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Showing 1–35 of 35 results for

Financial Advisors Everywhere

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Wexler & Wexler, CPA'S, P.A.

P.O.Box 190
Montvale, NJ 07645

201-838-9688 / 201-930-0590
201-930-9655
wexcpas@gmail.com
http://www.wexcpas.vpweb.com
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Specializing In:

  • Preparation and E-Filing of All Federal & State Income, Payroll, Sales, Estate & Exempt Organization Tax Returns
  • Accounting Services To Small & Mid-Sized Business Entities
  • Court Appointed In NJ For Matrimonial & Valuation Purposes
  • Licensed Securities & Life/ Health Insurance


BEW Financial Solutions

201 Wanaque Avenue
Pompton Lakes, NJ 07442

973-831-2188
973-831-2187
info@bewfinancialsolutions.com
http://www.bewfinancialsolutions.com
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BEW Financial Services

Bruce E. Weiner - President

Specialize in:

  • Life Insurance
  • Annuities
  • Individual & Group Health Insurance
  • Disability Insurance
  • Business Continuation Insurance
  • Long-Term Care Insurance
  • Medicare Insurance
  • Retirement Planning
  • College Planning 


Charles L. Lewis & Associates, CPA, PC

4323 Mundy Mill Road, Suite 100, P.O. Box 1287
Oakwood, GA 30566

770-287-8059
770-287-1253
charles@cllcpa.com
http://www.cllcpa.com
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Tax Services:

  • Tax Return Preparation for Individuals & Proprietorships
  • Tax Planning and Consulting
  • IRS Representation & Negotiations

Business Services:

  • New Business Start-ups
  • Business Plans
  • Business Valuations
  • Computer Systems & Software Consulting
  • Business Structure Planning
  • Business Loan Assistance
  • Incorporations
  • Account Services
  • Payroll Processing & Reporting
  • Monthly Bookkeeping
  • Financial Statement Compilation
  • Budgeting
  • Training in Peachtree & Quick Books

 

 


F.S. Levett & Co

151 S. Main Street
New City , NY 10956

845-356-6599
845-356-8862
fslcpa@gmail.com
http://www.fslevettcpa.com
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  • Tax Planning & Preparation
  • Accounting Services
  • Individual/ Business Services
  • Financial Advisor
  • Bookkeeping
  • Payroll Services
  • Estates & Trusts
  • Sales Taxes
  • Corporation, LLC Formation
  • IRS Audits & Much More..........


Northwestern Mutual

115 W. Century Road, Suite 125
Paramus, NJ 07652

201-639-0635 / 201-835-6946
http://www.nmfn.com/thomasteel
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Who's Helping You Build Your Financial Future?

  • Asset and Income Protection
  • Investment Strategies
  • Personal Need Analysis
  • Education Funding
  • Business Planning
  • Estate Planning
  • Retirement Planning
  • Trust Services
  • Insurances
  • Investments and Much More...

 


Proven Results

Fort Lauderdale, FL 33308

954-684-6618 / 800-732-7704

Proven Results is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.

Discover innovative solutions to your financial puzzles

Be sure you do not own stocks in comapnies involved in abortion, pornagraphy, non-marrie lifestyles, etc.


Tax Tranz

652 B Newark Avenue
Jersey City, NJ 07306

718-979-5988 / 908-307-9328
201-455-6318
tranzsolutions@gmail.com
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A Member of TBC - Trade Business Center, A Diversified Group

  • Individual & Business Tax Services, IRS Problems
  • Financial Personal & Business Advising
  • Bookkeeping & Quickbooks Pro Adviser for 15 years
  • and Much More...


Michael J. Porro and Company

180 Old Tappan Rd
Old Tappan , NJ 07675

201-768-0218
201-768-6467
http://www.porrofinancial.com
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Michael J. Porro & Co. LLC is a fee only financial advisory and planning firm. While incorporated in 2002, our employees and principals have been working in the financial services field since 1977. Over these years we have developed a straightforward break-through-the-clutter means of assisting our clients in their financial decisions. In addition to our team of experienced planners we have
developed a network of individuals outside of our firm so that we can bring to the table expertise in all matters that concern one's finances. Our team approach means that clients receive more than a one-time, one-answer solution to problems. We deliver a comprehensive response to all matters before us. No financial question should be answered out of the context of our clients' complete situation.

We work to assist you in making your financial decisions. We don't look to usurp your role in managing your financial matters unless you wish us to do so. You can rely on us because we have practical experience, knowledge and work only for you. No one pays for our expertise but you. We sell no financial product. We sell only our expertise. We are a member of following professional financial service organization.

