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J. Friedman & Co, CPA
“Always there to answer all accounting questions and knows a lot about taxes Thank you Joel”
Best Financial Advisors in Lakewood, NJ
Handpicked from 129 vetted & reviewed Financial Planning & Wealth Management firms in the Lakewood area, discover the top 5 elite providers among the selected group of 24 finalists.
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N Schaum CPA
Services For Individuals, Tax Services, Quickbooks Services
“He is very knowledgeable and is great guy to discuss tax planning strategies with, as well as many other areas of accounting!”
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Black Wolf Capital
“Black Wolf Capital was founded in 2015 with a single mission to provide real estate debt and equity with transparency and honesty. At Black Wolf Capital we specialize in debt and equity placement , whether conventional, structured bridge, constructio...”
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Oceans' Financial Group
- Attention
“My accountant mentioned he hasn't come across such organized bookkeeping in a long time, where he had no questions at all when it was time to file the taxes, I highly recommend working with her, very happy with her services.”
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QFS Group
“We provide business loans to existing businesses. If you have a low credit score, do not worry, you can still qualify for a quick business loan through QFS Group”
Qualification Criteria for best of Winners
Minimum Overall Score
97 (100)
Minimum Reputation Rank
97.8 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Wilschanski D H CPA
“Our firm's reputation for providing quality service reflects the high standards we demand of ourselves. Our high standards, responsive service and specialized staff spell the difference between our firm and the rest. We have many years of experience ...”
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Greenline Financing
“We work with many accountants, financial advisers, investment bankers, brokers, and lawyers. Anywhere from industry leaders to the smaller ISO's, sales agents and affiliates. We value every relationship, no matter how large or small and you ...”
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Yungreis Wealth Management
“In coordination with your attorney, we'll develop estate and wealth transfer strategies that ensure your family is set up for success. Investment Management”
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Pfeiffer Accounting & Tax Service
Bookkeeping
“In working with him for the past 2 years, hes' been flexible in terms of the amount of control that I want to have with my businesses books, and, with his help, he's allowed me to streamline my bookkeeping and accounting so that i'm more efficient, ...”
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American
- AIL
- Polite
- My Policy
“The life insurance consultant Juan Leonardo was very great to talk with , great explanation of the benefits as well as giving me the assurance that I was making the right decision getting life insurance.”
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Global Financial Training Program
- Broker
- Financial Services
- Investment
“Add to all of this, the website they design for you which is topnotch, the mentoring after training, the marketing tips that Erica gives on Day 4, and the fee is a great value for the dollar.”
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New Century Planning Associates
Long-Term Care Planning, Insurance Planning, Financial Planning
“Bob and Louis are easy to reach, willing to address any questions or concerns we might have and their investment advice has been excellent to date and we could not be more pleased.”
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Mark Angelo Financial Services
“I have always heard this was the top place in town.”
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CSI Group
Income TAX Preparation, Copy of Copy of Retirement Planning, Safe Retirement Investments
“Have been using this firm for quite a few years, they are always helpful and very professional.”
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Family Focus Financial Group
“Not only are they consummate professionals, but they go above and beyond for their clients in ways we never expected!”
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Millstone Financial Group
The Millstone Awareness Analysis, Estate and Legacy Planning, Wealth Management
“He is fantastic at providing different perspectives that has helped us navigate through our financial options and has put our mind at ease knowing that, together, we established an achievable, yet realistic plan that we were very comfortable with.”
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Mullooly Asset Management
Wealth Management, Retirement Planning, Investment
“Fortunately for me, as I got to know Tom better I signed up with Mullooly Asset Management just prior to that 2008-2009 crisis, and I have always been glad I did because Tom literally saved my account from disaster.”
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Froehlich Financial Group
Retirement Income Planning, Business Succession, Taxes
“Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.”
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Jalinski Advisory Group
- Investment
- Team
- Family
“Josh and his team were extremely patient with my 30 plus questions, before moving forward with his recommended solution, after asking many questions, having several conversations, and identifying the goals and objectives...”
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Joseph Apuzzo, CPA
Tax & Accounting Services, Wealth Management Consulting, Family Home Office and Bookkeeping Services
“When you become Joe's client, you will soon realize that you and your family are in great hands and you will realize that you are working with someone, who has your best interest in mind and you will soon get this feeling of comfort, security and saf...”
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Barry Smulofsky CPA
Strategic Business Planning, Succession Planning, Bank Financing
“Barry has been wonderfully helpful.”
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Tekeno Financial
- Pleasure
- Honest
“Extremely satisfied and would highly recommend this service to others.”
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The Accounting Offices of L.K. Reisman
Strategic Business Planning, Succession Planning, Bank Financing
“Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program ther...”
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Monettistandard Cpa's
“Barbara was very helpful in creating a portal set-up.”
Retirement Planning and Investment Management Services in Lakewood, NJ Cost Estimates
Minimum cost
$1166
Maximum cost
$9911
National Average
$3498
Avg Per Hour Rates
$350
$2332
$6413
Fair price range is based on
432 cost profiles
Why these companies made our list
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