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New York Stock Investors

Browse these stock investing companies with great ratings from Thumbtack customers in New York.

ACE Advisory Management LLC
4.8
from 45 reviews
  • 28 years in business
  • 49 hires on Thumbtack
Edye B.
Verified review

Mr.Otobo is a diligent organized income tax specialist. I have known and conducted business with Mr. Otobo for many years, his work is superior. I highly recommend as a finacial advisor he is very knowledgeable in all aspects of financial planning retirement, IRA, stocks ect..) His service is excellent! I look forward to doing business with Mr.Otobo for may years to come.

Hung & Scanga, LLC
5.0
from 14 reviews
  • 12 years in business
  • 8 hires on Thumbtack
Patrick O.
Verified review

Annie did a great job with my tax returns, which are quite complicated as I have foreign assets, a number of rental properties and investments. She's extremely thorough, precise and responds very quickly to any questions I have. I have no hesitation in recommending Hung & Scanga for tax preparation services.

Edward Jones Investments
5.0
from 8 reviews
  • 8 years in business
  • 5 hires on Thumbtack
Mara O.
Verified review

I started investing with Zvi in the recent months and he was so great at listening to what was important to me, while still explaining my options in a way that was easy to understand. I’m new to investing and I appreciated that he was patient and answered any questions. I know with other financial advisors it can be very impersonal and rushed, but Zvi made me feel comfortable and I trust my money with him.

  • 7 years in business
  • 7 hires on Thumbtack
Bryant A.
Verified review

Schemia is an awesome advisor to work with! Has a profound knowledge of financial, insurance and investment service and aims to educate her clients and who she works with! Will undoubtedly go the extra mile to serve and help the best way she can! She has a phenomenal work ethic that is uncanny!

  • 32 years in business
  • 1 hire on Thumbtack
Jerry W.
Verified review

I met with John this week to get my taxes prepared after he responded to my Thumbtack inquiry. He prepared my return and answered all my questions, including advice on my 401k investments all within an hour. Great experience!

James Menger CPA
5.0
from 2 reviews
  • 32 years in business
  • 4 hires on Thumbtack
Nay P.
Verified review

James is very simple guy with simple small office. Knowledgeable in his field. My tax return was simple yet it complicated due to my Stock Options and Futures trades. I will do business again with him.

Wallace Investments
5.0
from 1 review
  • 31 years in business
  • New on Thumbtack
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.

BGA Financial Consulting
5.0
from 1 review
  • New on Thumbtack
Natasha D.
Verified review

Brendan has been my financial consultant for over a year now, and has assisted me with multiple projects both personally and professionally. He has helped me consolidate all of my financial assets and advises me on how to invest my money to achieve my long term goals, He is very knowledgeable about the markets and wealth management, and I am very comfortable with his recommendations, Furthermore, I consult with him on my independent business that I recently started. Not only does he know how to start a business, but he also put together my business plan, created a budget & pricing model, and forecasted my growth and revenues. We speak on a regular basis about ongoing operations and he is always happy to help when I need it. His experience from Morgan Stanley and start up endeavors is very clear and brings me confidence in my financial decisions.

  • New on Thumbtack
About

I provide these services to families, business owners, and individuals: *Investment Advice *Financial Planning *Retirement Planning *College Planning *Credit & Lending

About

Life Insurance, Tax Management, Wealth Management, Estate Taxes

About

Serving New York, NY, and the outlying areas, Clifford Michaels of Institutional Investment Advisors Corp. is offering the following services not limited to: * estate planning * financial advising * investment * financial and retirement planning

  • New on Thumbtack
About

bw Investments expertly handles your needs in financial management, operations, bookkeeping and payroll, while contributing to your financial success. Services offered: • Financial management: * cash management * adherence to accrual or cash and GAAP * establishing accounting systems and improving current systems * evaluate current systems to better leverage your business * vendor payments and analysis of vendor costing • Financial operations management: * client communication * liaison to the lawyers and accountants (working closely with accountants year-round for smooth tax reporting/filing) * adherence to state/federal filing requirements (including tax filing, state license renewals, sales tax filing) * establishing ethical standards and office procedures * health insurance filings (both claims and obtaining insurance) * data integrity * payroll services - report filing and tax payments • General bookkeeping services: * accounts payable * accounts receivable * payroll (see below) * journal entries * depreciation * reporting, as needed with clients, accountants, fiduciaries, etc. * reconciliations of bank, brokerage and credit card accounts * asset and liability schedules * federal and state tax payments and schedules * state sales and use tax form filing * tax audit assistance and preparation * review of accounting procedures and practices to ensure efficiency and accuracy * review of payroll needs and establishing payroll services • Payroll services: * filing of federal and state employee/employer tax forms * issuance of 1099's, W-2's along with federal filings of 1096 and W-3's * review of payroll needs and establishing of payroll service * reconciling payroll data with QuickBooks

  • 18 years in business
  • New on Thumbtack
About

SRI Investing is among the relatively few professional financial advisory firms in the country that specializes solely in SRI, –sustainable, responsible, impact investing (aka socially responsible investing) and financial planning. We are absolutely committed to: 1. Helping our individual clients achieve financially healthy, rewarding, and joyful lives. 2. Empowering non-profit and religious organizations to invest their financial resources safely, profitably, and in concert with their respective missions. 3. Encouraging and assisting all of our clients to invest in ways that fit their values and contribute to a world that is more peaceful, just, and sustainable.

  • New on Thumbtack
About

MDIC is a unique financial service company that specializes in mutual fund selection for individual and corporate investors. Whether conservative or aggressive, MDIC will design and implement an investment strategy to help achieve specific financial goals. In addition, we continually monitor investments and reallocate assets as market conditions or financial goals change.

About

will generate income or will appreciate in the future. In an economic sense, an investment is the purchase of goods that are not consumed today but are An investment is an asset or item that is purchased with the hope that it used in the future to create wealth. In finance, an investment is a monetary asset purchased with the idea that the asset will provide income in the future or will be sold at a higher price for a profit.

About

We take a one on one approach to meet each person's goal.

About

Caliber Financial Partners is an independent financial planning and investment advisory firm offering a comprehensive set of financial products and services to individuals, small- to mid-sized businesses and nonprofit organizations. We tailor our planning approach to meet the specific needs of every client, and we will work in collaboration with your other trusted advisors, your attorney or CPA for example, to help you reach your goals.

  • New on Thumbtack
About

MDIC is a unique financial services company that specializes in mutual fund selection for individual and corporate investors. Whether conservative or aggressive, MDIC will design and implement an investment strategy to help achieve specific financial goals. In addition, we continually monitor investments and reallocate assets as market conditions or financial goals change.

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.

About

I'm seeking work for organization to invest assets for UHNW clients to help them meet their long term-financial goals.

About

We are a full-service financial consulting firm committed to helping people pursue their financial goals.

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