Financial Advising near Astoria, NY
-
{{ item.name }}
{{ item.address }} {{ item.name }}
- {{ item.properties.formatted }}
30 locations found near Astoria
Filters
-
21-12 Broadway, Astoria NY 11106
“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.”
-
27-10 Hoyt Avenue South, Astoria NY 11102
“Great service, Ainul and his staff are there whenever I need them. They answer all my questions about my company and personal taxes. Always offer extra help. I would recommend them for any tax related and accounting services. Very pleased .”
-
40 Wall St #2858, New York NY 10005
“Joshua took the time to understand our business and our cash flow needs, and the funding came through when he said it would. Overall, a smooth experience and a reliable partner for working capital.”
-
2 Park Ave 20th floor, New York NY 10016
“I cannot recommend Drucker Wealth--as both a financial advisor, and a tax advisor/preparer--enough. Their financial and tax teams have been lifesavers for my wife and me over the past year and a half. We have both changed jobs multiple times, come into various sources of income, and are expecting our first child next month. Drucker Wealth's financial and tax wings have guided us throughout all of these significant and complicated life changes. Everyone on their team is incredibly responsive, and also super patient with us as well (I am not financially savvy and have asked many dumb questions throughout this time). All of this to say, you cannot go wrong with the DW team!”
-
1 Liberty St 23rd floor, New York NY 10006
“I felt extremely lost and unsure of how to handle taxes for my small business. I truly did not know what to do or where to start, but Abby got me through it all and made the process both easy and understandable! I am coming away from this feeling knowledgable and like a weight has been lifted off my shoulders :) She helped me get into a voluntary disclosure program that I did not even know existed and saved me thousands of dollars! Highly highly recommend!!”
-
11 Broadway #334, New York NY 10004
“Matt made the signing process really easy and explained to me everything I needed to know. He answered all my questions and made me feel confident in choosing in AMC for my LOC.”
-
62 William St 8th Floor, New York NY 10005
“Highly recommend OG Taxes. The entire staff is amazing and always incredibly helpful whenever I need assistance. The accountants themselves are excellent, providing top-tier expertise and clear guidance. Navigating personal finances and taxes can be stressful, but I am incredibly glad to have OG Taxes as a part of my team. If you are looking for a reliable, expert accounting firm, look no further.”
-
155 Water Street, Brooklyn NY 11201
“What would I do without Iryna and her incredible team?? I can't say enough about how capable, attentive, and absolutely lovely everyone is to work with for both my personal and business accounting needs. There's also something extra gratifying as well about ISCPA being a woman owned company too! I adore ISCPA and feel so, so, so lucky to have found them. I can sleep peacefully every night knowing they've got my back, and you will too- truly.”
-
100 Park Avenue Suite 16, New York NY 10017
“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.”
-
2718 Lurting Avenue, Bronx NY 10469
“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!”
-
121 Newark Avenue, Jersey City NJ 07302
“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.”
-
57 West 57th Street Suite 1406, New York NY 10019
“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.”
-
38-81 13th St, Long Island City NY 11101
“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!”
-
82-09 Roosevelt Ave 2 fl, Jackson Heights NY 11372
-
2027 Williamsbridge Road, Bronx NY 10461
“Thank you to Kenny and his wife for assisting me with my taxes. I had some issues filing my taxes as a 1099 employee for the first time but Kenny was very understanding in addressing my concerns and did a revision. The team then reached out with corrections and didn't hesitate to address any further concerns before submitting my taxes. Thank you so much!”
-
274 Madison Avenue Suite 1103, New York NY 10016
“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!”
-
9610 Avenue L, Brooklyn NY 11236
“I was having some issues with my taxes, and I stumbled across this place. The experience was amazing; Sandra is the best and knows her stuff. She the GOAT 🙏.She went above and beyond to help me and walked me through the entire process and how this would play out. She does what she can to try and deliver favorable but realistic outcomes.I highly recommend her , you wont disappointed with your results. Her overall customer service skill is exceptional.”
-
1308 Myrtle Ave, Brooklyn NY 11221
“The Coop is a great community bank. The staff is always helpful and knowledgable, and they have a positive community mission. I have been banking here since leaving chase bank over 10 years ago and can not recommend it highly enough 10 stars!”
-
33 Nassau Ave, Brooklyn NY 11222
“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.”
-
499 Washington Blvd, Jersey City NJ 07310
“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.”
-
8315 Northern Blvd, Queens NY 11370
“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.”
-
605 Wilson Ave, Brooklyn NY 11207
-
20 E 179th St, Bronx NY 10453
“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.”
-
81 Prospect St, Brooklyn NY 11201
“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!”
-
100 7th Ave Ste 100b, Brooklyn NY 11215
“Best customer service ever. The lady who sits in the entrance was helpful, supportive, and professional. Barbara Graff solved my inquiry effectively and timely. I recommend this place to my friends and family. This is the best branch.”
-
200 E 79th St, New York NY 10075
“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.”
-
590 Madison Ave Fl 21, New York NY 10021
“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.”
-
337 Lenox Ave, New York NY 10027
“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.”
-
200 Park Ave, New York NY 10017
“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. .”
-
69 East 167th Street, Bronx NY 10452
“This arriva tax place treats you with consideration and explains everything you fully don't understand. I suggest make early appt. I've recommended about 5ppl there.”
