Asbury Park, NJ
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Asbury Park Financial Planners

Browse these financial planners with great ratings from Thumbtack customers in Asbury Park.

Top Pro
George Dimov, CPA
4.9
from 64 reviews
  • 10 years in business
  • 102 hires on Thumbtack
  • Top pro on Thumbtack
Alfonso V.
Verified review

George Kozarov has prepared and maintained the corporate accounting and provided consultant services for my company for a number of years. He has always done an outstanding, professional and courteous job. I feel that his rates are very fair and he provides a great value for the cost. During these years, George has become a trusted partner and business confidant, aiding in my financial management decisions. I recommend both George and his services whole heartedly.

Top Pro
  • 23 years in business
  • 53 hires on Thumbtack
  • Top pro on Thumbtack
Benjamin H.
Verified review

Quick, easy, absolutely painless experience getting my taxes done. We had a very useful, informative initial session to review my financial situation. I was able to ask plenty of questions and get detailed plans on the process. After providing all the required documentation, the turnaround time was better than expected. We reviewed the final product and I was again able to ask any questions I had and I got the chance to review all the documents prior to submission. Overall I would highly recommend EMD for tax services.

  • 6 years in business
  • 33 hires on Thumbtack
Matthew L.
Verified review

Roland was very professional and did a great job cleaning our book and consolidating financial statements for us.

Imperial Acquisitions LLC
5.0
from 11 reviews
  • 5 years in business
  • 17 hires on Thumbtack
Patras G.
Verified review

Jon Ezeokoli is very knowledgeable in every thing he does. He assisted me with my taxes and creating a budget. I am a single mother and my time is limited so he came to my home and gathered all the necessary documents. He did the work in a timely fashion and I was very pleased. He continues to assist me with all financial needs and takes his time with answering all my questions! Excellent work Jon!

  • 7 years in business
  • 6 hires on Thumbtack
Marshay W.
Verified review

Schemia is my financial advisor. She is very knowledgeable at what she does I was very pleased, I felt safe with giving her my personal information, she has a great no judgment zone, and I would definitely recommend her to everyone I know who struggles with there finances.

Noel Financial Services
5.0
from 2 reviews
  • 1 hire on Thumbtack
MCA B.
Verified review

Noel Financial Services provided exceptional financial services to my company. They were very efficient, timely and very professional. It was a pleasure doing business with you. Hope to do business again in the near future.

  • 18 years in business
  • New on Thumbtack
Whitney C.
Verified review

Jennifer originally helped me set up my private business. She has guided me into complete organization of what information I need to compile and record all year end filings for all my business expenditures. She always would dig further into each scenario helping me understand my rights, needs and what is needed to successfully keep my business going. Any time I had questions she was steadily available and always knew the answers. She always has extra input to help me keep my business successfully running and on top from a financial point of view. In the end I planned to do all my own accounting work and filings as I have a background in the field, but with her complete knowledge and expertise I kept giving her more and more of my work and eventually had her take it over. Not only is she professional, honest, and efficient, she is one of the nicest ladies I have ever worked with. I highly recommend her services whether it be a small task, medium task or a high level one.

The Towles Group Inc.
5.0
from 4 reviews
  • 16 years in business
  • 12 hires on Thumbtack
Terrance F.
Verified review

I've worked with Fred Towles and The Towles Group for more than 10 years. He has been a very resourceful contact for various accounting and business projects. Most recently, he assisted me with responding to letters received by the IRS regarding one of my businesses. Fred is knowledgeable, responsive to concerns and goes above expectiations to ensure the job gets done. I highly recommend Fred Towles and The Towles Group Inc.

Northwestern Mutual
5.0
from 3 reviews
  • 4 hires on Thumbtack
Nichole H.
Verified review

As an accountant I've had the opportunity to work with Adam, both professional and personally. The level of professionalism and customer service he offers to his clients is nothing short of excellent. He is a pleasure to speak with and possesses a wealth of information on financial planning. I highly recommend him to my clients and use his services personally.

