Lynbrook, NY
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Lynbrook Financial Advisors

Browse these financial services with great ratings from Thumbtack customers in Lynbrook.

Top Pro
George Dimov, CPA
4.9
from 64 reviews
  • 10 years in business
  • 102 hires on Thumbtack
  • Top pro on Thumbtack
Floyd A.
Verified review

I could not have been more pleased with the services provided by George Dimov, CPA, especially because of the short amount of time I gave him to prepare my extended federal and state income taxes. My situation was difficult with very little time to resolve. He and I worked virtually - sometimes sending and receiving information into the early morning hours until the job was accomplished. He is dedicated to his customers needs, efficient and a very knowledgeable professional and that I would highly recommend to anyone who has a complex Income Tax situation or challenging accounting need. I will be requesting his services again for the 2016 tax 'season' - sooner than the last one.

Imperial Acquisitions LLC
5.0
from 14 reviews
  • 5 years in business
  • 20 hires on Thumbtack
Patras G.
Verified review

Jon Ezeokoli is very knowledgeable in every thing he does. He assisted me with my taxes and creating a budget. I am a single mother and my time is limited so he came to my home and gathered all the necessary documents. He did the work in a timely fashion and I was very pleased. He continues to assist me with all financial needs and takes his time with answering all my questions! Excellent work Jon!

  • 6 years in business
  • 33 hires on Thumbtack
Matthew L.
Verified review

Roland was very professional and did a great job cleaning our book and consolidating financial statements for us.

Hung & Scanga, LLC
5.0
from 13 reviews
  • 12 years in business
  • 8 hires on Thumbtack
Merari O.
Verified review

Annie helped me create a budget and gave me financial advice which helped me save hundreds dollars in interest. She also prepared my taxes resulting in a higher refund. Annie is very pleasant to work with. I highly recommend her!

  • 7 years in business
  • 6 hires on Thumbtack
Marshay W.
Verified review

Schemia is my financial advisor. She is very knowledgeable at what she does I was very pleased, I felt safe with giving her my personal information, she has a great no judgment zone, and I would definitely recommend her to everyone I know who struggles with there finances.

The Towles Group Inc.
5.0
from 4 reviews
  • 16 years in business
  • 12 hires on Thumbtack
Keyon J.
Verified review

Awesome accountant, great fast reliable services. I wouldn't trust my business with anyone else, Ivan always count on The Towles Group!!!

Northwestern Mutual
5.0
from 3 reviews
  • 4 hires on Thumbtack
Nichole H.
Verified review

As an accountant I've had the opportunity to work with Adam, both professional and personally. The level of professionalism and customer service he offers to his clients is nothing short of excellent. He is a pleasure to speak with and possesses a wealth of information on financial planning. I highly recommend him to my clients and use his services personally.

Abreu CPA
5.0
from 2 reviews
  • 16 hires on Thumbtack
Scott H.
Verified review

Great job and very professional. They have an office in Norwalk, CT where you can meet and go over what you need done. The office was a little run down with difficult parking, but if you are paying for the quality of the accounting services than this will be quickly overlooked. They were always available to take my calls and very responsive to my questions. Got the work done in a timely manner.

MYOC
3.0
from 5 reviews
  • 3 years in business
  • 4 hires on Thumbtack
Nina E.
Verified review

Rowena is one of the most patient individuals that I know. Our company is years behind on our taxes and working with Rowena to get things in order has been terrific. We didn't have any accounting in place so she set us up with quickbooks online and is teaching us how to use it and is keeping us updated on her progress. We have a lot of accounts, bank and credit cards that we use for both personal and business so it was time to get a financial software. We are very pleased with quickbooks on line! We had to file an extension again but we know this will be the last time and we are so happy. Rowena is very professional and fair. Her commitment to her clients is very admirable! She's also very knowledgeable about all types of businesses (we are an NFP). We are learning daily from her and she's not one of those people who is concerned about billing someone for monies. I think she's a good fit for anyone looking to rebuild their company or brand from scratch or even looking for re-structure and on-going support. It feels so good to have peace of mind and know that our company is growing! Hire her! You won't regret it! Nina Elton - Doing Art Together NYC

  • New on Thumbtack
About

In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you confidently move forward. It takes an understanding of your entire financial life, your hopes and dreams. You also need a clear road map for getting where you need to go. As your personal advocate, I can provide you with advice that is tailored to your circumstances and priorities. I'll begin with a comprehensive plan for all you'd like your wealth to achieve. Over time, I will continue to adjust it, should circumstances change, so you can embrace your financial future with confidence no matter what the environment.

