Financial Advising near Paramus, NJ

14 locations found near Paramus

“I had 1 phone conversation and 2 visits to the Charles Schwab office in Paramus NJ with Michael Valenza to move my 401k from my retirement job to a rollover IRA. Both my visits were great..He set up a account for me with no problem..Was very helpful in a new strategy with my retirement funds ..we talked about my RMD in the near future and said he would be more than helpful in the future..great employee”

2.4 Poor27 Reviews

“I looked for a firm that truly specializes in tax planning and tax preparation for high net worth individuals and Lefstein-Suchoff CPA exceeded all my expectations! They know the complexities that come with higher income and assets and their advice has been both strategic and personalized. I couldn’t be happier with this level of service & expertise.”

4.8 Superb48 Reviews

“We have been filing our taxes with Phyphar for over 20 years – I think that says it all. Mr. Kapadia, Hemish and their team are the best. They are friendly, professional, extremely knowledgeable, accommodating, give excellent advice and we have never had to worry about our tax filings. Of course this all comes with all the years of wisdom and experience of Mr. Kapadia. I've recommended many friends to Phyphar and they all keep going back to them.”

5 Superb70 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 Superb48 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

“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

“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

“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

“I would give it more stars if I could. Mr. Stauber is brilliant and saved my business. BH, With his guidance my revenue more than quadrupled in a year. And the stress at the work environment disappeared. He is patient and very devoted. Highly recommend if your business needs guidance, cleanup or increase in revenue.”

5 Superb7 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

“Konica Minolta provides a wide variety of products to satisfy your measuring needs. Their website is easy to navigate and everything is categorized so you can find what you need right away without a problem.”

2.7 Average23 Reviews

“Today I visited this branch in Fair Lawn and the banker Aramis helped me. He was very professional, kind and solved my issue smoothly. This is the second time he helped me and both times he exceeded expectations, I think he is an important asset for the bank. It is because of bankers like Aramis that I still keep my account opened with Columbia Bank, it is not the bank, it is because of the people. Banks without their bankers, means nothing, is just one more bank in the market, their bankers make the difference and Aramis is one of them.Thank you Aramis.”

2.6 Average10 Reviews

“This bank is in such a convenient location. I felt very taken care of by their assistant manager. She took her time with me and helped me a lot. I am going back when I have my income to open a secure credit card. On my second visit, I tried to speak w a teller because i was told I can get a new card from them prior but the lady said she put me in line then she didn’t…i tried to wait but couldnt wait for the line to finish due to a medical condition; standing to wait became a quick uncomfort to painful, and the security guard would not stop blatantly circling me looking at me funny instead of asking or accomodating at all. I felt like TD Bank should be more accomodating to the disabled or clients in pain. That was very sad and extremely uncomfortable to have experienced considering my previous visit. I had to leave the line and got a text ten minutes later about it saying i was cancelled. Expect to receive a bit of both experiences when you get here.”

2.3 Poor84 Reviews