Best Financial Advisors in Edison, NJ

“He identified faults in my previously filed tax returns from the different place and thus gave the opportunity to amend and save from penalties in future years.”

“He is a diligent and knowledgeable accountant who goes the extra mile for his clients.”

“From start to finish, from the obtaining mortgage approval to closing day, all questions were answered clearly and thoroughly.”

“We're so excited to become the first 100% NAIFA agency. The National Association of Insurance and Financial Advisors (NAIFA) is a 130 year old organization dedication to our industry. NAIFA advocates for our clients and helps advance the advisors in ...”

“Eric is a dedicated CERTIFIED FINANCIAL PLANNER™ professional, serving affluent young families in Monmouth County, NJ. With a Bachelor's Degree in Economics and a minor in Psychology from Rutgers University, he comprehends his clients' unique needs a...”

“John and his staff has managed my portfolio and taxes for the past 35 years and there is no one I trust more than him to continue my financial planning.”

“Early in the tax season we switched to Lear & Pannepacker from a well-know tax/advisory firm that wasn't giving me the service or attention our business needed.”

“Not only have they flawlessly handled all my tax filings and reports, they have also taken the time to meet with me personally whenever I've needed counsel.”

“They suggest low risk with high long-term gains with sound investments after they perform their research.”

“Adam and his staff were top notch at providing personalized service and making themselves available to me for all my questions and concerns, and the entire process went smoothly.”

“All what is needed is two 10 minutes visits the 1st one is to file and discuss all of youe documents and expenses then you return after 4-5 days to review and sign for the submission”

“Sidhom not only did my 2015 correctly, but also amended my 2014 Return to correct the mistake and it turned out in me getting a reimbursement for 2014.”

“I have listened to financial advisors on the radio numerous times and I always get the sense that they are more interested in giving you the phone number to their office than trying to understand and answer your questions.”

“He didn't tell us what we wanted to hear and then take our money; he told us the reality of our situation, and was genuinely concerned for our financial well-being, and provided advice based on that.”

“I used to go to another accountant but unfortunately he did a lot of mistakes in my papers and I didn't know what to do until I heard about mr John so immediately I went to him and Thank God he had fixed everything in my papers, a lot of thanks to hi...”

“Trust his competence and advisement as well as his staff who are very welcoming and willing to aid with any question or concern through the whole process during the hectic tax season.”