They have managed our retirement accounts for over 10 years. We are extremely satisfied with them.read more

Hi, I spoke to Shawn…read moreafter being in the audience for Jeff's presentation in Cranbury. Jeff's informational session was fantastic! When I had a follow-up call with Shawn, he explained a few different guidelines when it comes to retirement strategies and was truly informative and helpful. Shawn understood that many of us do not have large investments yet, perhaps we still have a decade until retirement. He also explained HSa's to me and provided me with valuable resources.I would highly recommend Thrive Services to NJ communities. Thank you Shawn, Jeff and Team!

I have worked with other financial advisers but never any as thorough, attentive to detail and…read moreready and able to assist in my financial planning as Lisa, Daniel and Jennifer. While it is true that any financial adviser is always ready to add your funds to their AUM, at Retirement Prosperity Group the emphasis is on you as a person and your needs first. They take their Fiduciary responsibility very seriously. They are knowledgeable about current financial market trends, understand the complex world of annuities and are adroit at dealing with otherwise opaque financial institutions when it comes to moving funds in a client advantageous way. If you want to optimize your future give RPG a call ... ASAP.

From the owner: Retirement planning, safe money strategies, investment, financial adviceread more

I reached out to Fred with a question on individual income taxes. I am not currently a client of…read moreFred (I do my own taxes), but he was kind enough to respond to me promptly and answer my questions. His grasp of the tax code and current tax laws was excellent; he was also very gracious with his time. It would have been very easy for him to say that he needed to bill me for his time and expertise, but he did not do so. I would highly recommend Fred and his team to anyone in need to tax help / preparation. Brian

Frank called to speak to me personally and was very nice and quite helpful. Will be meeting with…read morethem soon.

Diversified has been handling our finances and taxes for sometime now. We've been extremely…read moresatisfied with all aspects of the services they provide. If you're looking for an honest, attentive and professional company to handle all you financial needs, including retirement planning, Diversified is the company to choose.

From the owner: We Invest in Your Happiness. Contact us for a free consultation. read more

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!

Really skilled and professional. They know their stuff and very efficient. The woman I spoke with…read morewas extremely helpful and walked me through the process of getting my finances in order. They have all my trust and respect!

Would not recommend after meeting with Tara M. For my 2023…read moretax return Rose was great to work with, where she explained things in detail. Value was comparable to other accountants. Though I had many recommendations and referrals for other accountants, I chose to work with Rose because I chose to specifically support a woman and minority owned business. One piece of advice from Erin Benzakein from Floret about hiring a bookkeeper and accountant was that if you feel dumb or awful after meeting with either, then it's time for you to hire a new accountant/bookkeeper. I was having a hard time managing my own bookkeeping and was inquiring about this service. I met with Tara and she was condescending, defensive, and was gaslighting me when I started crying on the call after she went on a diatribe about the importance of bookkeeping. I also disagreed with her statement that "Bookkeeping is the backbone of your business." Unfortunately, Rose was also on the call and there wasn't any intervention. I would recommend Rose Brown only if you were just working with her and Darin, but would stay away if you are on a call with Tara.