TOP 10 Auditing standards in Summit, New Jersey
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Summit Mortgage Bankers, Inc
Summit Mortgage Bankers, Inc is a full-service mortgage banking institution located at 1876 New Jersey 27, Edison, New Jersey, United States. We have been in the mortgage business since 1992, helping thousands of customers achieve their dream of homeownership. Our team of home loan experts is dedicated to providing top-notch service to our clients in New York, New Jersey, and California. We offer the lowest interest rates and closing costs possible, and we are committed to helping borrowers overcome any obstacles they may face during the loan process. As a licensed Mortgage Banker by the NY Dept of Financial Services, a licensed Mortgage Lender by the NJ Dept of Banking and Insurance, a licensed entity under CRMLA by DFPI, and a licensed Real Estate Broker by the CA Dept of Real Estate, we adhere to the highest standards of honesty, integrity, and competence in serving our customers.
Merrill Lynch Financial Advisor Michael Wattick
Merrill Lynch Financial Advisor Michael Wattick, located at 1 Deforest Avenue in Summit, New Jersey, is a finance institution with a wealth management team boasting over 50 years of collective experience. Specializing in guiding wealthy families, their clients include business owners, professionals, and corporate executives. The institution is part of the economically diverse city of Summit and aims to be the top wealth management team in New Jersey. The Trinkoff Wattick Group, led by brothers-in-law David Trinkoff and Michael Wattick, takes a family-oriented approach to wealth management, assisting clients in growing and preserving their wealth for future generations. They prioritize open and honest communication with clients, providing guidance on various financial strategies including retirement income planning, estate planning, and more.
Circle Wealth Management
Circle Wealth Management is a finance institution located at 47 Maple Street in Summit, New Jersey, United States. At Circle Wealth Management, we prioritize empowering our clients to achieve their financial goals through a collaborative process that respects their values and priorities. Our experienced team listens carefully to your needs, provides comprehensive advice, and supports you every step of the way. We uphold professional ethics and data integrity standards to ensure the highest level of confidentiality and security for our clients. Our customized services cater to every aspect of your financial life, with the ultimate goal of success on your terms. For more information, please review our Important Disclosure Information in the Disclosures section of our website.
Integrated Solutions
Integrated Solutions is a leading institution located at 121 Summit Avenue in Summit, New Jersey, United States. Specializing in accounting and finance, we bring a wealth of knowledge, experience, and guidance to the financial services industry. Our services include fund administration, broker-dealer compliance consulting, Investment Adviser Act compliance consulting, accounting and bookkeeping services, as well as recruiting services. As a team, we work seamlessly to ensure that our clients receive the maximum benefits offered by our experienced staff. We pride ourselves on being a valued partner and adviser to numerous financial services firms and businesses, providing expert guidance and assistance with regulatory and financial reporting requirements.
Scale CPA
Welcome to Scale CPA, your trusted partner in accounting and finance solutions, located at 1078 Summit Avenue, Jersey City, New Jersey. We bring Big Four level expertise to both public and private companies, delivering top-tier services at a fraction of the cost. Our highly skilled team, comprised of seasoned professionals formerly from Big Four accounting firms, is dedicated to providing exceptional service and in-depth technical expertise. At Scale CPA, our ASC 740 / IAS 12 tax provision services ensure a sophisticated understanding of tax accounting, offering comprehensive support during financial statement audits. We are committed to keeping you compliant with our meticulous tax return process, covering federal, multi-state, and international perspectives. Our focus is on filing timely, accurate returns to minimize adjustments and provide a solid foundation for tax planning.
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