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Jersey City Financial Planners

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

Overcoming Obstacles
4.9
from 32 reviews
  • 9 years in business
  • 140 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!

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.

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.

  • 5 years in business
  • 3 hires on Thumbtack
Ingrid H.
Verified review

Frank was very instrumental with helping me with my bank reconciliation for my business. He explained and recommended the appropriate methods of recording transactions in Quickbooks.

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.

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.

  • 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!

About

Here at JKMN Financial Services. We want our consumers to have a bright and secure future. Getting Insurance could be and complicated process and this is why we are here. It is our goal help people to with their insurance needs, and help manage the risks of everyday life by providing you with all the information you need to obtain insurance. insurance, finance, financial planning, financial planners

About

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. Areas of Specialty: Mutual Funds • Equity • Fixed Income • Tax Exempt • Money Market Insurance Planning • Whole Life • Variable Life • Single Premium Variable Life • Universal Life • Term Life • Survivorship (“2nd to Die”) • Non-Medical Final Expense Annuities Planning • Fixed • Variable • Immediate Business Planning • Key Man Insurance • Buy-Sell Agreements • Simple IRAs • SEP IRAs • 401(K)/Roth 401(K) • Executive Bonus • Defined Contribution Plans • Profit Sharing Plans Planning for Organizations • 403(B)/Roth 403(B) Plans • 457 Deferred Compensation Plans • Electronic Payroll Services College Planning • Coverdell Education Savings Accounts • 529 Savings Plans • UGMA/UTMA Custodial Account Retirement Planning • 401(K) and IRA Rollovers • Roth IRAs • Traditional IRAS • Wealth Transfer • Income Distribution Planning • Fixed Income Vehicles • Revocable and Irrevocable Trust Funding • Pension Option Planning

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. financial planning, financial advisor, wealth management, investment advisory

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.

  • 13 years in business
About

Please check out this description of our business philosophy on our website. The satisfaction of my work is in working with people to achieve their goals. It's really that simple.

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.

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

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.

About

Financial services, financial planning . Finance is a field that deals with the study of investments. It includes the dynamics of assets and liabilities over time under conditions of different degrees of uncertainty and risk.

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.

About

I'm seeking work for organization to invest assets for UHNW clients to help them meet their long term-financial goals.

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.

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