Brooklyn, NY 37 Financial Planners near you

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  • Accounting, Tax, & Audit Services

    Accounting, Tax, & Audit Services

    Staten Island, NY 10314

    5.0 (7)

    I have been an accountant for 20 years and perform all accounting and Tax related services to clients.  I also do audit services and Tax Resolution Services to clients who owe money to IRS and cannot pay it. I will travel to visit clients who are not able to meet me at my office and I can also work remotely.

  • George Xu, C.P.A. P.C.

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

    Flushing, NY 11354

    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.

  • Finanzeal Solutions

    Finanzeal Solutions

    Bethpage, NY 11714

    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)

    Best of 2018
  • Sam Income Tax LLC, CPA

    Sam Income Tax LLC, CPA

    Edison, NJ 08817

    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.

  • SRF Accounting Group LLC

    SRF Accounting Group LLC

    Hackensack, NJ 07601

    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.

  • TaxMaster Financial Services Corporation

    TaxMaster Financial Services Corporation

    New York, NY 10107

    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
    (view profile)

  • Conservativeadvice.com

    Conservativeadvice.com

    New York, NY 10016

    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.

  • CPA TAX PLANNING

    CPA TAX PLANNING

    Brooklyn, NY 11209

    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.

  • ROSENBAUM FINANCIAL SERVICES

    ROSENBAUM FINANCIAL SERVICES

    Matawan, NJ 07747

    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.

  • Marion Funding Group Corp.

    Marion Funding Group Corp.

    Hackensack, NJ 07601

    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.

  • Sam Income Tax LLC CPA

    Sam Income Tax LLC CPA

    Edison, NJ 08817

    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.
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  • Park Avenue Financial Advisors LLC.

    Park Avenue Financial Advisors LLC.

    New York, NY 10016

    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.

  • Rosenbaum Financial Services

    Rosenbaum Financial Services

    Matawan, NJ 07747

    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.

  • Bovell Financial

    Bovell Financial

    New York, NY 10111

    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.

  • George Xu, C.P.A., P.C.

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

    Flushing, NY 11354

    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.

  • Podell Financial Group

    Podell Financial Group

    Fairfield, NJ 07004

    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
    (view profile)

  • Horizon Harvest Financial Planning

    Horizon Harvest Financial Planning

    Brooklyn, NY 11215

    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 expectatio
    (view profile)

  • Vision Financial Group CPAS

    Vision Financial Group CPAS

    Morganville, NJ 07751

    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.