Bronx Financial Planners

in Bronx, NY

280
Financial Planners are
in Bronx

14
Financial Planners in Bronx
are top rated

A
Rated by
FRANCES C.
"I had my retirement funds in various
,s and 401K 's with really no practical rationale except that they did good over time. I just turned 60 and knew that" I had to get it in focus to make sure my wife and I had enough to hopefully live on in our retirement years. I wasn't sure my portfolio was worth the time of a financial planner, but I saw that Mr.
advertised that he would work with anyone and he would charge by the hour or as a percentage of your portfolio. I called him, made an appointment and we talked for an hour. I found out that he wasn't into just getting my money somewhere, he was genuinely concerned about our COMPLETE financial situation so he could give us the best advice he could. I originally just meant to have him look over my various funds and advise where to put them (which he did very well) but he also spent some time going over rational planning for retirement and making sure that we had a decent emergency fund and how to get things paid off to make sure we owed very little when I would retire. He helped me realize that 80% in stocks was not a good idea at my age and he also explained the advantage of
index funds that were low cost and follow the
instead of flashy funds that do good for a while and then die (and I had two of them over 20 years and had already watched them go high and then drop.) This is the same philosophy that I've read about and that
Buffet advocates. He put me and my wife on an even
, showed us what we could expect in the future and what we need to do to make sure we would have some kind of retirement. It won't be great, but we should have enough to live close to what we have now. And he indicated that he really likes to start with people that are young and are just starting out so he can help them with family financial planning right from the start, even with very small amounts of money. But, the tradeoff is that he is completely independent and charges for his services up front. He is not free because he doesn't get any kickbacks or percentages form your investments. But, from what I can tell so far, he was a straight shooter that gave me both the bad news and good news up front. And when I am ready to fully retire in a few more years I will be calling him back for further advice to finalize my retirement options.
N
Rated by
John H.
"I was having trouble getting my finances in order and so I was referred to
by a friend of mine. He told me that
offered a free initial" consultation, and that if anyone could help me through this mess, it would be them. I hadn't filed taxes in some time, I kept receiving letters from the IRS, and others, and I was at the end of my rope. Rui
at
walked me through the entire process for getting this behind me. He looked over my entire financial picture and he provided me recommendations on many fronts, many of which I'm in the process of implementing. In addition to resolving my tax situation, I have also increased my cash flow by saving money on insurance. The next step is to start saving some of that new found cash flow for retirement. I have to admit, when finances get out of hand, it can be scary, but I'm glad that I was referred out to
. He put me at ease from the start, and was non judgmental. I recommend
.
A
Rated by
Bonnie S.
"Both
and her Senior Administrator,
, are extremely professional, knowledgable, and personable. we've been with
" for the past 5 years and couldn't be happier with the service. We trust both
and
completely.
stays on top of our finances with regular reviews and provides wise advice and guidance. She gets to know her clients, their needs and wishes, and advises accordingly. It's a wonderful feeling knowing she is looking out for us.

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Financial Advising reviews in Bronx

A

Rating
We were looking for someone for 10 years, and everyone I took my husband to, he would turn down. She is the only one he approved of. She is an expert in the industry. She is knowledgeable about all the products out there. She oversees all of our investments and understands the risk in certain issues and how we need to position ourselves so we can reach our goals. She is very conscientious.
- Chris K.
A

Rating
Excellent.
We have been working with
Bronx Financial Planners Provider Name Locked
D'
Bronx Financial Planners Provider Name Locked
for over 3 years and on various different tax related work.
He has been assisting us in all aspects of tax planning and is always available to answer questions during the process.
His professionalism, knowledge and attention to detail has been very beneficial in our planning and preparation.
Bronx Financial Planners Provider Name Locked
D'
Bronx Financial Planners Provider Name Locked
's level of client service and respect is unmatched in our experience. We look forward to continuing to the relationship.


- jill G.
N

Rating
When you look for help managing your estate, you want to feel safe in sharing financial information.
Bronx Financial Planners Provider Name Locked
and Kaeri of
Bronx Financial Planners Provider Name Locked
, are honest and have only your best interest at heart. They guide you step-by-step through the pitfalls of passing wealth to the next generation.
They communicate on a regular basis, informing you of income tax changes that may affect you, they advise you of more beneficial investment vehicles to save/grow your hard earned dollars, and ways of handling IRAs and 401K withdrawals.
They've saved us money in income tax fees and have given us a feeling of security which is priceless.
- Lauren B.
A

Rating
I've had other investment advisers before but her knowledge exceeded any of them that I had before. I have a little bit of knowledge of it myself but hers was very good. The price was great. I'm already scheduling another appointment with them.
- Ken H.
N

Rating
They walked me through the whole process. First meeting and gathering information Completing all documents, making corrections if needed Filing all documents Keeping me fully updated on dates or any changes The are the firm I would go to first as well as refer any family or friends to
Bronx Financial Planners Provider Name Locked
Firm's incredible team.
- Caesar E.
A

Rating
He has done our taxes and we are thinking of him doing our financial planning. He does a really good job. He listens to you and he is friendly. He is conscientious. If you do not get your taxes in by a certain day then it can be done by April 15th. It concided with people who send in docuemts in the last minutes. I like him and I can always rely on him to do what he says he is going to do.
- Sharon J.
N

Rating
They were very professional and helpful explaining every step of the way.I'm so happy with the whole
Bronx Financial Planners Provider Name Locked
team that they now do all of my bookkeeping for my company and handle my taxes. I highly recommend them.
- casey S.

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 Ste 1

Allstate Insurance

569 Broadway
Massapequa

Allsup Inc

300 Allsup Pl

ALPHA OMEGA COVERAGE CORP

1253 Richmond Ave
Staten Island

AMG Legacy Planning

10100 W Sample Rd

Appraisal Valuations

14 South St Unit 4

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

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

Certified Court Reporting,Inc.

1600 Calebs Path ext

Champion Futures

65 Chenango Dr
Jericho

Charles D. Wild, CFP[R]

200 Connecticut Avenue

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

Credit Repair New York

275-289 Broadway

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

Ed Kalpagian State Farm Insurance

87 West Allendale Avenue

Edward D. Heben, CPA, P.C.

22 Saw Mill River Rd Ste 3
Hawthorne

Fast Payday Loan

51 Nassau St
New York

Financial Funding LLC

2 Industrial Way West

FlexKomUK

United Kingdom
New York

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

Marca Corona Enterprises

110 Fisher Avenue, Suite 3G
Eastchester

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

MONSTER TEES SCREEN PRINTING

PO Box 341068
Brooklyn

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

NYSavesMoney

Massapequa

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, PLLC

Certified Retirement Counselor
Millwood

Raji, llc

522 E 20th Street
New York

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

558 Peekskill Hollow Road
Putnam Valley

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

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

SynapseIndia

Noida
Brooklyn

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

United Gold Direct

2945 Townsgate Road

Universal Cash Fund

75 Maiden Lane, 10th Floor
New York

Ursula Serluca CPA LLC

777 Westchester Ave.
White Plains

Ursula Serluca CPA LLC

1500 Broadway 21st Floor
New York

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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