Comprehensive tax planning solutions in Paramus, NJ
27 results found
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Fred N. Boehm CPA Accounting Tax Return Preparation Paramus NJ Central Valley NY
● OpenFred N. Boehm CPA is a reputable accounting firm specializing in tax return preparation in Paramus, New Jersey and Central Valley, New York. With over 20 years of experience, our team of certified public accountants provides comprehensive accounting services to individuals and businesses. We are dedicated to helping our clients navigate the complexities of tax laws and regulations to ensure compliance and maximize savings. Located at 160 Paramus Road, our office is easily accessible for clients in the Paramus area. Contact us today to schedule a consultation and let us help you with all your accounting and tax preparation needs.
160 Paramus Rd, Paramus, NJ 07652, United States -
Watters Financial Services LLC
● ClosedWatters Financial Services LLC is a reputable finance institution located at 16 Arcadian Way in Paramus, New Jersey, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you with your financial needs.
16 Arcadian Way, Paramus, NJ 07652, United States -
Integra Wealth Management
● ClosedIntegra Wealth Management, located at 461 From Road in Paramus, New Jersey, is a finance institution that is redefining integrated wealth management. With a team of experienced professionals with years of Wall Street experience, Integra Wealth is dedicated to helping high-net-worth individuals achieve their financial goals. At Integra Wealth, we offer more than just management of financial assets. Our Certified Financial Planner (CFP®) team works closely with successful individuals and families in Bergen County and Southern New Jersey to create personalized strategies for financial well-being and prosperity.
461 From Rd #385, Paramus, NJ 07652, United States -
Wealth Navigators
● ClosedWealth Navigators is a leading finance and insurance agency located at 210 Route 4 in Paramus, New Jersey, United States. Our team of experienced professionals is dedicated to helping clients navigate the complexities of wealth management and financial planning. With a focus on personalized service and tailored solutions, we strive to help our clients achieve their financial goals and secure their futures. Whether you are looking for investment advice, retirement planning, or insurance coverage, Wealth Navigators is here to guide you every step of the way. Visit us today to see how we can help you build and protect your wealth.
210 Rte 4 Suite 202, Paramus, NJ 07652, United States -
Merrill Lynch Financial Advisor Ying Zhu (Dawn)
● ClosedMerrill Lynch Financial Advisor Ying Zhu (Dawn) is a finance institution located at 115 West Century Road, Paramus, New Jersey, United States. Ying Zhu (Dawn) and her team of investment industry professionals offer personalized wealth plans and global investment capabilities through Merrill Lynch. With over 10 years of experience in the financial services industry, Ying Zhu (Dawn) specializes in corporate benefit programs and can help corporate executives integrate their benefits into a long-term financial approach. The institution sponsors and attends social events for local families, allowing them to hear directly from those impacted by economic uncertainty. The team is committed to working within the region and sharing their experience and insights to help clients preserve and grow their wealth.
115 W Century Rd, Paramus, NJ 07652, United States -
The Ashley Group - Morgan Stanley
● OpenThe Ashley Group - Morgan Stanley is a reputable finance institution located at 61 South Paramus Road in Paramus, New Jersey, United States. As a branch of the well-known Morgan Stanley brand, The Ashley Group offers a wide range of financial services to individuals, businesses, and organizations. With a team of experienced financial advisors and experts, they provide personalized investment strategies, wealth management solutions, retirement planning, and more. Clients can trust The Ashley Group - Morgan Stanley to help them achieve their financial goals and secure their financial future.
61 S Paramus Rd 3rd Fl, Paramus, NJ 07652, United States -
Scott Sosna - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedScott Sosna is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 80 Route 4, Paramus, New Jersey, United States. Scott holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications showcase Scott's expertise in asset management, estate planning, investment strategies, retirement planning, and more. With a commitment to ethical practices and continuous education, Scott Sosna is dedicated to providing top-notch financial advice and services to his clients.
80 Rte 4 Ste 140, Paramus, NJ 07652, United States -
Raffer Wealth Management
● ClosedRaffer Wealth Management is a leading finance institution located at 115 West Century Road in Paramus, New Jersey, United States. Our experienced team of financial experts provides personalized wealth management services to help clients achieve their financial goals and secure their financial future. With a focus on tailored investment strategies and comprehensive financial planning, Raffer Wealth Management is dedicated to helping clients navigate the complexities of the financial markets and make informed decisions. Trust us to provide you with the expertise and guidance you need to build and preserve your wealth.
