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Financial Planners in University Heights, NY: 2026 rankings

766 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in University Heights: J G TAX & PROFESSIONAL SERVICES, INC, RFA Score 76/100; 4.9★ from 337 Google reviews.

  2. 4

    Most-reviewed: Kapitus, 904 Google reviews at 4.5★, the most of 766 ranked; ranked #4.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

766 University Heights financial planners are ranked here by RFA Score, from eight published factors. 327 open Saturdays and 46 open Sundays, based on posted hours. The median Google rating is 4.1★ across 766 rated firms.

Most of this list also appears on the Financial planners in New York City ranking. See Financial planners in New York City

Top 10 financial planners in University Heights at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in University Heights at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1J G TAX & PROFESSIONAL SERVICES, INC764.9★ (337)Baychester, 2 mi away—Top score
2B & R Accountants CPA755.0★ (289)New York City, 3 mi awaySat—
3E&Q Tax Accounting & Business Solutions744.8★ (396)Hackensack, 8 mi away——
4Kapitus744.5★ (904)New York City, 8 mi away—Most reviews
5Ridgewood Savings Bank744.9★ (199)Wakefield, 3 mi awaySat · Evenings—
6PREMIÉR ACCOUNTING, TAX & BUSINESS734.8★ (477)Brooklyn, 12 mi awaySat · Evenings—
7Davidov Law Group725.0★ (351)Garden City, 17 mi away——
8Aspire Tax724.7★ (447)Forest Hills, 12 mi awaySat—
9Bankers Conseco Life Insurance Company714.9★ (154)New Rochelle, 8 mi away——
10Klyman Financial714.9★ (144)New York City, 8 mi away——

All 766 financial planners in University Heights, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  2. #2 B & R Accountants CPA

    Based in New York City, 3 mi away

    75/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 289 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 289 Google reviews
    Hours
    Mon–Sat 10:30 AM–6 PM · Sun closed
    Address
    1660 Amsterdam Ave, New York, NY 10031
    View profile for B & R Accountants CPA(212) 234-3694

  4. #4 Kapitus

    Based in New York City, 8 mi away

    74/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.5★ from 904 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 904 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    120 W 45th St, New York, NY 10036
    View profile for Kapitus(800) 780-7133

  5. #5 Ridgewood Savings Bank

    Based in Wakefield, 3 mi away

    74/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.9★ from 199 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 199 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu 8:30 AM–7 PM · Fri 8:30 AM–5 PM · Sat 8:30 AM–2 PM · Sun closed
    Address
    3951 White Plains Rd, Bronx, NY 10466
    View profile for Ridgewood Savings Bank(718) 882-0440

  7. #7 Davidov Law Group

    Based in Garden City, 17 mi away

    72/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 351 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 351 Google reviews
    Hours
    Mon–Fri 9 AM–5:30 PM · Sat–Sun closed
    Address
    1122 Franklin Ave Ste 102, Garden City, NY 11530
    View profile for Davidov Law Group(516) 440-5781

  8. #8 Aspire Tax

    Based in Forest Hills, 12 mi away

    72/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.7★ from 447 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 447 Google reviews
    Hours
    Mon–Fri 10 AM–6 PM · Sat 10 AM–5 PM · Sun closed
    Address
    94-23 Lefferts Blvd, South Richmond Hill, NY 11419
    View profile for Aspire Tax(718) 554-0900

  10. #10 Klyman Financial

    Based in New York City, 8 mi away

    71/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.9★ from 144 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 144 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    675 3rd Ave #920, New York, NY 10017
    View profile for Klyman Financial(201) 640-6905

  12. #12 Island Federal Credit Union

    Based in Bellmore, 24 mi away

    70/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.9★ from 367 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 367 Google reviews
    Hours
    Mon–Wed 8:30 AM–5 PM · Thu–Fri 8:30 AM–6 PM · Sat 8:30 AM–3 PM · Sun closed
    Address
    2752 Sunrise Hwy, Bellmore, NY 11710
    View profile for Island Federal Credit Union(631) 851-1100

  13. #13 TAXKING

    Based in Morris Heights, 3 mi away

    70/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.9★ from 72 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 72 Google reviews
    Hours
    Mon–Fri 10 AM–6 PM · Sat 12 PM–6 PM · Sun closed
    Address
    318 E 149th St, Bronx, NY 10451
    View profile for TAXKING(718) 665-1040

  15. #15 Garantice su Futuro

    Based in Union City, 9 mi away

    69/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.5★ from 170 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 170 Google reviews
    Hours
    Mon–Fri 9 AM–6:30 PM · Sat 9 AM–2:30 PM · Sun closed
    Address
    3710 John F. Kennedy Blvd, Union City, NJ 07087
    View profile for Garantice su Futuro(201) 867-2222

  19. #19 Pope Wealth Planning | Certified Financial Planner™ | Financial Advisor

    Based in New York City, 8 mi away

    69/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.9★ from 85 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 85 Google reviews
    Hours
    Mon–Fri 7 AM–7 PM · Sat 9 AM–12 PM · Sun closed
    Address
    450 Lexington Ave 4th fl, New York, NY 10017
    View profile for Pope Wealth Planning | Certified Financial Planner™ | Financial Advisor(646) 640-6337

  22. #22 Island Federal Credit Union

    Based in Hicksville, 22 mi away

    69/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.9★ from 204 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 204 Google reviews
    Hours
    Mon–Wed 8:30 AM–5 PM · Thu–Fri 8:30 AM–6 PM · Sat 8:30 AM–3 PM · Sun closed
    Address
    85 E Old Country Rd, Hicksville, NY 11801
    View profile for Island Federal Credit Union(631) 851-1100

How we ranked University Heights financial planners

We scored 766 University Heights financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn University Heights data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in University Heights: frequently asked questions

Which financial planner has the highest RFA Score in University Heights?

By RFA Score, the highest-ranked financial planner in University Heights, NY is J G TAX & PROFESSIONAL SERVICES, INC with an RFA Score of 76/100. It has 4.9★ from 337 Google reviews. B & R Accountants CPA (#2) and E&Q Tax Accounting & Business Solutions (#3) follow. We ranked 766 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in University Heights?

RankedFinancialAdvisors ranks 766 financial planners serving University Heights, NY. Counts are as of November 2026.

Which financial planners in University Heights work on weekends?

327 of 766 ranked financial planners post Saturday hours and 46 post Sunday hours. The highest-ranked open Saturdays are B & R Accountants CPA (#2), Ridgewood Savings Bank (#5) and PREMIÉR ACCOUNTING, TAX & BUSINESS (#6). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do University Heights financial planners have?

The median Google rating among 766 rated financial planners in University Heights is 4.1★, with a median of 17 reviews. Kapitus has the most, 904 reviews, and ranks #4. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside University Heights count in this ranking?

Yes, if they are within 25 mi of the University Heights city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in University Heights ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in University Heights a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for University Heights

  1. November 2026: RFA Scores recalculated for 766 financial planners serving University Heights.
  2. November 2026: 7 duplicate listings merged.

More financial planners and University Heights pages