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“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!”
“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.”
“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!”
“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.”
“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.”
“I first met Jim when he was my mother’s financial advisor and he came to meet with us at her home when her health didn’t allow her to travel to his office. I got to see first-hand how generous he was with his time, his level of expertise, and his caring attention to my mother’s needs. When she died in 2012, Jim helped me through that process with kindness, compassion and integrity. It was, therefore, an easy decision to entrust my own finances to Jim and his team.
Jim, Jonathan and the rest of the Parks team provide excellent advice and guidance, are unfailingly professional and responsive, and regularly go out of their way to be helpful. I consider myself lucky to be a PWM client.”
“I am a local business owner in town, and today was my first interaction with Adam. He gave me an amazing consultation with much guidance, and kept asking great questions.I have been working on the backend of my own business for the last couple years, and have been seeking a professional to help me and my company grow. I can say hands down that Adam at Udang & Company will be that professional to get it done!Thank you again!”
“To say that 2020 was a terrible year would be stating the obvious. Life as we knew it was completely disrupted and the last thing anyone needs is to figure out the tax complications the circumstances brought about. And that stressful possibility never entered my mind or my daughter’s because we knew that Bob Hiza would take care of everything as he had in the past. In a time of continued uncertainty, one thing is certain: our taxes will be professionally handled. One less source of stress Thanks, Bob”
“Dan and his team are really experienced and have really helped out our company over the years. They do audited financials, which is very unique. Their communication is also some of the best I have ever seen. I would highly recommend the Holland & Company team for all your tax needs.”
“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.”
“My daughter had her taxes done (first time ever) with Mr Kapadia and he was terrific. He answered all of her questions (there were many) and was very personable, knowledgeable and professional. I would tell everyone, without reservation, to have their taxes done by him. It was a wonderful experience.”
“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.”
“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.”
“We work with Nick Stankes, who is our relationship managers and goes above and beyond to fulfill our banking needs. They have been our partner for almost 10 years and continue provide our company with great service we lookforward to another 10 as well.”
“After being many years with one CPA I was apprehensive about changing and going to Lefstein Suchoff CPA. They came highly recommended. I’m very happy I did. They cleared up some problems I had with my business-they filed past corporate returns and individual returns and were even able to negotiate with the IRS on my behalf very successfully. I am forever in debt it to Sandy Suchoff CPA and her amazing staff. Sandy is extraordinarily intelligent and knowledgeable and caring and even witty at times. Her staff was always very friendly and attentive and responsive. You will be in good hands at their firm..”
“The team at Amerifund is wonderful. Alan and his team are my go-to mortgage bankers, and always find us the best rates for our purchases (we've done 4 transactions with him thus far and now in talks for finding the best option for funding our home renovations. We’ve done refinance of a co-op loan, first mortgage on purchase of co-op unit, and most recently purchase of a house. The team is not only knowledgeable but also very thorough, detail oriented, and just phenomenal. Highly recommend, and they walk you through everything. Exceptional white glove service in our experience!!!”
“A lot of banks just don't have an in house notary public anymore- we tried the Chase next door to this Charles Schwab location and they told us "come back at 3pm, the notary public MIGHT come in"... nobody's got time for that!I saw Schwab next door and ran in to see if they could help-I didn't even have my Schwab debit card on hand but the snazzily dressed gentleman at the front desk patiently heard me out and quickly reached out to his colleague who was a notary public, who came out to help us a few minutes later.I appreciated the excellent customer service at this location!”
“Today I visited this branch in Fair Lawn and the banker Aramis helped me. He was very professional, kind and solved my issue smoothly. This is the second time he helped me and both times he exceeded expectations, I think he is an important asset for the bank. It is because of bankers like Aramis that I still keep my account opened with Columbia Bank, it is not the bank, it is because of the people. Banks without their bankers, means nothing, is just one more bank in the market, their bankers make the difference and Aramis is one of them.Thank you Aramis.”
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“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.”