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Goldenthal & Suss Consulting

(48)

Questions
Real Estate
Asset

“Ive worked with Goldenthal and Suss for about 5 years now with several companies, as a business owner with over 25 years in management I know a key piece to success is having the right person to work the numbers with.”

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Kreppel Tax Advisory Group

(47)

“Elliott Kreppel is a mensch and now his beautiful, well-educated son works with him on all processes as well (it's good to know somebody will be around at the firm for a long time).”

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Sai CPA Services

(50)

Team
Tax Laws
Knowledge

“I recommend any business owner or anyone who is looking for an accountant who has experience with correcting eras that we don't see and who knows the way around the Irs building to use Sai CPA services this agency helped me tremendously and I'm sure ...”

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Graziano & Cullen, Cpas

(49)

Efficient
Trust
Company

“This really shined through when I, for the first time in my life had to endure an IRS colonoscopy this past year, which is nothing short of amazing considering that in over 30 years I have never been audited until 2021.”

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Certainty Tax Advisors

(49)

Financial
Accountant
Questions

“Certainty tax advisors is a well run , Finally tuned tax business who I have been using for years ,always pretty prompt service, especially when busy during tax season 99% accurate returns everything included that pertains anything Tax related.”

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George Basily, Cpa, MST

(42)

Questions
Response Time
Patient

“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”

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The 24 firms listed for Perth Amboy, NJ provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Perth Amboy, NJ

The 24 firms on this page are rated from 3.9 to 5.0 across 2,161 reviews; 13 have 50 or more reviews and 21 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (86%) and quality (81%). The topics that come up most in reviews of the firms on this page are "knowledge", "expertise" and "patient". 11 are open on Saturdays and 4 on Sundays. The services the firms on this page list most often on their websites are business services (3), payroll services (3), quickbooks services (3), tax planning (3) and tax preparation (3). 1 shows a license on its website; 1 lists staff certifications (CPA) and 3 have a BBB rating of A or A+. Domain records put 17 websites of the firms on this page at ten or more years old; the oldest dates from 1995. 4 offer payment plans and 4 offer a free initial consultation. 1 has Spanish-speaking staff. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Perth Amboy take financial planning bookings online?

6 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

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Hy Appelbaum CPA

(28)

Knowledge
Questions
Tax Services

“The previous accountant was good at personal taxes but when I opened up The Serene Spa in Highland Park last year I needed a highly experienced accountant who dealt with personal and business.”

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Jonathan Barrett Cfp, Clu, Chfc, Ricp, RPS

(50)

Retirement
Benefits
Tax

“In around 30 minutes, he was able to help me understand my spending habits, confirm and multiply my retirement plan, encourage me in what I was doing well, and hold me accountable where I was being foolish (all while being culturally competent and cu...”

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Expert Institute

(46)

Case
Injury
Expert Witness

“With a highly qualified team of experts across various disciplines, Expert Institute stands out for providing specialized analyses that can strengthen the legal position of clients.”

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Sidhom Accounting and Tax Consultants

(50)

Questions
Company
Patient

“Everyone there is so friendly, helpful and attentive, I always go to Albert for my taxes and I can't say enough nice things about him so I will just sum it up to say that he is the best!”

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George Gereis, CPA

(50)

Questions
Advice
Knowledge

“George, is a very meticulous reliable accountant who constantly gives attention to the details, I reached out to him 6years ago to set up the church accounting system to develop the donations, expenses and plan for the construction of church's massiv...”

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Grantvest Financial Group

(50)

Retirement
Future
Financial Advisor

“Handling financial matters while still mourning the loss of a loved one is not the easiest, but Joseph had such kind words to say and within minutes of our initial Zoom call, I knew exactly why my uncle had chosen him to handle his accounts and ensur...”

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Camacho Consulting Services

(48)

Questions
Season
Accountant

“Well first I want to say that Orlando has been my account for over 10years and that is following him all over because he does amazing work and one of the biggest things I love about him n his team is that I've never been treated like just a client bu...”

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Benemerito Attorneys at Law

(38)

Startup
Expertise
Emails

“In the startup world, it is easy to be ensconced in so many things that you can lose track of legal matters, but John always protected our interests and for that , my team is greatly appreciative of the high quality work he always afforded us.”

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Dennis Surmanek

(41)

Retirement
Questions
Accounts

“After just speaking with him now about my accounts, he, once again, provided honest feedback, direct answers and direction, and it is always clearly evident he ensures his fiduciary responsibility to my best interest and the ethical financial role he...”

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Masterworks

(41)

Art
Onboarding
Call

“Though I interacted with 3 advisors before pulling the trigger (3 because of my scheduling difficulty, not theirs), the third one surprised and impressed me with a little welcomed education on how to diversify within the art spectrum.”

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Schwartz & Gomez Tax and Accounting

(24)

Team
Tax Return
Reviews

“I have worked with her for a few years and she is so detail-oriented, so on top of it, reviews everything with me to make sure i understand what is happening and best of all, eases my anxiety around taxes and all this stuff which is HUGE for me.”

