TOP 10 Tax minimization strategies in Jersey City, New Jersey

Julien Financial, located at Two University Plaza Drive in Hackensack, New Jersey, is a trusted institution specializing in accounting and finance services. With 32 years of experience, the professionals at Julien Financial understand the ins and outs of the tax system and are dedicated to helping consumers navigate their financial responsibilities. At Julien Financial, clients can expect true tax planning and reasonable return preparation. In a world where technology has made it easier for individuals to prepare their own tax returns, the importance of working with a professional to ensure accuracy and maximize savings cannot be overstated. The team at Julien Financial provides personalized services to help clients make the most of their finances.

Kyle D. Reise is a reputable finance institution located at 461 From Road in Paramus, New Jersey, United States. With a team of experienced professionals, Kyle D. Reise offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Kyle D. Reise is dedicated to providing personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help you secure a strong financial future.

Astra Wealth Partners is a finance institution located at 101 Hudson Street in Jersey City, New Jersey, United States. Specializing in helping clients navigate the complexities of equity compensation and employee benefits, such as Incentive Stock Options, Non-qualified Stock Options, Restricted Stock Units, and Employee Stock Purchase Programs. Our investment philosophy focuses on optimizing risk-adjusted returns and tax efficiency, tailored to each client's preferences and objectives. We help minimize tax bills through tax-efficient investments, maximizing deductions, credits, and deferral opportunities.

Legacy Retirement Advisors, Inc. is a boutique financial services firm located at 2125 Center Avenue, Fort Lee, New Jersey. Specializing in retirement planning, our team is dedicated to creating personalized strategies for each client. Our focus is on retirement income planning, utilizing Social Security optimization, IRA distribution planning, and insurance strategies to develop tax-efficient retirement plans. We offer insurance products with guaranteed lifetime income and principal protection from market volatility, as well as investment strategies to increase retirement income and minimize risk. Our seminars have educated numerous individuals on these topics. Certified by the CFP Board and a member of MDRT, we are committed to upholding ethical standards and providing top-notch service. Investment advisory products are offered through AE Wealth Management, LLC, while insurance services may be provided by Hepner, Inc. or LaQuatra, Inc. We prioritize the financial security and well-being of our clients, ensuring they have the confidence to navigate their retirement years with peace of mind.

Tenon Financial, located at 406 Main Street in Metuchen, New Jersey, is a finance institution specializing in tax-efficient retirement planning and investment management. Our team of experts focuses specifically on helping individuals in or near retirement make the most of their finances. Unlike other advisors, we provide careful tax minimization planning in all aspects of our services and can coordinate tax preparation through our affiliated company, Tenon Tax Preparation. As a standalone company not affiliated with banks, brokerages, or insurance companies, we offer unbiased and comprehensive advice without any pressure to make specific recommendations. We operate on a "fee-only" basis, meaning we do not receive commissions or compensation from anyone other than our clients. Our fiduciary status ensures that we always act in your best interest.

Northstar Wealth, LLC is a leading finance institution located at 54 Randolph Street in Carteret, New Jersey, United States. We specialize in providing comprehensive wealth management services to individuals and businesses, helping our clients achieve their financial goals and secure their financial future. Our team of experienced advisors offers personalized investment strategies, retirement planning, estate planning, and more. Trust Northstar Wealth, LLC to guide you towards financial success and peace of mind.

Tepp Wealth Management, located in Westfield, New Jersey, is not your typical financial institution. Specializing in accounting, finance, and legal services, we offer comprehensive, tax-focused strategies for building and preserving wealth. Our team of highly skilled and experienced professionals take a data-driven, strategic, and personalized approach to creating customized wealth management plans for our clients. We go beyond just financial and investment planning, incorporating tax and estate planning to ensure a truly comprehensive and effective strategy. With a multi-disciplinary approach, we provide the total suite of services needed to grow, preserve, and transfer wealth while minimizing tax liability. Trust Tepp Wealth Management to give you clarity and confidence about your financial future.

