I met with New Century Planning to review a Retirement Roadmap designed and presented just for me…read more I was blown away with the professional comprehensive report. I owe it to yourself to make an appointment to enlighten yourself on Retirement Planning to live better in your latter years. You have nothing to lose, and financial knowledge to gain. See how you can move towards ZERO taxes, reduce risk levels, have access to capital at all times, long-term health, learn about legacy for your heirs, and much more. Mrs. C

From the owner: Whether you want to learn about Medicare, social security, college, tax or retirement planning, New…read moreCentury Planning Associates, Inc. can help. Our team of professionals includes: Retirement Income Certified Professionals (RICPs) Certified Public Accountants (CPAs) Identity theft experts College planners Speak with a financial planning advisor in Freehold or Waldwick, NJ today. Dial 732-702-2777 to contact our Freehold location or 844-921-2400 for our Waldwick location.

When Charles Schwab acquired TD Ameritrade I got a call from them I guess as a former TD Ameritrade…read morecustomer it was a welcome call, I called them back so I could be called back by the person who called me and NO ONE EVER CALLED ME BACK,

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

Pam and her team were professional, punctual, and polite…read more She helped me get my financial situation on track and things are looking great. I cannot thank her and her team enough. I highly recommend Golden wealth Capital!

My experience has been absolutely incredible working with Pam. She answers all of my questions and…read moreis always available to help. It is rare to find an advisor that truly cares about her clients the way she does.

Bob from Jax Capital was fantastic. He listened to my needs and concerns and helped me make a plan…read morefor the future. I am very grateful for his kindness and expertise. I would and have recommended his service to all my friends and family.

From the owner: Knowledge is the key to a successful financial future. Helping people become financially…read moreindependent by protecting the ones they love. His background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. Bob prides himself on getting to know each client so that he can understand their individual needs and what matters most to them. This helps him recommend products and strategies designed to meet their current needs, and more importantly, their future needs. Along with a team of professionals, he will offer guidance to clients to help them reach their financial goals. In this role, Bob can offer extensive knowledge, experience, and expertise in Life, Health, Disability Income, Accident, and Long term care insurance with certification.

Salim and his team were amazing as a first year business owner they made my experience very easy…read moreand clear !!

Not sure what is going on here, but we have used them as our personal and our business accountants…read morefor many years. This year has been extremely disappointing. In that we were getting very close to the tax return deadline date, I placed a call to the office to inquire as to what the status of our return was as we had not heard from anyone. I was told an email had been sent asking for additional information. Unfortunately, it was sent to an email. I do not use often. However, my response to that was they should have called. Their response to that was they did and our number was disconnected. They were calling an old house number from when we lived in Florida back in 2010; even though they had both of our cell phone numbers, no one ever bothered calling us. over the past month, my husband has left numerous messages for Salim, the owner, to please call as my husband had questions about a possible investment property; the return calls never came. Every time my husband called, he was told oh he'll call you either today or tomorrow, oh, his son got married and he has family visiting but he will get back to you, oh, he didn't call you. He will call you. This went on for over a month . I was also told that Donna, who works in the office, was going to drop our return off at my house, but that it would be late in the evening. I waited up she never came. the next day when I spoke to her after I called the office, she said she had her grandchildren and had taken them out. I told her a phone call would have been nice as I waited up for her. I guess they just don't need the business anymore and don't value customers from when they first got into the business. We shall look elsewhere.