Bayonne, NJ242 financial planners near you

Where do you need the financial planner?

Answer a few questions

Tell us what you need so we can bring you the right pros.

Get quotes

Receive quotes from pros who meet your needs.

Hire the right pro

Compare quotes, message pros, and hire when ready.

Bayonne Financial Planners

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

ACE Advisory Management LLC
4.8
from 47 reviews
  • 28 years in business
  • 51 hires on Thumbtack
Edye B.
Verified review

Mr.Otobo is a diligent organized income tax specialist. I have known and conducted business with Mr. Otobo for many years, his work is superior. I highly recommend as a finacial advisor he is very knowledgeable in all aspects of financial planning retirement, IRA, stocks ect..) His service is excellent! I look forward to doing business with Mr.Otobo for may years to come.

Overcoming Obstacles
4.9
from 29 reviews
  • 9 years in business
  • 130 hires on Thumbtack
Daniel F.
Verified review

Tom has shown that he genuinely cares about how, when, and if I progress. He is invested in whether I actually achieve breakthroughs toward my personal success. Considering that my goals are so immense: to metamorphosize an ashamed, unhappy, ineffective, & lonely guy, with limited professional influence, into a proud, happy, effective, socially fulfilled, & profoundly influential version of myself, it would have been easy for him to give up on me. Even though I'm confident many life coaches in his position would have terminated our relationship months ago, dealing with such a high-maintenance client as myself - expressing to him hundreds of suggestions / criticisms / requests, expecting a personalized experience that caters to my individual needs, and offering frequent pessimism or guarded skepticism at best - he has been patient, flexible, & determined to support my progress. It has been several months since Tom started coaching me, and I have consciously delayed writing a review until I might have a sense not just that he cares and won't give up (after all, that's part of the job description), but that he will actually help me transform myself, in ways that countless others haven't. I have worked with therapist after therapist for years & years, undergone treatment with psychiatrists, hired dozens of countless project collaborators and personal assistants, and tried more times than I can remember to count on the support of family and friends in order to help me make the steady progress needed to break out of a deep debilitating personal rut that has lasted for decades. All of the above have been unsuccessful. I naturally wasn't expecting Tom to be any different. But I gave him a shot, deciding that I deserved a chance for renewed hope. I almost gave up on him and on myself, but he didn't give up on either. And finally, after months of 'blood, sweat, and tears,' I have come to believe there is hope at the end of the tunnel. I'm beginning to make steady transformative progress, and I'm looking forward to the journey that lies ahead. Prerequisites for success: I have to be patient, make a few reasonable leaps of faith, and make an investment in my future, emotionally and financially. I also have to be an active participant and be willing to gradually take the reins myself. I finally have to accept his limitations, while recognizing and counting on his strengths. His limitations: Tom is not a miracle worker, and in comparison to others I've worked with, he's not the most charismatic, inspiring, eloquent, forward, original, perceptive, intellectual, tech-savvy, exciting, or assertive. But his STRENGTHS far outweigh these limitations: He is persistent in his efforts. He is determined to be an ally on the road to victory, offering extra support when needed, never conceding defeat. He is compassionate, showing empathy for my experiences & struggles, frustrations and pain, & and my initial often-pessimistic attitude. He is patient, and will put in the time to understand, listen, and reevaluate / regroup when necessary. He is humble and modest, not expecting recognition, praise, notoriety, credit, or gratitude for going above and beyond. He is affordable, & ends up charging far less money than he could for his time, and far less than any of the other life coaches I considered, let alone being a mere fraction of the cost of a therapist or psychiatrist! He is respectful, as a friend would be, but sensitive & honors any boundaries I set. He never speaks down to me. He is honest, and when requested, very candid about what he thinks needs improvement, more, focus, or a shift in perception. He doesn’t rub me the wrong way as a salesman might, as though I’m a source of income, but always treats me like a person who deserves to achieve his dreams. He is passionate about helping people. He works very hard, often going above and beyond what others would do, putting his clients ahead of his personal life. He is fair, respects agreements, honors his word, readily forgives, and shows lenience. He is creative, willing to try to approach problems from new perspectives and angles. He is open-minded, willing to work with approaches and systems he’s unfamiliar with that I know are likely to be effective. He is trusting, and gives me the benefit of the doubt, while also helping me to become more accountable. He is reliable, and I have been able to count on him in ways I couldn’t count on therapists, employees, mentors, friends, & family. His system of "open access" helps me throughout the week, and this unique system of coaching has been the key to my success, helping me beat procrastination and not lose sight of my goals. He is flexible, & accommodates limitations, changes, and conflicts with my schedule, deficiencies in my attitude, and treats my perceived failures like learning opportunities to take a new, more promising approach. He is resilient, and puts up with much more than necessary for someone in his position, and never complained once to me about it. Finally, he is kind, complimentary, and friendly. He's like that 'conscience on your shoulder.' I would recommend him to anyone who is considering hiring a life coach, or to anyone who has unfulfilled dreams they know they deserve to and could achieve, but haven't. Thank you, Tom, for your efforts, and quality work :)

  • 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.

