Brooklyn, NY 57 Financial Planners near you

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Rowan Financial LLC

Rowan Financial LLC

5.0 (4)
www.RowanFinancial.com https://www.linkedin.com/in/dave-rowan-64941/ Dave Rowan, MBA, CFP® is the founder of Rowan Financial, LLC.  He is passionate about helping individuals and entrepreneurs discover and implement the money decisions that they can make NOW and in the next 1-2 years that will enable them to pursue their dreams and create the lives they were meant to lead.   Rowan Financial attracts clients who are currently contemplating or experiencing a financial transition.  This can include starting up or expanding your small business, embarking on your encore career in semi-retirement, or giving birth to your first ch ... View Profile
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George Xu, C.P.A. P.C.

George Xu, C.P.A. P.C.

5.0 (1)
Plan your retirement with the help of wealth management experts from cpa firm, tax preparation, and individual tax preparation. This pro will help clients search and maintain their health and life insurances. Visit their profile for good reviews.
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Finanzeal Solutions

Finanzeal Solutions

5.0 (1)
While millions of small business owners and startup entrepreneurs are masters at creating great products and services, building awesome teams and getting investments; many of them lack the means or time, to manage their companies’ finances and paperwork. Finanzeal was created with the purpose of assisting up-and-coming companies run their business more efficiently by removing the burden of maintaining an in-house accounting department. Finanzeal is geared mainly towards small businesses and non-for-profit organizations that need bookkeeping, accounting and financial services ... View Profile
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A1 Financial Services

A1 Financial Services

5.0 (1)
A1 Financial Services provide accounting, bookkeeping, tax and mortgage services. We are proud to have provided our clients with high quality and accurate financial services for over 20 years.  Our primary focus is providing peace of mind to each client; from individuals to businesses. We are dedicated to exceeding our client’s expectations in all aspects of financial service Contact me for your Accounting, Bookkeeping, Payroll,  individual and corporate tax returns. I am a tax expert enrolled to practice before the IRS.  We accept payroll and bookkeeping outsourcing. Contact me at [email protected] or (908) 378-5012. ... View Profile
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Sam Income Tax LLC, CPA

Sam Income Tax LLC, CPA

5.0 (1)
Hire Sammy if you need a reliable financial consultant right away. Sam Income Tax LLC, CPA is the perfect company for you. Try their business tax preparation, tax preparation, and individual tax preparation now.
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SRF Accounting Group LLC

SRF Accounting Group LLC

Jay Guttmann is a financial advisor and corporate banker who provides clients a wide range of quality solutions. This individual offers financial services and planning, tax accounting, and cpa firm services to fill in the vacancy for a short-term basis. They provide services for families to help them gain financial independence.
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Kevin Conner CPA

Kevin Conner CPA

Tax Representation, Litigation and Controversary
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TaxMaster Financial Services Corporation

TaxMaster Financial Services Corporation

David I. Block, EA, is a native of Brooklyn, NY, and a graduate of Wesleyan University, Middletown, CT. David has worked with TaxMaster since 1985. David brings to his work the philosophy that the financial decisions we make are determined by our emotional states of mind, and that these decisions create our destinies. In support of this approach, David is also a Certified Professional Coach, working with individuals and business, as well as a Master Practitioner of Neuro-Linguistic Programming (NLP). David helps his clients find and maintain the states of mind that enable them to prosper, and strategies to help them do so. David also offers e ... View Profile
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Conservativeadvice.com

Conservativeadvice.com

Our role is to serve the client's best interests avoiding any conflicts of interest in helping them to achieve their financial objectives. Developing personal relationships and understanding the need of each client is important to their success. Our state of the art planning tools, and software to access risk, helps us zero in on what needs to be accomplished for each client to reach their goals.
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CPA TAX PLANNING

CPA TAX PLANNING

Looking to hire a reliable financial advisor? These pros are adaptable to their customers' requests. CPA TAX PLANNING provides financial advisors and financial planners who provide bookkeeping, accounting, and tax accounting.
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BeamaLife Corporation

