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Over 289 reviews for
Bronx Financial Planners from people just like you.

D
"I wanted to setup a savings account for my kids education and found this company highly rated here on AngiesList. I reached out to them for information on education" saving and received you basic "hello" and introductory email from them. I emailed them back twice (thought I might not have hit send the first time) letting them know I was interested in setting up an education savings account for my kids. Apparently they are not interested in my business as no one has responded.

-Vicki K.

A
"
first asked questions to be sure he knew what my goals were. He reviewed my financial information and provided advice as to what I should" do looking forward to retirement. He also discussed the various kinds of accounts I could open on behalf of my grandchildren, including the pros and cons of each type.
was personable and extremely helpful. By the time my hour appointment was finished, I felt I had a good grasp on what I need to do to improve my financial situation and enough information to decide what type of account I want to start for my grandchildren. I would recommend
to others.

-Ellen C.

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Local Articles in Bronx

A financial planner can help you protect your family's assets and achieve long-term goals such as retirement and college savings. (Photo by Chris Liphart)

Financial planning

A financial planner can help identify goals and create a plan for you to achieve them. Before deciding to work with someone, be sure of his or her credentials, experience and method of compensation.

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Funeral Homes, Financial Planning

The average funeral costs more than $7,000. Avoid costly mistakes when planning or preplanning funeral arrangements to make sure your final investment is sound.

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Home Healthcare - Independent Living, Longterm Care - Assisted Living, Financial Planning

It's hard to talk money with aging parents, but financial planning and organization are critical when figuring out future health care and living options.

Home repairs can be costly, so it's important to be prepared by budgeting your money appropriately. (Photo by Jennica Abrams)
Financial Planning

On this episode of Chat with the Experts, we talk with financial author Eric Tyson to learn how to budget for home repair emergencies and home improvements.

holiday budget
Financial Planning

Holidays got your wallet? Find out ways to save money on gifts, travel and entertaining for Christmas, Hanukkah or Kwanzaa for a less stressful holiday season.

Angie's Answers

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Financial Advising reviews in Bronx

C

Rating
fine at first then when something needed to be addressed no response or can you e-mail it to me when it needed a visual inspection and the person lives within 20 minutes of the location checks ha they forgot to pay the care taker for over a year in the end they screwed over my son blamed me they do not believe in paper work if it involves paper work they will talk you out of it saying no . and if you have a problem with a contractor they will back them up try to make you look stupid or try to get you removed from there property before helping you their moto if it works good enough for them even if it looks like crap and doesn't really work!

- james H.
D

Rating
I needed my credit report and rating as part of a financial planning session with a separate vendor. I provided my credit card number for the well-advertised $1 fee. Shortly thereafter, I received a bill for $20 for a credit tracking service that I was not interested in. To cancel the service I had to call the company. I was disappointed in the fact that I needed to scour the fine print to avoid being charged for a service I did not want. Additionally, I could not cancel my membership online. I think all companies should allow you to sign up AND sign off by the same method.
- Shaina C.
A

Rating
Recently, I had a visit with
Bronx Financial Planners Provider Name Locked
, a local insurance agent. He answered my questions about insurance using
Bronx Financial Planners Provider Name Locked
, easy to understand terms. I felt comfortable talking with
Bronx Financial Planners Provider Name Locked
. There was so no sales pressure for me to change anything, or to buy anything. If you would like to talk with
Bronx Financial Planners Provider Name Locked
about your insurance too, his phone number is 404-319-1697. He does medicare, life insurance, and retirement planning.
- Jim R.
N

Rating
Bronx Financial Planners Provider Name Locked
also helped me to figure out the cost basis of stock as my Dad
bought stock with dividend reinvestment. Because of the AT&T breakup
back in 1984, AT&T went to many new companies and then those companies
were bought out or had splits and reverse splits. He was truly a
Godsend on this part of it! He sent me a detailed list for year end
taxes which was such a wonderful help.

Thank goodness we hired
Bronx Financial Planners Provider Name Locked
when we did as he helped my Mom weather the
financial crisis by getting her 75% majority investments out of telecom.

