Income tax consultation in Summit, New Jersey
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E&Q Tax Accounting & Business Solutions
● OpenE&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!
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Summit Tax Services LLC
● OpenSummit Tax Services LLC is a reputable accounting and finance institution located at 223 North Main Street in Manville, New Jersey, United States. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses alike. Whether you need help with tax preparation, planning, or filing, we are here to assist you every step of the way. Trust Summit Tax Services LLC for all your accounting and finance needs.
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Summit Place Financial Advisors
● OpenSummit Place Financial Advisors is a leading finance institution located at 18 Bank Street in Summit, New Jersey, United States. With a team of experienced financial advisors, Summit Place offers a wide range of financial services including investment management, retirement planning, estate planning, and more. Clients can trust Summit Place to provide personalized financial solutions to help them achieve their financial goals. Contact Summit Place Financial Advisors today to schedule a consultation and take the first step towards securing your financial future.
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Summit Advisory Group
● OpenSummit 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.
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Summit Planning Group
● OpenSummit Planning Group is a finance institution located at 1187 Lakewood Farmingdale Road in Howell Township, New Jersey. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized planning and strategic investment management. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Summit Planning Group is here to provide expert guidance and support. Contact us today to schedule a consultation and start building a secure financial future.
1187 Lakewood Farmingdale Rd, Howell Township, NJ 07731, United StatesAdvertisements -
Antax Consulting Corporation
● OpenAntax Consulting Corporation is a leading financial and business consulting firm located at 441 Springfield Avenue in Summit, New Jersey. Our team of experienced professionals provides a wide range of services to help businesses navigate complex financial challenges and achieve their goals. From tax planning and compliance to mergers and acquisitions, we offer personalized solutions tailored to each client's unique needs. With a commitment to excellence and a reputation for integrity, Antax Consulting Corporation is the trusted partner for businesses looking to maximize their financial potential.
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S Chang Tax Consulting Co
● OpenS Chang Tax Consulting Co is a reputable accounting and finance institution located at 2309 Summit Avenue in Union City, New Jersey, United States. With a team of experienced professionals, we provide expert tax consulting services to individuals and businesses. Our goal is to help our clients navigate the complex world of tax laws and regulations, ensuring they maximize their financial opportunities and minimize their tax liabilities. Whether you need assistance with tax planning, preparation, or resolution, S Chang Tax Consulting Co is here to provide personalized and reliable services to meet your needs.
2309 Summit Ave #2e, Union City, NJ 07087, United StatesAdvertisements -
Taxes & Payroll Services, LLC
● ClosedTaxes & Payroll Services, LLC is a reputable accounting and finance institution located at 1100 Summit Avenue in Union City, New Jersey, United States. We specialize in providing top-notch tax preparation and payroll services for individuals and businesses of all sizes. Our team of experienced professionals is dedicated to helping our clients navigate the complexities of financial management with accuracy and efficiency. Trust Taxes & Payroll Services, LLC to handle all your accounting needs with expertise and integrity.
1100 Summit Ave, Union City, NJ 07087, United StatesAdvertisements -
WJ Summit Income Tax
● OpenWJ Summit Income Tax is a trusted accounting and finance institution located at 5303 Bergenline Avenue in West New York, New Jersey. With a team of experienced professionals, we specialize in providing expert income tax services to individuals and businesses. Our goal is to help our clients navigate the complexities of tax laws and maximize their financial well-being. Contact us today to schedule a consultation and let us help you with your tax and financial needs.
5303 Bergenline Ave, West New York, NJ 07093, United StatesAdvertisements -
Summit Tax Services
● OpenSummit Tax Services is a reputable accounting and finance institution located at 1213 Dell Street in Toms River, New Jersey. With a team of experienced professionals, Summit Tax Services provides a wide range of financial services including tax preparation, accounting, and financial planning. Whether you are an individual or a business owner, Summit Tax Services is dedicated to helping you navigate the complexities of tax laws and financial regulations to ensure your financial success. Visit us today to learn more about how we can assist you with your accounting and finance needs.
1213 Dell St, Toms River, NJ 08755, United StatesAdvertisements -
E&Q Tax Accounting & Business Solutions
● OpenWelcome to E&Q Tax Accounting & Business Solutions, your trusted partner for comprehensive tax preparation and financial planning services in Hackensack, NJ. Conveniently located at 274 Summit Ave, we pride ourselves on delivering personalized and innovative solutions to meet both your personal and business financial goals.
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Summit Brokerage Services, Inc.
● OpenWelcome to Summit Brokerage Services, Inc., your trusted partner in navigating the complex world of finance. Conveniently located at 271 U.S. 46 in Fairfield, New Jersey, we are dedicated to providing personalized financial solutions tailored to meet the unique needs of each client. Our experienced team of professionals is committed to delivering exceptional service and expert guidance in investment management, retirement planning, and wealth preservation. At Summit Brokerage Services, we prioritize building long-lasting relationships with our clients, ensuring their financial goals are achieved with confidence and clarity. Discover the difference of working with a firm that values integrity, transparency, and client-focused strategies. Visit us today and take the first step towards securing your financial future.
