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Best Financial Services in New York, USA

The best financial services in New York, USA are New York Estate Planning Law Firm, New York Probate Lawyers, New York Estate Planning Law Firm and 26 more. We evaluated 29 businesses based on quality signals including ratings, services offered, and verified contact information. Updated April 2026.

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New York, New York, USA Estate planning and probate law
9.2
/ 10

New York Estate Planning Law Firm stands out for its comprehensive estate planning services, including wills, trusts, and probate law. They offer practical and cost-efficient solutions, with a team of certified and experienced attorneys. The firm prioritizes smooth communication and transparency, making them a reliable choice for clients.

Estate Planning Wills & Trusts Probate Law

Services

Estate Planning Wills & Trusts Asset Protection Probate Guardianship Business Succession Planning

Pros

  • + Experienced attorneys
  • + Comprehensive services
  • + Transparent communication

Considerations

  • - Limited geographic scope
#18012 Report
Brooklyn, New York, USA Probate and estate planning
9.2
/ 10

New York Probate Lawyers stands out for their expertise in probate administration and estate planning, offering efficient and reliable services to help clients navigate the complex probate process. With over a decade of experience, their team provides personalized guidance and support. They prioritize minimizing estate and court taxes, ensuring complete management of properties, and creating legally binding documents for probate.

Experienced probate lawyers Efficient probate services Estate planning and asset protection

Services

Probate administration Estate planning Trustee services Asset allocation

Pros

  • + Expertise in probate law
  • + Personalized guidance
  • + Minimizing estate and court taxes

Considerations

  • - Limited information on pricing
#17280 Report
New York City, New York, USA Estate planning and probate services
9.2
/ 10

New York Estate Planning Law Firm stands out for its comprehensive estate planning services, including wills, trusts, and probate. They offer practical and cost-efficient solutions, with a team of certified and experienced attorneys. The firm prioritizes smooth communication and transparency, making them a reliable choice for individuals and families seeking estate planning guidance.

Estate Planning Wills & Trusts Probate Services

Services

Estate Planning Wills and Trusts Asset Protection Probate Guardianship Business Succession Planning

Pros

  • + Experienced attorneys
  • + Comprehensive services
  • + Transparent communication

Considerations

  • - Location-based services, may not be suitable for those outside of New York City and surrounding areas
#17870 Report
Commack, New York, USA Estate planning and probate services
9.2
/ 10

New York Estate Planning Law Firm stands out for its expertise in estate planning, probate law, and trusts and wills. They offer practical and cost-efficient solutions, working closely with clients to provide smooth communication and unparalleled value. Their team of certified and experienced attorneys is dedicated to helping clients with any task.

Estate Planning Wills & Trusts Probate Law

Services

Estate Planning Probate Law Trusts and Wills Asset Protection Business Succession Planning

Pros

  • + Certified and experienced attorneys
  • + Practical and cost-efficient solutions
  • + Smooth communication

Considerations

  • - Limited information on pricing
#18184 Report
Woodmere, New York, USA Estate planning and probate services
9.2
/ 10

New York Estate Planning Law Firm offers practical and cost-efficient solutions for estate planning, probate, and trust administration. They provide unparalleled value with their certified and experienced attorneys. Their team works closely with clients to ensure smooth communication and transparency.

Estate Planning Wills & Trusts Probate Law

Services

Estate Planning Probate Law Trusts and Wills

Pros

  • + Experienced attorneys
  • + Cost-efficient solutions
  • + Transparent communication

Considerations

  • - Limited location
#18402 Report
New York, New York, USA Bad credit car leasing
9.2
/ 10

Bad Credit Auto Leasing stands out for its ability to provide car leasing options to individuals with bad credit, offering transparent and hassle-free services. They have a strong reputation with over 4000+ 5-star reviews and have delivered over 200,000 cars. Their team helps individuals with low credit scores qualify for leases with affordable monthly payments.

