I couldn't be more pleased with my first financial advisor experience. Having a mountain of student…read moredebt from law school and a limited understanding of how to invest or save in a smart way, I felt frozen for years, being afraid of making mistakes when it came to allocating funds. This is how Jake helped me: - Applied a holistic approach in understanding what I wanted out of life and consequently for what purpose I want to make money. He then took the time to figure out how I am comfortable spending or saving or investing money so that he could tailor my financial strategy so that it resonated with me and I felt good about the whole experience. - Walked me through everything (I mean EVERYTHING) in a way so that I not only understood everything, but was able to apply the skills going forward. He used short instructional video clips (I'm visual), applied step-by-step approaches to everything I had to get done, and made sure I had all documents and information easily accessible in my files. - Really heard me and made sure ALL my questions were answered during each session. Aside from being competent at his job, Jake is a really personable, positive, and nice to work with. He really knows his stuff and it is obvious he has passion for this type of work. For me, it was important that the person who helps me navigate my finances was competent and straightforward without passing judgment. I also wanted to feel more in control of my finances and hopeful about my future. Jake definitely hit those points for me. To say I feel elated is an understatement. I even feel smarter! I highly recommend Jake and would use him again should I need more guidance in the future.

Jake helped me with a full evaluation of my personal finances and it was a great experience. He…read moregave me questions that helped me define my life goals, which helped define my financial goals. From there he was able to accurately depict where I was financially by using specialized tools and custom models. Jake went the extra step to make discrete actionable tasks for me to take on to reach my financial goals. I couldn't recommend him more!

Professional. Smart. Down to earth. Trustworthy. I could not recommend Anthony and his office…read moreany more highly. After decades of settling, I finally feel as if my business and personal accounts are in hands I can trust.

When i grew my small business into the next level up I needed a great accountant to help with the…read moreprocess. Anthony and other CPA (Mora G.) have been awesome to meet with, helped me set up Quickbooks and payroll as well as answer random questions that come up.

Peter did our taxes this year and he did a fantastic job. I'd say we have moderately complex…read moretaxes, but they were not a problem for him. He cranked through them quickly, answered our questions clearly, and ultimately charged a very reasonable fee. The things I liked best about working with him: * He came to our house on a Sunday afternoon for the initial consultation - that saved us a lot of time since we have kids and work full-time * He is extremely responsive on email * He isn't too old school - he was able to share files using dropbox, scan paper docs, and generally work with us electronically. Not too many phone calls, paper docs, etc that the old school guys still rely on. * His final bill was very reasonable I don't write a lot of yelp reviews, but this was a super positive experience so I thought I'd share.

Five stars for this agency -- Capalbo Insurance Group was professional, responsive, attentive to my…read moreneeds, and FAST at seeking a homeowner's policy that fit what I was looking to cover. I worked with Morgan, and she was able to find me a quote for almost half of what I was currently paying. She was also knowledgeable about how I could receive an escrow refund from my bank, to reflect the cheaper policy. From start to end, the process took less than two days to secure a new policy. Thank you Morgan and team.

I highly recommend this Insurance Agency. Professional, kind, knowledgeable and responsive! Just…read morewhat you need in an insurance agent!

Joseph was very knowledgable and patient. He took the time to explain the differences in life…read moreinsurance policies and helped me find the best one for me. I would highly recommend!

The level of service and professionalism I've received from Greg Paolino and the experienced…read moreprofessionals at Paolino Insurance Agency is unparalleled. They have always taken the time to educate me and inform me about my various options. You can take heart in the fact that Paolino Insurance isn't just trying to sell you something, they legitimately care about their clients and their well-being. I highly recommend them!

Jim is a great CPA with tons of tax saving knowledge for restaurants, contractors and a host of…read moreothers. Highly recommend Goldman and Co.

Great people, always there for you, been with them a long long time never once regrated having them…read moremanage our growth and retirement accounts.

My husband and I met with Jeff this week. From the minute we walked in the door until we left, Jeff…read moreand his associates made us feel so welcome. We have worked with other financial planners in the past, Jeff is in a league of his own. We walked out of this meeting learning many things we did not know before, but certainly should have. I wish we had made this appointment many years ago. Jeff made us both feel so comfortable talking with him. We are grateful that we had the opportunity to sit down with Jeff and look forward to our next meeting. If you are looking for a financial planner and not sure where to turn, this would be my first phone call. Thank you Jeff! Rebecca & Manny Porto