TOP 30 Business tax consulting in Bridgewater, New Jersey
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Merrill Lynch Financial Advisor Lisa A Morrison
● ClosedMerrill Lynch Financial Advisor Lisa A Morrison is a finance institution located at 100 Somerset Corporate Boulevard in Bridgewater, New Jersey, United States. The institution prides itself on the recognition its advisors have received from financial industry publications and Bank of America Corporation, setting the standard for exemplary client service. The team, supported by the global resources of Merrill, is composed of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. The Morrison, Longo and De Stefano Group, within Merrill Lynch Wealth Management, focuses on delivering "meaning and metrics" to a diverse clientele, including successful corporate executives, business owners, physicians, attorneys, and up-and-coming clients accumulating wealth. The team is known for managing clients' money and emotions during market volatility and helping clients prosper from new opportunities. They provide personalized financial planning, tax efficiencies, and estate planning strategies, with a focus on understanding clients' values, goals, and family dynamics. The team is committed to spending quality time with clients, providing highly individualized service, and building enduring relationships based on trust and understanding. With a dedicated support staff of experienced professionals, clients can expect a seamless and efficient experience, allowing them to focus on the people and passions in their lives.
100 Somerset Corporate Blvd Suite 1000, Bridgewater, NJ 08807, United States -
Merrill Lynch Financial Advisor Joseph M Nelligan
● ClosedMerrill Lynch Financial Advisor Joseph M Nelligan, located at 100 Somerset Corporate Boulevard in Bridgewater, New Jersey, is a team of veteran advisors with a passion for helping clients achieve their financial goals. Headed by principals Joe Nelligan, Mike Barna, and Jim Bumstead, the team combines decades of experience in wealth management, investing, accounting, business, and engineering to provide exceptional service and guidance to clients. The team at Nelligan and Associates is dedicated to listening to clients' past, present, and future goals in order to create personalized financial plans that address their needs. With a focus on purposeful action, committed discipline, and long-term thinking, the team helps clients navigate life's financial challenges and make steady progress towards their objectives. The team also includes Wealth Management Client Associate Rob Velcko, who helps streamline each client's financial life. Through Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, the team works with clients to create customized financial plans centered on their goals and priorities. With access to the investment insights of Merrill and banking solutions from Bank of America, the team at Merrill Lynch Financial Advisor Joseph M Nelligan is committed to helping clients achieve financial success and reach their goals.
100 Somerset Corporate Blvd Suite 1000, Bridgewater, NJ 08807, United States -
Filepp George Edward
● OpenFilepp George Edward is a well-established accounting and finance institution located at 1017 Papen Road in Bridgewater, New Jersey, United States. With years of experience in the industry, they offer a wide range of services including tax preparation, financial planning, and consulting. Their team of experts is dedicated to providing top-notch financial solutions to individuals and businesses alike. Whether you need help with budgeting, investments, or bookkeeping, Filepp George Edward is the go-to institution for all your accounting and finance needs.
1017 Papen Rd, Bridgewater, NJ 08807, United States -
Cardillo & Co
● OpenCardillo & Co is a reputable accounting and finance institution located at 1989 Washington Valley Road in Bridgewater, New Jersey. Our team of experienced professionals provides a wide range of financial services to individuals and businesses in the United States. Whether you need help with tax preparation, financial planning, or investment management, our dedicated team is here to assist you every step of the way. Trust Cardillo & Co for all your accounting and finance needs.
1989 Washington Valley Rd, Martinsville, NJ 08836, United States -
Nisivoccia LLP
● ClosedNisivoccia LLP is a reputable accounting and finance institution located at 1140 U.S. 22, Bridgewater, New Jersey, United States. With a strong emphasis on company culture, they are always looking for dedicated professionals to join their team. Founded with a strong work ethic and a commitment to treating people right, Nisivoccia LLP has been a trusted partner for their clients for over 50 years. They believe in the importance of giving back and work with over 275 not-for-profit organizations through professional services and volunteerism. Their hands-on, collaborative approach ensures that they understand their clients' operations, priorities, and future goals in order to provide top-notch accounting, audit, tax, and business advisory services. Nisivoccia LLP takes a taxes-first approach to their work, identifying tax advantages as a core component of their services. They are affiliated with Nisivoccia Wealth Management and are members of BKR International, giving them access to a network of accounting and financial professionals worldwide.
1140 US-22 Suite 203, Bridgewater, NJ 08807, United States
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