Merrill Lynch Financial Advisor Josh Wisotsky, located at 2 Tower Center Boulevard in East Brunswick, New Jersey, is a highly respected wealth management firm specializing in personalized white glove service for business owners, families, and individuals. With a focus on helping clients define and achieve their financial goals, Josh and his team provide customized strategies tailored to each client's unique circumstances. From retirement planning to tax minimization strategies, Merrill Lynch Wealth Management offers a range of services to simplify and organize clients' financial lives. Josh Wisotsky is dedicated to helping clients navigate the complexities of the financial markets and make informed decisions to secure their financial future. With a commitment to personalized service and a comprehensive approach to wealth management, Merrill Lynch Financial Advisor Josh Wisotsky is here to help clients achieve their financial goals and build a secure future for themselves and their families.

Kumar and Co. CPA PC is a New Jersey-based accounting and finance institution located at 764 Texas Road in Old Bridge. Specializing in servicing clients nationwide and overseas, our team of experienced professionals understands the importance of financial results as crucial indicators for business success. We believe that these results are like sign-posts on the business highway, guiding you in the right direction, warning you of potential dangers, and helping you make informed decisions. Our services are designed to help you with pricing on competitive bids, selecting the right product mix to maximize profits, and minimizing the tax bite through strategic timing and structuring of transactions. At Kumar and Co. CPA PC, we are dedicated to helping you retain most of what you have worked hard to earn. Trust us to navigate the complex world of accounting and finance, so you can focus on growing your business with confidence.

Tomoro LLC is a finance, insurance agency, and lawyer institution located at 11 Wharf Avenue, Red Bank, New Jersey, United States. Our dedicated advisors use the individualized WealthMaps™ process to provide strategies and guidance to help you make the most of your wealth-building potential. From managing cash flow to maximizing savings, we are here to help you achieve your financial goals. Our proprietary mobile app allows you to have your advisor in your pocket, making it convenient for you to access financial advice whenever you need it. We understand that each individual has unique financial needs and goals, which is why we work with you to transform your cash flow into sources of passive income for financial freedom.

Joseph Petrillo CFS is a finance institution located at 328 Newman Springs Road in Red Bank, New Jersey, United States. We are dedicated to helping our clients achieve their short and long term financial goals, particularly focusing on small business owners in need of capital and lending solutions. Our unique "Signal To Buy" Equity Strategy follows corporate insiders and aims to maximize financial potential while minimizing risk. Joseph Petrillo, Vice President of Wealth Management at Garden State Securities and President of Petrillo Protection Group, was recently recognized on Forbes' "Best in State" Financial Security Professionals list for 2022. Our services include coaching, goal targeting, and fact-based investment decisions to ensure financial success. Securities are offered through Garden State Securities, Inc. and advisory services through Garden State Investment Advisory Services, LLC. Let us help you unlock your full financial potential and secure your legacy for the future.

The Cutrupi Group - Raymond James is a leading financial institution located at 830 Broad Street in Shrewsbury, New Jersey, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we are here to help. With a focus on integrity and transparency, we strive to build long-lasting relationships with our clients based on trust and mutual success. Contact us today to learn more about how The Cutrupi Group - Raymond James can help you secure your financial future.

Coastal Financial Advisors, Inc. is a financial institution located at 503 Casino Drive, Farmingdale, New Jersey, United States. Specializing in accounting and finance, we believe that wealth and health go hand in hand. Our team works with individuals, families, and businesses of all economic backgrounds and life stages to create personalized financial plans that help achieve personal goals, build net worth, and minimize risk and taxes. Whether you are buying a home, starting a family, saving for college, going through a life change, or planning for retirement, we tailor a plan to suit your needs. With the right tools and strategies, we can help you reach your investment goals, establish charitable giving, and set up trusts to protect your family's legacy and reduce tax burdens.

Millstone Financial Group, located at 490 New Jersey 33 in Millstone, New Jersey, is a finance institution dedicated to helping individuals plan for and navigate through their retirement years. Our team believes in putting people first, focusing on building strong relationships with our clients to understand their unique financial goals and challenges. Through personalized financial planning, we aim to provide solutions that will help you achieve your retirement goals and weather any financial challenges that may arise. Our experienced team will conduct a comprehensive analysis of your current financial situation and work with you to develop a customized plan that meets your needs and the needs of your family.

