Financial Advising near Summit, NJ

11 locations found near Summit

“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

“My husband and I couldn't be happier with professionalism, courtesy and services provided by Tax Express! Ed explained everything to us and suggested some things we may have missed. The pricing for his services was also very reasonable. HIGHLY RECOMMEND!”

4.9 Superb37 Reviews

“Gary Scheer has been super helpful with navigating numerous issues we have had with our insurance company regarding denied claims and denied services. He is very patient and responsive and always makes a point to follow up with any of the concerns we have had. While dealing with insurance companies can be very frustrating, knowing Gary is available to help has been reassuring.”

5 Superb20 Reviews

“Orlando is professional, empathetic and so empowering. Such a positive experience, my family and I have been coming to him for years. Thank you Orlando and team! We appreciate you!”

5 Superb58 Reviews

“Joe and his team provided a convenient and efficient tax preparation experience. We were able to do everything remotely via his secure web portal, and he even reviewed an underpayment notice from my wife's 2016 return to help us out as a courtesy.”

4.8 Superb22 Reviews

“LLI has been extremely beneficial for our dental practice. Jerry and Matt have guided us with tax planning and business strategy for the past 4 years. They are detailed, professional and always available for questions. I work very closely with Matt as our Relationship Manager and his communication is unmatched. He is so thorough and I always appreciate his guidance. I highly recommend LLI to any dental office looking for a long term partner.”

5 Superb27 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 Superb8 Reviews

“Spoke with a Sid C. today on the phone to set up an account. He was extremely helpful and professional when it came to opening my account. He took his time to work with me and go over all the options that fidelity provides. Great service!”

3.7 Good12 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

“Went in last minute to setup a solo 401k. Got immediate attention and very helpful and thorough guidance at this office. My contact Giovanni was superb and went out of his way to accommodate me. Top notch service A++++++”

2.3 Poor6 Reviews