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Find a financial planner near Long Branch, NJ

100+ near you

Find a financial planner near Long Branch, NJ

100+ near you

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Top 10 Financial Planners near Long Branch, NJ

1. Simply Tax Professionals

Exceptional 5.0

(9)

Exceptional 5.0

(9)

Responds quickly

Offers remote services

Discounts available

3 hires on Thumbtack
Serves Long Branch, NJ

Back in Jan 2020, I was looking for a change of accountant. I wanted someone who actually cared about getting the maximum refund while at the same time having a great response rate and professionalism. I stumbled upon a Simply Tax Professionals ad in my mail box and decided to give it a try and I’m glad I did! Anastasia from this Accounting firm was so kind, professional and on-point that I hired her again this year to do my 2020 taxes. Would recommend 100%.See more

(99)

(99)

Offers remote services

Discounts available

143 hires on Thumbtack
Serves Long Branch, NJ

Jacqueline was quick to respond to my first message to her. I requested a budget and she absolutely made it work and it is easy to follow.See more

3. Adam - National Association Of Retirement Services

(37)

(37)

Offers remote services

Discounts available

43 hires on Thumbtack
Serves Long Branch, NJ

In speaking.with Adam I was very impressed with how quickly he understood my situation and with his ideas to help me in retirement. Excellent first impression.See more

4. Teresa Shaloo and Associates

Exceptional 5.0

(9)

Exceptional 5.0

(9)

Responds quickly

Offers remote services

Discounts available

9 hires on Thumbtack
Serves Long Branch, NJ

I love working with Teresa. She is incredibly knowledgeable and helpful with so many things.See more

5. Shelton Dotson IV-Financial Advisor

Exceptional 5.0

(12)

Exceptional 5.0

(12)

Offers remote services

Discounts available

4 hires on Thumbtack
Serves Long Branch, NJ

Shelton is extremely knowledgeable about financial planning. After two sessions I can already see the value in maintaining a long term relationship with him and NW Mutual! I feel confident my financial goals will be met under his guidance.See more

6. Gold Coast Financial and Insurance Services, LLC

Top Pro

Exceptional 5.0

(13)

Exceptional 5.0

(13)

Offers remote services

9 hires on Thumbtack
Serves Long Branch, NJ

Adam was the best! He is very responsive and handled my needs with the highest level of quality and professionalism. Glad i connected with him here and will continue to work with him on financial planning needs.See more

7. LJ Vogel- New York Life

5.0

(4)

5.0

(4)

Offers remote services

Serves Long Branch, NJ

Working with LJ was a lovely and eye-opening experience. He laid out all my options to me and was able to be realistic, while also showing compassion and kindness for my future plans.See more

8. Gavilan Peak Tax Service

5.0

(1)

5.0

(1)

Offers remote services

Discounts available

Serves Long Branch, NJ

Thank you for saving us money and maximizing our tax refundSee more

9. Jillson Shire Consulting LLC

5.0

(4)

5.0

(4)

Offers remote services

Discounts available

5 hires on Thumbtack
Serves Long Branch, NJ

Kristen has helped both myself and my husband numerous times throughout the years with a multitude of organizing projects. She has helped us to organize our work space and home space, with career advice, as well as with a start-up small business. At the core of her talents is the ability to help clarify and set small easy goals to get the finish line. She helped us tremendously with organizing our own ideas and thoughts to help clear a path for success. She has a knack for pulling out the essential information and simplifying it into smaller, more manageable tasks that are easily accomplished. Her knowledge base is expansive and she knows a whole lot about a whole lot of things! She has extensive experience in many areas due to her varied and exciting career history. If the task list is overwhelming, she takes on what she can to help or saves things that can wait until the larger projects are completed. She never forgets a single thing that needs to get done, even if I do! She is an incredible dynamo and if success beyond your expectations sounds good, you will want her on your team. I am so lucky to have her on mine!See more

10. SWM PLANNING LLC

5.0

(4)

5.0

(4)

Offers remote services

3 hires on Thumbtack
Serves Long Branch, NJ

Hands down one of the best investments that I've made for my business and personal finances.See more

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Find a financial planner near Long Branch, NJ

Find a financial planner near Long Branch, NJ

Top 10 Financial Planners near Long Branch, NJ

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