Able Wealth Management, located at 695 Cross Street in Lakewood, New Jersey, is a finance institution dedicated to helping individuals take control of their financial future. They prioritize understanding each client's goals and creating personalized strategies to help them achieve financial success. At Able Wealth Management, they recognize the impact of volatility drag on investment portfolios and aim to educate their clients on the importance of managing this phenomenon. Volatility drag refers to the negative effect of investment volatility on compound returns over time, highlighting the need to minimize large fluctuations in value to protect long-term returns.

Coastal Business Services LLC is an accounting and finance institution located at 503 Casino Drive, Farmingdale, New Jersey, United States. Our team offers a unique set of skills focused on wealth, income, and taxes to help you build, maintain, and grow your financial life. We work to minimize risk and taxes, providing a roadmap to help you achieve your financial goals. Our services also include dispute resolution, helping parties reach agreements in a cost-effective manner. Whether you are dealing with a divorce or business disagreement, we work to resolve conflicts quickly for the benefit of all involved.

Zynergy Retirement Planning is a leading financial institution located at 10 New Jersey 35 in Red Bank, New Jersey, United States. Specializing in retirement planning, Zynergy offers expert financial advice and customized solutions to help individuals achieve their retirement goals. With a dedicated team of experienced professionals, Zynergy is committed to providing personalized service and comprehensive strategies to secure a comfortable and financially stable future for its clients. Whether you are looking to maximize your savings, minimize taxes, or create a retirement income plan, Zynergy Retirement Planning is here to help you navigate the complexities of retirement planning with confidence and peace of mind.

SHM Financial Group, located at 1010 Haddonfield-Berlin Road in Voorhees Township, New Jersey, is a finance institution that specializes in retirement planning and asset management. As individuals approach retirement, they seek safety, security, and income features for their assets. At SHM Financial Group, we refer to these safe assets as "GREEN money", which may include cash, money funds, CDs, fixed annuities, and US Treasury securities. Our fee-based registered investment advisory firm platform allows us to guide clients in a fiduciary capacity, helping them achieve their financial goals such as income, growth, balance, and legacy planning. We focus on properly balancing riskier assets (RED money) with safe assets (GREEN money) to ensure a successful retirement.

NB Advisors is a trusted accounting and finance institution located at 251 Bellevue Avenue in Hammonton, New Jersey, United States. Founded by Kevin Niedoba in 1989, NB Advisors is a family-owned accounting firm dedicated to helping small businesses minimize their tax burden and maximize profits. With a focus on innovative strategies and utilizing exclusive software tools like "Game Plan," NB Advisors can identify missed opportunities and help businesses save on taxes by $100k to $1M. As construction accountants, NB Advisors serve home builders in cities across the USA, including New York, Los Angeles, Chicago, and many more. With a commitment to transparent pricing and exceptional customer service, NB Advisors ensure that clients are informed and empowered to make decisions that benefit their businesses. President Ryan Niedoba, a fourth-generation American from a family of home-builders and accountants, leads a team that is dedicated to making small businesses better, faster, and stronger.

Cornerstone Wealth Partners is a leading finance institution located at 615 Lacey Road in Lacey Township, New Jersey, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial futures. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we provide personalized and comprehensive financial solutions tailored to your individual needs. Trust Cornerstone Wealth Partners to be your partner in building and preserving wealth for generations to come.

Crosby Private Wealth Advisors is a prestigious finance institution located at 2119 Long Beach Boulevard in Ship Bottom, New Jersey, United States. With a team of experienced financial experts, Crosby Private Wealth Advisors offers personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Crosby Private Wealth Advisors is dedicated to providing top-notch financial guidance and support. Trust in Crosby Private Wealth Advisors to secure your financial future.

H&R Block is a well-known accounting and finance institution located at 5028 Wellington Avenue in Ventnor City, New Jersey, United States. With a reputation for providing top-notch tax preparation services, financial advice, and accounting solutions, H&R Block is a trusted partner for individuals and businesses alike. Their team of experienced professionals works diligently to help clients navigate the complexities of taxes and financial planning, ensuring they maximize their returns and minimize their liabilities. Whether you need help with tax filing, investment strategies, or budgeting, H&R Block is dedicated to helping you achieve your financial goals.

