Francis Lepore, an advisor at Bleakley could not have done a worse job managing my muni and stock…read moreportfolio worth several million $$. He bought at high prices and sold at market lows,. How does this guy stay in business and how could the company keep him. He doesnt have a clue, his advice was wrong 90% of the time. In his mind he thought by letting a muni bond and stock portfolio stagnate he was a hero. Such a hero I fired his butt after 4 months of managing my portfolio. I got away from him just in time and am very happy I did!!!

One of the most honest and straightforward advisors I've ever felt with. Anthony Pio Costa and his…read moreteam have managed our investments for years and have done an outstanding job. I would refer their services to both family and friends without hesitation.

Terrible company!! Why does it take so long to withdraw MY money?? Twelve day since a request was…read moreput in and still nothing!!! At least with John Hancock, I had my money the next day!!! They act as if it's their money in the account!!!! I worry that this will be the case when I fully retire. Look for someone else to manage your 401K!!!! And customer service????? Non-existent!!!

From the owner: Empowered Retirement specializes in retirement planning, investment management, tax-aware income…read morestrategies, Roth conversion planning, Social Security guidance, Medicare and IRMAA planning, estate planning coordination, and business succession planning. Our advice is built around a full financial plan, not just investments. We help clients connect the dots between taxes, income, risk, retirement timing, and long-term goals so they can make decisions with clarity and confidence. Empowered Retirement provides clients a personal, fiduciary experience from an advisor who listens, explains things clearly, and creates a strategy designed around their life.

Great accounting and financial services! we have been with him for about 10 years and he has helped…read moreus achieve our financial goals. Extremely smart, patient and professional. During this time I transitioned to being a business owner and His advice has been absolutely invaluable. great staff and amazing value! Thank you Frank!

From my very first meeting with Frank it was clear that not only does he know his accounting but…read moregoes even further and truly cares about his clients. Many CPA's just want to make a quick buck from your return (see H&R block). Frank understands that building a solid relationship based on trust and communication is key to both his and his clients development. He and his team filed my return in a timely matter, took the time to get to know me and my financials goals, and went even further and sat with me as financial advisors. He takes the time to explain how and why certain decisions matter in a way that a client from any background could understand. I look forward to a continued relationship with Frank both as my accountant and financial advisor.

This brokerage treats each and every client with the upmost attention. Unlike big firms that just…read morefocus on their commission this place makes sure you are treated right. Ryan DeGrau is the go-to guy to take care of you and he will work as hard as he can to make sure you're satisfied. After seeing how his employees work in the office I know they will be of good service to you too

RMR Wealth Builders has been serving Bergen County investors for over 25 years. They have been at…read morethe same location in the Glenpointe Centre since inception. They are an independent advisory firm that manages monies for high network worth individuals, corporations, and endowments. Douglas R. Roth is the managing partner.