Our employees adhere to the ethical standards of the Institute of Certified Financial Planners Board of Standards and of The National Association of Enrolled Agents. You may find more information about these professional organizations by visiting CFP.net and NAEA.org.

CFP.net (Certified Financial Planner - To help you with your financial planning needs)

NAEA.org (National Association of Enrolled Agent - Tax matters)

You get both services at Michael J. Porro & Co.

Our Services:-

Over the years we developed a range of services to address all matters that have
 
anything to do with the day-to-day and long-range financial survival of an individual, family or business. These now include: retirement planning, investment management, estate planning, business services, taxes, insurance planning, employee benefits and debt management, amongst others.

We developed a means to deliver a series of standard services throughout the year to our clients so that we may, at all times, be prepared to answer any question that may arise. These include: our annual comprehensive review, retirement cash flow analysis, estate tax projections and review of estate plan, insurance review and needs analysis, income tax projections and preparation, qualified plans review, investment performance review and liability and debt service review. We have determined that when these services are rendered on a continual basis we are able to stay on top of pertinent issues and changes in the financial landscape for the benefit of our clients.


Our Services Include:-

Financial Planning

Tax Services

Estate Planning

Retirement Planning

Insurance Planning

Investment Management

Cash Flow Management and Bookkeeping

Business Management and Accounting


Evergreen Financial Group

708 N. 1st Street, Suite 342
Minneapolis, MN 55401

612-339-5352
612-677-3673
jpyne@berthelrep.com
http://www.evergreenfinancialgroup.net
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Providing Quality Financial Service 

Selecting The Right Advisor Can Increase Your Confidence When It Comes To Your Financial Future. We Believe Each Investor Is Unique.

  • Traditional Investments 
  • Non-Traditional Investments 

 


Eagle Valley Financial Services, Inc

5708 Upper 147th St. W., Suite #103
Apple Valley , MN 55124

952-997-3045
952-997-3049
jeffreycbuck@aol.com
http://www.eaglevalleyfs.com
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Let Us Help You Plan For The Future 

"We Are Committed To Maintaining The Highest Standards Of Integrity & Professionalism In Our Relationship With You, Our Client." 

We Offer A Wide Range Of Financial Products & Services To Individuals & Business Owners.

  • Tax Management 
  • Investment Management
  • Retirement Strategies 
  • Estate Conservation 
  • Insurance/ Annuity Products 

 

 


Bergen Financial & Advisory Services, LLC

361 Golf Avenue
Maywood , NJ 07607

201-712-0404 / 201-320-0914
201-712-0440
farcaroli@msn.com
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  • Financial Statement Preparation
  • Merge Companies
  • Due Diligence
  • General Accounting Management
  • Account Analysis
  • Reconciliation
  • Medical Centers
  • Hospitals
  • Private Practices
  • Outpatient Centers


AXA Advisors

Two Datran Center: 9130 S. Dadeland Blvd., Suite 1400
Miami, NY 33156

305-670-4400 / 305-338-0036
305-670-3004
http://www.southflorida.axa-advisors.com
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Our mission is simple: to provide innovative and practical financial programs for our valued clients.

Our company and its affiliates are established leaders in financial services industry. With our experience and knowledge, we offer customized guidance and strategies to our clients. Our firm's reputation for professional excellence and reliability gives our clients a high-level of confidence in the programs and products we recommend and help implement.

  • Fee-Based Financial Planning
  • Asset Management Accounts
  • Retirement Planning
  • Non-Fee Financial Needs Analysis
  • Mutual Funds
  • Wrap Fee Accounts
  • Estate Conversation Strategies
  • Variable Life Insurance
  • Buy-Sell Plans
  • Life, Disability, Income And Other Insurance
  • Life Insurance on a Key Person
  • 403(b) Plans
  • Asset Allocation Strategies
  • 401(k) and other Company Sponsored Plans

 


Niraj Mohin, CPA, PFS, CGMA

111 Kinderkamack Road, Suite 303
River Edge, NJ 07661

201-342-2005
201-342-2095
cpalwm@gmail.com
http://www.lotuswealth.com
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LOTUS WEALTH MANAGEMENT is a CPA/strategic business advisory firm founded to provide customized financial and operational solutions to increase economic values of Institutions and Individuals. OUR FOCUS is to continuously ENHANCE and DEVELOP resources for our client. We strive to build effective long-term relationships based on ACCOMPLISHMENTS and TRUST.

