Financial Advising near Union City, NJ

30 locations found near Union City

“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 Good6 Reviews

“I started a business and quickly ran into debt. Thankfully I found Madison Funding Partners for a small business loan. The application process was easy and I got approved in no time. Customer service answered all my questions and helped me set up my payment plan. My business is already coming back to life!!”

5 Superb84 Reviews

“My partner and I have been using Gideon and Drucker Wealth and their supporting, ancillary teams now for several years and they are a 5/5 star service. Gideon is my first financial advisor I've ever had and I can say transparently that I went into the experience a little hesitant/nervous but his cadence and manner in the onboarding process (and beyond) made it anxiety-free and straightforward. I now feel way more in control of my finances and my future. Information is power! Highly recommend.”

5 Superb42 Reviews

“I needed help to get out of an MCA loan and into something with better terms. Matthew and the team at American Capital were amazing. They found me a good loan and made it happen quickly. So much happier!”

4.9 Superb47 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.”

5 Superb36 Reviews

“Referred by a colleague, I've been working with the OG Tax team since I formed my small business more than ten years ago. I design stress reduction programs and products, but OGT has reduced MY stress many times with quick responses, clear consult, and strategies for addressing financial challenges. You want to feel like you can call on your accountant any time, even with basic questions, and this is exactly what you'll get with OG Tax and Accounting. I'm really fortunate to have them as part of my 'team,' and highly recommend them to support your work and growth (and to reduce YOUR stress).”

4.8 Superb73 Reviews

“This was the easiest tax process ever. Quick, responsive, efficient. They got me the biggest refund possible. I will be coming back next year. Thank you Abby!”

4.9 Superb46 Reviews

“The absolute BEST! I have been working with Kelly for 5+ years and she has been amazing. Kelly and her team are so skilled and honest. They are very responsive and helpful. I cannot recommend them enough!”

5 Superb49 Reviews

“Mr. Haque has been taking care my taxes in the last couple of years. His tax knowledge, dedication to customers, and follow-up with questions for accuracy have been outstanding. I recommend his services to all my friends. Easy to work with and very professional.”

5 Superb23 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 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 Superb47 Reviews

“I have been working with Mr. Ng for years and every year I have had nothing but great interactions with him. He always takes care of my tax needs and questions effortlessly, accurately and professionally. He has great customer service qualities as well!”

5 Superb15 Reviews

“I have to write AGAIN to thank Raymond Tse for his excellent service and assistance during 2019 tax season - especially for the last minute update/filing I needed to do. Professional, knowledgeable, and on point. I strongly recommend if you need for personal or business tax questions.”

5 Superb13 Reviews

“Madison Avenue Advisors has been great over the years with providing investment and financial planning services that have been extremely beneficial. Highly recommended knowledgeable team!”

4.7 Superb14 Reviews

“Steve was great on preparing my taxes and very nolagable and respectful let me know every step of the way on how it works thanks Steve id recommend urban upbound to anyone who is in need of a respectful tax team.. 5 Star ⭐⭐⭐⭐⭐...”

4 Good67 Reviews

“Griffiths Tax & Accounting, CPA LLC is absolutely outstanding! We entrust both our businesses to this firm and wouldn't consider any other. Sandra genuinely cares for her clients, exuding passion in her work with impeccable organization. She's prompt in completing tasks, addresses all inquiries promptly, and possesses an in-depth knowledge of her field, staying updated on new laws and regulations. Stop searching, this is the one!”

5 Superb28 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

“Premier Credit Plus exceeded my expectations with their professionalism and genuine care. Guillermo Calvo emerged as the hero of my credit repair journey, displaying unparalleled knowledge and dedication. His personalized solutions and unwavering support navigated the complexities of credit repair, significantly improving my score. The team's transparency and efficiency are unmatched in the industry, granting me access to better financial opportunities and stability. Thanks to Premier Credit Plus and Guillermo Calvo's exceptional expertise, I not only repaired my credit but also gained invaluable financial empowerment for the future.”

5 Superb23 Reviews

“I've started using Ace Advisory Management LLC services recently, I am very happy with his services. He is very responsive and knowledgeable. He is patient with my questions. His advice is helpful and support my small business needs.”

4.6 Superb22 Reviews

“Best loan application process I've ever experienced (auto loan). Feels like any time you go through this process it's always a headache but the people I worked with at USAlliance (specifically want to give a shoutout to Iveliz), were great. Super responsive and informative and walked you through the process.I also liked being able to communicate with the processor over email and call them directly over the phone if need be. I'd like to reiterate the responsive part cause that's typically the worst part of any loan process, but this was a delight.”

4.2 Good18 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 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

“We have been working with Iryna and her team for over 8 years and can't say enough about how consistently professional, knowledgeable, rigorous, and highly personal her services have been. Iryna has worked with us through relocations, the creation of independent business entities, real estate transactions, as well as some quite unique and nuanced accounting matters.It is clear that she wants what is best for her clients. Iryna and her team have always taken the time to explain the pros, cons and implications of tax-related decisions we've needed to make over the years. She is a consummate professional yet always empathetic and accommodating. We highly recommend Iryna's services.”

5 Superb7 Reviews

“Kristen and Danielle at Brooklyn Plans did such an incredible job getting my personal finances in order over the last year with the Game Plan! They helped my husband and I get on track saving for our kid’s college education, fund our home projects, pay off student loans finally, establish a system for spending and saving, and are now managing my stocks and retirement to help me retire early. I cannot recommend them enough! Initially the price gave me sticker shock, but now I know the services were invaluable because there’s no way we would have accomplished all that without them! I feel so supported and a lot more confident about our personal finances and abilities to meet our goals. I also learned so much. There’s no better time to do this than RIGHT NOW!”

5 Superb23 Reviews

“Very Professional and Cordial firm and in my many years of business, dealing with firms locally and internationally, stands out by way of customer service, technology for ease of communication and access, and knowledgeable, to explain accounting concepts in simple terms, so you can understand what is legally required to meet the requirements for adequate reporting.”

4.7 Superb9 Reviews

“I am having the BEST experience working with Ashley Wright in PCG for years! She is caring and responsible, she is dealing with our daily invoices and when we needed advise, she advised the best to our business. I'm so relieved to have a source of funding so that I can pay my contractors even if my client hasn't paid. I would recommend Phoenix Capital Group to anyone needing funding for their business.”

5 Superb4 Reviews

“Brooklyn coop is an excellent force in our community. Asta was super helpful and walked me through everything in a kind and straightforward manner. Highly recommend to all considering banking in the area!”

3.4 Good46 Reviews