He may have been an accountant for a long time and maybe a long time ago he knew what he was doing…read morebut he should retire or go back to school. He should be avoided at all costs. Not only is he rude and disrespectful, he is basically incompetent. He seemed like he knew what he was doing but after switching accountants after a couple of years with him, she immediately picked up on several key issues that were causing us to owe taxes.. 2 years, we owed. Thank goodness we decided to make the move to another accountant. He missed so many things in our filings, and they were major issues that any halfway capable accountant should have been able to detect. They were quite obvious. He also gave us some financial advice, but the numbers he gave were all wrong. If you want things done properly, go somewhere, anywhere else. He never gives you a moment to talk or explain things to you. He speaks over you and acts like he is better than you. Truly terrible experience.

Rude, disrespectful, and will try to talk over you…read more He's been doing my family's taxes for around 15 years, and it's time to call it quits. During those 15 years, we've had more than one audit by the IRS and our returns have been way too high. He used to be the friendliest, jovial type around, but perhaps he's going through a mid-life crisis - I never received any voice mails about picking up my materials, and when I tried to have a family member pick up my tax documents, the secretary would give my mom/sister a hard time. "Well, I don't know about that", says Vincent. OK, but there's also a payment I need to make to NJ that has a deadline that's already passed. Don't you think that the principle of the matter is that you didn't reach out to me at all about the payment? "It's just $87, I don't know why you're so upset", as he continues to talk over me and raise his voice so I am drowned out. Goodbye! I even gave him a referral, and he treated her with disdain. Just do your taxes yourself; going through the years of returns he's done for us, he's not a step up from Turbo Tax.

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've been with Castle Financial a number of years now, after having been disappointed with a…read moreprevious advisor who represented a major firm based in France. When we searched for a new advisor, we considered some parameters we hoped an advisor could match, such as reputation, experience, and trustworthiness. And we wanted to also see they had a real brick and mortar location, so they would be accessible. Plus, they had to have no complaints and mainly excellent reviews online. Al Procaccino was one of only two who matched our search! So I'm glad we were able to find him. He's very knowledgeable and helpful; he explains his work and he is without doubt very experienced. Indeed, he's one of perhaps only a few hundred certified Fiduciary Advisors in the country, and we'd be very happy to recommend him to anyone else too. Our investments have seen a steady increase in value since 2017, well in excess of any performance I could have achieved alone.

From the owner: Financial Advising by a Certified Financial Fiduciary. Our primary goal is to guide our valued…read moreclients towards developing a solid financial structure that will stand the test of time and build their wealth for their family and future generations. To ensure we have you on the right path to success, we conduct an in-depth analysis of your financial situation. We then apply the collective knowledge of our financial planning team to develop a plan to help you achieve your financial and life goals. It is this strong planning process that enables our clients to achieve their long-term financial goals in a tax efficient manner.

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.

Been going to them for a while. My taxes are cut and dry. Very easy. Notified rates were going up…read more Not happy but ok. Then they made me fill out a new client form so I asked if someone brought the buisness. They said no. So I asked why. They said the owner was making everyone fill them out. Then I found out why. They wanted to put my credit card on file in case I didn't come and get my taxes when they was done. I could understand if I was going to owe money but I never owe money. Also last year they didn't contact me until June about my paperwork being done or paying them so with all that being said all I can say is bye bye. You lost a good paying customer due to your stupidity

This firm's service has gone from bad to worse,they totally screwed up my family members taxes from…read morelast year.Preparer Carol Ballif was unresponsive to phone calls and incompetent in her preparations which cost family member money in fees.They made the mistake of staying with this firm to finalize a deceased mothers estate.Been nothing but turmoil.Do not make the same mistake.