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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!!”
“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.”
Open 24 hours
68 S Service Rd #100, Melville
Financial Advising
“I need to get information on my SS benefits, I did a 20 minute consultation and the consultant (Norm) was absolutely terrific. I was able to better understand my situation, he even provided an analysis on my earnings and benefits. The cost of the consultation is well worth is.”
“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.”
“My husband and I have been having Kelly Cullen do our taxes for a number of years now and we are so happy with her work. Her and her office are professional, mindful and courteous. But most of all a friend to all that know her. I highly recommend her office and anyone that works with her.”
“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!”
“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.”
“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!”
“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 started using Ace Advisory Management LLC services recently, I am very happy with his services. He is very responsive and knowledgeable. He is patient with my questions. His advice is helpful and support my small business needs.”
“Ryan's knowledge both in the law and accounting saved me money and grief, on two occasions. He is responsive to calls, patient, and professional. I highly recommend him.”
“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.”
“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!”
“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.”
“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.”
“This is my first time using Bob Woloshen's tax services. He was highly recommended to me by my long-time tax advisor, and I can only confirm that. He's fantastic, providing excellent, professional service and a quick turnaround. I highly recommend him.”
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“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!”