Financial Advising near Fort Lee, NJ

19 locations found near Fort Lee

“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

“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 Superb18 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

“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!”

4.8 Superb14 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!”

4.8 Superb13 Reviews

“Steve was great on preparing my taxes and very nolagable and respectful let me know every step of the way on how it works thanks Steve id recommend urban upbound to anyone who is in need of a respectful tax team.. 5 Star ⭐⭐⭐⭐⭐...”

4 Good67 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 Superb44 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

“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

“Very Professional and Cordial firm and in my many years of business, dealing with firms locally and internationally, stands out by way of customer service, technology for ease of communication and access, and knowledgeable, to explain accounting concepts in simple terms, so you can understand what is legally required to meet the requirements for adequate reporting.”

4.7 Superb9 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've been coming to do my taxes since 1995 I never have any problems or complaints. Very busy place go early . Thank you Baer tax for all the great years ?”

3.5 Good21 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.”

3.2 Average12 Reviews

“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!!!”

3 Average9 Reviews

“This arriva tax place treats you with consideration and explains everything you fully don't understand. I suggest make early appt. I've recommended about 5ppl there.”

2.9 Average23 Reviews