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Jersey City Retirement Financial Services

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

Top Pro
George Dimov, CPA
5.0
from 64 reviews
  • 10 years in business
  • 102 hires on Thumbtack
  • Top pro on Thumbtack
Jack D.
Verified review

This was by FAR the best experience I have ever had with a tax or financial professional. I am stunned at how quickly a big problem that had been plaguing became, only hours later, totally solved. I almost can't wait to have George do my taxes next year because I know it'll be done in record time.

  • 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
Michelle A.
Verified review

Jon is extremely professional, responsive, and thorough. He take the time to understand your financial situation so that you can maximize your deductions for the tax year. He was even timely in his response to a question that I had mid-year. I highly recommend him.

  • 15 years in business
  • New on Thumbtack
Andrew A.
Verified review

really helped with getting my retirement funds in order . They did a great job of working with my budget and helping me find the right portfolio.

  • 7 years in business
  • 7 hires on Thumbtack
Bryant A.
Verified review

Schemia is an awesome advisor to work with! Has a profound knowledge of financial, insurance and investment service and aims to educate her clients and who she works with! Will undoubtedly go the extra mile to serve and help the best way she can! She has a phenomenal work ethic that is uncanny!

  • 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!

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.

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.

  • New on Thumbtack
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.

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.

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.

About

We provide our clients the most comprehensive financial planning possible. Our team of tax, estate, investment, insurance, capital, college, and lifestyle assets subject matter experts deliver integrated planning to provide highest probability of achieving goals.

  • 11 years in business
  • 1 hire on Thumbtack
About

Financial Life Planning is a holistic process that puts your interests first and focuses on increasing your sense of financial well-being and life satisfaction. Initially, this process will help you to clarify your values, priorities, circumstances, and aspirations; and then guide you in defining and designing your unique version of the “rich life.” In addition, Financial Life Planning will increase your understanding of the habits and attitudes that will facilitate your financial and life goals and support successful life transitions.

  • 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.

  • 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.

About

We provide all types of property repairs, appraisals, leasing and sales. We also offer court representations for violations and evictions. We can help you, soup to nuts.

  • New on Thumbtack
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.

  • New on Thumbtack
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.

  • 15 years in business
  • New on Thumbtack
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.

  • 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.

  • 9 years in business
  • New on Thumbtack
About

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