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Heron Wealth

(30)

Estate Planning, Financial Planning, Investment Advice

“David kept me on a healthy path, put together a team of savvy advisors, top attorneys and with his expertise brought me to a place where I am set for the rest of my life.”

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Bovell Financial

(30)

Tax Preparation

“This company also has the updated technology with the capability of creating an online account through the portal to make your experience that much more convenient.”

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Drucker Wealth Management

(29)

Autumn
Education
Decisions

“That's what struck me, Gideon wanted me know why this was helpful, he was willing to take the time to explain why this works so I would have an understanding.”

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I Clever Services

(24)

Industries, Services For Individuals, Business Services

“You can rest assured that you will have feedback from a very knowledgeable and dedicated Team in a very timely manner, who provide a valuable professional service.”

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Tax Master Financial Services Corp

(30)

Tax Planning & Preparation, Investment & Financial Planning, Payroll Services

“David and Tina have carried on this tradition throughout the years learning from Davids father Arnold who worked tirelessly to build a successful business,thank you for all of those you help.”

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Clarify Capital

(30)

Team
The Future
Questions

“Shane was great to deal with, he helped us every step of the way with no pressure tactics, he was very professional and patient with us, it was definitely a pleasure working with him and we look forward to working with him again if we need to!!!”

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Brian Shaltakoff CPA

(2)

International Taxation, Innocent Spouse Relief, Back Taxes Owed

“) He will always ask you detailed questions and help you to maximize your return and/or minimize your tax owed.”

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Prudent Financial Solutions

(30)

Debt Consolidation, Helocs, Cash Out Refinance

“This man has gone above and beyond to put the burden off your shoulders and make us realize that there is help out there for debt relief and he went above and beyond to make us feel comfortable.”

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Zoe Financial

(18)

Knowledge

“Consummate financial professionals with a wealth of knowledge and a streamlined process for connecting you with the best possible independent financial advisor.”

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Popular Tax

(8)

“I have been going to Popular Tax for years, specifically to Lee Slater.”

i

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Goldfine Tax Accountants and Consultants

(5)

Sales Tax Main Page, Tax Services, Cloud Accounting

“Goldfine has a family-core team that support you internationally and locally - whether from research goals to do with grants, investors, b2b marketing and legal introductions or the relocating in difficult times, stopping theft and fraud, you name ...”

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Flynn Financial Partners

(30)

Goals
Organization
Future

“They advised my father for many years and he was a middle class income earner and their disciplined approach helped leave my mother in a very comfortable place.”

i

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The Deminno CPA Firm

(30)

Tax Saving Strategies, Tax Services Offered, Accounting Services Offered

“My company and my personal finances emerged stronger out of hardship and during Covid implications largely thanks to the care, professional assistance, and guidence of James De Minno and The De Minno CPA Firm PC.”

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Ivy Tax and Accounting Services - NYC CPA Firm

(23)

Questions

“I have utilized Sam's services for the last two years and I can't thank him enough for how easy he makes the process while providing his services for affordable rates in NYC.”

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SJS Tax & Consulting

(5)

“But when the issues are complex, they also have the means to research and get back to us quickly with the key information necessary to continue the growth of our business.”

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Harrison Financial Group

(23)

“Best debt collestions call ever, I was able to have a pleasant conversation with someone who did not make me feel pressure or shameful about my debt, I couldnt be happier about how we handled my collections issue.”

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Investment Science

(12)

Knowledge
Project
Expert

“His diverse background, skilled domain knowledge and pulse on the industry make him invaluable in understanding how to make projects happen, write excellent business requirements, write software code in regards to machine learning, and is able to bui...”

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C York CPA

(14)

Bookkeeping/Write-Ups, Payroll Services, Estate Planning

“Great work keep going on !”

i

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Klyman Financial

(17)

Retirement, Taxes, Money

“Not only will they share their blueprint to financial success, but they'll go so far as to lay the brick road themselves to ensure you're family will reap the benefits for years to come!”

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Scott M Aber CPA

(29)

For Individuals, For Business

“Scott have helped our company to not just save money and file correctly, but have instructed us on ways to get government support when available, and is being a huge part of helping us strive during COVID-19 unprecedented times.”

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JPB Financial

(1)

“He takes a comprehensive approach to all client financial matters and genuinely cares for your well-being.”

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I&U CPA

(4)

Tax Services, Accounting Services, CFO Services

“This year I had a few big life events (marriage, condo purchase, change in State residency) and need assistance with planning my executive compensation to make sure I was maximizing my tax return and not missing out on any tax benefits.”

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Queen Blueprint ️

(29)

Plan
Business
Resources

“Unfortunately I witnessed my parents go from the top to underwater really fast in my high school years, we had to sell our house (the house I dreamed of being married in the back yard along the waterfront) and I was told a week before I was leaving f...”

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Sealy Singer

(7)

Services For Individuals, Business Services, Tax Services

“Friendly, professional, patient, quick and responsive.”

i

Average Cost	$3108
Minimum cost	$1036
Maximum cost	$8805
Avg Per Hour Rates	$311

Best Financial Advisors in West New York, NJ

The highest-rated Financial Planning & Wealth Management companies out of 107 vetted & reviewed in the West New York area.

Heron Wealth

Bovell Financial

Drucker Wealth Management

I Clever Services

Tax Master Financial Services Corp

Clarify Capital

Brian Shaltakoff CPA

Prudent Financial Solutions

Zoe Financial

Popular Tax

Goldfine Tax Accountants and Consultants

Flynn Financial Partners

The Deminno CPA Firm

Ivy Tax and Accounting Services - NYC CPA Firm

SJS Tax & Consulting

Harrison Financial Group

Investment Science

C York CPA

Klyman Financial

Scott M Aber CPA

JPB Financial

I&U CPA

Queen Blueprint ️

Sealy Singer

Retirement Planning and Investment Management Services in West New York, NJ Cost Estimates

Why these companies made our list

Wealth Management Advisors near West New York

Popular in West New York