115 W Century Rd Suite 145, Paramus, NJ 07652, United States -
Scott N. Breckenridge
● OpenScott N. Breckenridge is a finance institution located at 115 West Century Road, Paramus, New Jersey, United States. Our team is dedicated to meeting the unique and dynamic needs of each client, providing expert guidance and seamless financial management for individuals and institutions. We offer bespoke investment strategies aligned with your financial objectives, access to a wide range of traditional and alternative investments, and comprehensive solutions for holistic financial planning. Led by experienced financial professionals, our team can help with everything from day-to-day finances to creating a long-term financial plan designed to grow with you. We offer a comprehensive suite of services for trusts, fiduciary oversight, account management, and assistance with distributions and bill-pay services.
115 W Century Rd Suite 315, Paramus, NJ 07652, United States -
Wilmington Trust
● ClosedWilmington Trust, located at 45 Eisenhower Drive in Paramus, New Jersey, is a leading financial institution specializing in wealth and institutional services. As a part of M&T Bank, a highly reputable company in the financial services industry, Wilmington Trust offers expert guidance to help families and businesses prosper. With a team of experienced professionals and a focus on innovation, Wilmington Trust is dedicated to helping clients achieve their financial goals. Plan your visit to our Paramus office and schedule an appointment to learn more about our services and how we can assist you in managing your wealth and assets effectively.
45 Eisenhower Dr Suite 400, Paramus, NJ 07652, United States -
Prudential| Lowesky Rosario | Life Insurance & Annuities
● OpenPrudential| Lowesky Rosario | Life Insurance & Annuities is a reputable finance and insurance agency located at 11 Sunflower Avenue in Paramus, New Jersey, United States. Specializing in providing life insurance and annuities, this institution offers reliable and comprehensive financial protection for individuals and families. With a strong commitment to customer service and financial security, Prudential| Lowesky Rosario is a trusted partner for all insurance needs.
11 Sunflower Ave, Paramus, NJ 07652, United States -
Gary Mehta, CPA, EA
● ClosedLocated at 140 East Ridgewood Avenue in Paramus, New Jersey, Gary Mehta, CPA, EA is a professional institution specializing in accounting, finance, and legal services. Our team of licensed tax consultants is dedicated to providing individualized attention to each business, helping them grow and succeed. Whether you need a profit and loss statement for a loan review, assistance with financial statements preparation, or help with business formation and payroll, we are here to assist you. We offer a range of services including assurance services, CFO services, and tax representation to clients in New Jersey and beyond. With over a decade of experience, we are committed to helping clients make informed business decisions and achieve long-term success. Contact us today to schedule a consultation and let us help you navigate your financial needs.
140 E Ridgewood Ave, Paramus, NJ 07652, United States -
Comodromos Associates
● ClosedComodromos Associates is a reputable accounting and finance institution located at 55 Paramus Road in Paramus, New Jersey, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Comodromos Associates is committed to providing personalized and expert guidance to help you achieve your financial goals. Trustworthy and reliable, they are dedicated to helping their clients succeed financially.
55 Paramus Rd, Paramus, NJ 07652, United States -
Four Rivers Law Firm
● ClosedWelcome to Four Rivers Law Firm, your trusted partner in navigating the complexities of the legal world. Conveniently located at 140 East Ridgewood Avenue, Paramus, New Jersey, our firm is dedicated to providing fast and effective legal representation that is individually tailored to meet your goals. With additional offices in Tampa and Philadelphia, we are well-equipped to serve clients across diverse regions. As a multi-practice law firm, we specialize in a wide array of legal services, including business law, personal injury, bankruptcy, employment law, copyright, and more. Our attorneys are committed to delivering justice, advocacy, and fairness, ensuring that your personal and business interests are protected at every step. We understand that legal challenges can be daunting, which is why we offer flexible payment structures to ease any financial burden.
