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New Brunswick Financial Planners

Browse these financial planners with great ratings from Thumbtack customers in New Brunswick.

  • 64 hires on Thumbtack
Andrew L.
Verified review

David was an amazing financial service professional. He walked me through everything I needed for my personal and business taxes. He prepared and organized all my details and really helped my business out. I will be using him again for sure!

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!

Accounting Pro Now
5.0
from 10 reviews
  • 9 years in business
Michael F.
Verified review

High-grade professional, the most up-to-date knowledge of the tax and financial rules and regulations. Attentive, friendly, lives to his promises. Highly recommended.

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.

  • 15 years in business
Carin T.
Verified review

The team at Lane Hipple won our trust immediately because they took the time to truly get to know our financial needs and goals for the future. We feel very valued by them and their communication and proactivity is excellent. I would highly recommend Lane Hipple for your financial management.

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.

  • 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.

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.

Marc Fulmer, ChFC
5.0
from 1 review
  • 1 hire on Thumbtack
Robin S.
Verified review

I am nearing retirement and wanted help in determining if everything is on-track. I chose Marc because as a fee-based professional, I felt he would give me an objective view of my situation. Marc analyzed my financial information and created a written plan to help me move forward. He was very accessible throughout the process via email or phone and he responded promptly to my questions. He even came to my location for a face-to-face meeting to discuss his recommendations personally with me. I very much appreciate Marc's thoroughness and sound advice.

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.

  • 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

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

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

Marathon Financial's collective capabilities and experiences, together with our ethical approaches, allow us to assess your financial situation and offer the most appropriate solution from a wide range of investment and insurance products.

About

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

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

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

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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