Same day delivery $0 down lease on all makes and models Electric and hybrid car options

Services

Car leasing Commercial leasing Lease returns and trade-ins

Pros

  • + Flexible leasing options
  • + Affordable monthly payments
  • + Transparent services

Considerations

  • - Credit score requirements
#18986 Report
Woodmere, New York, USA Estate planning and probate services
9.2
/ 10

New York Estate Planning Law Firm stands out for its expertise in estate planning, probate law, and trust administration, offering practical and cost-efficient solutions to its clients. The firm's team of certified and experienced attorneys provides unparalleled value to its clients. With a focus on smooth communication and transparency, the firm helps clients navigate complex legal issues with ease.

Estate Planning Wills & Trusts Probate Law

Services

Estate Planning Wills & Trusts Asset Protection Probate Guardianship Business Succession Planning

Pros

  • + Certified and experienced attorneys
  • + Practical and cost-efficient solutions
  • + Smooth communication and transparency

Considerations

  • - Limited information on pricing
#19063 Report
Queens, New York, USA Estate planning and probate services
9.2
/ 10

Richard Cary Spivak is a trusted probate lawyer in Queens, NY, with over 35 years of experience in estate planning and probate law. He helps families navigate complex probate processes, disputes, and court filings. His expertise includes wills, trusts, and estate administration.

Experienced probate lawyer Estate planning and administration Probate disputes and litigation

Services

Wills and estates Probate law Estate planning Trusts

Pros

  • + Experienced lawyer
  • + Personalized service
  • + Knowledgeable in probate law

Considerations

  • - Complex legal process
#23317 Report
Glen Cove, New York, USA Accounting and insurance services
9.2
/ 10

Intercom Services stands out for its bilingual capability, serving the Latino community effectively, and its team of certified experts in accounting and insurance. With a history dating back to 1997, they have maintained an outstanding reputation with their clients. Their dedication to the community and heartfelt service make them a trusted choice.

Certified experts in accounting and insurance Bilingual capability Dedicated to the community

Services

Tax preparation Bookkeeping Custom-fitted insurance coverage DMV services Translations Notary services

Pros

  • + Expertise in accounting and insurance
  • + Bilingual capability
  • + Heartfelt service

Considerations

  • - Limited services compared to larger firms
#23818 Report
Bohemia, New York, USA Tax problem help
9.2
/ 10

Long Island Tax Resolution Services stands out for its personalized and empathetic approach to tax resolution, offering a comprehensive suite of services to address complex tax-related problems. Their team of certified experts provides tailored advice for unique scenarios, including audit representation, tax lien or garnishment removal, and innocent spouse relief. With a commitment to clarity and compliance, they help taxpayers navigate the ever-evolving landscape of U.S. tax law.

Tax Resolution Services Audit Representation Innocent Spouse Relief

Services

Tax Resolution Audit Representation Tax Lien or Garnishment Removal Innocent Spouse Relief

Pros

  • + Certified experts
  • + Personalized approach
  • + Comprehensive services

Considerations

  • - Location-based services
#25318 Report
New York City, New York, USA Car leasing in NYC
9.2
/ 10

Car Lease With Bad Credit stands out for its customer-focused approach, offering transparent and hassle-free leasing services with a wide range of vehicles to choose from. They have a strong reputation with over 4000 5-star reviews and have delivered over 200,000 cars. Their services include same-day delivery and $0 down lease options, making them a great option for those looking for a new vehicle in the NYC area.

Top Lease Deals in NYC Same Day Delivery $0 Down Lease Options

Services

Car Leasing Commercial Leasing Vehicle Trade-in

Pros

  • + Flexible leasing options
  • + Wide range of vehicles
  • + Customer-focused approach

Considerations

  • - Credit requirements may apply
#15202 Report
New York City, New York, USA Estate planning and asset protection
9.2
/ 10

Morgan Legal Group stands out for its comprehensive estate planning services, commitment to excellence, and personalized attention. Their team of seasoned estate planning attorneys provides expertise and support to help clients achieve their goals with confidence. They offer free consultations 24/7, making it easy for clients to get started.