I feel that
Bronx Financial Planners Provider Name Locked
keeps an eye out for the little man as my Mom didn't
have a large investment, but he had no qualms working with us.
Bronx Financial Planners Provider Name Locked
has
always been very responsive to my questions, and trust me, I had
questions when the markets were crumbling down around everyone. To
this day, if my Mom has a question, I shoot
Bronx Financial Planners Provider Name Locked
an email, and he
responds with an answer that my Mom can understand.

Bronx Financial Planners Provider Name Locked
made my job going forward as my Mom's Power of Attorney and Executor
of her Estate a piece of cake, literally. I would highly recommend
Bronx Financial Planners Provider Name Locked

as your financial planner.
- Michele B.
A

Rating
Explained financial situation in detail and how it can be done better. Got a deal from Angie's list. Very professional and personalized.
- caroline A.
A

Rating
Bronx Financial Planners Provider Name Locked
is an excellent Financial Planner. She is experienced, honest, and has knowledge that spreads over a wide spectrum of investment options. Her approach is low pressure. Her goal is simply to help move a person's financial picture in a positive direction. My own results since working with
Bronx Financial Planners Provider Name Locked
are beyond my expectations. If you have a financial planner now, take the time to meet with
Bronx Financial Planners Provider Name Locked
to get a second opinion. If you do not currently have a financial planner, call her and have her review your financial picture.
- Cyndee S.
A

Rating
After getting to know us as a person,
Bronx Financial Planners Provider Name Locked
then reviewed our current financial status and asked us questions to help him determine the best way to move forward towards our financial goals.
The options that he presented were very clearly explained, enough that we, complete financial neophytes, didn't have a hard time understanding them in order to make a decision on said options.
We are ready to take those first steps, and once we've made some progress with them we will definitely be back for a follow-up.
It is also worth mentioning that we were reluctant to use a financial planner, concerned that they would only have their own interests in mind, preferring to do everything ourselves. Not only does
Bronx Financial Planners Provider Name Locked
genuinely seems to truly make it easy for us to reach our objectives, he brings a point of view (backed by his studies and experience) that we simply couldn't get from our own research.
We will definitely be back for an updated analysis once our financial situation changes.
- Edgar R.
N

Rating
My wife & I don't have the time, experience or expertise to plan & watch-over our financial investments. So,
Bronx Financial Planners Provider Name Locked
has been our financial advisor for about 8 years. He initially laid out an investment strategy that met our near & long term needs. Since then he constantly watches, suggests & modifies this strategy to keep pace with the ever changing
Bronx Financial Planners Provider Name Locked
. Since day one, he's been very professional in our dealings & is always responsive to any questions or concerns we may have. I'd highly recommend
Bronx Financial Planners Provider Name Locked
to anyone looking for financial investment guidance.
- Richard C.

