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Newark Financial Planners

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

Overcoming Obstacles
4.9
from 31 reviews
  • 9 years in business
  • 136 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 :)

Driscoll & DeSimone, LLC
5.0
from 15 reviews
  • 9 years in business
  • 11 hires on Thumbtack
Gregory G.
Verified review

As a thumbtack user myself I was pleasantly surprised to see how useful and easy it is to find a service you need when you are on the other end! Mike is a very friendly and down to earth guy and made the entire process of hiring an accountant for our business very relaxing. He was beyond courteous, and treated us with the utmost respect even though we had no idea where to start. Glad to say he turned a very nerve racking and intimidating situation into something that turned out to be very easy.

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!

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.

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.

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.

David A. Ranegan
5.0
from 1 review
  • 11 years in business
  • 2 hires on Thumbtack
Kristin D.
Verified review

I have known David now for Fifteen years from college- and he's not only a very trusted confidant- he helped my Husband and I plan for retirement using several different methods that ensure we will have a nice cushy retirement. He's very adept at planning for our long-term financial goals, assessing the 401k, savings, and pension accounts we already held and helping us strategize where to put money and how much - along the way. A complete road map that is customized for us. I am definitely very nervous when it comes the future- and early planning is key. I thought I knew a lot about finances- and I thought my husband knew even more- but David really thought of so many things we didn't really consider. Anyway, I've rambled long enough- He's very thorough and trustworthy. Highly recommend- I've already recommended him to my sister and brother!

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

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.

  • 9 years in business
About

Fast professional service

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.

About

I have been a CPA in Brooklyn for 25 years. I do all types of tax returns, financial planning, securities series 7 and insurance licenses, bookkeeping, and accounting consulting.

About

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

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.

About

Being a leader in the insurance and financial services industry means continually striving for improvement. To keep pace with clients' needs, Metro Financial Services Inc. has access to new products, enhanced product features, expanded quality service, and pioneered new technologies. Breaking new ground is part of our tradition.

About

I have extensive experience planning, developing and managing business within a challenging economic environment. My expertise is in fashion which is one of the most vulnerable business models as it relies on emotion rather than real need.

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.

About

We specialize in income tax preparation for individuals and small businesses. Popular Tax offers high-quality services comparable to those of CPA offices at reasonable rates. We are capable of handling complex tax returns with investments, partnerships, and self-employment. Our clients include union members, teachers, doctors, lawyers, artists, and actors. We are certified financial planning practitioners and help you better your finances through tax planning and investment management.

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.

About

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

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.

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