Best financial advisor services in West New York, NJ
21 results found
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Summit Financial Consulting
● OpenSummit Financial Consulting is a leading accounting and finance institution located at 5303 Bergenline Avenue in West New York, New Jersey, United States. Our team of experienced professionals provides expert financial advice and consulting services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment strategies, Summit Financial Consulting has the expertise to guide you towards your financial goals. Trust us to provide personalized solutions tailored to your specific needs and help you achieve financial success.
5303 Bergenline Ave #201, West New York, NJ 07093, United States -
Freedom Financial Center
● OpenFreedom Financial Center is a leading finance institution located at 4914 John F. Kennedy Boulevard in West New York, New Jersey. With a commitment to helping individuals achieve financial freedom, our team of experts offers a wide range of services including financial planning, investment management, and retirement planning. Whether you are looking to grow your wealth, plan for the future, or secure your financial legacy, our experienced professionals are here to help you every step of the way. Visit Freedom Financial Center today and take the first step towards a secure financial future.
4914 John F. Kennedy Blvd, West New York, NJ 07093, United States -
SAGA Tax & Accounting Services
● ClosedSAGA Tax & Accounting Services is a trusted institution located at 6611 Park Avenue in West New York, New Jersey, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch financial solutions for individuals and businesses alike. With a focus on accuracy and efficiency, we are committed to helping our clients navigate the complexities of tax laws and financial management. Trust SAGA Tax & Accounting Services for all your accounting and finance needs.
6611 Park Ave #3B, West New York, NJ 07093, United States -
LoTaxes.com - Paola and Rene Chinea Income Tax Service
● ClosedLoTaxes.com - Paola and Rene Chinea Income Tax Service is a reputable accounting and finance institution located at 6604 Bergenline Avenue in West New York, New Jersey, United States. With over 30 years of experience in handling income tax matters, we are a trusted family organization that has been serving thousands of satisfied clients for nearly two decades. Our dedicated team will ensure that your taxes are completed accurately and promptly, ready for your review before E-Filing. We also offer accounting, payroll, and bookkeeping support to streamline your back office operations. Specializing in negotiating with the IRS to reduce tax debt for both businesses and individuals, we are here to tackle your financial issues with expertise and professionalism. Contact us at 201-869-5050 or securely email your documents to rene@lotaxes.com, paola@LoTaxes.com, or ari@LoTaxes.com for pricing and assistance. Visit our office today to experience the exceptional service of Chinea Income Tax Accounting Firm.
6604 Bergenline Ave, West New York, NJ 07093, United States -
LoTaxes.com - Paola and Rene Chinea Income Tax Service
● ClosedLoTaxes.com - Paola and Rene Chinea Income Tax Service is a family-owned accounting and finance institution with over 30 years of experience in handling income tax services. Located at 6604 Bergenline Avenue in West New York, New Jersey, our dedicated team has been serving thousands of satisfied clients for more than 19 years. We offer comprehensive tax preparation services, including E-Filing, and provide personalized support to review and discuss your tax returns before submission. Our firm specializes in working with the IRS to minimize tax debts for both businesses and individuals, and we are committed to resolving complex financial issues effectively. Contact us at 201-869-5050 or securely email your documents to rene@lotaxes.com, paola@LoTaxes.com, or ari@LoTaxes.com for pricing and assistance. Trust Chinea Income Tax Accounting Firm to handle your financial needs with professionalism and expertise.
6604 Bergenline Ave 2nd floor, West New York, NJ 07093, United States -
LOBO Global Advisors
● OpenLOBO Global Advisors is a leading finance institution located at 6050 JFK Boulevard East in West New York, New Jersey, United States. With a team of expert advisors, LOBO Global Advisors offers a wide range of financial services to clients worldwide. From investment management to strategic financial planning, LOBO Global Advisors is dedicated to helping individuals and businesses achieve their financial goals. Trustworthy, reliable, and experienced, LOBO Global Advisors is committed to providing top-notch financial advice and guidance to clients in the ever-changing world of finance.
6050 JFK Blvd E Apt 17h, West New York, NJ 07093, United States -
St John Financial Consultants Inc
● OpenSt John Financial Consultants Inc is a reputable finance institution located at 407 57th Street in West New York, New Jersey, United States. With a team of experienced financial experts, we provide a wide range of financial services including investments, retirement planning, estate planning, and wealth management. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how we can help you with your financial needs.
