A note to our community regarding COVID-19. Learn more

Find a financial planner near Bronx, NY

100+ near you

Find a financial planner near Bronx, NY

100+ near you

Give us a few details and we’ll match you with the right pro.

Top 10 Financial Planners near Bronx, NY

1. Dave Czarnecki, CFP®, CLU®, ChFC®, RICP®

(44)

(44)

Offers remote services

Discounts available

104 hires on Thumbtack
Serves Bronx, NY

Dave was very professional and knowledgeable.See more

2. Teresa Shaloo and Associates

Exceptional 5.0

(9)

Exceptional 5.0

(9)

Responds quickly

Offers remote services

Discounts available

9 hires on Thumbtack
Serves Bronx, NY

Online now

I love working with Teresa. She is incredibly knowledgeable and helpful with so many things.See more

3. Adam - National Association Of Retirement Services

(37)

(37)

Offers remote services

Discounts available

43 hires on Thumbtack
Serves Bronx, NY

In speaking.with Adam I was very impressed with how quickly he understood my situation and with his ideas to help me in retirement. Excellent first impression.See more

4. Jillson Shire Consulting LLC

5.0

(4)

5.0

(4)

Offers remote services

Discounts available

5 hires on Thumbtack
Serves Bronx, NY

Kristen has helped both myself and my husband numerous times throughout the years with a multitude of organizing projects. She has helped us to organize our work space and home space, with career advice, as well as with a start-up small business. At the core of her talents is the ability to help clarify and set small easy goals to get the finish line. She helped us tremendously with organizing our own ideas and thoughts to help clear a path for success. She has a knack for pulling out the essential information and simplifying it into smaller, more manageable tasks that are easily accomplished. Her knowledge base is expansive and she knows a whole lot about a whole lot of things! She has extensive experience in many areas due to her varied and exciting career history. If the task list is overwhelming, she takes on what she can to help or saves things that can wait until the larger projects are completed. She never forgets a single thing that needs to get done, even if I do! She is an incredible dynamo and if success beyond your expectations sounds good, you will want her on your team. I am so lucky to have her on mine!See more

5. TMB Tax & Associates

5.0

(4)

5.0

(4)

Offers remote services

Discounts available

1 hire on Thumbtack
Serves Bronx, NY

She was great! I had some questions about my tax audit and she was able to answer them over a zoom call. She did not charge me anything. She is super sweet and fast!See more

6. Shelton Dotson IV-Financial Advisor

Exceptional 5.0

(12)

Exceptional 5.0

(12)

Offers remote services

Discounts available

4 hires on Thumbtack
Serves Bronx, NY

Shelton is extremely knowledgeable about financial planning. After two sessions I can already see the value in maintaining a long term relationship with him and NW Mutual! I feel confident my financial goals will be met under his guidance.See more

7. Overcoming Obstacles. Btc/crypto/Debt/Investing

Excellent 4.9

(57)

Excellent 4.9

(57)

In high demand

Offers remote services

Discounts available

196 hires on Thumbtack
Serves Bronx, NY

I have had a valuable and pleasurable experience working with Tom thus far. I am someone that has many financial goals for many areas in my life. Tom has been great at helping me keep my goals streamlined and prioritized. I would compare it to “...if you teach a man fish...” Tom is authentic in his care and sensitively adapts with some hardships that have come my way (while working with him), however, still uses appropriate and scalable accountability methods. Another thing I really appreciate is that he provides many tools to help make our time spent working together as easy, time efficient, and productive as possible. If the tools don’t work for me, there’s no pressure. I like that. I have however used all of his tools and followed through with his suggestions because each time they have led to some sort of ease, prosperity, or success for me. I would highly recommend Tom to anyone I love and trust in need of financial guidance. He is also very genuine and personable. He really cares. It has made this process a great experience.See more

8. Financial Advisor

Good 4.2

(5)

Good 4.2

(5)

Offers remote services

Discounts available

4 hires on Thumbtack
Serves Bronx, NY

Ryan is as knowledgeable about business and finance as anyone if not more and once he is given a task he is completely dedicated to it.See more

9. Back Office Administrators, LLC, Business Center

Excellent 4.9

(34)

Excellent 4.9

(34)

58 hires on Thumbtack
Serves Bronx, NY

Explain tax laws in a easy interpreted format. Very enthusiastic about tax preparation, book keeping and multiple other financial matters. Truly worth the money. Thank you!See more

10. Fast Accounting Services LLC

Excellent 4.9

(37)

Excellent 4.9

(37)

Offers remote services

Discounts available

42 hires on Thumbtack
Serves Bronx, NY

Miguel is extremely nice and will make you feel comfortable immediately. He will travel to wherever you are to meet and solve all your problems. Highly recommended.See more

Why hire professionals on Thumbtack?

Free to use

You never pay to use Thumbtack: Get cost estimates, contact pros, and even book the job—all for no cost.

Compare prices side-by-side

You’ll know how much your project costs even before booking a pro.

Hire with confidence

With access to 1M+ customer reviews and the pros’ work history, you’ll have all the info you need to make a hire.

Find a financial planner near Bronx, NY

Find a financial planner near Bronx, NY

Top 10 Financial Planners near Bronx, NY

Related cost information

Popular in Bronx

You might also like

In other nearby areas