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Hoboken Financial Advisors

Browse these financial services with great ratings from Thumbtack customers in Hoboken.

ACE Advisory Management LLC
from 47 reviews
  • 28 years in business
  • 51 hires on Thumbtack
Joakim J.
Verified review

This is the second year I hired Mr. Otobo's services for filing my taxes, and I will continue to hire him for as long as I'm living in US. As a foreigner, filing your taxes here, compared to Sweden is different and quite a bit more complex. Mr Otobo has been very helpful and service-minded about explaining how everything works and taken care of everything for me. He shows up during office hours to personally deliver your papers and talk things through. A true professional that I can't recommend enough.

Overcoming Obstacles
from 29 reviews
  • 9 years in business
  • 130 hires on Thumbtack
Danny C.
Verified review

Tom is my life coach for over 10 years now! He is always available or makes himself available when needed. He has helped me with finances, work, business and relationship advise. Tom has been a great motivator for when I needed that extra push. I recommend him to anyone.

  • 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
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
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!

  • 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.
from 5 reviews
  • 16 years in business
  • 14 hires on Thumbtack
Keyon J.
Verified review

Awesome accountant, great fast reliable services. I wouldn't trust my business with anyone else, Ivan always count on The Towles Group!!!

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
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!

  • 3 years in business
Nathan M.
Verified review

MSS fully and clearly explained my future financial options with friendly professionalism. I highly recommend the services!


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.


We offer financial planning services for businesses and individuals looking to create a five-year plan or retirement strategy.


As a financial adviser with Eagle Strategies LLC, a registered investment adviser, I can provide you with a customized plan to help address your concerns and help you achieve your financial objectives.


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.


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.

  • 2 years in business

We are proud to offer you specialized services at our three locations in Tribeca, Hudson Square, and Williamsburg. Our Tribeca location is tailored to young mothers with particular baby needs such as breast pumps.


I am a financial consultant and notary public for NYS. I am self-employed and have been working for the last 10 years as a financial consultant for a foreign company.


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.


I look to assist small business owners, families, and individuals who are interested in creating financial freedom. My firm and I walk our clients through a unique and careful process to ensure that we reach their financial needs and goals.


Most families live with too much debt and little to no savings. I help families save and plan for a better financial future. I also show families how to properly protect themselves and the wealth they build. I help families and businesses save on their taxes. My goal is to empower a client through financial education. The clients results are peace of mind and less stress and worry.


Foresters Financial Services, Inc. provides everyday families and individuals with financial solutions, guidance and tools, to meet their needs across all life stages. Our Financial Representatives offer personalized service combined with a solid, long-term approach and fresh thinking, to help you: • Save and invest for retirement, education and other life events • Create retirement income strategies • Protect the ones you love • Plan your legacy You can also take pride in knowing that you are part of Foresters™, an international financial services provider that gives back to the community and cares deeply about family well-being. Each year Foresters organizes thousands of community activities, providing financial contributions and hands-on volunteerism in support of charitable partners that make a meaningful and lasting impact in local communities. Together, we can help you achieve financial and family well-being—now and tomorrow, this generation and the next. You should consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other information, and should be read carefully before you invest or send money. An investment in a fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation (FDIC) or any other government agency. Foresters Financial™ and Foresters™ are the trade names and trademarks of The Independent Order of Foresters, a fraternal benefit society, 789 Don Mills Road, Toronto, Canada M3C 1T9, and its subsidiaries, including Foresters Financial Services, Inc. Securities, life insurance and annuity products are offered through Foresters Financial Services, Inc. Insurance products are issued by Foresters Life Insurance and Annuity Company or The Independent Order of Foresters.

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