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“Jessica was amazing. My Dad had a 30 day late on a credit card which dropped my score from 800 down to low 700's. She had the late removed quickly and efficiently. I would highly reccommend Better Qualified for any credit related issues. You won't regret it.”
“Pam is amazing! It was such a pleasure to work with her through a multi-month engagement. Pam helped my family with our estate planning, short and long term wealth management, and guidance on a tax strategy.
Her knowledge of a wide range of topics helped guide us through the myriad of questions we had. Our complexity of assets through international and local investments along with a desire to maximize short and long term gains was a breeze for Pam.
Pam also did a great job of finding referrals for us as we required additional assistance outside of her scope. She is thorough in all the work she helped with!”
“I can’t say enough great things about working with Kate at Smallwood Wealth. She is incredibly knowledgeable, attentive, and professional, and she makes managing my accounts feel seamless and stress-free. Kate takes the time to really understand my goals, explains everything clearly, and ensures I feel confident in every decision. I truly enjoy working with her and the entire Smallwood Wealth team—they are personable, reliable, and always go above and beyond. I highly recommend Kate and the firm to anyone looking for thoughtful and trustworthy financial planning services.”
8:30AM - 5:30PM
10 NJ-35, Red Bank
Financial Advising
“I am so excited about Bill as a financial planner. He has so much knowledge to share to help navigate all things finance. It's great to work with a professional who knows his craft so well. The amount of information can be overwhelming, but Bill helps to break it down so you can truly understand how to achieve the best financial position possible. And he is so kind and understanding, makes me feel like I am talking to a friend who has my best interests in mind.”
“Shah Financial has made this experience comfortable, personal, and enjoyable. We look forward to working with them throughout our years, and really feel we found a trustworthy group of financial advisors.”
“Karen filed my tax return, and she was nothing short of amazing. I've used software and other professionals in the past, but nothing came close to how efficient and effective she was. We talked maybe 15 minutes total, and after that she handled everything with me simply sharing a few documents. Everything was done online through her secure system. A few days later, she called me and just told me what my refund would be! I can't recommend her enough! It was truly a pleasurable and simple experience from start to finish. Highly recommend!”
“If you are looking for a professional, knowledgeable, client centered tax and financial advisor, then look no further! You have found the very best in the business! Anthony and every member of his staff are attentive to all of your needs. My wife and I have been clients for over 25 years, and Anthony has ALWAYS been there to answer all questions in a very timely and supportive manner. Every year our taxes have been completed accurately, and he has even been able to do our older son's return out of state in California without fail. His financial investment advice that started years ago has afforded us the confidence to know that our financial future is secure! We are forever grateful! It has been an honor to work with Anthony and the staff at Calta Tax and Financial! Truly the best of the best of the best!!! A++”
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“Simply the best in the business. Vincent & Joe &The whole crew are just amazing to work with - and truly focused on the needs of their clients! Highly recommend!!!”