140 East Ridgewood Avenue, Paramus, New Jersey 07652, United States -
Whitlock Canter LLC
● ClosedWelcome to Whitlock Canter LLC: Your Trusted Estate Planning Partner in Paramus, NJ Located at 15 East Midland Avenue in Paramus, New Jersey, Whitlock Canter LLC is a distinguished law firm specializing in accounting, finance, and legal services with a focus on estate planning, estate administration, and elder law. Serving the vibrant community of Bergen County and beyond, our firm is dedicated to helping clients secure their financial futures and protect their hard-earned assets.
15 East Midland Avenue, Paramus, New Jersey 07652, United States -
United Accounting and Financial Services, LLC
● ClosedWelcome to United Accounting and Financial Services, LLC, your trusted partner for all your accounting and financial needs. Conveniently located at 140 East Ridgewood Avenue in Paramus, New Jersey, we pride ourselves on offering comprehensive solutions tailored to both businesses and individuals. Our commitment is to deliver exceptional service at competitive rates, ensuring you receive the highest quality without breaking the bank. Facing a notice from the IRS? There's no need to worry. Our team of seasoned professionals is highly qualified to represent you during IRS audits. We meticulously review and prepare your financial records, negotiating on your behalf to achieve the most favorable outcomes while maintaining strict compliance with federal and state regulations.
140 East Ridgewood Avenue, Paramus, New Jersey 07652, United States -
WithumSmith+Brown, PC
● ClosedWithumSmith Brown, PC - Paramus, New Jersey Welcome to WithumSmith Brown, PC, your trusted partner in accounting and finance solutions, located conveniently at 650 From Road, Paramus, New Jersey. Our dedicated team of professionals is committed to providing exceptional service tailored to meet the unique needs of businesses and individuals in the area.
650 From Road, Paramus, New Jersey 07652, United States -
Chucala Chris CPA
● ClosedWelcome to Chucala Chris CPA, your trusted partner in accounting and finance located in the heart of Paramus, New Jersey. Situated at 450 North Farview Avenue, our firm is dedicated to providing exceptional financial services to individuals and businesses alike. With a commitment to excellence and a personalized approach, we offer a comprehensive range of accounting solutions tailored to meet your unique needs. At Chucala Chris CPA, we understand the complexities of financial management and strive to simplify the process for our clients. Our team of experienced professionals is equipped with the knowledge and expertise to assist you with tax planning and preparation, bookkeeping, payroll services, financial consulting, and more. We stay updated with the latest industry trends and regulations to ensure that you receive accurate and timely advice.
450 North Farview Avenue, Paramus, New Jersey 07652, United States -
Drosos Lorenzo & Associates PC
● ClosedWelcome to Drosos Lorenzo & Associates PC, your trusted partner in accounting and finance solutions, conveniently located at 12 Madison Avenue, Paramus, New Jersey. With a commitment to excellence and a personalized approach, we cater to the diverse financial needs of individuals and businesses throughout the region. At Drosos Lorenzo & Associates PC, we offer a comprehensive range of services, including tax preparation and planning, bookkeeping, auditing, financial consulting, and business advisory services. Our team of experienced professionals is dedicated to providing accurate, timely, and reliable financial solutions that empower our clients to achieve their goals.
12 Madison Avenue, Paramus, New Jersey 07652, United States -
Jeffrey A. Lovas & Company- Lovas Financial
● ClosedWelcome to Jeffrey A. Lovas & Company - Lovas Financial, your trusted partner in accounting and financial services located in the heart of Paramus, New Jersey. Situated at 17 Arcadian Way, we specialize in providing comprehensive financial solutions tailored to meet the unique needs of individuals and businesses alike. Our experienced team is dedicated to delivering personalized service with a focus on accuracy, integrity, and efficiency. At Lovas Financial, we offer a wide range of services, including tax preparation and planning, bookkeeping, financial consulting, and business advisory services. Whether you're a small business owner seeking guidance on financial strategies, or an individual in need of expert tax advice, we are here to help you navigate the complexities of finance with confidence.