407 57th St, West New York, NJ 07093, United States -
Austro Financial Services
● ClosedAustro Financial Services is a reputable finance institution located at 5122 Bergenline Avenue in West New York, New Jersey, United States. With a strong commitment to providing top-notch financial services, Austro Financial Services offers a wide range of financial products and solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Austro Financial Services has the expertise and resources to help you make sound financial decisions. Visit us today and let our team of experienced professionals guide you towards a secure financial future.
5122 Bergenline Ave, West New York, NJ 07093, United States -
Merrill Lynch Financial Advisor Isaac N Frankel
● ClosedWelcome to Merrill Lynch Financial Advisor Isaac N Frankel, located at 115 West Century Road, Paramus, New Jersey. As a dedicated financial advisor, Isaac N Frankel offers a unique blend of personalized attention and access to the comprehensive resources of Merrill and Bank of America. With over 25 years of investment management experience, Isaac is committed to understanding your financial goals and helping you achieve them through a tailored, goals-based wealth management process. Isaac provides a wide range of investment solutions and banking products, ensuring that each client's needs are met with the utmost care and precision. His approach begins with careful listening and understanding, crafting strategies that are as unique as the clients themselves. With ongoing tracking and reassessment, Isaac ensures that your financial plan evolves with changes in your life and the markets.
115 West Century Road, Paramus, New Jersey 07652, United States -
Adams & Associates P.C.
● ClosedAdams & Associates P.C. is a trusted accounting and finance institution located at 34 West Lafayette Street in Trenton, New Jersey, United States. With alarming statistics showing that many Americans are not adequately prepared for retirement, our team has been dedicated to helping clients in Pennsylvania, New York, and New Jersey grow their businesses, manage taxes, and achieve financial security for over 25 years. We offer a comprehensive approach that combines tax expertise and financial services, providing unique insight into each client's financial world. As the second round of stimulus checks is being distributed, we are here to assist clients in tracking the status of their payment or making any necessary changes to the delivery method.
34 W Lafayette St, Trenton, NJ 08608, United States -
Michelle Josias - State Farm Insurance Agent
● ClosedMichelle Josias - State Farm Insurance Agent is a reputable insurance agency located at 1955 Springfield Avenue in Maplewood, New Jersey. Conveniently situated across from Park Wood Diner on Springfield Avenue, our agency is dedicated to helping customers protect and grow their wealth. As we celebrate Financial Literacy Month in April, we encourage you to educate yourself on insurance options and understand how it can safeguard what matters most in your life. Owned by Michelle Josias, our agency takes pride in providing exceptional service to the community. We believe in doing business where customers feel welcome and appreciated. State Farm was founded on values and principles, and we prioritize caring for our customers and community above all else.
1955 Springfield Ave, Maplewood, NJ 07040, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 6611 Bergenline Avenue in West New York, New Jersey, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to providing expert guidance and support to help you achieve your financial goals. Visit us today to experience the difference our personalized approach can make in managing your finances effectively.
6611 Bergenline Ave, West New York, NJ 07093, United States -
ATAX - North Bergen, NJ
● ClosedATAX in North Bergen, NJ is a trusted accounting and finance institution located at 5525 Bergenline Avenue in West New York, New Jersey. Our experienced team of professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, ATAX is here to assist you every step of the way. Visit us today and let us help you achieve your financial goals.
5525 Bergenline Ave, West New York, NJ 07093, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 6000 Madison Street in West New York, New Jersey, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual or a business owner, H&R Block is dedicated to helping you navigate the complexities of the financial world with expert guidance and personalized solutions. Visit us today to secure your financial future with confidence.
6000 Madison St, West New York, NJ 07093, United States -
Koeniger-Smithers Fiduciary
● OpenKoeniger-Smithers Fiduciary is a finance institution located at 11 Avenue at Port Imperial, West New York, New Jersey, United States. Our firm's mission is to educate and organize our clients, providing them with tax-efficient financial and retirement planning. We work as a team with clients, CPAs, and estate attorneys to offer comprehensive financial planning services. Our independent financial planners at Eagle Rock have no quotas or sales goals, focusing on providing advice that is in the best interests of our clients. We believe in transparency and creating custom financial plans tailored to individual goals and circumstances, rather than relying on a one-size-fits-all approach.
