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TOP 30 Business advisory and consulting in Summit, NJ
8 results found
A convenient service for searching for businesses, places and services
E&Q Tax Accounting & Business Solutions
E&Q Tax Accounting & Business Solutions is a reputable institution located at 274 Summit Avenue in Hackensack, New Jersey, United States. Specializing in accounting and finance, we offer a wide range of services to help you achieve your personal and financial goals. Our experienced team can prepare all types of tax returns, provide innovative business plans with the latest tax savings techniques, and offer credit repair solutions to improve your credit score. Led by Mr. Edward Garcia, our business planning department is dedicated to helping small businesses navigate tax pitfalls and stay up-to-date on tax changes. Our friendly and knowledgeable staff, including professionals like Gina and David, are committed to providing excellent customer service and ensuring that all your questions are answered thoroughly. Whether you are a first-time client or a returning customer, you can trust E&Q Tax Accounting & Business Solutions to provide you with honest, reliable, and personalized services. Contact us today and experience the difference for yourself!
Summit Capital Financing
Summit Capital Financing is a finance institution located at 268 U.S. 202 in Flemington, New Jersey, United States. We specialize in providing a wide range of financial services to individuals and businesses, including loans, investments, and financial planning. Our experienced team of professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Summit Capital Financing can help you reach your financial objectives.
Summit Advisory Group
Summit Advisory Group is a leading finance institution located at 155 Chestnut Ridge Road in Montvale, New Jersey, United States. Our team of experienced financial advisors offers a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, our dedicated team is here to provide personalized solutions to meet your needs. With a commitment to excellence and a focus on building long-term relationships with our clients, Summit Advisory Group is your trusted partner in financial success.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 1 Deforest Avenue, Summit, New Jersey, United States, is a reputable finance institution that offers comprehensive wealth management services to individuals, families, business owners, executives, and institutions. With years of combined knowledge and experience, the advisors at Merrill Lynch can provide tailored financial strategies to address your wealth planning challenges and opportunities. In addition to wealth planning advice, the branch offers retirement income planning, guidance on concentrated stock positions, traditional investments, and access to Bank of America’s estate planning services. The dedicated financial advisors at Merrill Lynch are committed to client service and satisfaction, working closely with clients to understand their goals and create personalized financial strategies.
Keith Woetzel - Financial Advisor, Ameriprise Financial Services, LLC
Keith Woetzel, a Financial Advisor at Ameriprise Financial Services, LLC, is located at 129 Summit Avenue in Summit, New Jersey, United States. Specializing in finance, Keith Woetzel offers personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients have secure access to their investments and accounts from any device. For those interested in a complimentary initial consultation, Keith Woetzel provides background and qualification information on FINRA's BrokerCheck website. Clients can also receive a Client Relationship Summary Disclosure from Ameriprise Financial Services, LLC.
Samuel Dicocco - Financial Advisor, Ameriprise Financial Services, LLC
Samuel Dicocco, a financial advisor at Ameriprise Financial Services, LLC, located at 129 Summit Avenue in Summit, New Jersey, is dedicated to helping clients achieve their financial goals. Ameriprise has been recognized as one of the Most Trustworthy Companies in America by Newsweek in 2023. With a focus on personalized service, Samuel provides investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings and progress reviews ensure that strategies are updated as life changes. Clients can easily access their accounts and track progress towards their goals securely from any device. To learn more about how Samuel can help you, schedule a complimentary initial consultation. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Samuel Dicocco is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Let's meet to discuss what's most important to you and work towards a more confident financial future.
Merrill Lynch Financial Advisor Stephen Smoragiewicz
Merrill Lynch Financial Advisor Stephen Smoragiewicz is located at 51 John F Kennedy Parkway in Millburn, New Jersey. As a Financial Advisor with Merrill Lynch Wealth Management, Steve leverages his 20 years of capital markets experience to provide high net worth individuals and families with advisory guidance and investment management strategies. His diverse client base includes finance professionals, business owners, entrepreneurs, C-suite executives, and those going through life transitions. Steve takes a proactive approach to portfolio management, focusing on long-term aspirations while meeting short-term needs. He works closely with clients to help them become informed stewards of their financial lives and legacies. Steve's reputation is built on hard work, integrity, and responsiveness. With a background in institutional capital markets, Steve offers a differentiated wealth management experience for his clients. He is a graduate of Providence College and is actively involved in community organizations such as the Summit Lacrosse Club and The Benevolent and Protective Order of Elks Lodge 1246. As a Merrill Lynch Wealth Management Advisor, Steve focuses on personalized financial planning centered on his clients' goals and priorities. He believes in a client-first approach, helping individuals and families navigate the complexities of the financial markets and achieve their financial aspirations. With access to the investment insights of Merrill and banking solutions from Bank of America, Steve works with clients to develop tailored approaches to address their financial needs. Investing involves risk, and Steve is registered to do business in multiple states across the United States. Contact Merrill Lynch Financial Advisor Stephen Smoragiewicz for personalized investment strategies and comprehensive financial solutions to help you reach your financial goals.
Simoncpa, PC
SimonCPA, PC is an accounting and finance institution located at 43 Summit Drive in Denville, New Jersey, United States. Led by CPA Dan Simon, who has over 35 years of diverse experience, the institution specializes in supporting businesses and their owners with tax, accounting, and bookkeeping services. From start-ups to multi-million dollar companies, SimonCPA provides ongoing financial advisory support, including assistance with QuickBooks Online. Services offered include customized management reports, budgeting, office workflow improvements, document digitization strategies, multi-state income tax returns, tax planning, audit representation, and resolution of tax problems and notices. Personal information provided to SimonCPA is kept confidential and will not be shared without consent or legal requirement. Contact SimonCPA for a discussion on how they can support your financial needs now and in the future.
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