Financial Advising near Newark, NJ

20 locations found near Newark

“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

“We have been in a financial fog for several years. As time goes on, changes occur and specialists are required.
We're at peace and we now have clarity and hope.
Thank you to the entire TaxDrx Team. So grateful for this partnership as we near retirement.”

4.9 Superb73 Reviews

“Ed Bove of Tax Express did an awesome job helping me with the filing of my income taxes. He was efficient, professional, kind and patient. Ed answered all of my questions and was really great at helping me understand my taxes better. Whenever I reached out to their office with a concern or question, I received a timely response. Their tax portal system is a user-friendly system that made it easy to get documents to their office and to see my completed tax filings. Both Ed and his assistant Kathy Dragonette were a pleasure to work with. Thank you, Tax Express! Wishing you continued success with your business in the new year.”

4.9 Superb40 Reviews

“Neil Pacifico is a true professional.
An expert in his field and just the way he explains everything when it comes to taxes and the latest codes and changes, he makes it very easy to understand and really puts my mind at ease. Always answers my questions promptly and I highly reccomend Neil and his team!”

4.9 Superb39 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.”

4.8 Superb38 Reviews

“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

“Lou is truly the best accountant in the tri-state area. His extensive experience and expertise in tax law make a real difference when it comes to maximizing returns. The office staff is exceptional—always professional, welcoming, and kind. I travel from Georgia every year just to have Lou do my taxes, and I’ve referred numerous family members and friends who are all incredibly thankful that I did.”

4.7 Superb77 Reviews

“Absolutely amazing experience! Orlando was professional, patient, nice and extremely knowledgeable. He took the time to explain everything clearly and made the entire process stress-free. I felt confident and well taken care of from start to finish. Highly recommend!”

5 Superb65 Reviews

“Working with John for 7 years now and he has always been very diligent and knowledgeable. He comes with excellent advice as well so I consider his services to be a combo of tax preparation and advice.”

5 Superb17 Reviews

“I feel incredibly privileged and lucky to have worked with Dominic Lobifaro and LLI Advisory for the past 19 years. Dominic has been an absolutely invaluable partner in growing my practice. In fact, he was instrumental in helping me open my practice even before it officially existed!

Dominic and his entire team are truly an extended part of our team and family. Their expertise, guidance, and unwavering support have been extremely helpful every step of the way. I honestly cannot say enough good things about Dominic and the rest of the staff at LLI Advisory. If you're looking for an accountant who genuinely cares about your success and becomes a trusted advisor, look no further!”

5 Superb32 Reviews

“I’ve been a client of ACE Advisory LLC for over a decade, and their professionalism and consistency have been exceptional from day one. They’ve handled my personal and business taxes with accuracy, integrity, and timeliness every single year.

Beyond tax preparation, ACE Advisory has been a trusted partner in strategic business guidance, especially in helping my mother’s home care agency navigate compliance, operations, and growth. Their team takes the time to understand your unique situation, explain complex financial matters clearly, and develop practical solutions that make sense for your goals.

Their responsiveness, expertise, and genuine care for their clients set them apart from any firm I’ve worked with. I can confidently say ACE Advisory LLC has been instrumental in our financial success and peace of mind. Highly recommended for anyone looking for reliable tax services and long-term business advisory support.”

5 Superb23 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

“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

“Dan and his team are really experienced and have really helped out our company over the years. They do audited financials, which is very unique. Their communication is also some of the best I have ever seen. I would highly recommend the Holland & Company team for all your tax needs.”

5 Superb9 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!”

5 Superb10 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.”

4.3 Superb7 Reviews

“Felicia de Simone, prepared my taxes upon meeting her and asking her a few questions, I felt very comfortable with her professionalism and down to earth attitude. She reviewed my previous years Taxes and immediately found that there was an error. That my previous text Prepare Missed I will be going back to see her after this tax season to do amended tax returns. And will continue to have her prepare my taxes”

3.8 Good100 Reviews

“Amazing customer from Rayea on Monday. Thanks so much for your help with my account and resetting my password.
I plan on doing business from now on in Millburn .”

2.1 Poor13 Reviews