided
Small Accounting company Weinstein & Wohlafka, is headquartered in Westbury, New York. The team offers Accounting.
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$5,000+$200 - $300 / hr2 - 9Park Ridge, NJ
Services provided
Launched in 2025, Ledgify Advisory is a small Finance & Accounting Outsourcing (FAO) company in Park Ridge, New Jersey. Their team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9Edison, NJ
Services provided
Accounting company Edison Tax Group, LLC was launched in 2017. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Piermont, NY
Services provided
Accounting company Haven was founded in 2023. The agency provides Accounting, and is small.
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$5,000+Undisclosed2 - 9New Brunswick, NJ
Services provided
Badran Tax LLC, a Tax Law company, is based in New Brunswick, New Jersey. Founded in 1985, the team offers Tax Law and Business Consulting.
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$1,000+< $25 / hr10 - 49Edison, NJ
Services provided
PAT Business Services LLC is an Accounting company. Launched in 2021, their team provides Accounting and Graphic Design.
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$1,000+$50 - $99 / hr10 - 49Marlboro Township, NJ
Services provided
The MCT Associates LLC, an Accounting company, is in Marlboro Township, New Jersey. Founded in 2021, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Manalapan Township, NJ
Services provided
Insure Your Company is an Insurance Services & Brokers company. Established in 2012, the team offers Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49Stamford, CT
Services provided
Financial Advisors Diddel is a Financial Advising & Planning company. They offer Financial Advising & Planning and Funding & Investment and were established in 1985.
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$1,000+$25 - $49 / hr10 - 49Massapequa, NY
Services provided
See all 1 projectsDSJCPA is a full-service accounting firm with a staff of highly trained and dedicated accounting and bookkeeping professionals. They provide a wide range of accounting and tax expertise to
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$1,000+< $25 / hr2 - 9White Plains, NY
Services provided
Bota Group is an answering service company. Their small team of employees is located in White Plains, New York. Their team focuses on Call Center Services and Customer Service Outsourcing.
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$1,000+$25 - $49 / hr250 - 999Suffern, NY
Services provided
FGC+ is a Back Office Outsourcing company based in Suffern, New York and Davao City, Philippines. Established in 2011, the team focuses on Back Office Outsourcing and Call Center Services.
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UndisclosedUndisclosed2 - 9Massapequa, NY
Services provided
Financial Advising & Planning company Investment Insight Wealth Management was launched in 2004. Located in Massapequa, New York, the team offers Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49North Brunswick Township, NJ
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Finance & Accounting Outsourcing (FAO) company SVT Advisors Pvt. Ltd. Was founded in 2020. The small team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9Melville, NY
Services provided
Kyle F. Lester, CPA PC, an Accounting company, was launched in 1988. The team focuses on Accounting and Business Consulting and is headquartered in Melville, New York.
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UndisclosedUndisclosed2 - 9Melville, NY
Services provided
Accounting company Herman P. Ortiz, CPA, P.C. Is headquartered in Melville, New York. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Monroe Township, NJ
Services provided
Headquartered in Monroe Township, New Jersey, MergerSherpa is a small Commercial Financing company. Their services include Commercial Financing and Accounting.
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UndisclosedUndisclosed50 - 249Bridgewater Township, NJ
Services provided
Baratz & Associates, PA is an Accounting company. Launched in 1982, the firm is based in Evesham, New Jersey and Bridgewater Township, New Jersey. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9North Brunswick Township, NJ
Services provided
Automated Accounting Solutions Inc. Is a small North Brunswick Township, New Jersey-based Accounting company. Their services include Accounting.
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$50,000+< $25 / hr2 - 9West Milford, NJ
Services provided
Global Guru LLC is a West Milford, New Jersey-based Commercial Property Management company. Their services include Commercial Property Management and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9West Babylon, NY
Services provided
Value Tax Services is an Accounting and Financial Advising & Planning company established in 2019. The company offers Accounting and Financial Advising & Planning, and is small.
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UndisclosedUndisclosed2 - 9Haverstraw, NY
Services provided
John W. Robinson CPA is an Accounting company. The team focuses on Accounting, and the firm is located in Haverstraw, New York.
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$1,000+$50 - $99 / hr10 - 49Branchburg, NJ
Services provided
Alpha Accounting is a small Accounting company established in 2021. Their services include Accounting.
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$1,000+< $25 / hr250 - 999Princeton, NJ
Services provided
Expert Mortgage Assistance is a Financial Advising & Planning company. The Princeton, New Jersey-based team focuses on Financial Advising & Planning.
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$25,000+< $25 / hr10,000+Princeton, NJ
Services provided
Back Office Outsourcing company Insurance BackOffice Pro offers Back Office Outsourcing and Accounting. They are located in Princeton, New Jersey.
