Find Financial Advisors in New York, NY

Find Financial Advisors in New York, NY

Get matched to top-rated pros in your area

Top 7 Financial Advisors in New York, NY

BestPro Bookkeeping & Tax

5.0 (2)

New York, NY

Description:

Shawn Ali, a seasoned professional with over 25 years of experience in bookkeeping, accounting, and tax, heads BestPro. Despite spending an extended period with some renowned corporates, Shawn takes i... read more

Recent review:

"They are handling our bookkeeping exceptionally well with minimal effort on my part, since I outsourced the task to them. They offer good value for their services."

Reviewed by Heather S.

DJ Corey Cor

5.0 (1)

New York, NY

Description:

From sweet 16s and children's parties to adult celebrations, I offer my services for every occasion. I specialize in spinning the most current hip-hop, R&B, pop, and Latin tracks. Secure your booking ... read more

Recent review:

"I cannot express enough how wonderful this DJ was at my 25th Birthday party! He catered to a diverse crowd, from the older to the younger generations, and truly delivered with his versatility. He effo... read more"

Reviewed by Michael D.

Const’N’Clean

New York, NY

Description:

Caring for oneself involves caring for one's surroundings. At const'N'Clean, we strive to provide exceptional cleaning services while ensuring customer gratification. Our team is adept at handling cle... read more

Recent review:

"Great work!"

Reviewed by Danielle W.

Build Corp. 44

5.0 (2)

New York, NY

Description:

Greetings, my name is Austin and I am the proprietor and director of Build Corp44. Our team specializes in the renovation of both interior and exterior spaces. Our services cater to both commercial an... read more

Recent review:

"My home project was a hit thanks to Austin and his team. From start to finish, Austin provided valuable input and efficiently tackled the task at hand, including building a stunning customized closet,... read more"

Reviewed by Courtney P.

Cozy Living NYC

5.0 (11)

New York, NY

Description:

Greetings! The inception of Cozy Living NYC occurred when a native of New York City and an expatriate from Estonia shared living quarters. Artur gained his expertise from residing in Japan's infamousl... read more

Recent review:

"Arthur is exceptional. He promptly replied and provided satisfactory answers to all my inquiries. He arrived on schedule and conducted an outstanding installation of our new ceiling fan. I would not h... read more"

Reviewed by Melissa L.

Wharton Wealth Planning, LLC

5.0 (15)

New York, NY

Description:

As the Director and Founder of Wharton Wealth Planning and a Certified Financial Planner with over 25 years of experience in financial services, I help my clients reduce stress, increase financial sec... read more

Recent review:

"It has been really enlightening collaborating with David. Right from the onset of our conversation, he demonstrated genuine interest in comprehending my entire financial background. He has offered fea... read more"

Reviewed by Melissa B.

Right Financial Plan For You

5.0 (1)

New York, NY

Description:

My area of expertise lies in personal finance planning and real estate. I am the go-to person if you are looking to purchase a home and desire the most suitable approach for your needs. Drawing from m... read more

Recent review:

"Investing in a financial plan for my home purchase was the wisest decision I made. The team collaborated with me to develop a comprehensive financial roadmap that alleviated my concerns, and additiona... read more"

Reviewed by Jonathan N.

What is a financial service agent?

A financial service agent is someone who helps you manage your finances and investments. They can help you save for retirement, invest in stocks and bonds, and manage your overall portfolio. They work with various financial institutions, including banks, brokerages, and mutual funds companies, to provide you with the best possible advice on your money.

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