All Financial Planners in Bronx, NY

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

3 Pointe Financial

8001 Irvine Center Dr

A+ Fico Fix Inc

206 6th ave suite 100
Holtsville

A.G. Morgan Financial, LLC

5260 Merrick Rd
Massapequa

Accounting & Tax Planners

303 5Th Ave Suite 211
New York

ADAPT

514 Middle Country Road
Middle Island

Affordable Insurance Services

2236-9 Forest Avenue
Staten Island

AFLAC

199 WATER ST
New York

AJC Advisors

1250 Hylan Blvd
Staten Island

Aldo Rabih CPA CA

1801 86th St
Brooklyn

All Area Realty Services Inc

99 Tulip Ave
Floral Park

Allegiant Group Inc

189 W Clarkston Rd

Allstate

2 Coraci Blvd Ste 5
Shirley

Allstate Insurance

569 Broadway
Massapequa

Allsup Inc

300 Allsup Pl

ALPHA OMEGA COVERAGE CORP

1253 Richmond Ave
Staten Island

Approved Funding

41 Grand Ave

Arman James Investments

101 Hudson suite 2100

AXA ADVISORS

90 WOODBRIDGE CTR DR

BADRAN TAX & ACCOUNTING

152 LIVINGSTON AVE

BARRY ALAN & CO LTD

2 University Plaza Dr

Bass Eldercare Resources, LLC

3117 Broadway
New York

Bell Processing Solutions

57 W 38th St RM 601
New York

BetaFrontier, LLC

156 W Superior St Apt 401

Better Way Credit Card Processing Inc

7100 Goodrich Rd
Clarence

Biz2credit - Small business loans company

18th Floor, 333, 7th Avenue
New York

Blutter & Blutter

150 Motor Pkwy
Hauppauge

Blutter & Blutter Attorneys at Law

61-43 186th St
Fresh Meadows

BMA Payroll

760 Vanessa Ln

BNC Insurance Agency

111 S. Ridge Street
Rye Brook

Boost Credit 101

3773 E Cherry Creek N Dr

Brian P. Luthy, CPA

73 Madison Street

BRISOTTI & SILKWORTH INSURANCE

PO Box 1448
Mattituck

Business Finance Advance LLC

1506 Kings Hwy
Brooklyn

Buxbaum Sales Tax Consulting

339 N Main St
New City

Cafe Nunez

240 west 35th
New York

Carlos Rangel, CPA PC

405 Lexington Avenue
New York

Carver Consulting

663 Evergreen Pkwy

Cavallo & Cavallo Attorneys

3394 E. Tremont Ave.
Bronx

CeKAM Tax Consultant

3624 Church Avenue
Brooklyn

Champion Futures

65 Chenango Dr
Jericho

Charles D. Wild, CFP[R]

200 Connecticut Avenue

Chernoff Diamond & Co, LLC

725 RXR Plaza
Uniondale

CITY PRIME COMMERCIAL REALTY

30 W 39TH ST
New York

Client Focused Advisors

122 East 42nd Street
New York

Comm-Insure LLC

1433 Oak Tree Road

Complete Debt Solutions

580 The East Mall

Consumers Insurance Inc.

191 Post Road West

Coulter's Creative Financial Planning

5 W. Main Street Suite 202
Elmsford

Craig Forbes

360 Hamilton Ave
White Plains

Credit Mount

2560 Ocean Avenue, Second Floor
Brooklyn

Credit Pro Repair

195 Plymouth St Ste 1
Brooklyn

CSH Group Plans

535 5th Ave
New York

Curran LLP

21 Fulton Street, 2nd Floor

Da Marino

220 West 49th Street
New York

DA TAXGUY LLC

4 E 107 TH STREET SUITE 10G
New York

DashboardNY

55 Mineola Blvd.
Mineola

Desepoli wealth management

Port Jefferson Station

DIANA LLOYD ACCOUNTING

110-34 73RD ROAD
Forest Hills

Diversified Financial Consultants

2680 Merrick Road
Bellmore

Freyman CPA, P.C.

40 Exchange Place
New York

Fundbox

560 Mission Street

Garden City Mortgage

1225 Franklin Ave.
Garden City

Gary Mehta, CPA, EA

20 Commerce Drive, Suite 135

Gehi and Associates

118-21 Queens Blvd., Suite 409,
New York

Genworth Financial

436 Summit Avenue

GGI Tax Preparation & Insurance Services

6 East 46th Street #504
New York

GJM Business Center

21-12 Broadway
Astoria

GREEN PATH DEBT SOLUTIONS

1 Barker Ave Ste 420
White Plains

green4wallets.com

1051 Port Washington Blvd
Port Washington

grove Debt Consolidation

441 South Orange Avenue

H.T.A.I.G.

New York

HappenShop, Inc.

279 New Brunswick Ave.

HaraTaxAccounting

501 Fifth Avenue
New York

Hard Money Stan

Massapequa
Massapequa

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.

HELLER & FILIPPONE, LLP

235 MAIN STREET
White Plains

HIMAL TAX LLC

71-58 AUSTIN ST.,
Forest Hills

Hope Insurance Brokerage Inc.