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UndisclosedUndisclosed10 - 49Howell Township, NJ
Services provided
OneHealth is an Insurance Services & Brokers company. They are based in Howell Township, New Jersey, and their services include Insurance Services & Brokers and Labor & Employment Law.
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UndisclosedUndisclosed10 - 49Bay Shore, NY
Services provided
ClickPrefer, an Insurance Services & Brokers company, is in Bay Shore, New York. They specialize in Insurance Services & Brokers and Branding and were launched in 2020.
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UndisclosedUndisclosed10 - 49Bedford Hills, NY
Services provided
AMU Consultant is a Business Consulting company launched in 2020. The firm focuses on Business Consulting and Financial Advising & Planning, and is small.
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UndisclosedUndisclosed2 - 9Mount Olive, NJ
Services provided
TITAN Business Development Group, LLC is a Business Consulting company established in 2008. Their services include Business Consulting and Corporate Training & Coaching.
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$1,000+Undisclosed10 - 49Fairfield, CT
Services provided
See all 2 projectsNathan Accounting Group is a firm specializing in comprehensive accounting services, including tax preparation, financial reporting, and bookkeeping. They are highly regarded for their reliable and professional service, with 100% positive feedback highlighting their clear communication and adherence to deadlines. Clients consistently praise their expertise and willingness to patiently address inquiries, emphasizing their commitment to client satisfaction.
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$1,000+$200 - $300 / hr2 - 9Norwalk, CT
Services provided
Davenport & Associates is an Insurance Services & Brokers company. Their team is headquartered in Norwalk, Connecticut. The firm offers Insurance Services & Brokers and Financial Advising &
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UndisclosedUndisclosed10 - 49Westport, CT
Services provided
Insurance Services & Brokers company Frontier Risk Group was founded in 2022. The small team focuses on Insurance Services & Brokers.
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$1,000+Undisclosed2 - 9Hauppauge, NY
Services provided
United Tax Group is a small Hauppauge, New York-based Accounting company. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Stony Brook, NY
Services provided
Long Island Tax Solutions is a small Accounting company based in Stony Brook, New York. Their services include Accounting.
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$1,000+Undisclosed2 - 9Princeton, NJ
Services provided
Accounting company MVO is headquartered in Princeton, New Jersey. They specialize in Accounting and were founded in 2022.
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UndisclosedUndisclosed2 - 9Patchogue, NY
Services provided
Lori Di Marco, CPA, PLLC is an Accounting company. The agency is based in Patchogue, New York. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Yonkers, NY
Services provided
See all 1 projectsRiver Rock Financial is an accounting services provider specializing in tax preparation. With a focus on handling clients' tax needs efficiently, they have received positive feedback for their honesty and reliability, satisfying customer expectations. However, some clients suggest they could improve by better anticipating business needs and offering strategic tax advice.
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UndisclosedUndisclosed2 - 9Brick Township, NJ
Services provided
See all 1 projectsJoseph Apuzzo, CPA is a highly recommended accounting services provider specializing in bookkeeping and tax preparation, including quarterly tax filings. Reviewers consistently highlight Joe's proficiency and professionalism, with 100% positive feedback. His expertise in IRS tax regulations and dedication to clients makes him an ideal choice for businesses and individuals seeking reliable financial services.
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UndisclosedUndisclosed2 - 9Verona, NJ
Services provided
See all 1 projectsStetz, Belgiovine, Manwarren & Wallis, P.C. is an accounting services firm specializing in tax preparation, bookkeeping, and financial advisory services. Reviewers consistently praise their knowledgeable and personable team, with 100% positive feedback highlighting their efficiency and support during tax season. Approximately 80% of reviewers emphasize their effective communication and proactive financial consultation.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
See all 1 projectsHan Group LLC is an accounting services firm specializing in financial management for nonprofit organizations, offering services such as bookkeeping, tax preparation, and audits. Reviews highlight their exceptional financial report delivery, detailing analysis, and expertise in navigating complex financial landscapes, including COVID-19-related opportunities. With 100% positive feedback, clients commend their leadership, attention to detail, and ability to simplify financial management for non-financial professionals.
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UndisclosedUndisclosed10 - 49New York, NY
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See all 1 projectsdbooks bookkeeping services is an accounting firm specializing in bookkeeping and financial reporting. Their reviews highlight exceptional attention to detail and effective project management, with 100% positive feedback regarding their organized communication and timely tax filing. Clients appreciate their expertise in handling complex financial tasks, allowing businesses to focus on strategic growth.
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$1,000+$100 - $149 / hr250 - 999Livingston, NJ
Services provided
Wolf & Company is an Accounting company. They are headquartered in Boston, Massachusetts and Springfield, Massachusetts and have midsize team. They provide Accounting.
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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
