Financial Advising near Manhattan, NY
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29 locations found near Manhattan
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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.”
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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!”
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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.”
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164 20th St Suite 2E, Brooklyn NY 11232
“It has been a pleasure to work with OG on complex files. The firm has a high work ethics and their work is second to none. Highly recommend the firm to anyone in search for a reliable and knowledgeable accounting firm.”
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140 Broadway, 46th floor, New York NY 10005
“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.”
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847 Broadway, Bayonne NJ 07002
“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.”
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100 Park Ave #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.”
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195 Montague St fl 14, Brooklyn NY 11201
“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!”
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2718 Lurting Ave, 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!”
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121 Newark Ave, 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.”
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57 W 57th St #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.”
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2027 Williamsbridge Rd, Bronx NY 10461
“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.”
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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!”
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82-09 Roosevelt Ave 2 fl, Queens NY 11372
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274 Madison Ave # 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!”
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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.”
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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.”
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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!”
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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.”
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Park 80 West, Plaza, 250 Pehle Ave I, Suite 405, Saddle Brook NJ 07663
“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.”
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605 Wilson Ave, Brooklyn NY 11207
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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.”
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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.”
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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!”
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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.”
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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.”
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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.”
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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.”
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1010 Summit Ave, Union City NJ 07087
“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.”
