Client for almost ten years, Tom is a second generation financial fiduciary and is a great listener…read moreand accurate judge of character so he gets where you are and what you really want to achieve. Of course he knows markets and is expert in alternative investments​. Low fees. Has earned us nearly half a million $ even after fees and he has done it with minimal risk. Great staff.

From the owner: Meyer Capital Group is a national-recognized and award-winning fee-only financial planning and…read moreinvestment management firm that has been helping families achieve their financial goals since 1963. After 60 years in South Jersey, we're are one of the oldest fiduciary advisors operated in New Jersey.

Ed and his team are amazing! Had issues with our previous accountant and Ed cleaned up their mess!…read moreThey are very helpful, answered my questions in a timely manner, was easy to schedule an appointment, and are very knowledgeable. Highly recommended.

I rarely write reviews, but Edward E. Newman, CPA, LLC absolutely deserves the praise. From the…read moremoment I finally decided it was time to change accounting firms and met Ed, I knew this was the right move. I run a small business with a lot of moving parts, working in several states, and Ed and his team are key to keeping our finances clean, compliant, and on point. Their help with taxes, financial guidance, and payroll services, is second to none. Gone are the days of getting a call on April 14th saying we owe the IRS "XYZ." They explain things clearly, respond quickly to emails, and treat me as an asset to their business. The value is outstanding. If you need an accounting firm that combines expertise with genuine care, this is the real deal!

These people are the best! Their class was the most educational program that I ever went to. I…read morelearned how my retirement accounts were actually tax traps that would create nightmares in retirement! Thank to their financial guidance I now sleep well at night! Thanks Rich & Barry

Rich Greenberg is the principal in this company; very avuncular, but very dodgy, a real schmoozer…read more I'm not sure why he is so reluctant to tell you his methods for investing your money. He certainly wants to get his hands on it. RJG holds seminars at BCC-Rowan as a way to fish for clients. Rich and his cohort CPA throw out a lot of statistics about the stock market only up to 2009, insisting that you're literally gambling --- their words--- if you invest there (Historically, they're wrong.). Through a lot more confusing numbers and double-talk --- Rich literally said at the seminar, "Yeah, I hate annuities." --- it appears that his financial strategy is to sell you, since he IS an insurance salesman,...annuities! So, they have an angle. And you're forewarned. Maybe annuities will work for you, though. But keep that ten-foot pole at the ready, to keep Rich and his pal at bay 'til you're sure.

An Independent Raymond James office…read more No two people are alike, so why should their financial plans be ? We had a retirement specialist come in and talk to our whole office.. Since 1962 2400 locations 5300 financial advisers I'm googleing while he's talking ;]

Had two accounts with Bob at RJ in Moorestown for 3 plus years.Fees for trading are outrageous does…read moreresearch with Yahoo Finance has his daughter answering the phone. I called twice to make a trade and she forgot to give dad the message his response was " kid will be kids" and had an attitude that had me back to TD Ameritrade. It has been months but it still tics me off!

I have been a client of JB financial Associates for some time. Over the years this team has proven…read moreto me over and over again how extraordinary they are at the task of managing, tracking and being accountable for my money. They have integrity throughout the organization and are quick to adopt new methodologies when my circumstances change. Doing business with them is a true pleasure with a task that I am somewhat not fond of. I highly recommend JB Financial Associates and look forward to my growth with their partnership.

From the owner: When you have JB Financial Associates LLC help you with your financial information, you get more…read morethan just a bookkeeper, you get a trusted advisor. People have an emotional connection to their money and I am able to give an objective realistic view of situations and budgets but at the same time understand this emotion. Janine's accounting education and experience in a multi-billion dollar investment firm has given her the primary fundamentals in dealing with your money. Her prior small business ownership has given her the insight every small business owner needs to meet success. Not only does JB Financial Associates LLC offer a wide variety of bookkeeping services, but they take the time to help you become more efficient with your procedures, saving you time and money. By evaluating how you handle everything from cash to inventory we will help you by setting up various workflows for you and your employees to keep everything organized and accurate.

Mark Dougherty is a CFP and has been my financial advisor for over 10 years. Mark is honest and…read moretruly cares about my future (also my family's future as several of them are his clients now)..it is a relief to me and my family to know that our financial advisor is looking out for us and wants us to be happy in our retirement. Highly recommend

This is the best location of PNC. They bend over backwards to be nice. The thing I dislike about…read morePNC banks is their inconsistency between branches. Their policies seem to be different according to each branch which is aggrevating. What is the maximum cash you can take from the drive thru? Runnemeade is $1500, Collingswood is $2400 and Cherry Hill is $2000. And they will tell you "It's our policy, this is the maximum at all branches" This is incredibly annoying. Also, if I have the $5000 in my account why am I given such a hard time when I want to withdraw it? I've been told I have to call ahead or that the branch doesn't have it? $5000? Are you kidding me? Your a bank and its my money. Anywho, this branch has zero of these issues, hence why I go here.

He is exactly the type of person you want watching over your money. He is overall a very honest guy…read morewho does a great job without being "shark" like. His staff is very personable and I always feel like I'm the priority. I would highly recommend.