Yonkers, NY49 Financial Advisors near you

Where do you need the Financial Advisor?

Answer a few questions

Tell us what you need so we can bring you the right pros.

Get quotes

Receive quotes from pros who meet your needs.

Hire the right pro

Compare quotes, message pros, and hire when ready.

Yonkers Financial Advisors

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

Top Pro
Luis Barreto
5.0
from 10 reviews
  • 11 years in business
  • 18 hires on Thumbtack
  • Top pro on Thumbtack
Nazaret G.
Verified review

The services provided to us by Luis Barreto were absolutely amazing. He was able to help my newly wed wife and I immemsely even considering the tight time constraints we were under and the fact that we were able to find exactly what we were searching for within such short notice. Luis was available to us through thumbtack with just three weeks to our wedding and his extensive experience was a great help as he provided ideas and was open for any input and feedback. Communication was great and he was always very punctual. Very friendly personality and exceeded our expectations in finding a great fit as an officiant to our Christian wedding.

  • 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.

Suozzi Accounting & Tax
4.9
from 7 reviews
  • 5 years in business
  • 13 hires on Thumbtack
Jessica B.
Verified review

Peter was knowledgeable and transparent about the tax filing process while working with my husband and I on our 2016 taxes. He was very responsive to all our questions and made the process pretty smooth while charging a fair price for his services. Thanks again!

ACE Advisory Management LLC
4.8
from 46 reviews
  • 28 years in business
  • 50 hires on Thumbtack
Joakim J.
Verified review

This is the second year I hired Mr. Otobo's services for filing my taxes, and I will continue to hire him for as long as I'm living in US. As a foreigner, filing your taxes here, compared to Sweden is different and quite a bit more complex. Mr Otobo has been very helpful and service-minded about explaining how everything works and taken care of everything for me. He shows up during office hours to personally deliver your papers and talk things through. A true professional that I can't recommend enough.

Tax Help Network
4.9
from 12 reviews
  • 7 hires on Thumbtack
Ellen T.
Verified review

John and the team from Tax Help Network are not only good at what they do, they very passionate about helping people fix their tax debt issues.

David A. Ranegan
5.0
from 1 review
  • 11 years in business
  • 1 hire 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!

  • 15 years in business
  • New on Thumbtack
Catherine C.
Verified review

Vin was a pleasure to work with at Cornerstone. He provided ample information in regards to the services they offered, and was able to match the best fit to my needs. He has my highest reccomendation

Pro Legal
5.0
from 3 reviews
  • 18 years in business
  • 2 hires on Thumbtack
Susan H.
Verified review

Fast and affordable complete legal service. I highly recommend them.

Top Pro
Overcoming Obstacles
4.9
from 29 reviews
  • 9 years in business
  • 129 hires on Thumbtack
  • Top pro on Thumbtack
Danny C.
Verified review

Tom is my life coach for over 10 years now! He is always available or makes himself available when needed. He has helped me with finances, work, business and relationship advise. Tom has been a great motivator for when I needed that extra push. I recommend him to anyone.

Top Pro
Paul Bortnick, CPA, CFP
5.0
from 47 reviews
  • 68 hires on Thumbtack
  • Top pro on Thumbtack
Johnny J.
Verified review

I had a great experience with Paul. He did an awesome job with my taxes. I will definitelly come back next year. In addition, I may will be getting some additional services from him as my finance planning. I highly recommend Paul!

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!

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.

The Towles Group Inc.
5.0
from 5 reviews
  • 16 years in business
  • 13 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!!!

PNB & Associates
3.8
from 4 reviews
  • 22 years in business
  • 8 hires on Thumbtack
Jim G.
Verified review

Paul gave me some very frank and sage advice on how to handle or not handle my post-judgement modification situation. I believe he firmly gives his opinion and advice based on his experience in handling similar situations in the past. Thank you Paul!

Hire skilled professionals for absolutely everything.