  • Business and Personal Tax Planning & Preparation
  • IRS and State/ Local Tax Problem Resolution
  • Estate and Trust Tax Preparation
  • New Business Entity Formation
  • Bookkeeping & Payroll Services
  • Outsourced CFO/ Controller Services
  • Board Representation
  • Litigation Services


Aviance Capital Partners

2180 Immokalee Road, Suite 301
Naples , FL 34110

866-942-1686 / 239-598-4747
239-598-4244
info@aviancepartners.com
http://www.aviancecapitalpartners.com
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Aviance Capital Partners is a private, owner-managed investment advisory firm based in Naples, FL. Our primary focus is building customized equity and fixed income portfolios for high net- worth individuals with a competitive edge in proprietary portfolio management and advice.

  • Estate Planning
  • Financial Planning
  • Investing


Trilogy Financial Services Inc.

26635 W. Agoura Road, #101
Calabasas, CA 91302

310-756-0600 Ext. 7205 / 818-444-7880 Ext. 3608
310-756-0321 / 818-444-7899
http://www.ronald-bernheim.com
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Trilogy Financial Services Inc. specializes in:

  • Financial Planning
  • Financial Solutions For Your Business
  • Estate Planning
  • Tax Planning

Please check out my website @ www.ronald-bernheim.com


Mordfin Group Accountants & Advisors

150 Great Neck Road , Ste. 201
Great Neck , NY 11021

516-829-9088
516-829-9765
smordfin@mordfin.com
http://www.mordfin.com
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  • Accounting 
  • Financial Services 
  • Tax Preparation 
  • Real Estate Services 
  • Estate Planning 
  • Payroll Services 
  • Bookkeeping & Much More 

Stuart M. Mordfin, CPA 


Peter G. Neuberg, CFP, CPA, PFS

362 Parsippany Road
Parsippany, NJ 07054

973-428-9100
http://www.lpl.com/peter.neuberg
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Tax Planning & Preparation , Accounting Services For Small Or Large Business Owners, Investment Planning For Asset Accumulation & Wealth Preservation & Much More.


Jeffrey Etzin & Associates

580 Sylvan Avenue
Englewood Cliffs, NJ 07632

201-569-4088
201-569-2221
jeffrey.etzin@genworthrr.com
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Accounting Services, Individual & Business Tax Preparation, Tax Planning, Investments, Retirement Plans, College Planning, Life & Health Insurance, Long Term Care Insurance, Disability Insurance, Business & Strategic Planning.


M.L.S. Mortgage Loan Specialists, Inc.

750 Broad St.
Shrewsbury, NJ 07702

732-747-2828 866-MLS-4YOU
732-747-4430
info@mlsloan.com
http://www.mlsloan.com
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Eric Goldstein, Elliot N. Bauer, Mark Zamkoff. Managing Directors East Coast Division. Lending Available In All 50 States/Off Credit Lending, Residential & Construction Loans, Lot Loans, No Doc. Loans, Interest Only Loans, No Income Verifications, Up To $5 Million. No Application Fee, Free Instant Pre-Qualification.


Dominick Griglak, PA

472 Westminister Place
Lodi, NJ 07644

973-772-5336
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Accounting & Bookeeping, Servicing Small Businesses, Investment Opportunities, Payroll Tax Services, Preparation Of Sales, Personal Budget, Tax Returns.


Svetlana Loukianova

13-62 Hedman Place
Fair Lawn, NJ 07410

201-797-1289 / 201-745-6831
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Start Saving For Your Retirement, Begin Funding Your Child's Education, Possibly Cut Your Life Insurance Costs, Lower Your Monthly Cash Outlay, Take Advantage Of Immediate Opportunities In Sales Marketing.


CPA Professional Services, L.L.C.

144 Main Street, Suite 203
Hackensack, NJ 07601

201-342-0707
201-342-0701
cpa@cpa-professionals.com
http://www.cpa-professionals.com
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Personal Financial Planning, Retirement Planning, Tax Advantage Investment & More...


Boyle Financial Associates, LLC

325 N. Ave. E.
Westfield, NJ 07091

908-232-8977
908-232-9066
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Insurance, Estate Planning, Investments


Howard Azer

12 Roszel Road, Suite A104
Princeton, NJ 08540

609-452-1122
609-452-8585
azercpa@aol.com
http://www.azercpa.com
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Individual, Business, Exempt Organization, Income Taxes, Specializing In Academics, University Professors, Not-For-Profit Organizations, Financial Planning, Audits Of Not-For-Profit Organizations.


Peter A. Nussbaum

444 Highway 35
Eatontown, NJ 07724

732-578-9870 / 732-225-0777
732-578-9011
Nussbaum,Peter@PMLMAIL.com
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*Insurance & Estate Planning * Employee Benefit Planning. * Business Planning. * Annuity & Investments.


