Financial Advising in New York, NY
30 locations found near New York
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Financial Advising
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.”
Financial Advising
“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.”
Financial Advising
“Choice Tax Solutions (and Abby specifically) takes away all the hassle from filing complex taxes across equity, stock sales, and so much more. I've been working with Choice Tax Solutions since moving to NYC 5 years ago, and every year I am still amazed with the speed, quality, and flexibility of service!”
Financial Advising
“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.”
Financial Advising
“Josh and his team at Madison Funding Partners have worked fast, diligent, and been extremely responsive when I have needed their services. Over the years Josh has assisted me in securing 1 million+ in funding with his professional and stellar service.”
Financial Advising
“I have been working with MBSATA and I'm very pleased with the team assigned to my file.Things get done in a timely manner & it has freed up a lot of my time to focus on my business. I highly recommend usuing their services.”
Financial Advising
“American Capital is an excellent company to do business with. Alex and Luca assisted me and made the process comfortable and fast. They were professional and a pleasure to work with. Luca’s follow up call was appreciated it and he discussed other programs they offer that may benefit me in the future. I would highly recommend them and I plan on using them again the future.”
Financial Advising
Financial Advising
“It's very hard to find an advisor who is so competent for people who have financial dealings both in the US and overseas. Any advice I need comes promptly and accurately. Very relieved to have Lalit guide me for all my taxation issues.”
Financial Advising
“Grace Yang provided me with her Excellent customer service today and was very detailed in answering all my questions and concerns. If you are going to first republic bank. Do not hesitate to look for her. She is the Best.”
Financial Advising
“So far so good ! Not pushy but able to discuss and array of your needs for the the future goals. Openly explain anything very nice! I'll be back to update at a later time”
Financial Advising
“Looks like they have some good Government Municipal Bonds that are respected. I am interested in investing in an Honorable Slave Trade for sacred, Religious, traditional family breeding that has been banished centuries ago, It is also good for my business prospects. A real good investment for sure!”
Financial Advising
“I have been a customer of First Republic Bank for about 7 years now, and even though I've moved out of the New York area I decided to stick with them because I've been so impressed by their customer service. They have always gone above and beyond to communicate with me and help me when I needed it. I appreciate that I can take money out from an ATM without fees (especially when overseas) and deposit checks electronically. Their app and website are user-friendly. I can give them a call or email and always hear back promptly. I'd like to express my appreciation for Denis Moiseyev who has been with me through the years. I highly recommend banking with First Republic!”
Financial Advising
“Barbara Gerges has been one of my bankers for nearly 4 years now. She has gone above and beyond to make things right whenever there has been an issue with my account. I greatly appreciate this and recommend her and First Republic. I am sad Chase has taken over and hope things don't change much.”
Financial Advising
“I have been looking for someone to help me with my credit report and found Danny at One Stop Financial. I really respect him and he’s extremely professional, prompt, and I think he’s wonderful. If you are looking to re built your credit, he’s the best. Thank you Danny!”
Financial Advising
Financial Advising
“Robert Woloshen has provided me accounting services for years. His work is thorough and professional, and he has been fully responsive when I had tax-related investment questions.”
Financial Advising
“Alan and team did a great job for us - got our house at exactly the right timing and as a founder with no W2 it took a great deal of creativity and the right access. Thank you!”
Financial Advising
“A lot of banks just don't have an in house notary public anymore- we tried the Chase next door to this Charles Schwab location and they told us "come back at 3pm, the notary public MIGHT come in"... nobody's got time for that!I saw Schwab next door and ran in to see if they could help-I didn't even have my Schwab debit card on hand but the snazzily dressed gentleman at the front desk patiently heard me out and quickly reached out to his colleague who was a notary public, who came out to help us a few minutes later.I appreciated the excellent customer service at this location!”
9:30AM - 1PM
3798 Broadway, New York
Financial Advising
“I had a problem with my account and I was really stressed about it because I wasn’t been able to access my money but Christopher Batista took care of everything and everything was sorted out overnight. I’m very grateful for the help????”
Financial Advising
“I was here for 3 minutes and this is a very nice bank. I drove by and saw the waterfall and had to go check it out. There are only 13 branches in the U.S.A. If I read the information right. I would do business here for the future. I am not sure the video will play the audio added or not?”
Financial Advising
Financial Advising
11:00 AM - 5:00 PM
30 Broad St, New York
Financial Advising
“Best company I ever deal with business loans they got me an SBA loan fro 30 years and a Cash advance in 3 days plus I'm working with Nate to get my business credit up they told me I could get Auto loans with no personal guaranty said 30 days will be ready 5 stars for them”
9:00 AM - 5:00 PM
350 East 92nd Street, New York
Financial Advising
“With a recommendation from a friend, John was one of the best decisions I made so far for my newly founded LLC. He was quick, efficient, and very knowledgeable with all the answers he had to my numerous and various questions about the complicated tax system for LLCs. If you have one, I definitely recommend going through him for your tax needs. He got me up and set up within 2 business days.The cost is very reasonable and worth every penny. Even if youre not going the LLC route, he will figure out your situation professionally and perfectly.Cheers!”
Financial Advising
“New York the city never sleeps especially at Christmas, Manhattan is adorned with many lights its resplendent brightness makes you forget the simply spectacular time of the night.”
Financial Advising
Financial Advising
“Etrade made good on refunding fraud on my account. Service initially was amazing for educating me on the website. Any tension handling the fraud I chalk up to the current climate in our service economy. I still have a ln account in good standing with this company.”
Financial Advising
“The professionalism of your employees was my greatest factor of influence. Also, I genuinely/greatly appreciated the security measures taken to limit the possibilities of fraud.”
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