Top Financial Services Firms in New York City
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List of the Top New York City Financial Services Companies
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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.
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 fintech and marketing strategy, with clients noting significant improvements in website traffic and customer acquisition. One client praised their methodical project management and responsiveness, stating that their website traffic tripled within a year. The depth of knowledge in branding and design was particularly impressive, with no areas for improvement identified. Overall, sentiment is highly positive, emphasizing CSTMR's ability to deliver impactful results.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?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally find CSTMR's pricing to be reasonable relative to the high-quality results delivered. For instance, one client noted a $210,000 investment led to a tripling of demo requests and website traffic. Another client, spending $80,000, reported significant improvements in brand awareness and engagement. Overall, feedback reflects strong satisfaction with the value for money, emphasizing CSTMR's commitment to delivering impactful marketing strategies tailored to client needs.Was 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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UndisclosedUndisclosed10 - 49New City, NY
Services provided
50% Accounting40% Business Consulting10% Financial ConsultingAvetalive Inc., an Accounting company, provides Accounting and Business Consulting. The firm is located in New City, New York.
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UndisclosedUndisclosed10 - 49Elizabeth, NJ
Services provided
100% AccountingStephens Bros Tax Service is an Accounting company. Established in 2013, their team focuses on Accounting.
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UndisclosedUndisclosed10,000+New York, NY
Services provided
25% Accounting25% Business Consulting25% Commercial Financing +1 service25% Financial Advising & PlanningDeloitte is a large Business Consulting company based in Toronto, Canada and New York, New York. Their services include Business Consulting and Commercial Financing.
Read moreSee All Locations (3)New York, NY
30 Rockefeller Plaza
New York, NY 10112Was this helpful?
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UndisclosedUndisclosed1,000 - 9,999Edison, NJ
Services provided
50% Accounting50% StaffingUS Tech Solutions is an Accounting and Staffing company based in Edison, New Jersey. They focus on Accounting and Staffing.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
75% Accounting25% Business ConsultingMiller & Company LLP is an Accounting company headquartered in New York, New York. Founded in 1986, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999New York, NY
Services provided
20% Accounting40% Back Office Outsourcing10% Graphic Design +3 services10% IT Managed Services10% Recruiting10% Search Engine OptimizationDiversify Offshore Staffing Solutions is a Back Office Outsourcing company. They were established in 2011, and their services include Back Office Outsourcing and Accounting.
Read moreSee All Locations (3)New York, NY
The Seagram Building, 375 Park Avenue
New York, NY 101521 347.387.8301
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
75% Accounting15% Business Consulting10% Financial ConsultingGoldfine & Co CPAs is a small New York, New York-based Accounting company. Their services include Accounting and Business Consulting.
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$1,000+$150 - $199 / hr10 - 49New York, NY
Services provided
100% AccountingSasserath & Zoraian is an Accounting company. The Melville, New York-based agency was launched in 1997. Their team provides Accounting.
Read moreSee All Locations (2)New York, NY
380 Lexington Avenue, 17th Floor
New York, NY 10168212.537.5951
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$1,000+$25 - $49 / hr10 - 49White Plains, NY
Services provided
100% AccountingGKG CPAs is an Accounting company. They specialize in Accounting and were launched in 1993.
Read moreSee All Locations (3)White Plains, NY
470 Mamaroneck Avenue Suite 302
White Plains, NY 10605914.219.5678
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UndisclosedUndisclosed10 - 49Perth Amboy, NJ
Services provided
100% AccountingSmall Accounting company Adachi Financial Services, is headquartered in Perth Amboy, New Jersey. The team provides Accounting.
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$1,000+$150 - $199 / hr2 - 9New York, NY
Services provided
100% AccountingLaunched in 1990, Arlia & Associates is an Accounting company. Located in Staten Island, New York and New York, New York, the team provides Accounting.
Read moreSee All Locations (2)New York, NY
11 Broadway #615
New York, NY 10004212.945.8655
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$1,000+$150 - $199 / hr2 - 9New York, NY
Services provided
100% AccountingHajiani CPA is an Accounting company. They are in Boston, Massachusetts and New York, New York. Their team provides Accounting.
Read moreSee All Locations (2)New York, NY
697 Broadway, Suite 5
New York, NY 10023617.510.5146
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$1,000+$100 - $149 / hr10 - 49Jericho, NY
Services provided
100% AccountingRogers & Company is an Accounting company. They offer Accounting and are located in Jericho, New York.
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$1,000+$100 - $149 / hr10 - 49Goshen, NY
Services provided
100% AccountingKnack, Pavloff and Company is a small Monticello, New York-based Accounting company. The team offers Accounting.
Read moreSee All Locations (2)Goshen, NY
Westgate Office Park 3 Hatfield Lane, Suite 2C
Goshen, NY 10924845.360.5352
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$1,000+$100 - $149 / hr10 - 49New York, NY
Services provided
100% AccountingRepublic Groups, an Accounting company, provide Accounting. They were established in 2010.
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UndisclosedUndisclosed2 - 9Marlboro, NJ
Services provided
100% AccountingHeadquartered in Marlboro, New Jersey, Mark Krugman CPA is an Accounting company. Founded in 1992, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Oceanside, NY
Services provided
80% Accounting20% Business ConsultingSee all 1 projectsWith more than 15 years of experience, we are an accounting firm focused on helping our clients timely and accurately meet their accounting and tax responsibilities. Our primary goal as a trusted
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$1,000+< $25 / hr10,000+New York, NY
Services provided
10% Accounting30% Back Office Outsourcing20% AI Development +3 services20% IT Managed Services10% HR Consulting10% Media Planning & BuyingGenpact is a Back Office Outsourcing company. Their team is in New York, New York and specializes in Back Office Outsourcing and Artificial Intelligence.