Estate Planning Asset Protection Wills and Trusts

Services

Estate Planning Asset Protection Strategies Wills and Trusts

Pros

  • + Experienced team of estate planning attorneys
  • + Personalized attention
  • + Free consultation 24/7

Considerations

  • - Complex legal issues may require additional fees
#15521 Report
Queens, New York, USA Estate planning and will creation
9.2
/ 10

New York Estate Planning Law Firm stands out for its expertise in estate planning, wills, and trusts, providing comprehensive legal services to individuals in Queens. Their team of experienced attorneys, including Vlad Portnoy, Esq., offers personalized guidance and support. With a focus on creating effective estate plans, they help clients navigate complex legal requirements and ensure their loved ones are protected.

Estate Planning Wills and Trusts Asset Protection

Services

Estate Planning Wills and Trusts Probate Guardianship Business Succession Planning

Pros

  • + Experienced attorneys
  • + Personalized guidance
  • + Comprehensive legal services

Considerations

  • - Cost may be a factor for some clients
#17958 Report
Manhattan, New York, USA Estate planning and asset protection
9.2
/ 10

Morgan Legal Group stands out for its comprehensive estate planning services, client-centered approach, and team of seasoned attorneys specializing in wills, trusts, and asset protection strategies. They offer personalized guidance and support to individuals and families, helping them navigate the complexities of estate planning with confidence and peace of mind. Their dedication to excellence, integrity, and customized solutions sets them apart from other estate planning services.

Comprehensive Estate Planning Services Asset Protection Strategies Customized Solutions

Services

Wills Trusts Asset Protection

Pros

  • + Client-centered approach
  • + Seasoned attorneys
  • + Personalized guidance and support

Considerations

  • - May have high fees due to specialized services
#15994 Report
New York, New York, USA Estate planning and asset protection
9.2
/ 10

Morgan Legal Group stands out for its comprehensive approach to estate planning, taking into account factors such as family dynamics, financial circumstances, and long-term objectives. Their team of skilled attorneys works closely with each client to create personalized estate plans. They offer tailored solutions for individuals and families throughout New York.

Expert estate planning services Tailored solutions for individuals and families Comprehensive approach to estate planning

Services

Wills Trusts Asset protection strategies

Pros

  • + Personalized estate plans
  • + Compassionate and expert attorneys
  • + Free consultation

Considerations

  • - Complexity of estate planning process
#15874 Report
Brooklyn, New York, USA Estate planning and probate services
9.2
/ 10

New York Estate Planning Law Firm stands out for its expertise in estate planning, probate, and trust services, offering practical and cost-efficient solutions to its clients. The firm's team of certified and experienced attorneys provides unparalleled value to its clients. With a focus on smooth communication and transparency, the firm helps clients navigate complex estate planning and probate processes.

Estate Planning Wills & Trusts Asset Protection

Services

Estate Planning Probate Trust Administration Guardianship Business Succession Planning

Pros

  • + Experienced and certified attorneys
  • + Practical and cost-efficient solutions
  • + Transparent and smooth communication

Considerations

  • - Limited information on pricing
#16593 Report
New York, New York, USA Estate planning and probate services
9.2
/ 10

New York Estate Planning Law Firm stands out for its expertise in estate planning, probate law, and trust administration, offering practical and cost-efficient solutions to its clients. The firm's team of experienced attorneys provides unparalleled value and smooth communication. They also offer a free consultation to prospective clients.

Estate Planning Wills & Trusts Asset Protection

Services

Estate Planning Probate Law Trust Administration Business Succession Planning

Pros

  • + Experienced attorneys
  • + Cost-efficient solutions
  • + Free consultation

Considerations

  • - Limited geographic scope
#17050 Report
New York City, New York, USA Estate planning and probate services
8.5
/ 10

New York Estate Planning Law Firm stands out for its comprehensive estate planning services, including wills, trusts, and probate. They offer practical and cost-efficient solutions, with a team of certified and experienced attorneys. The firm prioritizes smooth communication and transparency, making them a reliable choice for clients.

