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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.”
“We have been filing our taxes with Phyphar for over 20 years – I think that says it all. Mr. Kapadia, Hemish and their team are the best. They are friendly, professional, extremely knowledgeable, accommodating, give excellent advice and we have never had to worry about our tax filings. Of course this all comes with all the years of wisdom and experience of Mr. Kapadia. I've recommended many friends to Phyphar and they all keep going back to them.”
“I looked for a firm that truly specializes in tax planning and tax preparation for high net worth individuals and Lefstein-Suchoff CPA exceeded all my expectations! They know the complexities that come with higher income and assets and their advice has been both strategic and personalized. I couldn’t be happier with this level of service & expertise.”
9:00 AM - 5:00 PM
100 Park Ave #16, New York
Financial Advising
“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 was so blessed to have been referred to Rocco. He took me thru a multitude of steps in a fairly difficult procedure of obtaining the mortgage that best fit my situation. I am forever thankful to Rocco.”
8:30AM - 5:30PM
148 Prospect St 2nd Floor, Ridgewood
Financial Advising
“I first met Jim when he was my mother’s financial advisor and he came to meet with us at her home when her health didn’t allow her to travel to his office. I got to see first-hand how generous he was with his time, his level of expertise, and his caring attention to my mother’s needs. When she died in 2012, Jim helped me through that process with kindness, compassion and integrity. It was, therefore, an easy decision to entrust my own finances to Jim and his team.
Jim, Jonathan and the rest of the Parks team provide excellent advice and guidance, are unfailingly professional and responsive, and regularly go out of their way to be helpful. I consider myself lucky to be a PWM client.”
“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.”
“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!”
“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.”
“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.”
“Had a wonderful experience getting life insurance through our agent Moshe Feinstein. He made the process as painless and quick as possible. When we ran into some hurdles he worked to update me every step of the way and escalated all issues in a timely manner. He was ruthless to get us the best quote. I would highly recommend him and the firm to anyone who wants quick turnaround, exceptional customer service, and clear communication.”
“Dan and his team are really experienced and have really helped out our company over the years. They do audited financials, which is very unique. Their communication is also some of the best I have ever seen. I would highly recommend the Holland & Company team for all your tax needs.”
9:00 AM - 5:00 PM
590 Madison Ave floor 21, New York
Financial Advising
“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.”
“I am a local business owner in town, and today was my first interaction with Adam. He gave me an amazing consultation with much guidance, and kept asking great questions.I have been working on the backend of my own business for the last couple years, and have been seeking a professional to help me and my company grow. I can say hands down that Adam at Udang & Company will be that professional to get it done!Thank you again!”
8:30AM - 5PM
2308 Broadway, New York
Financial Advising
“I want to personally thank Novaughn Miller at the uws branch who not only went above and beyond to help is open an acct for a new
Notforprofit but also went above and beyond to figure out why a check that was 'deposited' somehow ended up in the wrong account and then made numerous calls to
Resolve it quickly and correctly. He is diligent intelligent and a pleasure to
Work with.”
“The team at Amerifund is wonderful. Alan and his team are my go-to mortgage bankers, and always find us the best rates for our purchases (we've done 4 transactions with him thus far and now in talks for finding the best option for funding our home renovations. We’ve done refinance of a co-op loan, first mortgage on purchase of co-op unit, and most recently purchase of a house. The team is not only knowledgeable but also very thorough, detail oriented, and just phenomenal. Highly recommend, and they walk you through everything. Exceptional white glove service in our experience!!!”
8:30AM - 5PM
1300 6th Ave, New York
Financial Advising
“I sat down w Grant, who was extremely helpful in answering my questions and supporting my understanding of how to manage accounts that will be under my management soon. He helped me map out a rough plan and tho I may not choose to spend money on an agent moving forward, if I did, I would absolutely choose him. Thanks for everything, Grant!”
“Today I visited this branch in Fair Lawn and the banker Aramis helped me. He was very professional, kind and solved my issue smoothly. This is the second time he helped me and both times he exceeded expectations, I think he is an important asset for the bank. It is because of bankers like Aramis that I still keep my account opened with Columbia Bank, it is not the bank, it is because of the people. Banks without their bankers, means nothing, is just one more bank in the market, their bankers make the difference and Aramis is one of them.Thank you Aramis.”
8:30AM - 5PM
60 E 42nd St, New York
Financial Advising
“I opened my account at this branch at 60 West 42nd Street with Chrispher Bygrave a few years ago and have been extremely satisfied with him and his service! When I call he always returns my calls and is always professional and friendly giving me great advice on my investments.I’m not a millionaire but feel valued there with Christopher Bygrave!! I’m going to stay there as long as he is there!”
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“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.”