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“My partner and I have been using Gideon and Drucker Wealth and their supporting, ancillary teams now for several years and they are a 5/5 star service. Gideon is my first financial advisor I've ever had and I can say transparently that I went into the experience a little hesitant/nervous but his cadence and manner in the onboarding process (and beyond) made it anxiety-free and straightforward. I now feel way more in control of my finances and my future. Information is power! Highly recommend.”
“I needed help to get out of an MCA loan and into something with better terms. Matthew and the team at American Capital were amazing. They found me a good loan and made it happen quickly. So much happier!”
8:30AM - 7:30PM
140 Broadway, 46th floor, New York
Financial Advising
“Abby expertly handled my amended state and federal returns for a dual-status alien. Her instructions were clear, her responses were timely, and the entire process felt effortless. Highly knowledgeable and a pleasure to work with.”
“Mr. Haque has been taking care my taxes in the last couple of years. His tax knowledge, dedication to customers, and follow-up with questions for accuracy have been outstanding. I recommend his services to all my friends. Easy to work with and very professional.”
“I had to return a second time because I had a late payment that was an error due to the closing of my bank account and Sasha corrected it within 30 days and removed it from my credit. She is an angel and the best in the industry I recommend her to anyone with credit problems. Not only did it help me with my credit but also with the purchase of my car. Thank you for everything you have done for me and my entire family Sasha.”
“I've been working with this great team for years! They guided me through starting a new small business, helped with all the bumps in the road, and keep on top of all the new tax-related things that spring up year after year so they're always making sure I'm saving as much money as I can! Everyone is a delight to work with, and I am so grateful that I can trust them to make sure all my bases are covered. Highly recommend!”
“The team at ASR Accounting are professional, detailed, knowledgeable and hard working. They have been taking care of us since we first started our business over 8 years ago and don’t know what I would do without them!”
“Working with John for 7 years now and he has always been very diligent and knowledgeable. He comes with excellent advice as well so I consider his services to be a combo of tax preparation and advice.”
“I have to write AGAIN to thank Raymond Tse for his excellent service and assistance during 2019 tax season - especially for the last minute update/filing I needed to do. Professional, knowledgeable, and on point. I strongly recommend if you need for personal or business tax questions.”
“I’ve been going to Doonan Tax Services for over 15 years, and I’ve never had a bad experience, not even once. The entire staff is welcoming and makes you feel right at home the moment you walk in. They’re always professionall, patient, and genuinely care about their clients.
What really sets them apart is how up to date they are with the new tax laws and changes. They always keep us informed and explain everything clearly . I wouldn’t go anywhere else!!. Highly recommend.”
“Very grateful to have discovered Urban Unbound for their tax prep services. I have done the tax prep at other locations during the tax season. Everyone I've met in this organization has been nothing but kind and helpful. I love the message of this organization and what they offer to low income population. They make we want to volunteer for their tax prep program and I will always support them. Thank you!”
“Madison Avenue Advisors has been great over the years with providing investment and financial planning services that have been extremely beneficial. Highly recommended knowledgeable team!”
8:30AM - 2PM
550 Kinderkamack Rd Suite 127, Oradell
Financial Advising
“Alex makes me and my family feel as though we are his only client. His high-touch and attention to detail set him apart from his peers. We are very grateful for all of his guidance and help in planning for our financial futures.”
“We've been working with Caitlin and the team at Brooklyn Fi for two years after transferring from a different financial planner. We love their holistic approach across investments/taxes and have benefitted greatly from their expertise. They are super responsive and having them by our side while we've navigated life and career milestones has been incredibly valuable. Highly recommend.”
“Came here for the Operations Summit and had a great day ! Learned a lot about the upcoming developments to the system that will improve function for client and advisor.Location is great and easy to get to, parking is available for a fee near ( I used Uber)The location is modern and nice ! They house floors 2-6 and you recognize it by the bright green colors as soon as the elevator doors open. Great view from the 6th floor of the water. Great day here at Fidelity.”
“I’ve been a client of ACE Advisory LLC for over a decade, and their professionalism and consistency have been exceptional from day one. They’ve handled my personal and business taxes with accuracy, integrity, and timeliness every single year.
Beyond tax preparation, ACE Advisory has been a trusted partner in strategic business guidance, especially in helping my mother’s home care agency navigate compliance, operations, and growth. Their team takes the time to understand your unique situation, explain complex financial matters clearly, and develop practical solutions that make sense for your goals.
