We used EMD tax services for filing our taxes for the first time this year and they were wonderful…read more When I called to make the appointment, the woman I spoke to was kind and courteous. They were able to get me in fairly quickly for an appointment. Their office is clean and welcoming. I was greeted immediately and did not have to wait long for my appointment. Ryan handled my tax preparation and he was very knowledgeable and thoroughly explained everything. Cost was very reasonable too. I would 100% go back to them next year and refer them to my friends and family.

I've worked with 2 other Tax Accountants in the past 17 years and EMD Tax encompasses the strengths…read moreof both of these offices combined (knowledgeable & efficient) AND has exceeded my customer service expectations. Not only is Elliott, Ryan and the team prompt & reliable; they're great at what they do! I never feel rushed or unimportant. My business, referrals & I receive 5 star treatment every step of the way. Lisa is a great asset to EMD. She's always pleasant, PATIENT and courteous. (Even when I drop the ball) I'm happy my friend referred me to EMD! I rest assured that my accounting & taxes are in order.

Kevin was extremely thorough and explained everything to me! Helped me out tremendously, I even…read morerecommended him to my family.

From the owner: Every time we meet with a new business, we rediscover (together) the power of having the right…read moreinformation at your fingertips. Too many businesses are trying to grow with an anvil tied around their legs because they don’t know how to spot financial problems BEFORE they become a catastrophe — or they are missing out on real chances for rapid growth … simply because they were blind to the data that would have shown them the way.

My wife and I needed professional advice about our finances, specifically related to if/when we…read morecould retire and had we saved sufficiently to live comfortably. Before we even got into the actual dollars, Pam spent a lot of time just getting to know us and finding out how each of us had dealt with money throughout our lives. She wanted to understand our experience so that she could give us advice that took our tolerance for risk and comfort with different ideas into account. She was VERY thorough in gathering all the information she needed, and continues to be very willing to answer the many questions that come up as we work through the process of making a financial plan for the future. The model she used to create a dashboard is very detailed and is giving us the information we need to make decisions. We could not be happier with the service she has provided and can happily recommend her!

My wife and I were looking for a second opinion on our financial plan a few months ago. Thankfully,…read morewe discovered Pam during our search. She is easy to work with, thoughtful, and very knowledgeable. Her initial approach is ideal and after hiring her to create our plan, we were pleased with her caring and detailed approached to gathering all the information needed to build our plan. She was able to walk my wife and I through our current and future goals ensuring our plan would meet our needs. We are so glad we got a second opinion, Pam was able to show us we were in a better financial position than we thought and was going to save us hundreds of thousands in taxes that we could use to improve the quality of our life style. The best part of the experience was when Pam was able to clearly show my wife that she could securely retire immediately. We had planned for her to retire this year, but she was anxious and unsure we were in a position for her to truly quit working. My wife has thoroughly enjoyed being retired this year focusing entirely on appreciating what life has to offer. Much appreciated Pam :)

My wife and I went in for Medicare planning with Dawn Marsala and was blown away with her reception…read moreand package she prepared for me! Before leaving we met Michael Bajada and was convinced that my retirement packages could be more beneficial under his management, and he proved himself by providing a second to none investing and provision plan that has me completely satisfied! On our way-out Gale Carnevale asked us about our auto and home insurance. She said no way, we were paying too much and that like FORD, she had better plans. She called us the same night to tell us of the savings she had for us; we screamed and went in the next day to seal the "TRIFECTA!" From Medicare to Retirement to Auto Ins, we're more than satisfied with the ONE STOP planning they provide! The most important thing with coming here was that we met people who are now friends and their personal touch sealed it!

From the owner: We help and educate our clients on saving and accumulating money. Business retirement planning,…read moreMedicare planning, Life, Health Insurance planning.

I'll keep this review fairly vague since personal finances are, welllll, personal. But wifey & I…read morewalked into Gould Financial/Northwestern Mutual completely uninformed and stressed. We were greeted with a warm smile, kind words and a cold beverage by Julie, the Operations Manager. Before long, we were welcomed into a conference room by Advisors Brady & Lucas. We got the overwhelming impression that these two gentlemen really wanted to help us. After listening carefully, they shared their knowledge, insight & considerable experience in crafting a plan to realize our goals. When I asked a question about something that was outside their expertise, they GOT AN ADJACENT EXPERT ON SPEAKERPHONE TO ANSWER US CONCISELY! The people at Northwestern Mutual seem to be committed to building relationships. And that in turn builds business. A very old-school approach nowadays, in my opinion. I 100% recommend them.

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.

My father in law found Josh and his team almost 20 years ago and,for two decades he provided our…read morefamily expert financial advice. Josh always took the time to provide detailed, patient explanations even when Dad came in with a "hot tip he heard in the clubhouse". More importantly, as Dad got older, he took the time to loop in my wife and I to be sure that everyone had all the information, even scheduling extra Zoom meetings for my wife and I when we moved to Texas. Josh and his team responded promptly to all requests and never failed to follow up to be sure that we had everything we needed. When Dad passed last year, Josh and his team helped us file life insurance claims, transfer accounts to Mom, and even when we made the difficult decision to close our account (we consolidated everything with our local Texas advisor), Josh's team helped us get everything promptly squared away. We really appreciate the years we worked with this group.

They are personable when you go into the office, but when you try to get them on a call they are…read morevery hard to reach. They do not call back on a timely basis or respond to emails.

Allison is an incredibly thoughtful partner to have while working through your specific financial…read moregoals. She dives in to understand what will suit your situation and priorities in order to provide you with the best approach. She will also help you be flexible and pivot as life changes.

I have known Allison for twenty years and she is phenomenal at managing finances. Her advice over…read morethe years helped me develop my retirement fund, budget the money from my paycheck and create savings that allowed me to buy a house and be ready for three children. Because of this financial stability, I have the peace of mind that I'm not going to have major money troubles in the future. I highly recommend her services for anyone that is struggling with finances or just wants excellent advice!

Nathan made transferring all of my assets a completely smooth and effortless process. He's…read moreprofessional, kind, and truly driven in what he does. I highly recommend him!

From the owner: We have a focus on market understanding through applied data, tested strategies and defined…read moreprocesses to client assets. That combined with our robust client onboarding and existing client system, we define, reduce, or avoid many financial weak points that may be present. Please give us a call today and we can set up a case review to better understand your unique financial situation.