Newark, NJ 49 Financial Planners near you

Where do you need the financial services and planning?

Go
Answer some questions

Let us know about your needs so we can bring you the right pros.

Get matched

Get matched with multiple pros that meet your exact needs.

Hire the right pro

Compare pros, ask questions, and hire only when ready.

Newark Financial Planners Ready to Help

Accounting, Tax, & Audit Services

Accounting, Tax, & Audit Services

5.0 (7)
I have been an accountant for 20 years and perform all accounting and Tax related services to clients.  I also do audit services and Tax Resolution Services to clients who owe money to IRS and cannot pay it. I will travel to visit clients who are not able to meet me at my office and I can also work remotely.
View Profile
Rowan Financial LLC

Rowan Financial LLC

5.0 (4)
www.RowanFinancial.com https://www.linkedin.com/in/dave-rowan-64941/ Dave Rowan, MBA, CFP® is the founder of Rowan Financial, LLC.  He is passionate about helping individuals and entrepreneurs discover and implement the money decisions that they can make NOW and in the next 1-2 years that will enable them to pursue their dreams and create the lives they were meant to lead.   Rowan Financial attracts clients who are currently contemplating or experiencing a financial transition.  This can include starting up or expanding your small business, embarking on your encore career in semi-retirement, or giving birth to your first ch ... View Profile
View Profile
George Xu, C.P.A. P.C.

George Xu, C.P.A. P.C.

5.0 (1)
We are a full service accounting firm located at Flushing, NY. We provide professional auditing, accounting, tax preparation, bookkeeping and financial planning services. We are in business for over 20 years and our fees are reasonable and competitive. For more information of our firm, please visit www.xucpa.com
View Profile
Kotulak & Company, PC

Kotulak & Company, PC

5.0 (1)
We are a full service accounting firm that deals with personal and business tax, accounting, bookkeeping, Audits, IRS & State tax issue resolution, forensic accounting, and financial planning.  We have 3 CPAs on our staff and provide friendly, reliable, and knowledable service.  We respond promptly to clients! www.kotulakcpa.com https://www.facebook.com/KotulakCPA/
View Profile
Finanzeal Solutions

Finanzeal Solutions

5.0 (1)
While millions of small business owners and startup entrepreneurs are masters at creating great products and services, building awesome teams and getting investments; many of them lack the means or time, to manage their companies’ finances and paperwork. Finanzeal was created with the purpose of assisting up-and-coming companies run their business more efficiently by removing the burden of maintaining an in-house accounting department. Finanzeal is geared mainly towards small businesses and non-for-profit organizations that need bookkeeping, accounting and financial services ... View Profile
View Profile
A1 Financial Services

A1 Financial Services

5.0 (1)
A1 Financial Services provide accounting, bookkeeping, tax and mortgage services. We are proud to have provided our clients with high quality and accurate financial services for over 20 years.  Our primary focus is providing peace of mind to each client; from individuals to businesses. We are dedicated to exceeding our client’s expectations in all aspects of financial service Contact me for your Accounting, Bookkeeping, Payroll,  individual and corporate tax returns. I am a tax expert enrolled to practice before the IRS.  We accept payroll and bookkeeping outsourcing. Contact me at [email protected] or (908) 378-5012. ... View Profile
View Profile
Sam Income Tax LLC, CPA

Sam Income Tax LLC, CPA

5.0 (1)
Excellent tax and accounting services to businesses and individuals
View Profile
SRF Accounting Group LLC

SRF Accounting Group LLC

SRF Accounting Group, LLC is a boutique accounting practice specializing in real estate. We provide personalized services and consulting for many high net worth individuals. We do more than just crunch the numbers. Our CPAs deliver top quality tax consulting and preparation ordinarily found only in large firms. Our accountants are alumni of PWC, E&Y, Deloitte and EisnerAmper. 212-744-7888 Maximizing your business to achieve your personal goals. Read about our values, our philosophy and the WHY, HOW & WHAT behind everything we do at SRF. ... View Profile
View Profile
Kevin Conner CPA

Kevin Conner CPA

Tax Representation, Litigation and Controversary
View Profile
THT Tax And Accounting

THT Tax And Accounting

THT Tax and Accounting is a local Caldwell, NJ CPA firm offering timely and cost-effective financial management solutions for small businesses in Northern New Jersey. We’re your one stop for accounting services, bookkeeping, and tax advisory. It’s our goal to exceed your expectations by providing exceptional service and practical financial advice you can count on. With our support, you can focus your time and efforts on running your business and leave the accounting to us. ... View Profile
View Profile
TaxMaster Financial Services Corporation

TaxMaster Financial Services Corporation

David I. Block, EA, is a native of Brooklyn, NY, and a graduate of Wesleyan University, Middletown, CT. David has worked with TaxMaster since 1985. David brings to his work the philosophy that the financial decisions we make are determined by our emotional states of mind, and that these decisions create our destinies. In support of this approach, David is also a Certified Professional Coach, working with individuals and business, as well as a Master Practitioner of Neuro-Linguistic Programming (NLP). David helps his clients find and maintain the states of mind that enable them to prosper, and strategies to help them do so. David also offers e ... View Profile
View Profile
Conservativeadvice.com

Conservativeadvice.com

Our role is to serve the client's best interests avoiding any conflicts of interest in helping them to achieve their financial objectives. Developing personal relationships and understanding the need of each client is important to their success. Our state of the art planning tools, and software to access risk, helps us zero in on what needs to be accomplished for each client to reach their goals.
View Profile
BeamaLife Corporation

