The 7 Best Financial Consultants in New York

In the bustling financial hub of New York City, finding the right financial consultant can be a game-changer for your personal or business finances. With a myriad of options available, identifying the top 7 consultants can help you make informed decisions tailored to your unique financial goals. Whether you’re looking for investment advice, tax planning, or wealth management, a seasoned consultant can provide the expertise you need.

When selecting a financial consultant, consider the following services they may offer:

Investment Management: Strategies to grow your portfolio and maximize returns.
Retirement Planning: Guidance on preparing for a secure financial future.
Tax Optimization: Techniques to minimize tax liabilities and enhance savings.
Estate Planning: Assistance in managing and transferring your wealth efficiently.
Risk Management: Solutions to protect your assets from unforeseen events.
Budgeting and Cash Flow Analysis: Insights to optimize spending and improve financial health.

Key aspects to consider when choosing a financial consultant include:

Experience and Credentials: Ensure they have a proven track record and relevant qualifications.
Fee Structure: Understand their pricing model, whether it’s hourly, flat fee, or commission-based, to avoid surprises.
Client Reviews and Testimonials: Look for feedback from previous clients to gauge their satisfaction and success.
Personalized Approach: Choose someone who offers tailored advice specific to your financial situation.

Explore our guide to discover the best financial consultants in New York and take the first step towards achieving your financial aspirations.

1. United Settlement
2. Prudent Financial Solutions
3. Clarify Capital LLC

4. Aimdar Advisory Group
5. Pope Wealth Planning
6. Dma Financial Management LLC
7. Zoe Financial

Number of companies

1441

Verified reviews

4,87

Average rating

(888)5745454

1. United Settlement

★ ★ ★ ★ ★ 4,8/5

240 W 37th St Suite 400, 10001.0, New York

Financial consultant
Consultant
Credit counseling service

Why we chose them

United Settlement is a leading provider of financial consulting services, specializing in debt relief and consolidation programs. With a mission to assist individuals and businesses in overcoming financial challenges, the company offers a comprehensive suite of services including debt settlement, credit counseling, and debt management. Their expert team works diligently to negotiate and restructure debts, enabling clients to regain control over their financial health. By offering tailored solutions for credit card, business, and medical debt, United Settlement empowers clients to achieve long-term financial stability.

Renowned for their proven results, United Settlement has successfully resolved debts for thousands of clients, ensuring a smoother path to financial recovery. The company operates on a performance-based model, ensuring that fees are tied to the savings achieved for clients, which underscores their commitment to customer satisfaction. With a focus on education and personalized financial guidance, United Settlement provides tools and resources, including debt calculators and savings estimates, to help clients understand their debt and explore effective relief options. Their dedication to alleviating financial stress makes them a valuable addition to our company directory.

(877)7400012

2. Prudent Financial Solutions

★ ★ ★ ★ ★ 4,9/5

22 W 38th St, 10018.0, New York

Financial consultant
Credit counseling service

Why we chose them

Prudent Financial Solutions, Inc. stands out in the financial consulting industry by offering tailored solutions to individuals burdened with debt. With a focus on providing comprehensive financial roadmaps, the company specializes in services such as debt consolidation, HELOCs, cash-out refinancing, and 401k loans. Their consultative approach ensures clients receive personalized financial analyses aimed at aligning with their specific goals. A suite of online calculators, including tools for credit card minimum payments and accelerated payoff timelines, empowers clients to take control of their financial futures.

Clients have praised the company for its supportive and empathetic service, highlighting the peace of mind and relief experienced through their financial journey. Testimonials from satisfied clients underline the company’s commitment to transforming daunting financial situations into manageable and stress-free processes. With a mission to educate and guide clients toward financial independence, Prudent Financial Solutions provides a valuable resource for those navigating the complexities of debt management in today’s economic climate.

(877)8383919

3. Clarify Capital LLC

★ ★ ★ ★ ★ 4,9/5

5 W 20th St 2nd Floor, 10011.0, New York

Financial consultant

Why we chose them

Clarify Capital LLC stands out in the financial consulting sector for its commitment to empowering businesses with tailored financial solutions. Known for their expertise and personalized approach, they guide clients through complex financial landscapes, ensuring strategies are aligned with specific business goals. Their dedication to providing clear, actionable insights is a key reason for their inclusion in our directory, as it highlights their ability to demystify financial processes for companies of all sizes.

Utilizing cutting-edge technology and deep industry knowledge, Clarify Capital LLC offers a suite of consulting services designed to optimize financial performance. Their focus on transparency and client education sets them apart, fostering long-term relationships built on trust and success. This company exemplifies the qualities we value in our directory, providing reliable and effective financial consulting solutions.

(888)7278658

4. Aimdar Advisory Group

★ ★ ★ ★ ★ 5,0/5

5 Pennsylvania Plaza 23rd Floor, 10001.0, New York

Insurance agency
Financial advisor
Health insurance agency
Insurance broker
Life insurance agency

Why we chose them

Aimdar Advisory Group 安达财富 is a comprehensive insurance agency and financial service provider, proudly serving clients across all 50 states. Specializing in life, health, and commercial insurance, as well as financial planning, the company is dedicated to becoming the best insurance partner for its clients. By leveraging a cutting-edge digital platform and collaborating with major insurance and financial institutions, Aimdar offers tailored solutions to meet the evolving needs of entrepreneurs, families, and individuals. The company is renowned for its commitment to integrity, compliance, professionalism, and efficiency, earning high praise from its clientele.