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Legrand Financial Services

(8)

“A friend referred me to Le Grand Financial Services after unpleasant experiences with previous accountants whom I felt was over charging for every piece of documents to complete my business filings.”

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Unique Financial Advisors & Tax Consultants

(25)

Vid
Future
Goals

“Unique Financial Advisors & Tax Consultants provide down to earth guidance, provides weekly emails keeping you informed with up to date information about what's going on in the world and your money and educational reading material to help strengthen ...”

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Francis Financial

(33)

Portfolio
Estate Planning
Resources

“She took a caring approach, reducing risk, and making sure my mom could weather the storms of the market while having enough money for the things she needed.”

FAQs

What makes your client experience unique?

The firm maintains a boutique feel with a personalized approach that differentiates us from many other financial advisory firms. We have a low client-to-advisor ratio, which allows us to be uniquely attentive to our clients, and give them financial peace of mind even in the midst of turbulent changes in their lives. Our award-winning, team was founded and is led by powerful, motivated, and experienced women. We are somewhat of a unicorn in the industry, as only 9% of financial advisory firms have a female owner. Each of us have a deeply personal reason why we were drawn to do this work. Our passion and dedication are some of the many reasons why our clients love working with us. We have effective, long-lasting relationships with our clients and a client retention rate of 98%, which is far above the industry average.

How often would you meet with me?

We will schedule your Progress Meetings based on your availability and preferred times. We meet with most of our clients 3-4 times per year. Progress meetings are crucial to the success of our relationship, and the quality of the work we produce together. Our clients love meeting via Zoom, but phone calls are great too! With advance notice, we can accommodate in-person meetings. Our clients tell us that the Progress Meetings are fun and often a big stress reliever, confirming that they are financially on track. During Progress Meetings, we will discuss any new developments or changes in your financial situation, review your financial-plan goals, and go over your portfolio allocation and most recent investment report. The best part of our job is attending these meetings and being able to connect with you and support you.

Will you work with my accountant, lawyer, etc.?

Yes! We will work in tandem with any professionals who are already providing guidance in your life. With your permission, we can exchange information and ideas with your team to optimize the advice we provide to you. Your team might include an accountant, estate planning attorney, property and casualty insurance agent, as well as other professionals such as life, disability, long-term care, and health insurance experts. Over the last two decades, Francis Financial has also built trusted relationships with professionals you may need along your financial journey. We are happy to be a resource for you if you need help building your team of smart and caring professionals!

Is there a fee for an initial meeting with you?

No. There is no fee for your initial meeting with our Francis Financial advisors. In this meeting, we will answer any questions you may have and help determine if we are the right advisor for you.

What is your investment philosophy?

As independent, fee-only, fiduciary advisors, we have access to thousands of investment solutions and can objectively choose the best investments to help you reach your goals. We partner with the top research firms to thoroughly vet every investment that we recommend for your portfolio. Francis Financial also uses a disciplined process to add and remove investments from your portfolio, along with rebalancing the mix of stocks and bonds that is right for you. We structure portfolios for the long term, so that you can live your best life - now and in the future. The financial markets have been as unpredictable as ever, so you need a seasoned professional by your side who can build you a resilient portfolio that can adjust for the changing tides and protect your money. Francis Financial is here for you!

More detailed information is available on the FAQ page of our website.

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Johnson Financial Consulting Group

(10)

Knowledge

“He takes his time to see if you like your tax return or options to help you on your deductibles.”

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Story Tax & Financial Services

(13)

“They have an app organizer for your taxes which is user friendly and all the information you need and sent is right threw the app… also big shout out to her financial services she recognized that there wasn't no taxes taking out from 1 of my brackets...”

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Strategic Tax Planners

(17)

Company
Financial
Questions

“Michael and his team members are the best and they are always available to help me at anytime throughout the year to answer any financial questions or taxes related questions I may have.”

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I&U CPA

(4)

Tax Preparation

“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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Average Cost	$3094
Minimum cost	$1032
Maximum cost	$8764
Avg Per Hour Rates	$310

Best Financial Advisors near Perth Amboy, NJ

Goldenthal & Suss Consulting

Kreppel Tax Advisory Group

Sai CPA Services

Graziano & Cullen, Cpas

Certainty Tax Advisors

George Basily, Cpa, MST

Area overview: Perth Amboy, NJ

Hy Appelbaum CPA

Jonathan Barrett Cfp, Clu, Chfc, Ricp, RPS

Expert Institute

Sidhom Accounting and Tax Consultants

George Gereis, CPA

Grantvest Financial Group

Camacho Consulting Services

Benemerito Attorneys at Law

Dennis Surmanek

Masterworks

Schwartz & Gomez Tax and Accounting

Legrand Financial Services

Unique Financial Advisors & Tax Consultants

Francis Financial

Johnson Financial Consulting Group

Story Tax & Financial Services

Strategic Tax Planners

I&U CPA

Retirement Planning and Investment Management Services in Perth Amboy, NJ Cost Estimates

Why these companies made our list

Financial Advisors near Perth Amboy

Popular in Perth Amboy