  • 13 years in business
  • New on Thumbtack
About

Please check out this description of our business philosophy on our website.

  • 9 years in business
  • New on Thumbtack
About

Fast professional service

About

I am passionate about helping people avoid "crashing and burning" (ending in financial failure, outliving their assets). I work closely with clients to help them achieve their goals.

  • New on Thumbtack
About

Financial services, financial planning .

  • New on Thumbtack
About

Foresters Financial Services, Inc. provides everyday families and individuals with financial solutions, guidance and tools, to meet their needs across all life stages. Our Financial Representatives offer personalized service combined with a solid, long-term approach and fresh thinking, to help you: • Save and invest for retirement, education and other life events • Create retirement income strategies • Protect the ones you love • Plan your legacy You can also take pride in knowing that you are part of Foresters™, an international financial services provider that gives back to the community and cares deeply about family well-being. Each year Foresters organizes thousands of community activities, providing financial contributions and hands-on volunteerism in support of charitable partners that make a meaningful and lasting impact in local communities. Together, we can help you achieve financial and family well-being—now and tomorrow, this generation and the next. You should consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other information, and should be read carefully before you invest or send money. An investment in a fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation (FDIC) or any other government agency. Foresters Financial™ and Foresters™ are the trade names and trademarks of The Independent Order of Foresters, a fraternal benefit society, 789 Don Mills Road, Toronto, Canada M3C 1T9, and its subsidiaries, including Foresters Financial Services, Inc. Securities, life insurance and annuity products are offered through Foresters Financial Services, Inc. Insurance products are issued by Foresters Life Insurance and Annuity Company or The Independent Order of Foresters.

  • New on Thumbtack
About

Truvium Financial Group has changed the conversation about money, moving from product-focused to process-driven. Experience the difference with holistic financial planning and wealth management. Proven one client at a time, Truvium Financial Group helps clients reclaim control of their financial lives with holistically integrated strategies, and personal financial models, rigorously stress-tested before execution.

  • New on Thumbtack
About

Since 1982, C&A Financial Group is driven with improving the planning process for our clients. Over the years, our most important lesson was that people we work with needed different solutions and strategies to build and protect wealth in today's uncertain times. Typical planning does not consider the unique effects of various taxes and wealth-eroding factors that are constantly changing. Assumptions in the planning process have to often been inaccurate, misrepresenting what the future might look like, creating a false sense of security. Out of our experience and insights, we created the responsible wealth process. This process is not driven by exotic financial instruments or complicated strategies. It is simply a way to ensure that the wealth you have built will grow, be efficiently protected and available to you and the people and communities you care about.

  • 2 years in business
  • New on Thumbtack
About

We are proud to offer you specialized services at our three locations in Tribeca, Hudson Square, and Williamsburg. Our Tribeca location is tailored to young mothers with particular baby needs such as breast pumps.

  • New on Thumbtack
About

PFS gives a detail overview of a family's current financial situation and suggests a personalized strategy for their financial security with the three C's: complimentary, confidential and customized. This means our advice to you is completely based on what's best for you. We think it's the only arrangement that's fair to clients. Our team of talented professionals is committed to building life long relationships with clients based on honesty and companies that we believe are trading fair market value. If you need expert financial advice and assistance, we'd be happy to help.

About

I have extensive experience planning, developing and managing business within a challenging economic environment. My expertise is in fashion which is one of the most vulnerable business models as it relies on emotion rather than real need.

  • New on Thumbtack
About

We offer tax, bookkeeping, and financial consultation. We have over 10 years of experience working with the IRS and financial records of our clients. We offer the utmost professionalism with our clients. We handle all types of returns, and can service any type of business since we tailor our services to you. The software we use for bookkeeping is QuickBooks, which is online, and can be completely cohesive with your business' day-to-day operations. Our office is located on 8 East 199 St., Jerome Avenue, Bronx, NY. We speak English and Spanish.

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