BeamaLife Corporation

BeamaLife helps high-net-worth individuals such as physicians, dentists, successful business owners, professionals & corporate executives and corporations to create substantial additional wealth through intelligent “outside of the box” financial planning. BeamaLife will also help to reduce their taxes with “little known” IRS-approved strategies. Our GALIP-based investment strategy helps you enhance your return and reduce your risk. Read More at https://beamalife.com/ ... View Profile
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Vision Financial Group CPAS

Vision Financial Group CPAS

Get professional financial planning services from this local company. This financial consultant has been in the business for many years. These financial advisors are knowledgeable, trustworthy, and reliable.
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Sam Income Tax LLC CPA

Sam Income Tax LLC CPA

Sam Income Tax LLC CPA has competent and hardworking financial advisors on staff who provides tax accounting, accounting, and financial services and planning for your insurance and investment. Sam Income Tax LLC CPA has a team of experts who offer financial advisory services. With their trustworthy and honest personal bookkeeping, business tax preparation, and tax accounting, Sammy aims to help clients make effective financial plans for the future. ... View Profile
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Park Avenue Financial Advisors LLC.

Park Avenue Financial Advisors LLC.

Are you looking for a professional who offers small business financial services and planning? Randy Breidbart is a CPA who provides a variety of financial solutions. They have professionals who provide financial services and planning for different clients.
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Rosenbaum Financial Services

Rosenbaum Financial Services

Rosenbaum Financial Services has reliable and experienced financial advisors. Check out Rosenbaum Financial Services now to help you. Learn more about this pro on thervo.
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Bovell Financial

Bovell Financial

Jason Bovell provides quality and professional financial services. They offer banking and financial services and planning that can help reduce your monthly expenses. Their financial service providers provide clients with quality tax preparation, accounting, and cpa firm.
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George Xu, C.P.A., P.C.

George Xu, C.P.A., P.C.

Are you looking for professionals who offer financial advisory services? Try the effective service of George Xu, C.P.A., P.C.. They provide cpa firm, tax preparation, and financial services and planning at fair price.
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Podell Financial Group

Podell Financial Group

Our company Podell Financial Group specializes in unique and specific tax-strategies for business owners and the self-employed.  We create and manage these financial plans for successful companies using tax-advantaged plan designs to get large deductions. While working with our client’s tax advisor we have been able to put them in a superior financial position. The result of our work, allows our clients to hold onto more of their company’s profits. We have become a thought leader and expert in this arena.  These are specialized and creative solutions that most advisors generally do not have the expertise or experience ... View Profile
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Horizon Harvest Financial Planning

Horizon Harvest Financial Planning

Horizon Harvest Financial Planning is a fee only investment advisory firm. That means we not only have a fiduciary promise (a legal statement to put your interest's first) but are properly aligned, not earning a fee on products and only being paid by you. Think of this as more of a consultant you hire who wants to help you sort out your finances, make life easier and expand your options for a better future. To do that we do not charge for a one hour consultation by phone or in office and have a return of fee structure if you feel the advice you have received does not live up to your expectations. That sets us apart from any other adviser you ... View Profile
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Marion Funding Group Corp.

Marion Funding Group Corp.

Marion Funding Group, services small business clients and individuals. We are client orientated, not fee orientated and have a high rating with Better Business Bureau.  We provide services of all types, in the financial arena. Tax preparation, Personal and Business, Bookkeeping, Investment Advising, Tax,Financial and Retirement Planning, Business Funding for new and Startups. Office consultations are free.
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ROSENBAUM FINANCIAL SERVICES

ROSENBAUM FINANCIAL SERVICES

RALPH ROSENBAUM CPA|PFS provides quality and professional financial services. They provide top-notch services including individual tax preparation, business tax preparation, and accounting. ROSENBAUM FINANCIAL SERVICES offers cpa firm, business tax preparation, and tax accounting at comprehensive manner.
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