Passaic, NJ
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Passaic Financial Planners

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

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.

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.

  • 18 years in business
  • New on Thumbtack
Whitney C.
Verified review

Jennifer originally helped me set up my private business. She has guided me into complete organization of what information I need to compile and record all year end filings for all my business expenditures. She always would dig further into each scenario helping me understand my rights, needs and what is needed to successfully keep my business going. Any time I had questions she was steadily available and always knew the answers. She always has extra input to help me keep my business successfully running and on top from a financial point of view. In the end I planned to do all my own accounting work and filings as I have a background in the field, but with her complete knowledge and expertise I kept giving her more and more of my work and eventually had her take it over. Not only is she professional, honest, and efficient, she is one of the nicest ladies I have ever worked with. I highly recommend her services whether it be a small task, medium task or a high level one.

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.

  • 3 years in business
  • New on Thumbtack
Nate Slate .
Verified review

MSS fully and clearly explained my future financial options with friendly professionalism. I highly recommend the services!

RDT Advisors, LLC
4.0
from 6 reviews
  • 2 hires on Thumbtack
Rich S.
Verified review

RDT advisors were very professional and knowledgeable. Kim Tong was very helpful and answered all my questions regarding my personal portfolio and potential tax implications. I would recommend RDT to anyone seeking financial advice. I look forward to working with them again in the future.

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 am passionate about helping people avoid "crashing and burning" (ending in financial failure, outliving their assets). I work closely with clients to help them achieve their goals.

  • New on Thumbtack
About

We offer tax, bookkeeping, and financial consultation. We have over 10 years of experience working with the IRS and financial records of our clients. We offer the utmost professionalism with our clients. We handle all types of returns, and can service any type of business since we tailor our services to you. The software we use for bookkeeping is QuickBooks, which is online, and can be completely cohesive with your business' day-to-day operations. Our office is located on 8 East 199 St., Jerome Avenue, Bronx, NY. We speak English and Spanish.

About

I am a financial professional providing services and products assisting individuals with their financial planning needs.

  • 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.

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.

  • 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.

  • 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

I provide financial consulting and German language services. I am experienced in international business, banking, and support for businesses between US and CEE.

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

Southport Wealth Management (SWM) was founded in 2006 by Dennis G. Boyd who began providing investment advice in 1986 to institutional investors. SWM was formed to provide individuals, families and small businesses portfolio management, financial and estate planning, insurance, mortgages, and most importantly, the coordination of these financial matters.

  • New on Thumbtack
About

In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you confidently move forward. It takes an understanding of your entire financial life, your hopes and dreams. You also need a clear road map for getting where you need to go. As your personal advocate, I can provide you with advice that is tailored to your circumstances and priorities. I'll begin with a comprehensive plan for all you'd like your wealth to achieve. Over time, I will continue to adjust it, should circumstances change, so you can embrace your financial future with confidence no matter what the environment.

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