Poltax LLC

245 Lanza Avenue
Garfield, NJ 07026

973-546-3333 / Cell: 862-703-1626
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Poltax LLC: Sabina Cyrulik- CPA

Specializes In:

  • Business and Individual Tax Returns
  • Retirement Counseling
  • Payroll 
  • Tax Returns
  • Retirement 
  • Financial Consulting
  • Taxes


Brian D. Levine, MBA, CPA

48 Bayard
New Brunswick, NJ http://www.bdlcpa.com

732-846-5454
732-846-7775
http://www.bdlcpa.com
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Complete Accounting & Tax Service For Individuals & Businesses, IRS Questions & Problems, Prior Year Returns, Retirement Plans, Taxes, New Business Start-Up, Accounting, Audits Of Organizations. Free Initial Consultation.


Andrew M. Horn

444 Highway 35
Eatontown, NJ 07724

732-578-9870 / 732-225-0777
732-578-9011
Nussbaum,Peter@PMLMAIL.com
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*Insurance & Estate Planning * Employee Benefit Planning. * Business Planning. * Annuity & Investments.


Cornerstone Wealth Management LLC

107 Center Drive
Buffalo, MN 55313

763-684-1885
http://www.cornerstonewm,net
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Cornerstone Wealth Management LLC believes that creating a financial foundation is important for our clients, having solid core holding as a foundation or "cornerstone" makes for building an entire structure possible.  Cornerstone Wealth Management strives to help you build a structure that can provide income during retirement. The advisors of Cornerstone Wealth Management are located in Buffalo, MN with appointments at other locations available upon request; we specialize in Retirement Income Planning, Wealth Management Services, Independent Financial Planning and College Planning.  We want to simplify your financial life.   


Benson Financial Solutions

3230 Gorham Ave., Suite 1
Minneapolis, MN 55426

952-567-3405
dlbenson4@gmail.com
http://www.bensonfinacialsolutios.com
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  • Business and Personal Planning & Consulting
  • CFO/Controller Services
  • Management and HR Consulting
  • Cash Flow, Profit, Inventory Improvement
  • Income Tax Planning and Reduction
  • Retirement and Estate Planning
  • Business Financing Consulting

David L.Benson, CPA, Finacial Advisor & Business Consultant 


Ben Malakh TaxBizPro, LLC

22-05 Maple Avenue
Fair Lawn, NJ 07410

973-594-6522 / 212-465-3337
877-825-2479
ben@taxbizpro.com
http://www.taxbizpro.com
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Welcome to Taxbizpro LLC, the premier CPA tax accounting firm for the NYC and NJ area.  Based out of Fair Lawn, NJ (Bergen County) Taxbizpro LLC provides comprehensive tax planning, accounting and financial consulting services to individuals, corporations, partnerships, LLCs’ and small businesses both within the United States and internationally.

  • Tax Preparation
  • CPA & Tax Accounting Services
  • Business Incorporation Tax Planning in NYC, NJ
  • Complete Payroll Services
  • Estate, Trusts and Assest Protection
  • Accounting


Michael Abrams

444 Highway 35
Eatontown, NJ 07724

732-578-9870 / 732-225-0777
732-578-9011
Nussbaum,Peter@PMLMAIL.com
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*Insurance & Estate Planning * Employee Benefit Planning. * Business Planning. * Annuity & Investments.


Taylor Accounting & Financial Services, LLC

155 Roseland Ave. 2nd Fl.
Caldwell, NJ 07006

973-228-9669
973-364-0888
jtaylor@tayloraccountingcpa.com
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Record Keeping & Reports, Tax Planning & Preparation, Investment Review, Financial & Estate Planning, Business Problems Solving, Computer Accounting Consulting, International Taxation.


Payless Mortgage Corporation

838 Green Street
Iselin, NJ 08830

732-283-2120
732-283-2477
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Residential, Commercial. Purchase & Refinance Mortgages. High Loan-To-Value Ratios. No Income Verification Loans. FHA/HUD Direct Endorsement Loans, Hotel/Motel. Licensed Mortgage Banker NJ. Registered Mortgage Broker NY & PA.


Wells Fargo Advisors

2520 Northwinds Pkwy., Suite 200
Alpharetta, GA 30009

678-746-5611
http://www.hedrickfurr.wfadv.com
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Are you searching for a Financial Advisor? Experience the Wells Fargo Advisors difference. If you are looking for a financial advisor that stands apart from the crowd, come and see what makes us different. We offer comprehensive investment advice, a broad range of investment choices and dedicated personal services.


Evergreen Financial Group Eagle Valley Financial Services, Inc Benson Financial Solutions Mordfin Group Accountants & Advisors
Showing 1–35 of 35 results for Financial Advisors Everywhere