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Newark Financial Planners

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

Top Pro
George Dimov, CPA
4.9
from 64 reviews
  • 10 years in business
  • 102 hires on Thumbtack
  • Top pro on Thumbtack
Alfonso V.
Verified review

George Kozarov has prepared and maintained the corporate accounting and provided consultant services for my company for a number of years. He has always done an outstanding, professional and courteous job. I feel that his rates are very fair and he provides a great value for the cost. During these years, George has become a trusted partner and business confidant, aiding in my financial management decisions. I recommend both George and his services whole heartedly.

Imperial Acquisitions LLC
5.0
from 14 reviews
  • 5 years in business
  • 20 hires on Thumbtack
Patras G.
Verified review

Jon Ezeokoli is very knowledgeable in every thing he does. He assisted me with my taxes and creating a budget. I am a single mother and my time is limited so he came to my home and gathered all the necessary documents. He did the work in a timely fashion and I was very pleased. He continues to assist me with all financial needs and takes his time with answering all my questions! Excellent work Jon!

  • 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.

  • 7 years in business
  • 7 hires on Thumbtack
Marshay W.
Verified review

Schemia is my financial advisor. She is very knowledgeable at what she does I was very pleased, I felt safe with giving her my personal information, she has a great no judgment zone, and I would definitely recommend her to everyone I know who struggles with there finances.

  • 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.

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
  • 1 hire 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!

MYOC
3.0
from 5 reviews
  • 3 years in business
  • 4 hires on Thumbtack
Karen H.
Verified review

Rowena is an outstanding financial mgr! I'm a psychologist & my husband a photographer. We both work for the UN plus we also have private practices in Chicago. My husband documents my work as we travel through film & photography. Rowena manages both my medical practice & my husband's studio as well as our other personal accounts & our NFP with the UN. We hired Rowena 2 yrs ago when we were asked to establish the NFP. She's astute & very patient! She has a vast wealth of knowledge & we welcome her suggestions & her willingness to grow with us & guide us. We live a nomadic life style but she delivers on time & always keeps us informed of our current financial standing. Reaching us when we're in the field is sometimes difficult so she's also very patient & is a pro-active problem solver. She's respectful & trustworthy. We are very pleased by her work. Dr. Karen Hieu & Kalden Daley - President & CEO - K.Daley Photography

About

I look to assist small business owners, families, and individuals who are interested in creating financial freedom. My firm and I walk our clients through a unique and careful process to ensure that we reach their financial needs and goals.

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.

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 am a financial consultant and notary public for NYS. I am self-employed and have been working for the last 10 years as a financial consultant for a foreign company.

  • 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.

  • 8 years in business
  • New on Thumbtack
About

I go out of my way to help not only my clients, but anyone in the community.

  • New on Thumbtack
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

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

  • New on Thumbtack
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.

  • New on Thumbtack
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.

  • New on Thumbtack
About

Truvium Financial Group has changed the conversation about money, moving from product-focused to process-driven. Experience the difference with holistic financial planning and wealth management. Proven one client at a time, Truvium Financial Group helps clients reclaim control of their financial lives with holistically integrated strategies, and personal financial models, rigorously stress-tested before execution.

  • New on Thumbtack
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.

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