Very friendly staff. Convenient late-afternoon hours and located near the Parkway. I have a…read morehomeowners policy and life insurance policies. Bob Mack has been very helpful and patient, and thoroughly explained our options. I feel confident that my family's best interests are the primary concern of Bob and his team.

My fidelity representative gives me free retirement advice while taking my concerns and ideas into…read moreconsideration. I have improved how I invest and am much more knowledgeable about my investments. If you are looking for an advisor I can't say enough good things about Jason! Jason Saks Planning Consultant 609-716-8156 ext. 80343

Dropping by this Fidelity office in Lawrenceville, NJ, was convenient when I worked nearby at the…read moreQuakerbridge Executive Center, but even since moving to downtown Trenton and Bucks County with my legal practice I manage to stop in once in a while to find out what their representatives are advising for investment. The company has a big chunk of my directly placed funds, and I have always found that their recommendations and products are solid safe places to park assets. These days, I am mostly concerned with funding and maintaining a 529 Account to pay for college/graduate school for my engineering major son who is in his junior year, and at best only half way through his higher education. Of course, the overall state of the economy and more specifically the stock market are the key elements in all that, but I have been very pleased with the performance of the plan selected when he was young lad. Sometimes a semi conservative long view is the way to go when planning for life long goals like education, retirement and estate planning. I have used other investment companies over the years, but Fidelity is the one I have stuck with the longest for such choices. Having a nearby office to sit down and consult directly with a certified representative is an excellent way to go for the basics. Knowing other people I trust in the business for deeper analysis isn't bad either.

Michael has done our taxes (personal & business) for the past 3 years. He has been very patient…read moreand professional with us. He is very detailed and walks you through everything which is very helpful. I would recommend using his services

I dealt with Michael for about 8 years. I am a CFO for a non-profit. He did yearly audits for our…read moreagency. He was thorough and knew what he was doing. We developed a very close relationship over the years. He was so supportive of the work we do and often supported us in our fund raising projects. I can't tell you how great it was to have an accountant that we could trust to do what was in our best interests. In addition, he often sent us financial articles to keep us informed. What a great business man!

I found Scott through Yelp for my husband to file his personal taxes two years ago...and he's used…read morehim now to file his 2015-2017 taxes. My husband has raved about him enough to me for me to feel obligated to write this review. Our tax situation isn't very complicated- though I'm sure Scott would do a fine job with more complicated taxes situations, the value my husband sees in him is how knowledgeable he is about finance in general. My husband uses his time with Scott to go through all of the questions that we have throughout the year relating to upcoming financial decisions...questions about purchasing a home, mortgage rates, property taxes, 401k investments, 2018 tax plan implications, etc. According to my husband, he gives practical, intelligent answers to these questions...all for about the same cost as going to H&R Block.

This review reflects my experience with the online version only. I've been using TurboTax for years…read moreand find that if you keep reasonable financial records and keep up with the news as it relates to personal finance, the product is comprehensive and by and large intuitive. However, solo tax preparation can be intimidating as well as costly if you make a mistake so self confidence and a bent toward organization is a must. The online versions asks a battery of questions regarding income, assets and investments and then guides you through prompts that while somewhat redundant are reasonably intuitive for the non-Mensa filer. Obviously, if your situation is highly complex beyond your home, retirement accounts and some investments you are well advised to seek professional help. What I don't like is the constant barage of up-selling that occurs without warning almost taunting you to upgrade to personalized help from a TurboTax preparer. I get it... they have a captive audience for a few hours so they're taking numerous shots to grow revenue. However, when I'm in the middle of an unpleasant task that requires my full attention, their crass marketing is an unnecessary distraction. Four stars for making a hated task reasonably transparent.

Prior to transitioning to becoming a Financial Planner, Joe was an OTC (Over-The-Counter) Market…read moreMaker. Joe utilized my company's services to facilitate his business and was often sought out to provide feedback as to how we could better the marketplace. Diligent isn't a strong enough word to express how Joe practiced his craft. No stone would go unturned to make sure that his clients were given the best trading opportunity. This skill amongst many others has carried over to Joe's financial planning business. As a fee-only planner he profits when his client's profit. As operating as such he works effortlessly to make sure his clients are making the right decisions to set themselves as well as their families up for the future. Being a doting husband and father, he takes the financial stability of all his clients into great consideration as if they were his own family. I highly recommend Joe's services.

We reached out to Joe with some questions last week. Even though he didn't have the solution for…read moreus, he provided us with great information that will help us and save us lots of money. He was thorough and extremely professional. I would recommend Shore Financial to anyone looking for financial planning solutions.

Brian Moberg, CPA, handled the preparation and filing of my taxes during a tumultuous and…read moretransitional year for me when I was suddenly widowed and my previous accountant disappeared. My taxes were done promptly and without a hitch. Going forth, tax preparation has gotten easier. Each tax season I receive a packet which serves as a guide for the information I need to provide and Brian is always available to answer any questions I may have. I highly recommend Brian Moberg as a competent and professional accountant!

Delinquent tax filer - Vince made it easy and painless. We were able to do everything via email…read more(live in Monmouth, work in NYC even these days), he was patient, and filed everything for me --- I even got my refunds already.