609 Rte. 109 Suite 2B-6
West Babylon

HOWARD L GINSBERG CPA

200 South Service Road
Roslyn Heights

HOWARD MADLIN CPA PC

1 FINNEGAN LN
Suffern

HSBC

PO BOX 4552
Buffalo

Hymes & Associates CPA PC

55 Pondfield Rd
Bronxville

iBank

3090F Pullman St

Infinite Capital Solutions LLC

250 Fulton Ave
Hempstead

Interstate Home Loan Center Inc. Bankers

25 Melville Park Road
Melville

Investoc

244 5th Avenue
New York

IRS Tax Help Team

1201 S Beach Blvd

Island Debt Consolidation

719 West Side Avenue

J A Roesch & Associates

246 Federal Road

JACK LIEBERMAN, CPA, LLC

930 STUYVESANT AVE

JAMES C LEWIS CPA

3699 E TREMONT AVE
Bronx

Jason A Steinberger Law

910 Grand Concourse Apt 1C
Bronx

JEFFREY A LOVAS & CO

210 E STATE RT 4

Jordan Carmel T CPA

151 W Milton Ave

JR's IRS Back Tax Network

465 M L King Blvd

JUST TAX

6 Division Street

justask associates

831-38 route 10 suite158

LANTERN INVESTMENTS

35 PINELAWN RD
Melville

Legacy Care Wealth

121 Newark Avenue

LG Insurance Group

135A Brighton Ave

LifeLine Debt Relief, Inc.

65 Broadway, 8th Floor
New York

LLI ADVISORY GROUP

202 NORTH AVE E

Lowell, Blake & Associates

141 Tremont Street

LPL Financial

712A East Jericho Tpke
Huntington Station

M W & L INVESTMENT

714 BURKE AVE
Bronx

Magis Group, Inc.

660 White Plains Rd.
Tarrytown

Magone CPAs

30 Columbia Turnpike, Suite 101

Maks Financial Services

822 Executive Dr

Mantha Legal

Lavelle road

Marchand & Co CPA's PC

2003 Southern Blvd SE

Mark Geschwind & Associates

131 Jericho Tpke. Suite 203
Jericho

Marty Kuper LLC

2 Columbia Place
Merrick

Matthew J Fallon & Associates Inc

6503 242 St
Little Neck

MAXWELL SHMERLER & CO

11 MARTINE AVE
White Plains

MBAProjectSearch.com

3100 Wisconsin Ave NW

MCB Tax and Financial Services

271 Cadman Plz E #23682
Brooklyn

MCS Mortgage Bankers - Team Weissman

189-13 Jamaica Ave.
Hollis

Mega M

2376 60th Street,
Brooklyn

Michael Petrushansky CPA PC

1400 Avenue Z
Brooklyn

Milano Financial Services

410 Ramapo Valley Rd

Mo Golany

777 Westchester Avenue
White Plains

Modco Debt Solutions

.
Valley Stream

Money For Your Biz Now

501 S 8th Ave
Mt Vernon

Mor Credit

1222 Avenue M Suite 605
Brooklyn

MORGAN STANLEY

1 PICKWICK PLZ

Morgan Stanley Smith Barney LLC

31 W 52nd St
New York

MS Accounting Solutions

4255 Colden Street, Suite 15T
Flushing

New York Debt Consolidation

92 Chambers Street

Northwestern Mutual

1670 Route 34

NORTHWESTERN MUTUAL FINANCIAL

40 CUTTERMILL RD
Great Neck

OPTIBIZ LLC

129 Lynncliff Rd
Hampton Bays

Osbourn Ross Accounting Co

130-51 224th St
Springfield Gardens

Philip R. Leib, CPA

117 Hillair Circle
White Plains

Plan2Prosper LLC

19 Green Farms Rd

Planning Financial Futures Inc

1895 Walt Whitman Rd
Melville

Platinum One, LLC

41-21 29th st Long Island City
Long Island City

PPG LLC

79 Kermit Ave
Staten Island

Preferred Résumé® Group, LLC

www.pfdresumegroup.com
Manhasset

Pricewater Capital

349 Fifth Avenue
New York

Primerica Financial Services

230 Hilton Ave
Hempstead

PROOF OF INCOME SERVICE'S

10800 Foothill Blvd

Pure Gold Global

200 Vesey St
New York

R J RUDINGER CPA

PO Box 644
Millwood

Raji, llc

522 E 20th Street
New York

Ralph S. Adorno, C.L.U. & Associates

558 Peekskill Hollow Road
Putnam Valley

Rayner & Gilbert CPAs

31 Penn Plaza 132 West 31st Street
New York

RBR Strategies, Ltd.

