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Jersey City Retirement Financial Services

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

Overcoming Obstacles
4.9
from 31 reviews
  • 9 years in business
  • 137 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.

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!

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.

    The Towles Group Inc.
    5.0
    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!!!

    • 18 years in business
    • 3 hires on Thumbtack
    TIM E.
    Verified review

    I was going through a rough financial time in my life. Attorney Cook made me feel at ease with the bankruptcy process. He was always available for my questions and he knew all the answers. THANK YOU!

    Northwestern Mutual
    5.0
    from 4 reviews
    • 7 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.

    Edward Giuliano
    5.0
    from 3 reviews
    • 2 hires on Thumbtack
    Carrie J.
    Verified review

    I worked with Ed to help me with a few items. I needed help creating a budget and saving for retirement. He was very knowledgeable about avoiding taxes and did a great job at explaining this. He showed me multiple options and never made me feel pressured. I also got some life insurance. He looks at all the different companies so you know you are getting the best price. It was also cheaper than I thought it would be. I referred him to my sister.

    • 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
    Scott H.
    Verified review

    Great job and very professional. They have an office in Norwalk, CT where you can meet and go over what you need done. The office was a little run down with difficult parking, but if you are paying for the quality of the accounting services than this will be quickly overlooked. They were always available to take my calls and very responsive to my questions. Got the work done in a timely manner.

    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.

    • 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

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

    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

    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

    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.

    About

    I provide consultation on employee benefits, financial planning and insurance. This includes retirement plans, group life and health coverage.

    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

    About

    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.

    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.

    • 15 years in business
    About

    West Morris Financial was founded specifically to serve the West Morris community Families and Businesses, positioned with strategic alliances to help clients with their investments and insurance needs. West Morris Financial is a premier financial services organization dedicated to providing quality financial products and services to help empower clients to make informed decisions. We work together as a team, with individuals and businesses alike, to develop customized solutions that are in alignment with our client’s goals and objectives.

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