Financial Advising near Ridgewood, NY

30 locations found near Ridgewood

“Mike is a great guy and very.good accountant at a fair priceVery funny too....wait can take a while when you get there but is worh the wait.As a bonus there is good inexpensive polish food next door I always take out after getting my taxes doneAlso bring quarters for the meter youll.need them”

3 Average4 Reviews

“My team and I was looking for capital for our business lately to expand operations. Madison Funding Partners have been great and their agents helped me with the process for quick approval. I will be using them again if the need for capital arises again. Thanks so much!”

5 Superb76 Reviews

“I became a Drucker Wealth client in 2022 after attending Gideon's webinar and finding it very helpful. I also had some life changes that year that made me want to get more organized about financial and wealth planning. I've been a happy customer since Day 1 - Autumn Lax is my advisor and she is brilliant. She has advised me knowledgeably, referred me to experts when I needed them, and helped me get a grasp of all I need to confidently plan for the future. All said, Drucker Wealth is a remarkable company through and through and I highly recommend them!”

5 Superb31 Reviews

“Mr. Haque has been taking care my taxes in the last couple of years. His tax knowledge, dedication to customers, and follow-up with questions for accuracy have been outstanding. I recommend his services to all my friends. Easy to work with and very professional.”

5 Superb25 Reviews

“Steve is very kind, sympathetic, and thoughtful. He always gives me good advice that takes my current life situation and my goals into account. He listens to my concerns and patiently answers my questions without trying to push me into making decisions with which I may be uncomfortable. I appreciate all his help.”

5 Superb45 Reviews

“Awesome firm. I achieved everything I need almost effortlessly, plus the team was very supportive and helpful. Will looking for a long term relationship with them for sure.”

4.6 Superb94 Reviews

“As a business broker, I work with lenders all day every day. Which is why when I had an idea to scale my own business and was looking for working capital I went to Alex at AMCG. Because they work with so many lenders, and have so many different options to suit you and your individual needs, they are without a doubt the best one stop shop for capital. The icing on the cake though is the kindness and professionalism of everyone on their team. A rarity in this industry. All the gold stars!”

4.8 Superb29 Reviews

“Choice Tax Solutions (and Abby specifically) takes away all the hassle from filing complex taxes across equity, stock sales, and so much more. I've been working with Choice Tax Solutions since moving to NYC 5 years ago, and every year I am still amazed with the speed, quality, and flexibility of service!”

4.6 Superb28 Reviews

“The OG team is always incredibly efficient and thorough in their tax preparation. I have had some challenges with transparency of the pricing upfront but the team has been very helpful in resolving these. If not for this I would absolutely give 5 stars for their work.”

4.5 Superb35 Reviews

“I've started using Ace Advisory Management LLC services recently, I am very happy with his services. He is very responsive and knowledgeable. He is patient with my questions. His advice is helpful and support my small business needs.”

4.6 Superb23 Reviews

“Madison Avenue Advisors has been great over the years with providing investment and financial planning services that have been extremely beneficial. Highly recommended knowledgeable team!”

5 Superb12 Reviews

“It's very hard to find an advisor who is so competent for people who have financial dealings both in the US and overseas. Any advice I need comes promptly and accurately. Very relieved to have Lalit guide me for all my taxation issues.”

5 Superb11 Reviews

“Griffiths Tax & Accounting, CPA LLC is absolutely outstanding! We entrust both our businesses to this firm and wouldn't consider any other. Sandra genuinely cares for her clients, exuding passion in her work with impeccable organization. She's prompt in completing tasks, addresses all inquiries promptly, and possesses an in-depth knowledge of her field, staying updated on new laws and regulations. Stop searching, this is the one!”

5 Superb11 Reviews

“Bob has been my accountant for the last 4 years. Very happy. His rates are fair. His staff is great. And Bob is always so helpful. Throughout the year if I have any questions, he always answers them, and so promptly. I'm grateful for his guidance. If you’re looking for an accountant, definitely give Bob try. I’m glad I did!”

5 Superb8 Reviews

“We have been working with Iryna and her team for over 8 years and can't say enough about how consistently professional, knowledgeable, rigorous, and highly personal her services have been. Iryna has worked with us through relocations, the creation of independent business entities, real estate transactions, as well as some quite unique and nuanced accounting matters.It is clear that she wants what is best for her clients. Iryna and her team have always taken the time to explain the pros, cons and implications of tax-related decisions we've needed to make over the years. She is a consummate professional yet always empathetic and accommodating. We highly recommend Iryna's services.”