271 U.S. 46, Fairfield, New Jersey 07004, United StatesAdvertisements -
Payne Advisory, LLC
● OpenPayne Advisory, LLC is a financial consulting firm located at 57 Union Turnpike in Summit, New Jersey. Our team of experienced advisors offers personalized financial planning and investment management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Payne Advisory, LLC is here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards securing your financial future.
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Beacon Pointe Advisors
● OpenBeacon Pointe Advisors is a finance institution located at 47 Maple Street in Summit, New Jersey, United States. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in the Tri-State Area of New York, Connecticut, and New Jersey. Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation, working with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners in the Tri-State area focus on full-service financial planning and research-driven investments. They take a holistic approach, addressing all aspects of financial well-being including wealth and retirement planning, estate and tax strategy planning, insurance reviews, and risk assessments, among others.
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Wealth Shield Financial
● ClosedWealth Shield Financial is a finance institution located at 45 River Road in Summit, New Jersey, United States. At Wealth Shield Financial, we specialize in developing holistic strategies to help you preserve and grow your assets, allowing you to pursue your aspirations with confidence. Our team will work with you to create a personalized retirement plan tailored to your unique goals and financial situation. We offer a range of investment and insurance products to help you achieve long-term financial security. We believe in transparency and integrity, ensuring that all recommendations are in your best interest. Our founder and experienced team are dedicated to helping individuals like you navigate the complexities of retirement planning. Whether you are looking to secure a steady income stream or protect your assets, we are here to help.
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Merrill Lynch Financial Advisor Kathleen "KC" Maloney
● OpenMerrill Lynch Financial Advisor Kathleen "KC" Maloney is located at 1 Deforest Avenue, Summit, New Jersey, United States. As a First Vice President, Wealth Management Advisor in the Short Hills, Merrill Complex, KC is a CERTIFIED FINANCIAL PLANNER™ certificate and holds a CPFA designation. With Series 7 and 66 FINRA registrations, KC collaborates with clients to clarify their current situation, risk parameters, objectives, and life goals. By analyzing data gathered during the preliminary meeting, she constructs a plan to help clients reach their financial goals. The institution offers personalized wealth management plans that are continuously reviewed and updated to ensure they align with clients' evolving needs and goals. KC's team at Merrill Lynch Wealth Management provides comprehensive financial services including retirement planning, investment management, estate planning, and risk management strategies. By focusing on building strong client relationships based on trust and personalized service, the team helps clients achieve their financial goals. Through a personalized approach and ongoing monitoring, Merrill Lynch Financial Advisor Kathleen "KC" Maloney aims to provide clients with confidence that their financial goals and dreams can be achieved.
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M&R Capital Management. Inc
● OpenM&R Capital Management, Inc. is a leading finance institution located at 25 Union Place in Summit, New Jersey, United States. With a commitment to providing top-notch financial services, M&R Capital Management, Inc. offers expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, the experienced team at M&R Capital Management, Inc. is dedicated to guiding you towards financial success. Contact us today to learn more about our services and how we can help you secure your financial future.
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Journey Strategic Wealth, Brian Flynn
● OpenJourney Strategic Wealth, led by Brian Flynn, is a reputable finance institution located at 104 Summit Avenue in Summit, New Jersey, United States. Specializing in strategic wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. With a focus on building long-term relationships based on trust and integrity, Journey Strategic Wealth is committed to providing top-tier financial guidance and support to individuals and families seeking to secure their financial future.
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Merrill Lynch Wealth Management
● OpenMerrill 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.
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Northwestern Mutual Financial Network
● OpenNorthwestern Mutual Financial Network, located at 180 River Road in Summit, New Jersey, is a leading finance and insurance agency dedicated to helping clients protect their families and achieve their financial goals. Their team of experienced financial advisors offer personalized plans that balance current and future priorities, providing a wide range of financial options including investments and insurance. With top ratings from major financial strength agencies and recognition as the Best Life Insurance Company for Customer Experience, Northwestern Mutual offers a comprehensive approach to financial planning that combines growth and protection strategies tailored to each client's unique needs. Their advisors guide clients through life events and help them reach their goals, whether it's saving for college, buying a home, or planning for retirement.
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Keith Woetzel - Financial Advisor, Ameriprise Financial Services, LLC
● OpenKeith 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.
