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New York Personal Finance Instructors

Browse these personal finance lessons with great ratings from Thumbtack customers in New York.

ACE ADVISORY MANAGEMENT LLC
4.8
from 47 reviews
  • 28 years in business
  • 55 hires on Thumbtack
Joann I.
Verified review

It was a pleasure having Atabu prepare my taxes for me. He is organize and very informative. I would recommend him to anyone looking for advice in finance as well as having their taxes prepared. He is a people person.

Overcoming Obstacles
4.9
from 29 reviews
  • 9 years in business
  • 130 hires on Thumbtack
David T.
Verified review

He spoke with me about my ex and what steps to follow and gave his advice on what I should do. He's also a good listener and is quite informative. I appreciate his time.

  • 6 years in business
  • 33 hires on Thumbtack
Candice H.
Verified review

My decision to hire StarAct LLP to handle my bookkeeping and to provide guidance to help maintain the overall health of my business, is one of the best decisions I have made since opening my business two years ago. I have had two other accountants who made huge mistakes with my books, were afraid of technology or were just plain unresponsive. Roland reached out to me right away when I posted my request on Thumbtack. He had positive reviews and a background check which are excellent signs. I am a Thumbtack vendor so I KNOW what to look for. He even went so far as to drive to my location in New Jersey from the Bronx to show me that he was serious about gaining my business. Roland got to work right away on assessing the condition of my books and had solutions within days. He is extremely knowledgeable about all aspects of bookkeeping and tax preparation and has already helped me save money! StarAct uses the latest technology which makes it so easy for me to do my small part in the bookkeeping process. Within three weeks, StarAct had my 2015 books cleaned up and ready for tax time AND Roland came out to my location once again to review the books with me. The partners in this firm are all very well-educated and have a thriving accounting firm. Yet, they treat every client the same and make you feel like you are their most important client. They pride themselves on their level of service and responsiveness. Their rates are reasonable and fair. Based on StarAct's level of service, knowledge and responsiveness, my husband and I have decided to retain StartAct to handle our personal tax preparation and my husband plans to use StarAct for his own business as well. I would give StarAct 10 stars if I could!

DiPaola Financial
5.0
from 10 reviews
    Melissa M.
    Verified review

    My husband and I would highly recommend Ryan. With his expertise he has helped my family organize our finances as well as set up a college fund for our new baby boy. Ryan is the best. He is always professional and brings options and knowledge with every meeting we have.

    Amy Chan, CPA
    5.0
    from 8 reviews
      Steve S.
      Verified review

      Amy is an intuitive, caring and knowledgable CPA. She didn't just do an incredible job understanding my business inside and out, she always considered balancing my personal needs with the hard-lined needs of my business. It didn't seem obvious until I worked with Amy, but how I manage my time in my every day life directly effects how I should structure and manage my business's finances. The personal touches she gave were something that made the reorganization and restructuring of my business operations that much more effective for my everyday accounting and business management. Thanks Amy, you're fantastic!

      Dominick Fiorenza CPA
      5.0
      from 6 reviews
      • 30 years in business
      • 2 hires on Thumbtack
      Zander O.
      Verified review

      When it comes to finances and taxes-you want a partner in your business and personal life and Dominick is exactly that. You can go to him with any question and he is there to walk you through and strategize what makes sense for you and your family. He is the best!

      • 7 years in business
      • 8 hires on Thumbtack
      Paola F.
      Verified review

      Mrs. Rowan is very caring to my financial needs and my mothers also, we told her what we needed and assisted us very professionally and educated us in other aspect of finance that we can do in our future. I am happy to have worked with Mrs. Rowan and look forward to doing more business with her in the future.

