They have managed our retirement accounts for over 10 years. We are extremely satisfied with them.read more

Hi, I spoke to Shawn…read moreafter being in the audience for Jeff's presentation in Cranbury. Jeff's informational session was fantastic! When I had a follow-up call with Shawn, he explained a few different guidelines when it comes to retirement strategies and was truly informative and helpful. Shawn understood that many of us do not have large investments yet, perhaps we still have a decade until retirement. He also explained HSa's to me and provided me with valuable resources.I would highly recommend Thrive Services to NJ communities. Thank you Shawn, Jeff and Team!

We have been with this firm for years and have been very pleased with the service and attention to…read morecustomer service. We are not what you would call a 'big' client, but we always got personalized attention. Vince has guided us through the transition from dual income, to single income to retirement and we could not be happier.

Run away as fast as you can from Vince LaSorsa! He prepared an estate tax return for us that was…read morenot done properly and ended up costing us several thousand dollars more in taxes than it should have. After we paid the tax and filed the return, the estate attorney and our financial advisor looked over the return and were appalled with the manner in which Mr. LaSorsa completed the tax return. I emailed Mr. LaSorsa several times about it, and he didn't answer my emails. When I was finally able to get him on the phone to ask him about the manner in which he prepared the return, he was very condescending and insulting to me. And he had the gall to blame his support staff, "the girls", for not printing out my emails to him. Do yourself a favor and go somewhere else for your tax matters.

My hubs and I wholeheartedly endorse Fullerton Financial, and we are very glad we fired our last…read more"financial advisor" and moved to Fullerton! After having been with them for several years now, I can say with confidence that they have taken excellent care of us and our money. Schedule a free review with them; you won't regret it. And a huge shoutout to Dallas, our advisor, for his patience and professionalism.

Amy Dobin, owner of Peace of Mind Paperwork Management, has done a superb job of helping me with my…read morefinancial life so I can spend less time on it. I prefer to work remotely using emails, Dropbox, and various banking institution Internet sites, and I want to continue to use Quicken as I always have. Amy has been very flexible, agreeing to work in this way (even though she normally visits her clients' homes to do their work.) Amy pays all my bills (or arranges for that to be done automatically from my bank), enters all my financial transactions into Quicken, solves various Quicken-related technical problems when they arise, reconciles my bank statements, and also helps me gather information for my accountant at tax time. Since she is a paperwork person, not just a money management person, I am also using Amy for various special projects, such as making donations online at year end, a "privacy" effort to keep my personal information off various websites, and efforts to get me off of mailing lists. Amy's skill in financial matters, her bachelors and masters degrees in computer science, her intelligence, her excellent communication skills, her previous work experience, and her creativity really show up during her work for me. One aspect of Amy's work which I particularly appreciate is her concern with security, and she often makes suggestions which are oriented towards making my financial data secure on the web and on various computers inside and outside my home. Amy is also very flexible in how I communicate with her -email, Dropbox, U.S. mail, phone, and visits to my home are all used when I need them. I highly recommend Amy, especially for anyone who wants to remain involved with their financial affairs but does not want to do the day to day work. Most money managers are oriented towards the older person who wants to give up complete control of their daily financial affairs to the manager. Amy can work that way, but is also very able to work with someone like myself who wants to remain involved. Amy is a true find - I wish all professionals were this competent, trustworthy, professional, flexible and reliable.

Smart people. Help you find the best rate and the right kind of Loan for you. Very knowledgeable…read morefor people with unique situations and are able to get their loan through underwriting.

Shannon from Stonebridge Home Loans, is an amazing purchasing partner, from beginning to end. She…read morecan make the mortgage experience easy and she has amazing resources for any situation you may encounter. Highly recommended and...she is really nice!! You can't beat that :-)

I highly recommend working with Grant. He really took the time to ensure I understood every aspect…read moreof the plan he laid out for my financial security. My husband and I were nervous to start working with a financial advisor, but the reassurance, simplicity, and care we've gotten with Grant is unmatched. Couldn't recommend more!