Financial Advising near Hackensack, NJ

22 locations found near Hackensack

“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

“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 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

“This is my first year going to Phyphar tax preparation managed & controlled by Mr. Sushil Kapadia for tax preparation. I was extremely satisfied with his services and Mr Kapadia is very knowledgeable, patience, and very helpful.
I wish continued success to Mr. Kapadia & Phyphar.”

5 Superb66 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 Superb47 Reviews

“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.”

5 Superb18 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

“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

“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

“I was clueless about financial statements and GAAP accounting before working with Lefstein-Suchoff CPA & Associates. They explain things in such a way that is understandable. I am now fully conscious about the financial state of my company, which has enabled me to make good and effective decisions. When dealing with the banks and investors, having precise and expertly written financial statements has always been a great idea.”

4.4 Superb22 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

“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

“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

“Really thankful for William and Sam at the front desk! My visits have always been so warm, polite, friendly, and helpful. Also appreciative of how Sam could've allowed another insistent gentleman to skip me in line, but always made sure I was helped first, even if the gentleman had a bit of an attitude. William and Sam have made what could've been a confusing process so much more pleasant.”

4.4 Superb10 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

“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

“I want to personally thank Novaughn Miller at the uws branch who not only went above and beyond to help is open an acct for a new
Notforprofit but also went above and beyond to figure out why a check that was 'deposited' somehow ended up in the wrong account and then made numerous calls to
Resolve it quickly and correctly. He is diligent intelligent and a pleasure to
Work with.”

4.3 Superb11 Reviews

“I sat down w Grant, who was extremely helpful in answering my questions and supporting my understanding of how to manage accounts that will be under my management soon. He helped me map out a rough plan and tho I may not choose to spend money on an agent moving forward, if I did, I would absolutely choose him. Thanks for everything, Grant!”

4 Good6 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.”

2.8 Average23 Reviews