17 Arcadian Way, Paramus, New Jersey 07652, United States -
Longbridge Financial, LLC - Christian Mills - Reverse Mortgages
● OpenWelcome to Longbridge Financial, LLC - Christian Mills - Reverse Mortgages, your trusted partner in innovative retirement planning solutions. Located at 1 International Boulevard, Mahwah, New Jersey, our financial services aim to enhance your clients' retirement strategies by leveraging the equity in their homes. At Longbridge Financial, we specialize in Home Equity Conversion Mortgages (HECM), commonly known as reverse mortgages. Whether your clients have an existing mortgage or own a debt-free home, a HECM can provide them with significant financial flexibility. By eliminating monthly mortgage payments, clients can free up substantial funds, while those with debt-free homes can unlock additional financial resources to achieve long-term goals and preserve invested assets for their heirs.
1 International Boulevard, Mahwah, New Jersey 07495, United States -
Merrill Lynch Financial Advisor Michael Greenstone
● ClosedWelcome to Merrill Lynch Financial Advisor Michael Greenstone, located at 115 West Century Road, Paramus, New Jersey. Our mission is to provide personalized financial solutions that align with your unique goals and aspirations. With access to a wide range of investment opportunities from Merrill and banking products from Bank of America, we offer a comprehensive approach to financial planning. At Merrill, we prioritize your needs above all else, focusing on a planning process that places you at the center. Our dedicated team is committed to understanding your concerns, priorities, and financial resources, ensuring that your financial strategy is tailored to your specific circumstances. We believe in measuring progress against your personal goals, rather than simply market benchmarks.
115 West Century Road, Paramus, New Jersey 07652, United States -
Merrill Lynch Financial Advisor August A Zenzius
● ClosedWelcome to Merrill Lynch Financial Advisor August A Zenzius, located at 115 West Century Road, Paramus, New Jersey. Our firm is dedicated to providing personalized financial solutions tailored to your unique needs and goals. With access to a comprehensive range of investment options from Merrill and banking products from Bank of America, we are well-equipped to assist you in navigating the complexities of financial planning. For over two decades, we have been building lasting relationships with corporate executives, retirees, and multigenerational families. Our focus is on understanding your specific financial situation and aspirations, whether it's planning for a comfortable retirement, funding education, ensuring financial security for future generations, or supporting charitable causes. We provide the insights and information necessary to make informed and timely decisions about your financial future.
115 West Century Road, Paramus, New Jersey 07652, United States -
Merrill Lynch Financial Advisor Marina Basta
● ClosedWelcome to Merrill Lynch Financial Advisor Marina Basta, located at 115 West Century Road, Paramus, New Jersey. Our mission is to help you navigate the complexities of wealth management with a personalized approach tailored to your unique financial goals. At Merrill Lynch, you gain access to a wide array of investment solutions and insights from Merrill, along with comprehensive banking products from Bank of America. We provide timely updates on market trends and the global economy, ensuring you stay informed and on track.
115 West Century Road, Paramus, New Jersey 07652, 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 -
Merrill Lynch Financial Advisor Brendan McCauley
● ClosedWelcome to Merrill Lynch Financial Advisor Brendan McCauley, located at 115 West Century Road, Paramus, New Jersey. Our firm stands at the intersection of personalized financial service and comprehensive investment solutions, providing clients with access to a wide range of offerings from Merrill and banking products from Bank of America. Our mission is to help you pursue your personal financial goals, whether it's planning for a child's education, ensuring a comfortable retirement, or managing potential health care costs. We understand that every client's journey is unique, and we prioritize your personal perspectives and priorities to bring simplicity and transparency to the complexities of investing.
115 West Century Road, Paramus, New Jersey 07652, United States -
Bank of America Private Client Advisor Michael J Tortora
● OpenWelcome to Bank of America Private Client Advisor Michael J. Tortora’s office, located at 115 West Century Road, Paramus, New Jersey. As a Managing Director and Private Client Advisor at Bank of America Private Bank, Michael leads a team of dedicated professionals serving high-net-worth and ultra-high-net-worth individuals and families across Northern New Jersey. With over two decades of experience in wealth management, Michael is committed to understanding each client’s unique needs and crafting personalized strategies to help achieve their financial goals. Michael’s approach centers on proactive listening and leveraging the extensive resources of the Private Bank platform. This enables him to provide comprehensive guidance, including day-to-day banking, trust, estate, and philanthropic services. By building strong relationships, Michael focuses on aligning clients' visions with their circumstances, particularly around asset preservation strategies.
115 West Century Road, Paramus, New Jersey 07652, United States
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