Financial Advising near Fort Lee, NJ

30 locations found near Fort Lee
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“Good experience. My loan terms stayed the same from the initial loan quote to funding, no "surprises" at closing which is always nice. Will be coming back for future real estate loans since the documentation is very low and helps close fast. Wish I knew about these guys years ago.”

2.6 Average11 Reviews

“I have had the pleasure of knowing Gideon and his team for several years, and they consistently demonstrate trustworthiness, responsiveness, and reliability. As someone with limited knowledge about financial management and investing, having Gideon and his team supporting me brings a tremendous sense of relief as I navigate the path to secure my financial future. Their personable approach and unwavering commitment to addressing all my questions, big or small, makes me incredibly grateful to be working with them. The Drucker team has exceeded my expectations and I can say that i am in a MUCH better financial position because of them.”

5 Superb30 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.”

4.8 Superb40 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

“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

“I have to write AGAIN to thank Raymond Tse for his excellent service and assistance during 2019 tax season - especially for the last minute update/filing I needed to do. Professional, knowledgeable, and on point. I strongly recommend if you need for personal or business tax questions.”

5 Superb17 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.”

4.7 Superb23 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

“Great Tax Service my wife introduced me to Sol in 1995 and have never gone anywhere else.Excellent job have the best advice and returns.You won't be disappointed.”

4.2 Good25 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”

4.1 Good24 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.”

4.2 Good18 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 Superb6 Reviews

“I don't know where to start! Mrs. Evelyn was the best and she has a great man named Anthony behind her! These guys are the dynamic duo when it came to breaking everything down and explaining the whole process! My loan was completed easy and fast! Big thumbs up to you twoand trust me I really appreciate everything! Will be highly recommending them to all my people! Thanks alot!”

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

“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.”

4.1 Good11 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.”

4.1 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

“So far so good ! Not pushy but able to discuss and array of your needs for the the future goals. Openly explain anything very nice! I'll be back to update at a later time”

3.8 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

“Looks like they have some good Government Municipal Bonds that are respected. I am interested in investing in an Honorable Slave Trade for sacred, Religious, traditional family breeding that has been banished centuries ago, It is also good for my business prospects. A real good investment for sure!”

3.6 Good8 Reviews

“I have been looking for someone to help me with my credit report and found Danny at One Stop Financial. I really respect him and he’s extremely professional, prompt, and I think he’s wonderful. If you are looking to re built your credit, he’s the best. Thank you Danny!”

5 Superb2 Reviews

“Barbara Gerges has been one of my bankers for nearly 4 years now. She has gone above and beyond to make things right whenever there has been an issue with my account. I greatly appreciate this and recommend her and First Republic. I am sad Chase has taken over and hope things don't change much.”

5 Superb2 Reviews

“Great service, Ainul and his staff are there whenever I need them. They answer all my questions about my company and personal taxes. Always offer extra help. I would recommend them for any tax related and accounting services. Very pleased .”

3.2 Average18 Reviews

“I have been a customer of First Republic Bank for about 7 years now, and even though I've moved out of the New York area I decided to stick with them because I've been so impressed by their customer service. They have always gone above and beyond to communicate with me and help me when I needed it. I appreciate that I can take money out from an ATM without fees (especially when overseas) and deposit checks electronically. Their app and website are user-friendly. I can give them a call or email and always hear back promptly. I'd like to express my appreciation for Denis Moiseyev who has been with me through the years. I highly recommend banking with First Republic!”

3.3 Good12 Reviews

“Mike is a great guy and very.good accountant at a fair priceVery funny too....wait can take a while when you get there but is worh the wait.As a bonus there is good inexpensive polish food next door I always take out after getting my taxes doneAlso bring quarters for the meter youll.need them”

3.7 Good3 Reviews

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