With a team that includes certified financial planners (CFP), chartered financial analysts (CFA), former CPAs, actuaries, and licensed insurance educators, Aimdar is well-equipped to support clients and partners in achieving greater success. The exclusive Aimdar Academy offers training and licensing opportunities, fostering growth for those passionate about the insurance industry. Aimdar is an ever-evolving company seeking innovative and driven partners to collaborate and thrive in the insurance sector. The company welcomes industry elites and insurance brokers to join its mission, providing high-quality business insurance services and solid support for clients’ futures and wealth.

(646)6406337

5. Pope Wealth Planning

★ ★ ★ ★ ★ 4,9/5

450 Lexington Ave 4th fl, 10017.0, New York

Financial planner
Financial consultant

Why we chose them

Curtis Pope, CFP – Certified Financial Planner – Financial Advisor is a highly respected financial planning and consulting firm based in New York City. With a history of working at prestigious institutions like Citi, Morgan Stanley, and Wealthsimple, the firm has built a reputation for providing expert financial guidance to a diverse clientele, including busy professionals, business owners, and individuals nearing retirement. Since its inception in 2008, the firm has emphasized the importance of financial wellness and is dedicated to helping clients make informed decisions about their financial futures. The firm is known for its integration of client experience, financial technology, and traditional wealth management, offering solutions to critical financial questions about retirement, tax strategies, education funding, and investment portfolios.

Operating remotely nationwide, Curtis Pope is committed to addressing the unique financial concerns of each client. The firm stands out for its ability to navigate the overwhelming sea of information in the age of A.I., helping clients determine if they are on track financially and what adjustments might be necessary. By focusing on personalized financial strategies, the company ensures that clients are well-equipped to meet their financial goals. Whether it’s planning for retirement or optimizing an investment portfolio, Curtis Pope offers expert advice tailored to individual needs, making it a valuable addition to our directory.

(212)9608829

6. Dma Financial Management LLC

★ ★ ★ ★ ★ 5,0/5

75 Maiden Ln suite 228, 10038.0, New York

Financial consultant
Bookkeeping service
City tax office
Consultant
Professional organizer

Why we chose them

DMA Financial Management LLC stands out in the industry as a comprehensive provider of financial services, making it a valuable addition to our directory. Known for its expertise in financial consulting and bookkeeping services, the company ensures that clients receive personalized and effective financial solutions. Their professional team is dedicated to helping businesses and individuals achieve their financial goals with precision and care.

In addition to their core services, the company excels as a city tax office and consultant, guiding clients through complex tax regulations with ease. They also offer professional organizing services, assisting clients in streamlining their financial processes for improved efficiency. This diverse range of services underscores their commitment to providing holistic financial management solutions tailored to meet the unique needs of each client.

(646)6809244

7. Zoe Financial

★ ★ ★ ★ ★ 4,6/5

666 3rd Ave, New York

Financial consultant
Financial planner
Investment service

Why we chose them

Zoe Financial stands out for its commitment to offering personalized financial guidance through its array of services, including financial consulting, financial planning, and investment services. Known for its user-friendly approach, the company ensures that clients receive tailored advice to meet their unique financial needs. The emphasis on security and performance is evident from their website, reflecting a dedication to protecting client information and maintaining trust.

The decision to include Zoe Financial in our directory is driven by its focus on delivering high-quality financial solutions that empower clients to make informed decisions. Their comprehensive service offerings cater to a wide range of financial goals, from investment strategies to detailed financial plans. By prioritizing client satisfaction and security, the company demonstrates a strong commitment to excellence in the financial services industry.

FAQs

What services do financial consultants in New York typically offer?

Financial consultants in New York often offer a range of services including investment management, retirement planning, tax optimization, estate planning, risk management, and budgeting and cash flow analysis.

How much do financial consulting services cost in New York?

The cost of financial consulting services in New York can vary widely. On average, you might expect to pay between €150 to €300 per hour. Some consultants may offer flat fee packages ranging from €1,500 to €5,000 for comprehensive planning.

How can I choose the right financial consultant for my needs?

To choose the right financial consultant, consider their experience and credentials, understand their fee structure, review client testimonials, and ensure they offer a personalized approach tailored to your financial situation.

What qualifications should a financial consultant have?

A qualified financial consultant should have relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Certified Public Accountant (CPA), along with a proven track record in the industry.

How long does it typically take to see results from working with a financial consultant?

The timeline for seeing results can vary depending on your specific financial goals. Some clients may see improvements in cash flow or investment performance within a few months, while more complex strategies like retirement or estate planning could take several years.

Can a financial consultant help with tax optimization?

Yes, many financial consultants specialize in tax optimization, offering strategies to minimize tax liabilities and enhance savings, ensuring you keep more of your income and investments.

Is it necessary to meet a financial consultant in person?

While in-person meetings can be beneficial, many financial consultants offer virtual consultations, which can be convenient and just as effective, especially if you have a busy schedule.

What should I bring to my first meeting with a financial consultant?

For your first meeting, bring any relevant financial documents such as tax returns, investment statements, bank statements, and a list of your financial goals. This information will help the consultant provide tailored advice.