5 Superb7 Reviews

“Ben is the CPA we have been searching for since the inception of our business. Extremely knowledgeable and wants you to be involved in your tax preparation and financial future.He took us through our return page by page and offered many suggestions as to how we can save money, raise profits and streamline the business.We could not be happier that we found Faulisi & Company and look forward to a long fruitful relationship.”

5 Superb6 Reviews

“This organization is very helpful especially it's experts like Ammy & Jimmy are very hardworking and efficient however an Indian immigrant employed here, who named himself Rihan is very incompetent, didn't even know the very basics of filing tax return & even entered wrong social security number during his 'attempts' at filing tax returns. Overall I appreciate the great work of this NGO in helping common people”

3.9 Good47 Reviews

“Kristen and Danielle at Brooklyn Plans did such an incredible job getting my personal finances in order over the last year with the Game Plan! They helped my husband and I get on track saving for our kid’s college education, fund our home projects, pay off student loans finally, establish a system for spending and saving, and are now managing my stocks and retirement to help me retire early. I cannot recommend them enough! Initially the price gave me sticker shock, but now I know the services were invaluable because there’s no way we would have accomplished all that without them! I feel so supported and a lot more confident about our personal finances and abilities to meet our goals. I also learned so much. There’s no better time to do this than RIGHT NOW!”

5 Superb22 Reviews

“I have been using Eco Tax for 5 years now for my business & personal tax needs. Their team is very professional and punctual with excellent communication. Special thanks to Alan! He is very knowledgeable and Always answers my business questions with wonderful and honest advice. As new entrepreneur from 2017, I had so many questions, and he was always just a phone call/email away. He helped me out Alot and guided me with best approaches and solutions, and he consistantly made sure we didnt miss anything when filing returns. Hands down best accountant! Thanks again?”

3.6 Good68 Reviews

“Had John look over previous taxes that was done by another tax preparer. John was gracious enough to offer his services without any charge. He gave me the solution to my problems and was very generous and professional. I would definitely do my taxes with JWR Financial Services next time and encourage others to do so as well.”

4 Good10 Reviews

“(Translated by Google) Loyal Bank. The level of the Russian language of the staff is on top as well as English. (Original) Лояльный банк. Уровень русского языка персонала на высоте как и английского.”

3.9 Good12 Reviews

“Grace Yang provided me with her Excellent customer service today and was very detailed in answering all my questions and concerns. If you are going to first republic bank. Do not hesitate to look for her. She is the Best.”

4.1 Good10 Reviews

“Andrea Parness and her entire staff are a pleasure to work with. They make the stressful task of filing income tax returns a breeze. Questions are answered immediately and wonderful customer service. Everyone in the office is so courteous and professional. If you are looking for an accountant who puts your best interest first, look no further. A. Parness Company, CPA is simply the best.”

5 Superb3 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

“I've been doing my tax return with this guy for about 20 years.And you know what? - never had any issues with IRS(knock on wood).With Igor it's always clear what you can and what you can not.I guess I will stay here to the rest of my life.Cool, intelligent, trustful professional.”

3.7 Good14 Reviews

“Amazingly friendly office that I highly recommend anyone to do their taxes with. Dina and Sophia are extremely knowledgeable and friendly at the front desk and made sure everything was neat and organized for me and my situation was complicated. Sophia was especially accommodating and made me feel like a valued client.Highly recommended!”

4.5 Superb4 Reviews

“These guys have been preparing my tax returns for the past 5 years now, and I couldn't be happier. They are conveniently located right on Queens Blvd, and are always available to answer questions all year round. The staff is friendly, and they always do whatever they can to minimize my taxes. Unlike other accountants, they are also financial and investment professionals. Other places I've been to just transcribe numbers without thinking outside the box, and offering various tax planning strategies. Not only do they handle my taxes, but they also handle my investments. I also love the fact that they are a family owned operation and even if Craig, my accountant / financial planner, isn't available that day, there is always someone around to help me if I call. I highly recommend them!”

4.2 Good5 Reviews

“Neil G. Carousso is the best! I only regret that he wasn't my accountant and advisor in the past. His knowledge is unsurpassable, and his service is rapid and accurate. He sends an informative newsletter every week and always answers my questions immediately. I highly recommend Mr. Carousso; you will stay with him forever!”

4.7 Superb14 Reviews

“I was recently scammed online and Ms. Barbara Graff at the 7th ave branch went above and beyond with patience and professionalism to help me sort out the situation. Thank you!”

3.7 Good22 Reviews