Financial Services across the New York City metro
Inclusive and diverse-owned financial services businesses across the New York City metro, not just the city itself. Listed in Queens and Flushing.
Financial planners, accountants, tax preparers, bookkeepers and lenders across the New York City metro. Ask how someone is paid, whether they act as a fiduciary and what credentials they hold before you hand over your numbers.
Sponsor the Financial Services page in New York City. One Category Sponsor per city, credited on this page and on the New York City hub.See sponsorship
Where they are across the New York City metro
Each listing sits at its street address when the owner has shared one, otherwise at its ZIP or town.
Businesses on the map of New York City
- American Franchise Specialist Agency, Inc., Queens (ZIP code area)
- Blue Rock Insurance Services, Inc., Flushing (ZIP code area)
Getting your money in order in New York City? Start here.
Plain-English guides to business credit, community lenders and grants, and to spotting a funding scam before it costs you.
Guides for money and funding
Reading picked for financial services and for the New York City metro.
Microloans for Diverse-Owned Businesses in 2026: A Practical Guide to Small-Dollar Funding
11 min read
Small Business Grants for Diverse-Owned Businesses in 2026: What’s Real, What’s Not, and Where to Look
10 min read
How to Avoid Small Business Grant and Funding Scams in 2026
11 min read
Funding Application Checklist for Diverse-Owned Businesses in 2026
10 min read
Coming up
Where to be around New York City
Pride and cultural festivals nearby, and the heritage and awareness dates on the calendar.
Keep exploring
More across the New York City metro
Each photo is from a listing in that category.
Legal6 places Photo: Cannizzaro Law, P.C.
Real Estate9 places Photo: Kristi Ambrosetti
Professional Services8 places Photo: Arrowpoint Tax Services, Inc.
Retail & Shops23 places Photo: BLK MKT Vintage
Restaurants & Food15 places Photo: BLVD Bistro
Health & Wellness14 places Photo: 24/7 HomeCare Agency of NY, Inc
Notes
Signed, dated pieces about the places where we spend our money, and who they are built for.
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How many financial professionals are listed across the New York City metro?
Two right now, in Queens and Flushing. The list grows as businesses are recommended, checked and added.
What makes a business inclusive on Inclusivity.org?
Every listing shows why it is here, with a source you can check: the owner's own statement, a public listing such as a chamber directory, or a recognized certification. Some are owned by the communities they serve and some are allies who welcome everyone. We never list someone's identity without a source.
What does fiduciary mean?
A fiduciary is required to put your interests first when giving advice. Ask any advisor whether they act as a fiduciary at all times and how they are paid.
How can I check a financial professional?
FINRA BrokerCheck and the SEC's adviser database are free, and CFP Board has a lookup for certified planners. The IRS directory lists credentialed tax preparers.
Is it free to be listed?
Yes. A basic listing is free, and owners can claim and update theirs at any time. Featured and Enhanced listings get more room on the page, and being listed never depends on them.
How do I suggest a financial professional that is missing?
Use Recommend a business at the bottom of this page. We research every suggestion, and nothing goes live until it has been checked.
Know a financial professional we're missing?
Tell us who they are and we'll do the research. Nothing goes live until we've checked it, and we never list someone's identity without a source.