Tax advisors in Summit, New Jersey
19 results found
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E&Q Tax Accounting & Business Solutions
● ClosedE&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!
274 Summit Ave, Hackensack, NJ 07601, United States -
Summit Place Financial Advisors
● ClosedSummit 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.
18 Bank St Ste 202, Summit, NJ 07901, United States -
Pilot Hill Advisors
● ClosedLocated at 55 Union Place in Summit, New Jersey, Pilot Hill Advisors is a specialized finance consulting firm that focuses on assisting successful companies with internal ownership transition strategies using Employee Stock Ownership Plans (ESOPs). With clients in various industries nationwide, we provide high-level attention and expertise in corporate finance to help companies create and manage ESOPs. Our team at Pilot Hill Advisors is dedicated to simplifying and streamlining complex transactions, leveraging industry relationships and transaction experience for the benefit of our clients. From feasibility analysis to closing transactions, we are hands-on throughout each phase of every project, ensuring faster and higher-quality execution at lower transaction costs.
55 Union Pl #131, Summit, NJ 07901, United States -
Beacon Pointe Advisors
● ClosedBeacon 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.
47 Maple St #306, Summit, NJ 07901, United States -
Merrill Lynch Financial Advisor Robert Schiano
● ClosedMerrill Lynch Financial Advisor Robert Schiano, located at 1 Deforest Avenue, Summit, New Jersey, United States, is a finance institution that offers a disciplined, relationship-based approach to wealth management. Robert Schiano, a trusted advisor, serves individuals, families, and corporate executives, providing a wide range of wealth management services. He works closely with clients to understand their goals, financial dynamics, risk tolerances, and time horizons, developing personalized strategies to address their specific needs. Robert also collaborates with clients' attorneys and CPAs to integrate all aspects of their financial lives. With a commitment to being personally available to clients, Robert ensures that their financial strategies evolve with their changing needs and objectives. In addition to his professional work, Robert participates in community events and enjoys skiing and fishing in his spare time. With a focus on building personalized financial plans centered on clients' goals and priorities, Robert believes in helping clients achieve their financial aspirations through thoughtful planning and investment strategies.
1 Deforest Ave, Summit, NJ 07901, United States -
Summit Financial Consulting
● OpenSummit Financial Consulting is a leading accounting and finance institution located at 5303 Bergenline Avenue in West New York, New Jersey, United States. Our team of experienced professionals provides expert financial advice and consulting services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment strategies, Summit Financial Consulting has the expertise to guide you towards your financial goals. Trust us to provide personalized solutions tailored to your specific needs and help you achieve financial success.
5303 Bergenline Ave #201, West New York, NJ 07093, United States -
Shivam Mittal - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedShivam 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.
129 Summit Ave Fl 2nd, Summit, NJ 07901, United States -
RMJR Tax and Accounting
● ClosedRMJR Tax and Accounting is a reputable institution located at 392 Springfield Avenue in Summit, New Jersey, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch tax preparation, bookkeeping, and financial planning services to individuals and businesses alike. With a commitment to accuracy and personalized attention, RMJR Tax and Accounting is your trusted partner in navigating the complex world of taxes and finances. Contact us today to learn more about how we can help you achieve your financial goals.
392 Springfield Ave, Summit, NJ 07901, United States -
Summit CPA Group
● OpenSummit CPA Group is a leading accounting and finance institution located at 24 Beechwood Road in Summit, New Jersey, United States. Our team of experienced professionals provides expert financial services to individuals and businesses, helping them navigate complex financial matters and achieve their goals. Whether you need assistance with tax planning, bookkeeping, or financial consulting, Summit CPA Group is dedicated to delivering personalized solutions tailored to your specific needs. Trust us to provide reliable and efficient financial services that will help you succeed in today's ever-changing economic landscape.
24 Beechwood Rd # 20, Summit, NJ 07901, United States -
Beacon Hill Private Wealth, LLC
● ClosedBeacon Hill Private Wealth, LLC is a finance institution located at 350 Springfield Avenue in Summit, New Jersey, United States. Our firm offers wealth advice with a disciplined, evidence-based approach to help clients navigate life's financial complexities. With a family office service model that focuses on what's important to you, we design strategic plans using a comprehensive and integrated approach. Our goal is to reduce lifetime tax liabilities and improve wealth transfer opportunities for our discerning clients. Established to provide sophisticated advice and highly personalized service, Beacon Hill Private Wealth combines the expertise, discipline, and knowledge of our founder with the capabilities of a boutique firm. We cultivate productive client relationships and deliver sound and comprehensive wealth planning advice in a fiduciary manner. Our services include investment management, retirement and estate planning, tailored financial plans, and evidence-based investment portfolios to help clients achieve their long-term goals with the least amount of risk.
350 Springfield Ave #200, Summit, NJ 07901, United States -
Merrill Lynch Wealth Management
● ClosedMerrill 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.
1 Deforest Ave, Summit, NJ 07901, United States -
Gaer Financial Group
● OpenGaer Financial Group, located at 128 Summit Avenue in Hackensack, New Jersey, is a finance institution dedicated to helping families navigate the increasingly high costs of college education. With the average cost of college ranging from $120K to $280K, many parents and grandparents are feeling overwhelmed. However, Gaer Financial Group offers a solution to this financial burden. With over 25 years of experience, Gaer Financial Group has helped thousands of families save money and successfully navigate the college financial process. By utilizing proprietary strategies and innovative approaches, they are able to help clients save thousands, if not tens of thousands of dollars on college expenses.
128 Summit Ave, Hackensack, NJ 07601, United States -
JWR Financial Services
● ClosedLocated 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.
1010 Summit Ave, Union City, NJ 07087, United States -
John W Rehonic III, CPA / JWR Financial Services, LLC.
● ClosedJohn W Rehonic III, CPA / JWR Financial Services, LLC. is a leading institution located at 1010 Summit Avenue, Union City, New Jersey, United States. Specializing in accounting and finance, JWR Financial offers premier accounting and tax preparation services to clients across New Jersey and beyond. Led by John W. Rehonic III, a Certified Public Accountant, the team at JWR Financial has a combined 100 years of accounting experience. Formerly known as Leonard’s Tax Center, JWR Financial has been serving the community for 50 years, providing dependable and quality service to individuals and businesses in all sectors of industry. The institution prides itself on offering comprehensive and cost-competitive accounting and tax preparation assistance, with a focus on customer care.
1010 Summit Ave, Union City, NJ 07087, United States -
Ctr Financial Group Llc
● OpenCtr Financial Group LLC is a reputable accounting and finance institution located at 25 Deforest Avenue in Summit, 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, Ctr Financial Group LLC is dedicated to providing top-notch solutions tailored to meet your specific needs. Their commitment to excellence and client satisfaction sets them apart as a trusted partner in achieving your financial goals.
25 Deforest Ave, Summit, NJ 07901, United States -
Tonelli, Sheedy & Co. LLC
● ClosedTonelli, Sheedy & Co. LLC is a reputable accounting and finance firm located at 11 Union Place in Summit, New Jersey, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Clients can trust Tonelli, Sheedy & Co. LLC to provide expert guidance and personalized solutions to help them achieve their financial goals.
11 Union Pl Suite 1A, Summit, NJ 07901, United States -
Naomi Yarimi, CPA
● ClosedNaomi 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.
2-26 Summit Ave, Fair Lawn, NJ 07410, United States -
Peter G. Surach, CPA
● OpenPeter 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.
591 Summit Ave Suite 309, Jersey City, NJ 07306, United States -
Sky Accounting
● OpenSky 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.
28 Summit Ave, Hackensack, NJ 07601, United States
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