Tempewick Wealth Management LLC is a premier finance institution located at 5 Cold Hill Road South in Mendham Borough, New Jersey. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investment portfolio, Tempewick Wealth Management LLC is here to provide expert guidance and support. Trust us to help you secure your financial future and build a legacy for generations to come.

Mendham Capital Management is a leading finance institution located at 180 Mount Airy Road in Bernards, New Jersey, United States. With a strong reputation for excellence in financial management and investment services, Mendham Capital Management offers personalized solutions to help clients achieve their financial goals. Our team of experienced professionals is dedicated to providing expert guidance and innovative strategies to maximize returns and minimize risk. Trust Mendham Capital Management to navigate the complex world of finance with confidence and expertise.

Edward Jones - Financial Advisor: Susan Daniele is a trusted finance institution located at 88 Wanaque Avenue in Pompton Lakes, New Jersey, United States. Susan Daniele is a dedicated and experienced financial advisor who is committed to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or invest for the future, Susan Daniele can provide personalized guidance and support. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Susan Daniele is the go-to destination for all your financial needs.

Bank of America Private Client Advisor Keith C Dolin, located at 500 Campus Drive, Florham Park, New Jersey, is a finance institution led by Managing Director and Market Director, Keith Dolin. With over 30 years of experience working with ultra-high-net-worth clients, Keith specializes in assisting financially-savvy entrepreneurs and business owners. He focuses on providing personalized wealth management strategies, including diversified investing, tax minimization, and financing options for luxury purchases. Keith's approach emphasizes building trust and understanding each client's unique family dynamics to create tailored solutions that align with their goals and values. The institution's team of experienced professionals is dedicated to cultivating strong client relationships and staying ahead of evolving market trends. Bank of America Private Bank has a long history of helping clients achieve their financial objectives, whether it's preserving wealth, planning for future growth, or creating philanthropic legacies. By combining a personalized approach with the resources of Bank of America, the institution aims to make clients' goals a top priority. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult with their own advisors before making financial decisions.

Norman Lehrer - RBC Wealth Management Financial Advisor is a premier financial institution located at 200 Park Avenue in Florham Park, New Jersey, United States. As a trusted advisor, Norman Lehrer offers personalized financial planning and investment services to help clients achieve their financial goals. With years of experience and a commitment to excellence, Norman Lehrer provides expert guidance and tailored solutions to individuals and families seeking to build and preserve wealth. Contact Norman Lehrer - RBC Wealth Management Financial Advisor today to take control of your financial future.

DeLalla Financial Services is a reputable finance institution located at 69 Hardwick Lane in Wayne, New Jersey, United States. With a focus on providing top-notch financial services to individuals and businesses, DeLalla Financial Services offers a wide range of financial solutions including investment management, retirement planning, tax services, and more. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or minimize your tax liabilities, DeLalla Financial Services is here to help you every step of the way. Contact them today to schedule a consultation and take control of your financial well-being.

Jose Vicente Jr is a Financial Advisor at Ameriprise Financial Services, LLC located at 500 North Franklin Turnpike, Ramsey, New Jersey, United States. He holds multiple 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 his expertise in asset management, estate planning, retirement planning, investment strategies, and more. Jose is dedicated to providing comprehensive financial services to individuals, retirees, small business owners, and high net worth clients. With a commitment to ethical practices and ongoing education, Jose Vicente Jr is a trusted advisor for all your financial needs.

SALUD & FINANZAS is a finance institution located at 306 Madison Avenue in Paterson, New Jersey. Our mission is to provide top-quality financial services to our clients, ensuring their financial well-being and security. With a team of experienced professionals, we offer a wide range of financial products and services to meet the unique needs of each individual. Whether you need assistance with budgeting, investing, or retirement planning, SALUD & FINANZAS is here to help you achieve your financial goals. Visit us today to learn more about how we can assist you in achieving financial success.