Financial Advising near Wayne, NJ

9 locations found near Wayne

“My wife and I have been working with Highland for just over a year now, and we are especially grateful and pleased to be working with an advisory group that takes such personalized care of their clients. From helping us develop our financial goals, to designing an investment strategy that suits our risk profile, to beginning to plan our estate, Highland Financial has been instrumental in guiding our financial story so far.
AnnaMarie, Joey, and the team, equipped with a breadth of knowledge and a capable network, are always available for any questions we might have in our day-to-day financial journey. My wife and I are confident in their guidance and intuition, trusting that the advice given has been duly researched.

We appreciate the ease and comfortability we feel when working with Highland, and especially value their strong adherence to the fiduciary oath. I thoroughly enjoy every meeting we have with our team. For other young couples looking to develop their financial lives, or anyone alike, I seriously recommend Highland Financial.”

5 Superb33 Reviews

“I have done financial and accounting with Frank for 15 years. I highly recommend his services and his knowledge of all things related to these things is top notch.”

4.7 Superb37 Reviews

“This is my first year going to Phyphar tax preparation managed & controlled by Mr. Sushil Kapadia for tax preparation. I was extremely satisfied with his services and Mr Kapadia is very knowledgeable, patience, and very helpful.
I wish continued success to Mr. Kapadia & Phyphar.”

4.7 Superb66 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 Superb17 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 clueless about financial statements and GAAP accounting before working with Lefstein-Suchoff CPA & Associates. They explain things in such a way that is understandable. I am now fully conscious about the financial state of my company, which has enabled me to make good and effective decisions. When dealing with the banks and investors, having precise and expertly written financial statements has always been a great idea.”

4.4 Superb22 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.”

2.9 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.”

2.3 Poor10 Reviews