Financial Advising near Edgewater, NJ

26 locations found near Edgewater

“My team and I was looking for capital for our business lately to expand operations. Madison Funding Partners have been great and their agents helped me with the process for quick approval. I will be using them again if the need for capital arises again. Thanks so much!”

5 Superb76 Reviews

“I live in California and only trust Doonan Tax Services with my taxes. They are amazing and thorough. The years that I have been with them they have been nothing but professional and courteous. There communication is on point and prompt. I have never experienced any issues with my tax returns. I am extremely happy with them and would highly recommend to anyone.”

4.9 Superb40 Reviews

“I became a Drucker Wealth client in 2022 after attending Gideon's webinar and finding it very helpful. I also had some life changes that year that made me want to get more organized about financial and wealth planning. I've been a happy customer since Day 1 - Autumn Lax is my advisor and she is brilliant. She has advised me knowledgeably, referred me to experts when I needed them, and helped me get a grasp of all I need to confidently plan for the future. All said, Drucker Wealth is a remarkable company through and through and I highly recommend them!”

5 Superb31 Reviews

“Mr. Haque has been taking care my taxes in the last couple of years. His tax knowledge, dedication to customers, and follow-up with questions for accuracy have been outstanding. I recommend his services to all my friends. Easy to work with and very professional.”

5 Superb25 Reviews

“The team at ASR Accounting are professional, detailed, knowledgeable and hard working. They have been taking care of us since we first started our business over 8 years ago and don’t know what I would do without them!”

5 Superb25 Reviews

“I was so blessed to have been referred to Rocco. He took me thru a multitude of steps in a fairly difficult procedure of obtaining the mortgage that best fit my situation. I am forever thankful to Rocco.”

5 Superb23 Reviews

“As a business broker, I work with lenders all day every day. Which is why when I had an idea to scale my own business and was looking for working capital I went to Alex at AMCG. Because they work with so many lenders, and have so many different options to suit you and your individual needs, they are without a doubt the best one stop shop for capital. The icing on the cake though is the kindness and professionalism of everyone on their team. A rarity in this industry. All the gold stars!”

4.8 Superb29 Reviews

“Choice Tax Solutions (and Abby specifically) takes away all the hassle from filing complex taxes across equity, stock sales, and so much more. I've been working with Choice Tax Solutions since moving to NYC 5 years ago, and every year I am still amazed with the speed, quality, and flexibility of service!”

4.6 Superb28 Reviews

“I had to return a second time because I had a late payment that was an error due to the closing of my bank account and Sasha corrected it within 30 days and removed it from my credit. She is an angel and the best in the industry I recommend her to anyone with credit problems. Not only did it help me with my credit but also with the purchase of my car. Thank you for everything you have done for me and my entire family Sasha.”

5 Superb41 Reviews

“Madison Avenue Advisors has been great over the years with providing investment and financial planning services that have been extremely beneficial. Highly recommended knowledgeable team!”

5 Superb12 Reviews

“I've started using Ace Advisory Management LLC services recently, I am very happy with his services. He is very responsive and knowledgeable. He is patient with my questions. His advice is helpful and support my small business needs.”

4.6 Superb23 Reviews

“It's very hard to find an advisor who is so competent for people who have financial dealings both in the US and overseas. Any advice I need comes promptly and accurately. Very relieved to have Lalit guide me for all my taxation issues.”

5 Superb11 Reviews

“We have been working with Iryna and her team for over 8 years and can't say enough about how consistently professional, knowledgeable, rigorous, and highly personal her services have been. Iryna has worked with us through relocations, the creation of independent business entities, real estate transactions, as well as some quite unique and nuanced accounting matters.It is clear that she wants what is best for her clients. Iryna and her team have always taken the time to explain the pros, cons and implications of tax-related decisions we've needed to make over the years. She is a consummate professional yet always empathetic and accommodating. We highly recommend Iryna's services.”

5 Superb7 Reviews

“Ben is the CPA we have been searching for since the inception of our business. Extremely knowledgeable and wants you to be involved in your tax preparation and financial future.He took us through our return page by page and offered many suggestions as to how we can save money, raise profits and streamline the business.We could not be happier that we found Faulisi & Company and look forward to a long fruitful relationship.”