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$1,000+< $25 / hr1,000 - 9,999New York, NY
Services provided
20% Accounting20% AI Development20% Back Office Outsourcing +2 services20% Commercial Property Management20% Digital EngineeringVee Technologies is an AI development company located in New York, New York. Their services include Artificial Intelligence and Back Office Outsourcing.
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
40% Accounting60% Business ConsultingBusiness Consulting company The Kenrich Group LLC is headquartered in New York, New York. Established in 2004, the team provides Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Fairfield, NJ
Services provided
100% AccountingCullari Carrico, LLC is an Accounting company. Their small team is in Fairfield, New Jersey. Their team focuses on Accounting.
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UndisclosedUndisclosed50 - 249Fairfield, NJ
Services provided
80% Accounting20% Business ConsultingBederson LLP is a midsize Accounting company headquartered in Fairfield, New Jersey. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999New York, NY
Services provided
50% Accounting50% HR ConsultingInfinity Consulting Solutions is a midsize Accounting and HR Consulting company launched in 2001. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Greenwich, CT
Services provided
80% Accounting20% Business ConsultingLocated in Greenwich, Connecticut, Alfano & Company, LLC is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Astoria, NY
Services provided
80% Accounting20% Business ConsultingSmall Accounting company Chase Accounting Firm, is based in Astoria, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
20% Accounting40% Recruiting40% StaffingAbacus Group, LLC, a Staffing company, offer Staffing and Recruiting. They were founded in 1997.
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
25% Accounting25% Business Consulting25% Recruiting +1 service25% StaffingThe Custom Group of Companies is a Business Consulting company. Founded in 1986, the agency focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
20% Accounting40% Public Relations20% Digital Strategy +1 service20% Social Media MarketingArticulate Communications Inc. Is a public relations company. They are in New York, New York and have small team. Their services include Public Relations and Accounting.
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UndisclosedUndisclosed2 - 9Flushing, NY
Services provided
100% AccountingKelly T & Liu, CPA is an Accounting company headquartered in Flushing, New York. Established in 2005, the team offers Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
100% AccountingMark E Feinsot, CPA is a small Accounting company located in New York, New York. Their services include Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
60% Accounting40% Business ConsultingHaque CPA is a small New York, New York-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
40% Accounting40% Business Consulting20% Marketing StrategyCathedral Consulting is an Accounting company. The New York, New York-based company was launched in 2005. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
100% AccountingGo Accountants is an Accounting company. Based in New York, New York, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
50% Accounting50% Business ConsultingBrown Resumes, an Accounting and Business Consulting company, was founded in 2017. They specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
70% Accounting30% Finance & Accounting Outsourcing (FAO)Inemer & Wolf LLP is an Accounting company. Launched in 2004, the agency is located in New York, New York. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Brooklyn, NY
Services provided
100% AccountingAccounting company ALAN LORMAN CPA P.C. Is located in Brooklyn, New York. They provide Accounting.
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UndisclosedUndisclosed2 - 9Maspeth, NY
Services provided
100% AccountingPACE ACCOUNTING & TAX SERVICES, a small Accounting company, is located in Maspeth, New York. Their services include Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
100% AccountingOnPoint Business Solutions, a small Accounting company, is headquartered in New York, New York. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
Services provided
100% AccountingPM Taxes is a small Accounting company headquartered in Brooklyn, New York. Their services include Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
100% AccountingSee all 1 projectsLefstein-Suchoff CPA & Associates specializes in Tax Preparation, Bookkeeping, and Financial Reporting. Overall feedback indicates significant dissatisfaction with their services, citing errors in tax returns and poor responsiveness to issues. Clients reported a lack of professionalism and accountability, with some recommending against using this firm.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
Services provided
70% Accounting30% Business ConsultingOG Tax and Accounting Group is an Accounting company. They are headquartered in Brooklyn, New York and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
100% AccountingLi & Zheng, CPA is an Accounting company. Their small team is based in New York, New York. Their services include Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
100% AccountingHeadquartered in Boston, Massachusetts and New York, New York, George R. Baxendale, CPA, Inc. Is a small Accounting company. The team offers Accounting.
Read moreSee All Locations (2)New York, NY
5 Penn Plaza, 23rd Floor
New York, NY 10001+1.617.279.0024
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
20% Accounting40% Recruiting40% StaffingTaylor Hodson Inc., a Staffing company, was launched in 1987. The agency specializes in Staffing and Recruiting.
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
20% Accounting30% Recruiting30% Staffing +1 service20% HR ConsultingPyramid Consulting Group, LLC is a Staffing company based in New York, New York. Their services include Staffing and Recruiting.
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
20% Accounting40% Recruiting40% StaffingThe Forum Group is a Staffing company in New York, New York. Founded in 1974, the team focuses on Staffing and Recruiting.
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UndisclosedUndisclosed10 - 49Robbinsville Township, NJ
Services provided
20% Accounting80% HR ConsultingTRICORE is a Robbinsville Township, New Jersey-based HR Consulting company. They specialize in HR Consulting and Accounting.
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UndisclosedUndisclosedFreelancerEatontown, NJ
Services provided
20% Accounting50% HR Consulting30% PEO/Employee LeasingAdminiSMART is a HR Consulting company in Eatontown, New Jersey. They offer HR Consulting and PEO/Employee Leasing and were established in 2016.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
25% Accounting25% Advertising25% Blockchain +1 service25% Marketing StrategyTradewind Markets, Inc. Is an Accounting company. The New York, New York-based company provides Accounting and Advertising.
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UndisclosedUndisclosed10,000+New York, NY
Services provided
50% Accounting25% Business Consulting25% Finance & Accounting Outsourcing (FAO)MUFG is a large Accounting company in New York, New York. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
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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
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