Hung & Scanga, LLC
5.0
from 14 reviews
  • 12 years in business
  • 8 hires on Thumbtack
Merari O.
Verified review

Annie helped me create a budget and gave me financial advice which helped me save hundreds dollars in interest. She also prepared my taxes resulting in a higher refund. Annie is very pleasant to work with. I highly recommend her!

Imperial Acquisitions LLC
5.0
from 14 reviews
  • 5 years in business
  • 21 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!

DiPaola Financial
5.0
from 10 reviews
    Barney F.
    Verified review

    Ryan is one of the most personable and conscientious, hard working people I know. He works extremely hard at making your insurance or financial decision making process a comfortable and educated experience. If you ask a question and he does not know the answer he will find out and get back to you in short order. In these volatile times in the financial world it is extremely important that you make an educated decision as it is in the insurance world. Ryan will have the right answers and the best advice on how to approach a particular strategy. He is there to protect you and your family and your business. He works with you and follows up with everything. His work ethic extends beyond the personal line of business. He is professional, respectful, courteous and diligent in his approach to the business line. You will be well served with Ryan on your team. He gets two thumbs up from me.

    Ryan McHale CPA
    4.1
    from 8 reviews
    • 7 years in business
    • 3 hires on Thumbtack
    Ryan C.
    Verified review

    I have used Mr. McHale for several years to complete and file both my federal and New York state tax returns. He was both professional and courteous throughout the process. He conveniently provided a list of what was required to complete my tax returns as well as quickly addressed an issue that I needed to resolve on my own to properly file my taxes. I would highly recommend Mr. McHale to any friends, colleagues, or acquaintances that are looking for a high quality CPA.

    • 7 years in business
    • 8 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.

    The Towles Group Inc.
    5.0
    from 5 reviews
    • 16 years in business
    • 14 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.

    J Joseph Maldonado, CPA
    5.0
    from 2 reviews
    • 23 years in business
    Henry K.
    Verified review

    Jay has always done a great job with giving me tax and financial advice. Always thinking of ways to save on taxes and always gets back to me quickly. A true professional. I would always highly recommend and I have been to my colleagues and friends.

    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.

    Arlene B.
    Verified review

    My husband and I have used Gregory Elia who is with Kerith Brook for approximately 30 years for our tax preparation and other tax related issues. You cannot find a more professional and personable person. He is very trustworthy and detail oriented. On a personal note he is also a very compassionate person. We are very fortunate to have Gregory handle our tax matters.

    David A. Ranegan
    5.0
    from 1 review
    • 11 years in business
    • 2 hires on Thumbtack
    Kristin D.
    Verified review

    I have known David now for Fifteen years from college- and he's not only a very trusted confidant- he helped my Husband and I plan for retirement using several different methods that ensure we will have a nice cushy retirement. He's very adept at planning for our long-term financial goals, assessing the 401k, savings, and pension accounts we already held and helping us strategize where to put money and how much - along the way. A complete road map that is customized for us. I am definitely very nervous when it comes the future- and early planning is key. I thought I knew a lot about finances- and I thought my husband knew even more- but David really thought of so many things we didn't really consider. Anyway, I've rambled long enough- He's very thorough and trustworthy. Highly recommend- I've already recommended him to my sister and brother!

    • 18 years in business
    About

    SRI Investing is among the relatively few professional financial advisory firms in the country that specializes solely in SRI, –sustainable, responsible, impact investing (aka socially responsible investing) and financial planning. We are absolutely committed to: 1. Helping our individual clients achieve financially healthy, rewarding, and joyful lives. 2. Empowering non-profit and religious organizations to invest their financial resources safely, profitably, and in concert with their respective missions. 3. Encouraging and assisting all of our clients to invest in ways that fit their values and contribute to a world that is more peaceful, just, and sustainable.

    • 4 years in business
    About

    in 2014, I broke away from Wall St and established a fee based independent money management firm. I do one thing, I manage money for clients on a discretionary basis using BlackRock Portfolio Models and MarketSmith. All portfolios are customizable according to your objectives and current market conditions.

    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.

    About

    Truvium Financial Group has changed the conversation about money, moving from product-focused to process-driven. Experience the difference with holistic financial planning and wealth management. Proven one client at a time, Truvium Financial Group helps clients reclaim control of their financial lives with holistically integrated strategies, and personal financial models, rigorously stress-tested before execution.

    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.

    About

    Casper J. Meijer has been in the Financial Services industry for over 20 years and independent since 2007. Specializing in Comprehensive Financial Planning and providing clients with personalized advice.

    About

    We offer tax, bookkeeping, and financial consultation. We have over 10 years of experience working with the IRS and financial records of our clients. We offer the utmost professionalism with our clients. We handle all types of returns, and can service any type of business since we tailor our services to you. The software we use for bookkeeping is QuickBooks, which is online, and can be completely cohesive with your business' day-to-day operations. Our office is located on 8 East 199 St., Jerome Avenue, Bronx, NY. We speak English and Spanish.

    About

    I help small and medium businesses with accounting, financial analysis and strategic planning. I am very experienced in QuickBooks. I have experience in numerous business environments and am very flexible.

    Hire skilled professionals for absolutely everything.