  • 1 hire on Thumbtack
Marguerite B.
Verified review

Such a helpful and wonderful experience

MYOC
3.0
from 4 reviews
  • 3 years in business
  • 4 hires on Thumbtack
Karen H.
Verified review

Rowena is an outstanding financial mgr! I'm a psychologist & my husband a photographer. We both work for the UN plus we also have private practices in Chicago. My husband documents my work as we travel through film & photography. Rowena manages both my medical practice & my husband's studio as well as our other personal accounts & our NFP with the UN. We hired Rowena 2 yrs ago when we were asked to establish the NFP. She's astute & very patient! She has a vast wealth of knowledge & we welcome her suggestions & her willingness to grow with us & guide us. We live a nomadic life style but she delivers on time & always keeps us informed of our current financial standing. Reaching us when we're in the field is sometimes difficult so she's also very patient & is a pro-active problem solver. She's respectful & trustworthy. We are very pleased by her work. Dr. Karen Hieu & Kalden Daley - President & CEO - K.Daley Photography

  • New on Thumbtack
About

Serving the Florham Park, NJ and outlying areas, Jack Costello of Chadwich Financial Group is offering the following services, but not limited to: insurance, investing, retirement, estate planning and wealth preservation to help client reach their financial goals.

About

We provide all types of property repairs, appraisals, leasing and sales. We also offer court representations for violations and evictions. We can help you, soup to nuts.

  • New on Thumbtack
About

Serving The Villages, FL and outlying areas, William Smathers and Associates are offering the following services but not limited to: * Financial Planner * Financial Advisor * Long Term Care Insurance * Retirement Planning * Investment Solutions and Life In

  • New on Thumbtack
About

I provide simple and effective methods for saving you money, without the run-around. especially cater to students who seek my help because the transition from high school to college or from one college to another can be costly. I'm even willing to work out payment plans to help them along.

  • New on Thumbtack
About

In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you confidently move forward. It takes an understanding of your entire financial life, your hopes and dreams. You also need a clear road map for getting where you need to go. As your personal advocate, I can provide you with advice that is tailored to your circumstances and priorities. I'll begin with a comprehensive plan for all you'd like your wealth to achieve. Over time, I will continue to adjust it, should circumstances change, so you can embrace your financial future with confidence no matter what the environment.

  • New on Thumbtack
About

PFS gives a detail overview of a family's current financial situation and suggests a personalized strategy for their financial security with the three C's: complimentary, confidential and customized. This means our advice to you is completely based on what's best for you. We think it's the only arrangement that's fair to clients. Our team of talented professionals is committed to building life long relationships with clients based on honesty and companies that we believe are trading fair market value. If you need expert financial advice and assistance, we'd be happy to help.

  • 9 years in business
  • New on Thumbtack
About

Fast professional service

  • New on Thumbtack
About

Our website's personal financial management course (also known as a debtor education course or pre-discharge bankruptcy course) provides bankruptcy filers with an online version of the debtor education course (this is the second course). The course has been approved by the US Trustees Office to be administered in all 50 states and provides course takers and their attorneys with instant certificate generation. This no-fail, 2-hour timed course is available 24/7 and can be taken at your own pace. The following are the 3 easy steps on how to avail of the service: 1. Sign up now. The cost is only $11.95 for individual and $23.90 for joint. 2. Complete the course online. 3. Receive your certificate immediately.

  • New on Thumbtack
About

We offer complimentary portfolio review, financial planning and annuities and ongoing asset management. We establish new 401K plans and monitor existing 401K plan assets. We offer tax-efficient strategies for individuals and businesses.

  • New on Thumbtack
About

We are committed to provide services and solutions to help you enhance and capture the best opportunities as an individual or small business. Our pledge is to help you make better and more informed decisions that improve your position to flourish in any economy. As a Stakeholder of Downstate New York for the IRS, we are providing up-to-date and informative seminars on crucial financial and tax issues affecting individuals and small business owners. Hickey & Hickey has a long-standing reputation of service to the public. Our customers love the high caliber of service we provide at a substantial value, in addition to the way we break down tax jargon into plain English, so that you can understand what is going on as well as how to better organize yourself and your business financially. We are passionate and strongly bound to deliver the highest-quality product and to accomplish this motto our professionals are constantly evaluating opportunities to offer you value-added services.

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