11 Ave at Port Imperial Suite 633, West New York, NJ 07093, United States -
Peter Manke - Thrivent
● ClosedPeter Manke - Thrivent is a finance institution located at 221 West Grand Avenue in Montvale, New Jersey, United States. They are licensed in multiple states including Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Indiana, Massachusetts, Maryland, Minnesota, Missouri, North Carolina, New Hampshire, New Jersey, New York, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Virginia, and Vermont. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but offer advice and guidance through their Financial Planning Framework. Clients can further engage with Thrivent through Dedicated Planning Services for written recommendations for a fee.
221 W Grand Ave Ste 202, Montvale, NJ 07645, United States -
Bederson LLP
● ClosedWelcome to Bederson LLP, your trusted partner in accounting and finance solutions, located at 347 Mount Pleasant Avenue, West Orange, New Jersey. Renowned for our expertise and dedication, we proudly hold the title of New Jersey Law Journal's 2023 Best Expert Witness Provider and Best Corporate Investigations Provider. At Bederson LLP, our highly skilled team of partners, principals, and professionals is committed to delivering top-tier services in litigation support, business valuations, insolvency, reorganization, forensic accounting, and corporate investigations. Our team members serve as trustees and financial advisors, holding leadership roles in organizations that accredit their advanced designations.
347 Mount Pleasant Avenue, West Orange, New Jersey 07052, United States -
Barquin Mario CPA
● ClosedWelcome to Barquin Mario CPA, your trusted partner in accounting and finance, conveniently located at 5500 Palisade Avenue, West New York, New Jersey. At Barquin Mario CPA, we are committed to providing personalized and professional financial services to individuals and businesses in our community. With years of experience in the industry, our team of expert accountants and financial advisors is dedicated to helping you navigate the complexities of financial management with ease and confidence. Whether you need assistance with tax preparation, bookkeeping, financial planning, or business consulting, we tailor our services to meet your unique needs and goals. Visit us today to learn how we can support your financial success.
5500 Palisade Avenue, West New York, New Jersey 07093, United States -
Ben Rones - Thrivent
● ClosedWelcome to Ben Rones - Thrivent, your trusted partner in financial planning and investment management, located at 221 West Grand Avenue, Montvale, New Jersey 07645. As a proud representative of Thrivent, we are committed to providing personalized financial guidance and solutions to help you achieve your financial goals. Our services are designed to offer a comprehensive review and analysis of your financial situation through our Financial Planning Framework. Whether you're looking to secure your future, plan for retirement, or invest wisely, our team is here to support you every step of the way. Clients can also choose to enhance their planning experience with our Dedicated Planning Services, which include detailed written recommendations for a fee.
221 West Grand Avenue, Montvale, New Jersey 07645, United States -
Chase Bank
● ClosedWelcome to Chase Bank, conveniently located at 4921 Bergenline Avenue, West New York, New Jersey 07093, United States. As a premier financial institution, we offer a comprehensive range of services to meet your banking, finance, and investment needs. Whether you're looking for personal banking solutions or specialized business banking services, our team of dedicated professionals is here to guide you every step of the way. At Chase Bank, we understand the importance of efficient financial management for businesses. Our Business Banking services provide expert guidance to help you improve cash flow, access credit solutions, and manage payroll effectively. Additionally, we offer a suite of online and mobile banking services, business credit cards, and payment acceptance solutions tailored specifically for businesses.
4921 Bergenline Avenue, West New York, New Jersey 07093, United States -
Easterseals NJ Main Office
● ClosedWelcome to Easterseals NJ Main Office, located at 241 Forsgate Drive, Jamesburg, New Jersey. We are committed to enriching the lives of individuals with disabilities and special needs across the state. As a leading organization in health and community services, Easterseals New Jersey is dedicated to promoting full equity, inclusion, and access through our life-changing programs. At Easterseals NJ, we understand the unique challenges faced by individuals with disabilities and their families. Our disability programs are designed to provide the support and resources they need to live, learn, work, and play in their communities. We are proud to be at the forefront of advocacy, nonprofit management, and the delivery of essential services that make a real difference.
241 Forsgate Drive, Jamesburg, New Jersey 08831, United States
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