TOP 30 Financial advisor for small businesses in Summit, New Jersey

12 results found

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!

Located at 1010 Summit Avenue in Union City, New Jersey, JWR Financial Services is a trusted institution specializing in accounting and finance. Led by Certified Public Accountant John W. Rehonic III, our team of professionals boasts over 100 years of combined experience in the field. Formerly known as Leonard’s Tax Center, we have been serving the community for 50 years. At JWR Financial Services, we offer premier accounting and tax preparation services to clients in New Jersey and beyond. Our goal is to provide dependable and quality assistance to individuals and businesses across all industries. We pride ourselves on offering comprehensive and cost-competitive services, while prioritizing customer care. Trust JWR Financial Services for all your accounting and finance needs.

Jeremy Westaway is a financial advisor at Ameriprise Financial Services, LLC located at 129 Summit Avenue in Summit, New Jersey, United States. With a focus on individual goals and risk tolerance, Jeremy provides investment, asset allocation, and portfolio recommendations tailored to each client. Regular meetings are scheduled to review progress, update strategies, and track financial goals. Clients have secure access to their investments and accounts from any device. Jeremy is registered to conduct securities business in specific states listed on FINRA's BrokerCheck website. Schedule a complimentary initial consultation to discuss your financial needs and goals. Ameriprise Financial Services, LLC cannot guarantee future financial results. Member FINRA and SIPC.

Frank D'Erasmo Jr is a financial advisor at Ameriprise Financial Services, LLC located at 129 Summit Avenue in Summit, New Jersey, United States. Frank 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 demonstrate Frank's expertise in various financial areas such as asset management, retirement planning, estate planning, investment analysis, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Frank D'Erasmo Jr can provide you with the financial guidance you need.

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.

Prospect Capital Advisors is a leading finance institution located at 110 Prospect Street in Summit, New Jersey, United States. With a team of experienced financial advisors, Prospect Capital Advisors offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, Prospect Capital Advisors is dedicated to providing personalized solutions tailored to your specific needs. Trust in Prospect Capital Advisors to help you navigate the complexities of the financial world and secure a prosperous future.

Merrill Lynch Financial Advisor Salvatore Rosamilia is a finance institution located at 1 Deforest Avenue in Summit, New Jersey, United States. Managing your wealth begins with a thorough understanding of your financial situation, goals, and priorities. Salvatore Rosamilia can help create a personalized strategy that is adaptable to changing market conditions, providing access to the investment insights of Merrill and the banking solutions of Bank of America. With a focus on community involvement and volunteering, Salvatore Rosamilia is dedicated to helping clients pursue their financial goals through personalized wealth management strategies. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, clients can build a customized plan centered on their goals and preferences. The institution believes in staying connected with clients to track changes in their lives and financial goals, ensuring that their approach remains aligned with their aspirations. With a commitment to understanding each client's unique needs and priorities, Salvatore Rosamilia works to design an approach that reflects their individual situation. The institution offers a range of services, including investment strategies, financial planning, and comprehensive financial solutions. Whether planning for retirement, education, or other life events, Salvatore Rosamilia aims to help clients achieve their financial goals and navigate market fluctuations. With a focus on personalized service and tailored solutions, Merrill Lynch Financial Advisor Salvatore Rosamilia is dedicated to helping clients live their best financial life.

Naomi Yarimi, CPA is a reputable accounting and finance institution located at 2-26 Summit Avenue in Fair Lawn, New Jersey, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Their dedication to providing high-quality services and personalized attention to each client sets them apart in the industry. Whether you are an individual looking for tax assistance or a business seeking financial guidance, Naomi Yarimi, CPA is committed to helping you achieve your financial goals.

Peter G. Surach, CPA is a reputable accounting and finance institution located at 591 Summit Avenue in Jersey City, New Jersey, United States. With years of experience and expertise in the field, Peter G. Surach and his team provide top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, auditing, or financial planning, you can trust Peter G. Surach, CPA to provide professional and reliable assistance. Contact them today to schedule a consultation and take control of your financial future.

Sky Accounting is a professional accounting firm located at 28 Summit Avenue in Hackensack, New Jersey. Our team of experienced accountants provides a wide range of financial services to individuals and businesses in the United States. From tax preparation and bookkeeping to financial planning and consulting, we are dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how Sky Accounting can help you manage your finances with precision and expertise.

Anjay Accountax is a reputable accounting and finance institution located at 591 Summit Avenue in Jersey City, New Jersey. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, we strive to help our clients achieve their financial goals. Visit us today to see how Anjay Accountax can assist you in managing your finances effectively.

Welcome to Wells Fargo Bank, conveniently located at 614 Summit Avenue, Union City, New Jersey. As a trusted financial institution, we are committed to providing exceptional banking services to meet all your financial needs. Whether you're looking to manage your personal finances, explore mortgage options, or grow your business, our dedicated team is here to assist you every step of the way. At this branch, you'll find a full range of banking services, including personal and business accounts, loans, credit cards, and wealth management solutions. Additionally, our on-site ATM provides 24/7 access to your accounts, allowing you to manage your finances with ease and convenience.