BeamaLife Corporation

BeamaLife helps high-net-worth individuals such as physicians, dentists, successful business owners, professionals & corporate executives and corporations to create substantial additional wealth through intelligent “outside of the box” financial planning. BeamaLife will also help to reduce their taxes with “little known” IRS-approved strategies. Our GALIP-based investment strategy helps you enhance your return and reduce your risk. Read More at https://beamalife.com/ ... View Profile
View Profile
ROSENBAUM FINANCIAL SERVICES

ROSENBAUM FINANCIAL SERVICES

Rosenbaum Financial Services is a comprehensive financial services firm committed to helping our clients pursue long-term financial goals. Customized programs are designed to seek growth, and potentially conserve our clients’ wealth by delivering an unprecedented level of personalized service. We put people on the right path toward their goals. We give all our clients straight talk. We help individuals and small businesses work towards pursuing their financial goals and save money on their taxes. You get more than just a tax return. We have been working in accounting and taxation for over twenty years. Ralph has been a control ... View Profile
View Profile
Vision Financial Group CPAS

Vision Financial Group CPAS

Vision Financial Group is an industry leading firm of Certified Public Accountants and Consultants.  Our client base focuses on prominent firms in the retail, manufacturing, industrial, construction, and professional service sectors, as well as individual personal taxes.  We can help you meet the demands of your competitive business or personal environment.  The quality of service you will receive at Vision Financial Group is of the highest caliber.  We pride ourselves on the responsiveness and professionalism of our firm.  If your business or personal taxes require special expertise, we can h ... View Profile
View Profile
Sam Income Tax LLC CPA

Sam Income Tax LLC CPA

Sam Income Tax, LLC is a local CPA firm providing superior Accounting & Tax services to businesses and individuals in NJ. We are committed to providing you the highest level of professional services that will earn your trust and make you a satisfied client year after year. Areas of expertise: Individual Income Tax Preparations (Federal and all States). Business Income Tax Preparations including: Schedule C, Partnership Tax Return form 1065, S Corporation Return form 1120S C Corporation Tax Return form 1120, Estate & Trust Tax returns form 706, & Gift Tax Return form 709 Sales & Use Tax. Accounting & Bookkeeping. B ... View Profile
View Profile
Park Avenue Financial Advisors LLC.

Park Avenue Financial Advisors LLC.

North Ridge Securities Corp. is one of the industry’s most trusted Independent Broker Dealers and Registered Investment Advisors, serving thousands of clients nationwide for nearly 30 years. With over 100 years of combined management experience and the highest quality independent financial advisors, the team of dedicated professionals at North Ridge are committed to providing best-in-class financial advice, service and planning for all stages in life. ... View Profile
View Profile
Rosenbaum Financial Services

Rosenbaum Financial Services

Rosenbaum Financial Services is a comprehensive financial services firm committed to helping our clients pursue long-term financial goals. Customized programs are designed to seek growth, and potentially conserve our clients’ wealth by delivering an unprecedented level of personalized service. We put people on the right path toward their goals. We give all our clients straight talk. We help individuals and small businesses work towards pursuing their financial goals and save money on their taxes. You get more than just a tax return. We have been working in accounting and taxation for over twenty years. Ralph has been a control ... View Profile
View Profile
Bovell Financial

Bovell Financial

Bovell Financial is a comprehensive 2nd Generation Financial Services firm in New York & Atlanta that  provides accounting, financial and tax services!  We have decades of experience providing services to indivduals, business owners, Government agencies, Fortune 100 companies, Investment Firms and Non Profit organizations.
View Profile
George Xu, C.P.A., P.C.

George Xu, C.P.A., P.C.

We are a certified public accounting firm with over 23 year experience in helping individuals and small businesses for their need in tax preparation and consulting, accounting and auditing. Please visit our website www.xucpa.com for more information. Our fee is very reasonable and our service is professional, customized and detail oriented. We are member of American Institute of Certified Public Accountants. We use cutting edge tax and communication softwares so that our clients can have their taxes done securely without leaving their home. Clients are always welcome to our office for personalized consulting. Our office is conveniently locate ... View Profile
View Profile
Podell Financial Group

Podell Financial Group

Our company Podell Financial Group specializes in unique and specific tax-strategies for business owners and the self-employed.  We create and manage these financial plans for successful companies using tax-advantaged plan designs to get large deductions. While working with our client’s tax advisor we have been able to put them in a superior financial position. The result of our work, allows our clients to hold onto more of their company’s profits. We have become a thought leader and expert in this arena.  These are specialized and creative solutions that most advisors generally do not have the expertise or experience ... View Profile
View Profile
Horizon Harvest Financial Planning

Horizon Harvest Financial Planning

Horizon Harvest Financial Planning is a fee only investment advisory firm. That means we not only have a fiduciary promise (a legal statement to put your interest's first) but are properly aligned, not earning a fee on products and only being paid by you. Think of this as more of a consultant you hire who wants to help you sort out your finances, make life easier and expand your options for a better future. To do that we do not charge for a one hour consultation by phone or in office and have a return of fee structure if you feel the advice you have received does not live up to your expectations. That sets us apart from any other adviser you ... View Profile
View Profile
Marion Funding Group Corp.

Marion Funding Group Corp.

Marion Funding Group, services small business clients and individuals. We are client orientated, not fee orientated and have a high rating with Better Business Bureau.  We provide services of all types, in the financial arena. Tax preparation, Personal and Business, Bookkeeping, Investment Advising, Tax,Financial and Retirement Planning, Business Funding for new and Startups. Office consultations are free.
View Profile
CPA TAX PLANNING

CPA TAX PLANNING

Professional, Reliable, affordable & reachable. New York's CPA Tax Planning delivers top-notch accounting, tax planning, and bookkeeping solutions to individuals and their families as well as small to mid-size businesses. Our tax experts adhere to the highest professional standards and provide personalized responsive services to clients.
View Profile