Financial Advising near Bayonne, NJ

26 locations found near Bayonne

“My husband and I have been having Kelly Cullen do our taxes for a number of years now and we are so happy with her work. Her and her office are professional, mindful and courteous. But most of all a friend to all that know her. I highly recommend her office and anyone that works with her.”

4.8 Superb60 Reviews

“I started a business and quickly ran into debt. Thankfully I found Madison Funding Partners for a small business loan. The application process was easy and I got approved in no time. Customer service answered all my questions and helped me set up my payment plan. My business is already coming back to life!!”

5 Superb84 Reviews

“My partner and I have been using Gideon and Drucker Wealth and their supporting, ancillary teams now for several years and they are a 5/5 star service. Gideon is my first financial advisor I've ever had and I can say transparently that I went into the experience a little hesitant/nervous but his cadence and manner in the onboarding process (and beyond) made it anxiety-free and straightforward. I now feel way more in control of my finances and my future. Information is power! Highly recommend.”

5 Superb42 Reviews

“I needed help to get out of an MCA loan and into something with better terms. Matthew and the team at American Capital were amazing. They found me a good loan and made it happen quickly. So much happier!”

4.9 Superb47 Reviews

“I need to get information on my SS benefits, I did a 20 minute consultation and the consultant (Norm) was absolutely terrific. I was able to better understand my situation, he even provided an analysis on my earnings and benefits. The cost of the consultation is well worth is.”

5 Superb36 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!”

4.9 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 Superb23 Reviews

“I had the pleasure of working with an exceptional CPA Neil Pacifico who truly stood out in terms of service, availability, and affordability. After facing challenges with previous professionals, His expertise and dedication were a breath of fresh air. Always available when needed, He provided top-notch service, addressing my concerns with precision and efficiency. His commitment to affordability without compromising quality makes them a standout choice in the realm of CPAs. I highly recommend their services to anyone seeking financial expertise with a personal touch.”

5 Superb25 Reviews

“I have been working with Mr. Ng for years and every year I have had nothing but great interactions with him. He always takes care of my tax needs and questions effortlessly, accurately and professionally. He has great customer service qualities as well!”

5 Superb15 Reviews

“Orlando is professional, empathetic and so empowering. Such a positive experience, my family and I have been coming to him for years. Thank you Orlando and team! We appreciate you!”

5 Superb58 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 Superb13 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!”

4.7 Superb14 Reviews

“Came here for the Operations Summit and had a great day ! Learned a lot about the upcoming developments to the system that will improve function for client and advisor.Location is great and easy to get to, parking is available for a fee near ( I used Uber)The location is modern and nice ! They house floors 2-6 and you recognize it by the bright green colors as soon as the elevator doors open. Great view from the 6th floor of the water. Great day here at Fidelity.”

4.3 Superb18 Reviews

“My husband and I have been coming to Tax Man since James' father, George was running the business. We had top notch service with his dad, so when he passed and James took over, we were a bit reluctant. We are SO GLAD we stayed, and honestly, we have been getting the same level of service (if not better!) that we were used to. James is amazing, and will remain our tax guy. We moved states and will still be sending James our tax info to file for us. LOL!!! Good CPAs are hard to come by, and when you find them, you do whatever it takes to keep 'em. Highly recommend you give James at Tax Man a try if you're looking for excellent service. You won't regret it.”

3.8 Good81 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 Superb22 Reviews

“EXCEPTIONAL SERVICE. I used them for the first time this year for my Business and Personal filings. They went above and beyond , the whole team there, very helful.”

4.1 Good37 Reviews

“Ryan's knowledge both in the law and accounting saved me money and grief, on two occasions. He is responsive to calls, patient, and professional. I highly recommend him.”

5 Superb11 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!”

4.5 Superb16 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

“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 Superb23 Reviews

“I am having the BEST experience working with Ashley Wright in PCG for years! She is caring and responsible, she is dealing with our daily invoices and when we needed advise, she advised the best to our business. I'm so relieved to have a source of funding so that I can pay my contractors even if my client hasn't paid. I would recommend Phoenix Capital Group to anyone needing funding for their business.”

5 Superb4 Reviews

“Best customer service ever. The lady who sits in the entrance was helpful, supportive, and professional. Barbara Graff solved my inquiry effectively and timely. I recommend this place to my friends and family. This is the best branch.”

3.7 Good31 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 Good6 Reviews