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Bayonne Financial Planners

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

Top Pro
George Dimov, CPA
5.0
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.

  • 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 14 reviews
  • 5 years in business
  • 20 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!

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
  • 7 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.

Abreu CPA
5.0
from 2 reviews
  • 16 hires on Thumbtack
James G.
Verified review

I have known Edgar Abreu for nearly 2 years. In my experience, he has been thoroughly honest and reliable in all my financial dealings with him. He has acquired an extraordinary number of certifications and licenses which attests to his intelligence and capability.

J Joseph Maldonado, CPA
5.0
from 2 reviews
  • 23 years in business
  • New on Thumbtack
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.

Financially Yours
5.0
from 1 review
  • New on Thumbtack
Harold L.
Verified review

Excellent Client service.

  • New on Thumbtack
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.

  • 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.

About

Our company is here to help you get your credit back in good standing. We also help to make your purchase power bigger and greater than before.

  • 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

WFG is a financial service marketing whose affiliates offer a broad array of financial products and services. Its associates are committed to offer you power of choice, flexibility and a wide selection of products and services to find the best fits to your needs and goal. WFG's solutions range from personal to business products and it believes that is no one should be left behind financially and let the money works for you to enjoy your life.

About

Blue Chip Financial Corp. offers quality financial services and insurance products, often reserved for the wealthiest investors, to individuals, public and private businesses, and not-for-profit organizations regardless of the size and status.

About

We are your excellent source for online financial services. ALLcreditfinancialservices Co. LLC is your excellent source for a wide range of online financial services, including legal services, credit repair, credit cards, insurance, business to business, real estate services, trading and investments, online banking, money transfer, credit reporting, identity theft protection services, and many more services. The content supplied on Allcreditfinancialservices Co. LLC website is intended for informational intention only; don't make any financial decisions established on its substance. Financial decisions are personal, grounded a person's situation. Refer to a financial professional before making any financial decisions. ALLcreditfinancialservices Co. LLC is not liable for your financial actions. All loans are subject to prime lender's approval, not ALLcreditfinancialservices Co. LLC.

  • 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

Since 1982, C&A Financial Group is driven with improving the planning process for our clients. Over the years, our most important lesson was that people we work with needed different solutions and strategies to build and protect wealth in today's uncertain times. Typical planning does not consider the unique effects of various taxes and wealth-eroding factors that are constantly changing. Assumptions in the planning process have to often been inaccurate, misrepresenting what the future might look like, creating a false sense of security. Out of our experience and insights, we created the responsible wealth process. This process is not driven by exotic financial instruments or complicated strategies. It is simply a way to ensure that the wealth you have built will grow, be efficiently protected and available to you and the people and communities you care about.

  • New on Thumbtack
About

As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children's college education, protect your family during your working years, or guarantee your own retirement security. These things won't happen by accident. It's important to determine what you'd like to achieve financially and then map out a strategy that will help you meet those goals.

  • 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.

  • 13 years in business
  • New on Thumbtack
About

B&M Financial Management Services, LLC is a full service accounting services provider. Our team of professionals understands the unique challenges that businesses face, from managing day-to-day operations to sales, marketing, finances and beyond, we're here to assist you in establishing effective ways to conduct better business.

  • New on Thumbtack
About

I have been a CPA in Brooklyn for 25 years. I do all types of tax returns, financial planning, securities series 7 and insurance licenses, bookkeeping, and accounting consulting.

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