Financial Advising near Union City, NJ

24 locations found near Union City

“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 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

“Referred by a colleague, I've been working with the OG Tax team since I formed my small business more than ten years ago. I design stress reduction programs and products, but OGT has reduced MY stress many times with quick responses, clear consult, and strategies for addressing financial challenges. You want to feel like you can call on your accountant any time, even with basic questions, and this is exactly what you'll get with OG Tax and Accounting. I'm really fortunate to have them as part of my 'team,' and highly recommend them to support your work and growth (and to reduce YOUR stress).”

4.8 Superb73 Reviews

“This was the easiest tax process ever. Quick, responsive, efficient. They got me the biggest refund possible. I will be coming back next year. Thank you Abby!”

4.7 Superb46 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 Superb21 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 Superb17 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

“The absolute BEST! I have been working with Kelly for 5+ years and she has been amazing. Kelly and her team are so skilled and honest. They are very responsive and helpful. I cannot recommend them enough!”

4.8 Superb49 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

“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!”

4.5 Superb12 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

“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

“Griffiths Tax & Accounting, CPA LLC is absolutely outstanding! We entrust both our businesses to this firm and wouldn't consider any other. Sandra genuinely cares for her clients, exuding passion in her work with impeccable organization. She's prompt in completing tasks, addresses all inquiries promptly, and possesses an in-depth knowledge of her field, staying updated on new laws and regulations. Stop searching, this is the one!”

5 Superb28 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

“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

“I typically do my own taxes and last year I decided to seek professional prepared. I was unhappy with the company I chose and decided to try STFS. Jessica was very thorough, professional, and personable. She not only prepares your taxes but educates you. From start to finish the process was simple and convenient . I’m very happy that I chose Story Tax & Financial Services. I will definitely be returning. You will not be disappointed!

Thank you!”

4.6 Superb16 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

“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

“I was recently scammed online and Ms. Barbara Graff at the 7th ave branch went above and beyond with patience and professionalism to help me sort out the situation. Thank you!”

3.7 Good22 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