No matter your financial state, it is never too early to plan for retirement. If you are looking…read morefor responsible advocates to help you organize funds for retirement, we highly recommend this firm. They are the most professional people we have ever had the pleasure of working with. After dealing with my father's issues, we have also just purchased long term care insurance. Something to consider now to help protect your children and yourself in the future. They speak in a respectful and professional manner and decode complex issues. They helped us to feel more confident about our retirement and are helping us remain on track.

From the owner: Integrated Wealth Solutions, LLC is a registered investment advisory firm. Formed by Gary B…read more Garland, a practicing estate planning and Certified Elder Law Attorney*, it was created to help clients and family's with their assets. Mr. Garland has been practicing law for over 25 years and is an Investment Advisory Representative and licensed insurance agent.

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.

I've worked with John and team for the last several years and found them to be incredibly helpful,…read moreknowledgeable, and professional in all aspects of accounting. I wouldn't hesitate to recommend them to others looking for full service tax and accounting help.

From the owner: For us, it's all about relationships. The strong, long-term relationships we build with our…read moreclients. We first opened our doors as a small boutique accounting firm and today, we've grown to become a top-ranked, professional services company, serving clients throughout the region. Through our alliances, we can access vast resources on behalf of our clients. However, with our growth we never changed our one core principle, which is personal attention to detail of our clients no matter their size. We value all our relationships and through each of our practice areas, bring together our knowledge, skills and resources to help clients achieve their personal, professional, and financial growth. We offer a free consultation! So click, call or simply come in and experience for yourself.

Stuart Stern is a true professional who is very knowledgeable about investing and planning for your…read morefinancial future. I highly recommend his firm for all of your investing. He treats you like family and is always a call away. He also referred me to true professionals who helped straighten out my will and take care of my taxes.

Stern Capital Managment really gives your investment portfolio the specialized and personalized…read morecare that it deserves. After spending several years investing my retirement fund with the "Brand Name" companies, I realized just how much justice they WEREN'T doing for my investments. Made the switch 18 months ago and have been happy ever since. They're very responsive and only a phone call or email away if you need anything....no hold music, automated voice prompts, or robotic customer service reps to deal with. If you want your money to go further AND to be treated well along the way, SCM is the way to go!

We have traditionally done our own taxes, but when they got overly complicated after moving and…read moremultiple states involved, we needed some help. We went to Graziano & Company after knowing John Graziano for years. He and his team helped get things straight, so much so that we are back for this year's taxes. They did a great job for us.

I have been with the Graziano Group for over 10 years. They are friendly, helpful and…read moreKnowledgeable in their field. Annemarie has been my accountant for the past 4 years and I love her . She is wonderful , Always does her best!!! Thank you for your time and patience , Paula F.

Jay and Eric are astute financial advisors. They are also…read morepatient, kind and considerate, as is their office staff. They keep in touch regularly regarding one's investments and offer sage advice. Highly recommend them!

From the owner: Legacy Wealth Advisors is a fee-based, fiduciary financial planning firm in New Jersey, serving…read morehigh-net-worth individuals, families, business owners, and businesses that want a clear financial plan. We handle wealth management, investment management, retirement planning, 401(k) planning, and estate and legacy planning, and because we're fiduciaries, we're required to put your interests first. We also work alongside your tax professional and attorney on tax and legal matters as they come up. With over 80 Google reviews, Legacy Wealth Advisors has built a strong reputation among the individuals, families, and businesses we serve. If you're building a portfolio, getting ready for retirement, setting up a 401(k) for your business, or putting together an estate plan that spans more than one generation, our New Jersey team can help you through the process.

Pinky Shah and her team help you throughout the entire process of home buying from beginning to…read moreend. They ease your stress and also help you feel so supported throughout the entire process!! Highly recommend.

Pinky and team are supportive throughout my buying process for my home. They have professional that…read morewill guide you through and make it super easy. So if you are a first time home buyer, you can end your search and go with this team. Intact I would recommend anyone who is looking for a house, to Pinky Shah and her team at Fairway. I am happy that my friend introduced me and now I will be happy to share her information in case anyone asks me. Thank you team, Job well done and keep it up.

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.