Financial professionals in New York, NY

From Wall Street wealth managers to neighborhood CPAs across the five boroughs, New York has the deepest bench of financial professionals in the country.

Serving Manhattan, Brooklyn, Queens and more

Compare New York financial pros by service

Financial Advisors in New York
Independent, fee-transparent financial advisors near you — compared on credentials, fee model, and verified client reviews.
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Wealth Management in New York
Wealth managers for high-net-worth planning — investments, tax, estate, and legacy strategy under one roof.
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CPAs & Accountants in New York
Licensed CPAs and accountants for tax strategy, audits, and business books — vetted on licensing and specialty.
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Tax Preparation in New York
Tax preparers and enrolled agents near you — compared on credentials, IRS standing, and turnaround.
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Mortgage Brokers in New York
NMLS-licensed mortgage brokers who shop multiple lenders for your best rate — compared on lender network and fees.
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Insurance Agents in New York
Licensed insurance agents for life, home, auto, and business coverage — independent vs. captive, compared.
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Estate Planning in New York
Estate planning attorneys for wills, trusts, and powers of attorney — vetted on bar standing and specialty.
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Bookkeeping in New York
Bookkeepers and bookkeeping services for small business — compared on software, scope, and monthly pricing.
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Sample listings

Featured professionals in New York

Featured
Better
★★★★★ 4.6 on Google (3164)
Mortgage Brokers · New York, NY
NMLS-licensed
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Featured
Willoughby Insurance
★★★★★ 4.8 on Google (1013)
Insurance Agents · New York, NY
State-licensed
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Featured
East New York Tax Service Inc.
★★★★★ 5.0 on Google (907)
Tax Preparation · New York, NY
EA, CPA, AFSP
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R&G Brenner Income Tax
★★★★★ 4.7 on Google (670)
Tax Preparation · New York, NY
EA, CPA, AFSP
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Taxes for Expats (TFX)
★★★★★ 4.9 on Google (663)
Tax Preparation · New York, NY
EA, CPA, AFSP
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MortgageDepot
★★★★★ 4.9 on Google (586)
Mortgage Brokers · New York, NY
NMLS-licensed
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Featured
George Dimov CPA
★★★★★ 4.6 on Google (574)
CPAs & Accountants · New York, NY
CPA, EA
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Madison Mortgage Services Inc.
★★★★★ 4.9 on Google (541)
Mortgage Brokers · New York, NY
NMLS-licensed
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R&J Capital Mortgage & Loan Brokers of NY
★★★★★ 5.0 on Google (472)
Mortgage Brokers · New York, NY
NMLS-licensed
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Finding financial help in New York

How do I find a trusted financial professional in New York?

Start by deciding which service you need — a financial advisor, CPA, tax preparer, mortgage broker, or insurance agent. On The Finance Reviews you can compare New York professionals by credentials, fee model, and verified reviews, then visit their site or call directly.

Are the New York listings free to browse?

Yes — browsing and comparing is always free. The Finance Reviews is an independent directory, not a lead broker.

What areas around New York are covered?

Listings span New York and nearby areas including Manhattan, Brooklyn, Queens, the Bronx and Staten Island.

Serving clients in New York?

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