132 Franklin Place, #96
Woodmere

Reby Advisors

83 Wooster Heights

Regal Financial

1350 Avenue of the Americas
New York

Regal Payment Systems

2011 greene ave

Renaissance Credit Restoration LLC

213 33 39TH AVE
Bayside

RGA Investment Advisors

1 Linden Place, Suite 302
Great Neck

RJB Business Analytics+

16 Fawn Ridge Dr

RLK Inc

99 Tulip Ave
Floral Park

RLP Wealth Advisors, LLC

1745 Broadway
New York

Royce & Associates, LLC

1133 Broadway
New York

RSJ Accounting Professionals

335 E 209th St. Apt 4
Bronx

S P Johnson Group

2025 Delaware Ave
Buffalo

Safe Harbor Asset Management

167 E Main St
Huntington

SANDALWOOD SECURITIES INC

101 EISENHOWER PKWY

SANTELLA BUSINESS SOLUTIONS

2131 Albany Post Rd
Montrose

SARANTO P CALAMAS CPA

ROUTE 112 BOX 1660 STE A
Port Jefferson Station

SATTY LEVINE & CIACCO CPAS PC

125 JERICHO TPK
Jericho

Schembre & Gannon

282 South Ave

Schulman Lobel Wolfson Zand Abruzzo Katzen & Black

1001 Avenue of the Americas
New York

SEAN M DUFFY CPA

533 South Avenue

SECURITIES AMERICA INC

3612 E TREMONT AVE
Bronx

SECURITIES AMERICA INC

3505 E TREMONT AVE
Bronx

Shaun Roberts Associates, Ltd

895 Huguenot Ave
Staten Island

SOUTH FORK FUNDING INC

630 Johnson Ave Ste 4
Bohemia

Spring Action Fraud Elimination (S.A.F.E.)

1051 Port Washington Blvd Ste# 750
Port Washington

Stephen Ng Financial Group, LLC

51 John F Kennedy Pkwy # 150

STRIVERS ROW FUNERAL HOME INC

2284 Adam Clayton Powell Jr Blvd
New York

SUNRISE MORTGAGE CO INC

49 GUY LOMBARDO AVE
Freeport

Synergy Capital

286 Watchogue Road

Taxes Done Right

397 Stockholm Street
Brooklyn

The Louie Tax Law Group

90 Church Street
New York

The Tax Club

350 5th Avenue
New York

The Ultimate Tax Preparers Inc and more

550A Flatbush Avenue
Brooklyn

The Wealth Protection Organization Inc.

106 Corporate Park Drive Suite 405
White Plains

Total Alignment Wealth Advisors LLC

5 Penn Plaza Fl 19
New York

Trinity Tax & Financial Solutions, Inc.

11045 Queens Blvd Ste 104
Forest Hills

United Gold Direct

2945 Townsgate Road

Universal Cash Fund

75 Maiden Lane, 10th Floor
New York

Ursula Serluca CPA LLC

1500 Broadway 21st Floor
New York

Ursula Serluca CPA LLC

777 Westchester Ave.
White Plains

Veld Advisors

3414 Corte Sonrisa

Vera & Vera

560 Hudson St 1st Floor

veterans Debt Consolidation

260 New Main Street

VILLA NOVA FINANCING GROUP

30 Technology Dr Ste 2C

WELLS FARGO HOME MORTGAGE

457 Atlantic Ave
Brooklyn

West Forest Capital

115 E. 34th St.
New York

white mountain Debt Consolidation

111 West Mountain Avenue

WORLDWIDE CAPITAL MORTGAGE

1472 SUNRISE HWY
Bay Shore

Yor Credit Karma

49 day st suite 209

ZDH Enterprises

1055 Bedford Ave, Ste3
Brooklyn
Bronx Zip Codes

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