Estate Planning Wills & Trusts Probate

Services

Estate Planning Wills & Trusts Probate Guardianship Business Succession Planning

Pros

  • + Certified and experienced attorneys
  • + Comprehensive services
  • + Transparent and communicative

Considerations

  • - Location may not be convenient for all clients
#17665 Report
New York, New York, USA Car leasing with bad credit
8.5
/ 10

Car Lease With Bad Credit is a customer-focused leasing company that offers transparent and hassle-free car leasing services, with a wide range of makes and models available. They have a strong reputation, with over 4000 5-star reviews and 200k+ cars delivered. They also offer same-day delivery and $0 down lease options, making them a great choice for those looking for a new vehicle.

Top Lease Deals in NYC Same day delivery $0 Down lease on all makes and models

Services

Car Leasing Vehicle Financing Business/Commercial Lease

Pros

  • + Transparent and hassle-free process
  • + Wide range of makes and models available
  • + Same-day delivery option

Considerations

  • - Credit requirements may still apply
#19087 Report
New York City, New York, USA Estate planning and asset protection
8.5
/ 10

Katzner Law Group is a trusted estate planning law firm that prioritizes families and provides expert guidance in asset protection, probate, and trust administration. They offer a range of resources, including webinars and eBooks, to help individuals and families navigate the estate planning process. With a focus on personalized service, Katzner Law Group helps clients protect their assets and ensure their loved ones are taken care of.

Estate Planning Webinar Assets Protection Webinar Estate Planning Checklist Estate Planning eBook

Services

Estate Planning Probate Trust Administration

Pros

  • + Experienced estate planning attorneys
  • + Comprehensive understanding of estate planning issues
  • + Personalized service

Considerations

  • - May have limited availability for consultations
#17201 Report
New York, New York, USA Real estate investors
8.5
/ 10

Private Capital Lending, LLC stands out for its expertise in hard money lending and real estate investment projects, offering flexible financial solutions and support to investors. They provide a reliable and efficient loan process, with pre-approvals within 24 hours and loan closures within 7-10 days. Their team of experienced professionals is dedicated to helping investors succeed in their projects.

Hard Money Financing New Construction Loans Pre-qualification within 24 hours

Services

Hard Money Lending Real Estate Investment Loans Loan Processing

Pros

  • + Experienced team
  • + Flexible financial solutions
  • + Efficient loan process

Considerations

  • - High interest rates may apply
#16130 Report
Brooklyn, New York, USA Car leasing and rental services
8.5
/ 10

Auto Leasing NY provides auto leasing and car rental services, helping individuals and businesses find the right vehicle for their needs. With a focus on automotive finance, they offer a range of options to suit different budgets and preferences. Their expertise in the field makes them a reliable choice for those looking for a hassle-free leasing experience.

Auto Leasing Car Rental Automotive Finance

Services

Auto Leasing Car Rental Automotive Finance

Pros

  • + Convenient leasing options
  • + Experienced team
  • + Variety of vehicles available

Considerations

  • - Limited location
#18145 Report
New Rochelle, New York, USA Title insurance and real estate transactions
7.7
/ 10

Bravo Title Agency stands out for its cutting-edge technology and customer-centric mission, providing personalized service and satisfaction to its clients. With a team of highly skilled title attorneys and supporting staff, they deliver high-quality title services and unparalleled customer satisfaction. They prioritize fostering lasting relationships with their clients, ensuring seamless and rewarding experiences.