5 Superb6 Reviews

“Had a wonderful experience getting life insurance through our agent Moshe Feinstein. He made the process as painless and quick as possible. When we ran into some hurdles he worked to update me every step of the way and escalated all issues in a timely manner. He was ruthless to get us the best quote. I would highly recommend him and the firm to anyone who wants quick turnaround, exceptional customer service, and clear communication.”

4.5 Superb8 Reviews

“This organization is very helpful especially it's experts like Ammy & Jimmy are very hardworking and efficient however an Indian immigrant employed here, who named himself Rihan is very incompetent, didn't even know the very basics of filing tax return & even entered wrong social security number during his 'attempts' at filing tax returns. Overall I appreciate the great work of this NGO in helping common people”

3.9 Good47 Reviews

“Kristen and Danielle at Brooklyn Plans did such an incredible job getting my personal finances in order over the last year with the Game Plan! They helped my husband and I get on track saving for our kid’s college education, fund our home projects, pay off student loans finally, establish a system for spending and saving, and are now managing my stocks and retirement to help me retire early. I cannot recommend them enough! Initially the price gave me sticker shock, but now I know the services were invaluable because there’s no way we would have accomplished all that without them! I feel so supported and a lot more confident about our personal finances and abilities to meet our goals. I also learned so much. There’s no better time to do this than RIGHT NOW!”

5 Superb22 Reviews

“Alex makes me and my family feel as though we are his only client. His high-touch and attention to detail set him apart from his peers. We are very grateful for all of his guidance and help in planning for our financial futures.”

5 Superb9 Reviews

“Had John look over previous taxes that was done by another tax preparer. John was gracious enough to offer his services without any charge. He gave me the solution to my problems and was very generous and professional. I would definitely do my taxes with JWR Financial Services next time and encourage others to do so as well.”

4 Good10 Reviews

“Grace Yang provided me with her Excellent customer service today and was very detailed in answering all my questions and concerns. If you are going to first republic bank. Do not hesitate to look for her. She is the Best.”

4.1 Good10 Reviews

“The best Tax Return Service in the area without a doubt. I have gone to many offices over the years but they by far have been the most kind and helpful. So appreciative of their services, guaranteed that my taxes were being done fully and correctly. If you are looking for a personable, knowledgeable, professional tax preparer, I 100% recommend. Thank you once again!”

5 Superb3 Reviews

“Amazingly friendly office that I highly recommend anyone to do their taxes with. Dina and Sophia are extremely knowledgeable and friendly at the front desk and made sure everything was neat and organized for me and my situation was complicated. Sophia was especially accommodating and made me feel like a valued client.Highly recommended!”

4.5 Superb4 Reviews

“These guys have been preparing my tax returns for the past 5 years now, and I couldn't be happier. They are conveniently located right on Queens Blvd, and are always available to answer questions all year round. The staff is friendly, and they always do whatever they can to minimize my taxes. Unlike other accountants, they are also financial and investment professionals. Other places I've been to just transcribe numbers without thinking outside the box, and offering various tax planning strategies. Not only do they handle my taxes, but they also handle my investments. I also love the fact that they are a family owned operation and even if Craig, my accountant / financial planner, isn't available that day, there is always someone around to help me if I call. I highly recommend them!”

4.2 Good5 Reviews

“Best loan application process I've ever experienced (auto loan). Feels like any time you go through this process it's always a headache but the people I worked with at USAlliance (specifically want to give a shoutout to Iveliz), were great. Super responsive and informative and walked you through the process.I also liked being able to communicate with the processor over email and call them directly over the phone if need be. I'd like to reiterate the responsive part cause that's typically the worst part of any loan process, but this was a delight.”

3.7 Good18 Reviews

“(Translated by Google) Excellent service and they guarantee the money, open from Monday to Sunday.(Original)Excelente servicio y garantizan el dinero, abierto de lunes a domingo .”

3.8 Good4 Reviews