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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
  • 51 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.

    • 5 years in business
    Luis A.
    Verified review

    The quality of work from TMI and Partners is simply amazing and valuable. The employees will work with you to develop your realistic individualized plan catered to your short and long term goals. I recommend the company to anyone seeking business advice!

    • 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.

    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!

    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 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!

    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!

    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.

    About

    You've worked hard to make your business a success, and you know you could achieve even more if you had easier access to capital. Whether it's money for expansion, new equipment, increased inventory, more staff or extra marketing, we see the value in your business. World Capital Finance is a company that always strives for the success of your business and to get you the best possible result in the industry. Give us the opportunity to help your business reach the next level of success.

    • 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

    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

    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

    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.

    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.

    • 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

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