      Norm A.
      Verified review

      Went to Unique Financial Advisors & Tax Consultants . I was immensely Impressed with the Financial & Tax code Knowledge. Vid,The owner possesses in prepareing my Tax returns. I was very at ease telling him all my financial doings & needs. Everything was explained in detail. The answers were on point. Needless to say I will be a returning customer.For all my Finance wants,Investing,Tax advice,Trusts,Ect. Bottom line, I saved a bundle. A Happy Customer Norm Alexander

      Abovethelines,LLC
      5.0
      from 2 reviews
      • 2 years in business
      • 5 hires on Thumbtack
      Katherine J.
      Verified review

      The staff at abovethelines has helped me set up and maintain my payroll services for my small business. At first, I was apprehensive about outsourcing some of my finance needs. But Saurav and his staff assured me I would not regret having professionals help me grow my business. And man were they right, I have been able to grow my business while maintaining my bottom line and ensuring my employees loyalty and happiness. Thanks, to abovethelines for all of their well needed help and support.

      David A. Ranegan
      5.0
      from 1 review
      • 11 years in business
      • 2 hires on Thumbtack
      Kristin D.
      Verified review

      I have known David now for Fifteen years from college- and he's not only a very trusted confidant- he helped my Husband and I plan for retirement using several different methods that ensure we will have a nice cushy retirement. He's very adept at planning for our long-term financial goals, assessing the 401k, savings, and pension accounts we already held and helping us strategize where to put money and how much - along the way. A complete road map that is customized for us. I am definitely very nervous when it comes the future- and early planning is key. I thought I knew a lot about finances- and I thought my husband knew even more- but David really thought of so many things we didn't really consider. Anyway, I've rambled long enough- He's very thorough and trustworthy. Highly recommend- I've already recommended him to my sister and brother!

      David T.
      Verified review

      Joel's in-depth knowledge of finance has been very helpful; our discussions are very productive and the information and mindset he provides are very insightful. I look forward to each session as there is a lot to learn, and usually some food for thought to chew on afterwards. I believe that these coaching sessions will help me achieve my goals!

      Wallace Investments
      5.0
      from 1 review
      • 31 years in business
      Angele M.
      Verified review

      Michael is very knowledgable with finances especially when it comes to real estate investments. He is a savvy, outside the box thinker and has only the best interests in mind for his clients. I would happily refer him to others.

      • 32 years in business
      About

      We have been working with the majority of our clients for over 15 years and many of them have been referrals from our initial client's as a result of our exemplary work.

      About

      I have a strong background in accounting and finance. I am providing decision makers with quality information for making decisions that achieve optimal results. I had demonstrated the ability to lead. I am a team player experienced in partnering with other functions to achieve success. I am insightful with excellent interpersonal and organizational skills. I have the ability to interact effectively with all levels of management, staff and outside professional.

      About

      We are a small united, unified, smart and hard working "A Team". We under promise and over deliver our products and services. We protect and advocate for our clients.

      About

      I inspire others to take responsibility of their personal finances and live a prosperous life. I am an award-winning author, and a nationally acclaimed speaker on personal finance topics. My books include: * Thrive In Five:Take Charge of Your Finances in 5 Minutes a Day * Cash, Credit and Your Finances: The Teen Years * Norwalk Hour column Jill Foster's Thursday Tip * Quick Tips newsletter

      About

      I provide holistic financial advice to help people get their financial house in order. I hold an active New York State insurance, series 7 and 63 licenses and notary public. I do not sell insurance or investment products nor do I receive compensation from such products.

      About

      If you want a clear walk through of your mortgage loan, we're the people to come to. We have very competitive rates and we will come to you to walk you through your loan.

      • 4 years in business
      About

      Finance is a field that deals with the study of investments. It includes the dynamics of assets and liabilities over time under conditions of different degrees of uncertainty and risk. Finance can also be defined as the science of money management. Finance aims to price assets based on their risk level and their expected rate of return. Finance can be broken into three different sub-categories: public finance, corporate finance and personal finance.

      About

      Net Consulting & Finance has more than 20 years of experience in Accounting, Finance, QuickBooks, Training and Coaching. We have worked with Individuals, Small Businesses, and Business with revenues up to 75 Million annually.

      About

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