Financial Advising near South Orange, NJ

16 locations found near South Orange

“I have been filling out my taxes for years and have never met an accountant so thought and comprehensive. Dr. Hudson truly cares about his clients finances and is very efficient.”

4.9 Superb76 Reviews

“5 Stars for Ridgedale Federal Credit Union. Especially to RoseC the loan manager, she treated me with kindness respect and professionalism. Made process smooth and understandable, even when I was going through a difficult time personally, she is wonderful and great at her job. Very grateful Steve and Pam M…..”

4.8 Superb72 Reviews

“Frank is an awesome guy and just his overall vibe is excellent. Not only is he awesome, his accounting skills are even better. Definitely recommend coming here, he works like no other CPAs out there.”

4.9 Superb58 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

“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

“As a small business owner it's been extremely valuable to have such a professional, detail-oriented, and reliable tax consultant in my corner. Highly recommend Neil Pacifico and his team.”

4.8 Superb44 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

“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

“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

“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

“My wife and I were introduced to Vince Pallitto over 10 years ago by a financial columnist writing about retirement assets. We were nearing retirement and needed financial advice. We were unsure about whether we had sufficient assets to achieve the retirement of our dreams. Vince was very patient and knowledgeable and provided a financial roadmap so we could retire. We have been traveling and enjoying retirement ever since.”

5 Superb5 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

“I always receive excellent service at this branch. Katina is very knowledgeable and helpful. She is always warm, welcoming and attentive. She never gets upset or impatient when I forget my password. She is pleasant and encouraging, and willingly guides me through the process of resetting my password. I must say that I love the personal individual attention that is given to me.
It’s reassuring having a live person to interact with and not having to deal with machines. Everyone at this branch is friendly, helpful and knowledgeable. Maurice Simpkins, VP Financial Services has been tremendously helpful in providing financial guidance. I have seen investment growth over the years since meeting with this knowledge and helpful team. I highly recommend them.”

2.5 Average15 Reviews