Commercial Title Insurance Residential Title Insurance Refinance Title Insurance

Services

Title insurance 1031 Exchange REO Builders Developers Reverse Mortgage Joint Venture

Pros

  • + Experienced team
  • + Nationwide coverage
  • + Personalized service

Considerations

  • - Limited location
#26535 Report
Brooklyn, New York, USA Affordable car leasing
7.7
/ 10

Car Leasing Pros stands out for its transparent and hassle-free car leasing process, offering flexible and affordable monthly payments. They have a wide range of cars available, including electric and hybrid vehicles. With over 4000+ 5-star reviews, they have established themselves as a trusted car leasing company.

Flexible leasing options Wide range of cars available Transparent and hassle-free process

Services

Car leasing Vehicle financing Car rentals

Pros

  • + Convenient online leasing process
  • + Affordable monthly payments
  • + Wide range of cars available

Considerations

  • - Mileage penalties may apply
#18931 Report
Brooklyn, New York, USA Taxation services
7.7
/ 10

Best Tax Advisory stands out with its in-depth knowledge of accounting and taxation, providing personalized support and guidance to individuals and businesses. Their team of certified public accountants works closely with clients to uncover underlying tax problems and deliver real-time results. With a focus on individual needs, they ensure the best returns on investment and time.

Personalized tax services Smart resolution of taxation problems Certified public accountants

Services

Tax planning Audit services Accounting services

Pros

  • + Experienced team
  • + Personalized approach
  • + Efficient solutions

Considerations

  • - Limited information on pricing
#26497 Report
New York City, New York, USA Estate planning and probate services
7.7
/ 10

Roman Aminov Esq. is a Super Lawyers 2025 Estate Law Award Winner with expertise in estate planning, probate law, and elder law. His law office serves Queens, Brooklyn, and all NYC. He offers free consultations and has a high degree of peer recognition.

Estate Planning Elder Law Probate and Estate Administration

Services

Wills, Trusts, Powers of Attorney Healthcare Proxies, Special Needs Trusts Medicaid Planning, Medicaid Applications, Medicaid Trusts

Pros

  • + Highly recognized and awarded lawyer
  • + Free consultations offered
  • + Expertise in estate planning and probate law

Considerations

  • - Limited information on pricing and packages
#19347 Report
New York City, New York, USA Financial consulting and outsourcing
6.9
/ 10

Jim Giovinazzo is a seasoned salesman and consultant in the finance industry with long-term experience and a wide range of skills to handle any financial project. He provides top-notch services to his clients and has expertise in business outsourcing. His services are tailored to meet the unique needs of each client.

Business outsourcing services Financial project management Sales consulting

Services

Financial consulting Business outsourcing Sales consulting

Pros

  • + Experienced professional
  • + Wide range of skills
  • + Personalized services

Considerations

  • - Limited information on pricing and packages
#27303 Report
28

NYPPEX

New York City, New York, USA Private capital funds and investors
6.9
/ 10

NYPPEX provides secondary market liquidity solutions to help investors and private funds make informed portfolio rebalancing decisions. They have worked with numerous leading organizations in the private capital funds industry. Their expertise and experience make them a trusted partner for those seeking to navigate complex financial markets.

Secondary Liquidity Private Market Solutions Portfolio Rebalancing Private Capital Funds

Services

Secondary Market Liquidity Solutions Portfolio Rebalancing Services

Pros

  • + Expertise in private capital funds
  • + Trusted partner for complex financial markets

Considerations

  • - Requires acceptance of terms and disclaimer before proceeding
#27128 Report
New York, New York, USA IRS Tax Settlement
5.4
/ 10

Paragon Tax Solutions stands out for its expertise in IRS tax settlement services, helping clients resolve their tax debt. They offer a range of services, including audits, liens, and levies. With their 8-point plan, they provide a comprehensive approach to resolving IRS tax problems.

IRS Tax Settlement Services Audits Liens and Levies

Services

Tax Debt Resolution Audit Representation Tax Return Preparation

Pros

  • + Expertise in IRS tax settlement
  • + Comprehensive 8-point plan
  • + Variety of services offered

Considerations

  • - Location not explicitly stated on the website
#27488 Report

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