Financial Advising near Yonkers, NY

26 locations found near Yonkers
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“Been a long time client of Flynn Financial Partners with Tim, Mark, Jen and team always providing the clarity and financial execution of our families goals. Wonderful and trustworthy people!”

5 Superb29 Reviews

“I live in California and only trust Doonan Tax Services with my taxes. They are amazing and thorough. The years that I have been with them they have been nothing but professional and courteous. There communication is on point and prompt. I have never experienced any issues with my tax returns. I am extremely happy with them and would highly recommend to anyone.”

4.8 Superb40 Reviews

“This is my first year using Lavin & Associates. I am a veteran and reservist and they offered me a great discount! They are honest and professional and the exact type of people you want handling your finances and offering tax advice. I’ve used other companies in the past but none compare to how professional and responsive they were. Will be a loyal customer for years to follow!”

5 Superb25 Reviews

“I have been with Prato Capital for many years, and they take a more personal approach in managing my finances. I am very happy with the way they handle my account. I can always depend on them for advice and support. I would definitely recommend Prato Capital Management.”

5 Superb8 Reviews

“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.”

4.2 Good18 Reviews

“I don't know where to start! Mrs. Evelyn was the best and she has a great man named Anthony behind her! These guys are the dynamic duo when it came to breaking everything down and explaining the whole process! My loan was completed easy and fast! Big thumbs up to you twoand trust me I really appreciate everything! Will be highly recommending them to all my people! Thanks alot!”

5 Superb6 Reviews

“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.”

5 Superb6 Reviews

“My experience was the same as Yona Friedman 2 years ago. NO RESPONSE from ANYONE despite calling Main & 800 numbers and asking for appts twice on supposedly "helpful" website.But after persisting, I finally got a hold of an Advisor named Rita who has been very reliable & knowledgeable.I only object to The Receptionists who never smile and are not personable at all : (Maybe Schwab lost their money?”

3.8 Good12 Reviews

“The best Tax Return Service in the area without a doubt. I have gone to many offices over the years but they by far have been the most kind and helpful. So appreciative of their services, guaranteed that my taxes were being done fully and correctly. If you are looking for a personable, knowledgeable, professional tax preparer, I 100% recommend. Thank you once again!”

5 Superb3 Reviews

“Mitchel has his finger on the pulse of financial markets, so you don't have to. He's great at growing your nest egg and makes sure you are taken care of for your entire life.”

5 Superb2 Reviews

“I have to give "Fidelity Investments" 5 stars because there is nothing better than speaking to a human being that's so courteous and very helpful. It was a 1, 2, 3 situation.”

3.5 Good8 Reviews

“Dimensional Investment solutions that matched my risk tolerance. I loved Andrew’s analogy that my life previous investment strategy was like playing football without a helmet and never knew.”

5 Superb1 Reviews

“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.”

2.6 Average7 Reviews

“Good experience. My loan terms stayed the same from the initial loan quote to funding, no "surprises" at closing which is always nice. Will be coming back for future real estate loans since the documentation is very low and helps close fast. Wish I knew about these guys years ago.”

2.6 Average11 Reviews

“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????”

2.6 Average28 Reviews

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