Financial Advising near Summit, NJ

16 locations found near Summit

“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

“Clean, curtious, and professional. Highly recommend for all your tax needs!
04/21/26 Another spectacular visit. I can't say enough wonderful things about this office. Kind, patient, and informative they are simply the best. 🙂”

4.9 Superb72 Reviews

“On time appointments!
Tax express have the best services by far. I've been a customers for over 20 years and I wouldn't go anywhere else to get my taxes done. Mr. Dove has always been up to date with the new tax laws and he no problems explaining exactly what he will do with your papers. Keep up the amazing work you and your staff do!”

4.9 Superb56 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…..”

4.7 Superb75 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

“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.”

4.9 Superb35 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.”

4.6 Superb20 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.”

4.6 Superb10 Reviews

“I have utilized the services of Imperial Acquisitions for the past six years. With that in mind, I am extremely satisfied with the customer service and expertise that Jonathan has provided. The service here has provided tremendous benefit to my firm. In short, I am elated that I found an accountant who is reliable, knowledgable, patient, and above all trustworthy.”

5 Superb7 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

“Levine Financiel Group has been a great place to learn about growing my money and investing. Adrian and Todd have been so clear with explaining everything they are doing for me. I am able to invest and will one day be able to retire. It’s been a pleasure working with this office.”

5 Superb4 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++++++”

3.1 Average8 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.”

2.7 Average15 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!”

2.6 Average17 Reviews

“Honestly, I had no idea where to begin when it came to investing, but Chris and his team made the whole process feel simple and approachable. They took the time to understand my goals, walked me through a clear plan, and answered all my questions without making it overwhelming.”

1.9 Poor9 Reviews