FunAdvice Get Listed

Best Financial Services in NY, USA

The best financial services in NY, USA are Bone Fide Wealth, Warner & Scheuerman, Roman & Associates. We evaluated 3 businesses based on quality signals including ratings, services offered, and verified contact information. Updated August 2026.

Need help choosing?

1

Bone Fide Wealth

New York City, NY, USA Wealth management and financial planning
9.2
/ 10

Bone Fide Wealth is a financial advisor and wealth management planner that helps individuals achieve their financial goals. They provide personalized services to help clients invest in themselves and plan for the future. With a focus on taking risks and starting new ventures, Bone Fide Wealth stands out as a unique financial services provider.

Wealth Management Financial Planning Investing in Yourself

Services

Financial Planning Wealth Management Investment Advice

Pros

  • + Personalized services
  • + Experienced advisors
  • + Comprehensive financial planning

Considerations

  • - High-end services may not be affordable for all clients
#19142 Report
2

Warner & Scheuerman

New York, NY, USA Debt collection and commercial litigation
9.2
/ 10

Warner & Scheuerman stands out with over 80 years of combined commercial litigation experience, collecting tens of millions of dollars in judgments, legal fees, and debts. Their relentless pursuit of debt collection and enforcement of substantial money judgments sets them apart. They have a proven track record of success, with notable case results including over $10MM in mortgages vacated or dismissed for real estate entities.

Over 80 years of combined experience Collected tens of millions of dollars in judgments and debts Notable case results

Services

Debt collection Commercial litigation Judgment enforcement

Pros

  • + Experienced and knowledgeable team
  • + Aggressive and effective collection techniques
  • + Customized plan of attack for each client

Considerations

  • - May have high fees due to expertise and success rate
#15796 Report
3

Roman & Associates

New York, NY, USA Tax and accounting needs
9.2
/ 10

Roman & Associates is a certified public accounting firm that provides a wide range of financial services, including tax preparation, accounting, and personal finance services. They cater to both individuals and businesses, helping them maintain financial health and achieve long-term success. With their team of experienced accountants, they offer personalized services to meet the unique needs of their clients.

Tax Services Accounting Services Personal Finance Services

Services

Tax Return Preparation Bookkeeping Financial Planning Payroll Management

Pros

  • + Experienced team of accountants
  • + Personalized services
  • + Wide range of financial services

Considerations

  • - No phone number available
#17714 Report

Are you a financial service in NY, USA?

Get listed on this page and reach customers searching for the best.

Get Listed