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Schwartz & Associates CPA

(50)

Payroll Services, Accounting Services

“Their team is not only exceptionally knowledgeable about tax laws and financial matters, but they also go above and beyond to ensure their clients' needs are met with efficiency and care.”

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Steven J. Fromm & Associates

(50)

Estate and Trust Tax Return Preparation, Expert Witness in Tax Matters, Tax Consulting For Businesses

“For 8 years now, he has answered every email quickly and accurately, he has explained concepts that were above my understanding and has been an absolute pleasure to work with in every way.”

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McAdam Financial

(50)

Future
Team
Advisor

“I've been with Mc Adams since 2018 and have always been treated respectfully and truly feel my best interests are always the focal point in any conversation.”

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Leone & Associates

(50)

Notices and Audits, Tax Planning, Tax Preparation

“If you're in the market to improve your tax situation or have your finances streamlined look no further then Leone & Associates team of professionals.”

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Worry Free Tax & Financial Solutions

(50)

IRS Certifying Acceptance Agent Services, Tax Planning and Strategies, Tax Preparation Services

“Our second year in a row with WFTFS, and very glad we returned -- straightforward, quick and easy process, and great, easy to use system -- definitely worry free.”

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Jumping Jack Taxes - Philadelphia Location

(48)

Job
Learning
Patient

“I was also given advice on how to better manage my tax expenses for future references, as they have demonstrated that they want to see everyone win and their clients satisfied.”

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Leonard Financial Solutions

(49)

Life Insurance, Financial Planning, Retirement Planning

“Jonathan was very knowledgeable, patient with all questions we had and we felt he was working for us to get us the best rate and coverage as my husband and I move into the next chapter in our lives with Medicare.”

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Tristate Financial Advisors

(36)

Strategies
Tax
Retirement

“The advisors spent a lot of time with me helping me understand my current investments and giving me suggestions of how to modify them to meet my needs , goals and concerns.”

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Lane Hipple Wealth Management Group

(35)

Corporate, Investment Management, Financial Planning

“With his expertise and knowledge in the areas of saving, investing, wealth management, estate planning we feel we are on a steady upward path toward financial security.”

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Fortune Management Philadelphia

(36)

Information
Practice
Coach

“They teach you the importance of not only understanding your own strengths and weaknesses but also how to master inner office communication that can be applied not only professionally but also personally.”

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Apex Tax Advisors

(21)

Investments
Plan
Questions

“First Time Home run with Apex,Nick Daniels is one of the Nicest and Patient tax services guy we encountered over the years, The Staff is also Really Nice, Thanks for all your hard work,We will definitely return next Year”

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Alloy Silverstein

(27)

Information
Loans
Questions

“Every time i have a question or don't understand something he takes the time to walk me through it and truly understand what is going on when it comes to my taxes.”

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Your Fresh Start Solutions

(15)

Tax Relief, Tax Services, Services For Individuals

“Very professional, they always go above and beyond to help there clients, being with them morw than five years helping me to manage my bussiness........”

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AJ Moore Consulting Corp

(13)

Part-Time CFO Services, New Business Formation, Business Valuation

“As a Certified Financial Planner and IRS Enrolled Agent with over 25 years of experience, I have worked with hundreds of tax professionals over the years.”

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Family Wealth Management

(28)

Social Security Planning, Retirement Income Planning, Financial Planning Services

“So my mom's husband passed away & her husband's financial advisor was so rude that we looked to move money & found family wealth mgmt & scott Higgins & his assistant Alexis were so helpful & knowledgeable.”

Featured

Check out one of our recent client reviews! "We found Family Wealth Management (FWM) through a Google search. We read positive reviews and decided to contact Marty Higgins for our consultation. As our retirements were approaching we decided that it was time to get some professional advice. We met with Marty and he explained the FWM services and gave us a copy of his book....which we both read. Turns out we didn't know as much as we thought we did. We moved forward with engaging FWM for our current and future financial needs. Marty laid out a plan streamlined for our particular situation. The Team at FWM were instrumental in implementing our plan. Alexis is the go-to for getting things done. Not only is she the most pleasant person you ever want to meet she is a force to be reckoned with when it comes to getting accounts set up and dealing with financial institutions. She does all the leg work...we just reviewed and signed documents. Laura...also a very pleasant person, handled our "vault" and personalized webpage set-up and explained how everything works. Marty is a wealth of knowledge and explains everything to us in terms we can understand. We are very pleased with our choice in FWM. The only regret we have is that we didn't start the process with FWM sooner. " - Christopher B.

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SKB Accounting

(43)

Efficient
Team
Quickbooks

“I would highly recommend them to the business industry that needs the top notch accounting services with 100% accounting related satisfaction at a very nominal fees.”

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Peak Wealth Partners

(32)

Questions
Strategies
Retirement

“I have found that portfolio management and diversification in times of current economic uncertainty has been a benefit, adjusting strategy to suit the times and my needs.”

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Jane Coralluzzo

(26)

Future
Company
Questions

“They take the time to thoroughly explain the ins and outs of their work and they help you be prepared for your future plans and goals for your business or you personally.”

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Steele Financial Solutions

Investment Planning, Financial Planning, Estate Planning

“Joel I. Steele is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering investment advisory services in the states of CT, DE, FL, MA, MD, NJ, NY, OH, PA. As such, these...”

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Stradley Ronon Stevens and Young

(2)

Environmental, Social & Governance, Public Finance, Bankruptcy, Workouts & Creditors' Rights

“One of my site's”

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Liberty One Wealth Advisors

(20)

Meeting
Strategy
Financial Advisor

“They provide consistent and valuable guidance while also “meeting us where we're at” in terms of our family's financial goals and investment planning.”

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Guiliano Law Group

(11)

Securities

“I want to acknowledge my appreciation and respect for their splendid professionalism and knowledge you have shown in handling the laws (previous and present), for arbitration over fraud litigations.”

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Wrought Advisors

(19)

Strategies
Expertise
Goals

“His comprehensive approach to financial planning provided us with a clear roadmap for the future, addressing everything from investments and retirement planning to tax strategies.”

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Baratz & Associates

(14)

“Prompt, professional, courteous, and demonstrating expertise are apt descriptions of staff members, but especially Avani Bharucha, CPA, MBA who has worked with us to directly for for many years.”

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Average Cost	$3251
Minimum cost	$1084
Maximum cost	$9211
Avg Per Hour Rates	$326

Best Financial Advisors in Gloucester, NJ

The highest-rated Financial Planning & Wealth Management companies out of 116 vetted & reviewed in the Gloucester area.

Schwartz & Associates CPA

Steven J. Fromm & Associates

McAdam Financial

Leone & Associates

Worry Free Tax & Financial Solutions

Jumping Jack Taxes - Philadelphia Location

Leonard Financial Solutions

Tristate Financial Advisors

Lane Hipple Wealth Management Group

Fortune Management Philadelphia

Apex Tax Advisors

Alloy Silverstein

Your Fresh Start Solutions

AJ Moore Consulting Corp

Family Wealth Management

SKB Accounting

Peak Wealth Partners

Jane Coralluzzo

Steele Financial Solutions

Stradley Ronon Stevens and Young

Liberty One Wealth Advisors

Guiliano Law Group

Wrought Advisors

Baratz & Associates

Retirement Planning and Investment Management Services in Gloucester, NJ Cost Estimates

Why these companies made our list

Wealth Management Advisors near Gloucester

Popular in Gloucester