Their responsiveness, expertise, and genuine care for their clients set them apart from any firm I’ve worked with. I can confidently say ACE Advisory LLC has been instrumental in our financial success and peace of mind. Highly recommended for anyone looking for reliable tax services and long-term business advisory support.”
“I’ve known Cecilia (Cece) Helo for many years, and getting life insurance through her was an outstanding experience. She’s extremely knowledgeable, professional, and easy to talk to. Cece made the entire process smooth and stress‑free. I highly recommend her to anyone looking for reliable guidance and great service.”
10:30AM - 5PM
8315 Northern Blvd, Queens
Financial Advising
“Premier Credit Plus exceeded my expectations with their professionalism and genuine care. Guillermo Calvo emerged as the hero of my credit repair journey, displaying unparalleled knowledge and dedication. His personalized solutions and unwavering support navigated the complexities of credit repair, significantly improving my score. The team's transparency and efficiency are unmatched in the industry, granting me access to better financial opportunities and stability. Thanks to Premier Credit Plus and Guillermo Calvo's exceptional expertise, I not only repaired my credit but also gained invaluable financial empowerment for the future.”
10AM - 7PM
605 Wilson Ave, Brooklyn
Financial Advising
“Best loan application process I've ever experienced (auto loan). Feels like any time you go through this process it's always a headache but the people I worked with at USAlliance (specifically want to give a shoutout to Iveliz), were great. Super responsive and informative and walked you through the process.I also liked being able to communicate with the processor over email and call them directly over the phone if need be. I'd like to reiterate the responsive part cause that's typically the worst part of any loan process, but this was a delight.”
“Kristen and Danielle at Brooklyn Plans did such an incredible job getting my personal finances in order over the last year with the Game Plan! They helped my husband and I get on track saving for our kid’s college education, fund our home projects, pay off student loans finally, establish a system for spending and saving, and are now managing my stocks and retirement to help me retire early. I cannot recommend them enough! Initially the price gave me sticker shock, but now I know the services were invaluable because there’s no way we would have accomplished all that without them! I feel so supported and a lot more confident about our personal finances and abilities to meet our goals. I also learned so much. There’s no better time to do this than RIGHT NOW!”
“Very Professional and Cordial firm and in my many years of business, dealing with firms locally and internationally, stands out by way of customer service, technology for ease of communication and access, and knowledgeable, to explain accounting concepts in simple terms, so you can understand what is legally required to meet the requirements for adequate reporting.”
“Really thankful for William and Sam at the front desk! My visits have always been so warm, polite, friendly, and helpful. Also appreciative of how Sam could've allowed another insistent gentleman to skip me in line, but always made sure I was helped first, even if the gentleman had a bit of an attitude. William and Sam have made what could've been a confusing process so much more pleasant.”
“I am having the BEST experience working with Ashley Wright in PCG for years! She is caring and responsible, she is dealing with our daily invoices and when we needed advise, she advised the best to our business. I'm so relieved to have a source of funding so that I can pay my contractors even if my client hasn't paid. I would recommend Phoenix Capital Group to anyone needing funding for their business.”
“Had John look over previous taxes that was done by another tax preparer. John was gracious enough to offer his services without any charge. He gave me the solution to my problems and was very generous and professional. I would definitely do my taxes with JWR Financial Services next time and encourage others to do so as well.”
“Through my employer I was a part of a few different 403b retirement plans. Equitable was one of them in the 90s .there was a nice man that would come by and recruit employees and encourage them to join . That man has since passed away .I still to this day have a Equitable account that's gaining interest . Then there was mutual of America. But that didn't last long enough to get enough savings . Next was transamerica none of them was horrible but presently it's voya.i wasn't sure about voya but now im a fan. Ill start with the best part : being able to take two loans out . Usually its one at a time but voya allows you to takes these loans and it can be very helpful. No.2 : with the past companies im not sure with transamerica you could not continue to contribute to your account while you had a active loan.but voya allows. And the website is easy to navigate. .”
“Brooklyn coop is an excellent force in our community. Asta was super helpful and walked me through everything in a kind and straightforward manner. Highly recommend to all considering banking in the area!”
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“I started a business and quickly ran into debt. Thankfully I found Madison Funding Partners for a small business loan. The application process was easy and I got approved in no time. Customer service answered all my questions and helped me set up my payment plan. My business is already coming back to life!!”