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Shivam Mittal - Financial Advisor, Ameriprise Financial Services, LLC
● OpenShivam Mittal - Financial Advisor, Ameriprise Financial Services, LLC is a reputable finance institution located at 129 Summit Avenue, Summit, New Jersey, United States. The institution offers a wide range of certifications and designations to ensure that their advisors are well-equipped to provide expert financial advice to their clients. Some of the certifications offered include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications cover various aspects of financial planning such as asset management, estate planning, retirement planning, and investment strategies. The advisors at Shivam Mittal - Financial Advisor are highly trained and knowledgeable professionals who are committed to helping their clients achieve their financial goals. Whether you are looking for advice on investments, retirement planning, estate planning, or insurance products, the experts at Shivam Mittal - Financial Advisor, Ameriprise Financial Services, LLC are here to help.
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Merrill Lynch Financial Advisor John B D'Addario
● OpenMerrill Lynch Financial Advisor John B D'Addario is a reputable finance institution located at 1 Deforest Avenue in Summit, New Jersey, United States. With a strong focus on providing personalized financial advice and guidance, John B D'Addario and his team are dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor John B D'Addario offers expert services tailored to meet your individual needs. Trust in their expertise and experience to help you navigate the complexities of the financial world and secure your financial future.
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Merrill Lynch Financial Advisor Ed Macauley
● OpenMerrill Lynch Financial Advisor Ed Macauley is a reputable finance institution located at 1 Deforest Avenue in Summit, New Jersey, United States. With a focus on providing personalized financial advice and guidance, Ed Macauley and his team offer a wide range of services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or create a comprehensive financial strategy, Merrill Lynch Financial Advisor Ed Macauley is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
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Merrill Lynch Financial Advisor Keith Simons
● OpenMerrill Lynch Financial Advisor Keith Simons is a prestigious finance institution located at 1 Deforest Avenue, Summit, New Jersey, United States. The institution is known for its exemplary client service and has been recognized by Forbes as one of the "Best-in-State Wealth Management Teams" in 2023 and 2024. Mr. Simons, a Senior Financial Advisor with over 26 years of experience, leads The Sentinel Team in implementing wealth management strategies for clients. The team is supported by the global resources of Merrill and is dedicated to building strong client relationships based on trust and personalized service. The institution offers personalized financial planning to help clients pursue their goals and manage investment risk. With access to investment insights from Merrill and banking solutions from Bank of America, the institution works closely with clients to develop customized financial approaches tailored to their individual needs. The team at Merrill Lynch Wealth Management is committed to helping clients achieve their financial goals and navigate the complexities of the financial markets. By getting to know clients personally and understanding what matters most to them, the institution can offer tailored financial solutions to help clients reach their goals. Whether planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Financial Advisor Keith Simons is dedicated to helping clients achieve their financial aspirations.
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Arleatha Williams Wealth Management
● OpenArleatha Williams Wealth Management is a finance institution located at 25 Deforest Avenue in Summit, New Jersey, United States. The goal of the institution is to help individuals take a proactive approach to their personal financial situation. Services offered include assistance with investing, retirement planning, estate planning, and wealth preservation. The institution helps clients gain a better understanding of their financial goals and offers guidance on creating and managing retirement plans. Additionally, they provide information on options for qualified employer-sponsored retirement plan assets, estate planning, insurance, and business planning. The LifeSync® experience offered by the institution helps clients align their finances with their values and goals. Wells Fargo Investment Institute’s 2024 outlook for various investments is also provided. It is important to note that by accessing certain information, clients may be leaving the Wells Fargo website and entering a third-party website not affiliated with Wells Fargo Advisors. Clients are advised to review the third-party's policies and terms and conditions before proceeding.
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Merrill Lynch Financial Advisor Craig D Adams
● Openfinancial goals. With personalized attention and a focus on trust and collaboration, we aim to simplify your financial life and help you achieve success. Located in Summit, New Jersey, our team of experienced professionals is dedicated to providing tailored wealth management strategies for high-net worth individuals, families, and organizations. Contact us today to start a conversation about your financial future."
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Glacier Peak Capital Management LLC
● OpenGlacier Peak Capital Management LLC is a finance institution located at 47 Maple Street in Summit, New Jersey, United States. With a focus on providing expert financial management services, Glacier Peak Capital Management LLC offers a range of investment solutions tailored to meet the unique needs of its clients. Whether you are looking to grow your wealth, plan for retirement, or achieve other financial goals, the experienced team at Glacier Peak Capital Management LLC is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
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TSP Capital Management Group
● OpenTSP Capital Management Group is a finance institution located at 382 Springfield Avenue in Summit, New Jersey, United States. Our team of experienced professionals is dedicated to providing comprehensive financial services and investment management solutions to help our clients achieve their financial goals. With a focus on personalized service and tailored investment strategies, we strive to build long-term relationships based on trust and integrity. Contact us today to learn more about how TSP Capital Management Group can help you secure your financial future.
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Frank D'Erasmo Jr - Financial Advisor, Ameriprise Financial Services, LLC
● OpenFrank 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.
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