Union City, NJ 61 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.

Union City Financial Planners Ready to Help

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)
Having trouble in your finances and need financial consulting services? They offer in-depth analysis and come up with financial solutions. They specialize in providing quality business tax preparation, financial services and planning, and tax accounting.
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)
Sammy Saleh offers professional medium and small business financial services. Their financial solutions will set you on the road to financial breakthrough. This reliable financial consultant is available for anyone.
View Profile
Paul Stramberg LLC

Paul Stramberg LLC

Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 /* Style Definitions ... View Profile
View Profile
SRF Accounting Group LLC

SRF Accounting Group LLC

SRF Accounting Group LLC provides professional accounting, business tax preparation, and individual tax preparation at flexible price. SRF Accounting Group LLC has got you covered. Their professional financial planners offer accounting, hr and payroll, and business tax preparation.
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 offers business tax preparation, hr and payroll, and financial services and planning in Caldwell. They offer to manage and protect your wealth with their reliable financial advisory services. Let them take care of your needs.
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 has been working in the financial services industry for many years. They perform professional bookkeeping, cpa firm, and accounting. They have been providing professional financial services and planning, tax preparation, and individual tax preparation for many years.
View Profile
Vision Financial Group CPAS

Vision Financial Group CPAS

Vision Financial Group CPAS has some of the top financial planners and top financial advisors in your area. This pro has been working with individuals and businesses since many years ago. They've been in Vision Financial Group CPAS for many years.
View Profile
Sam Income Tax LLC CPA

Sam Income Tax LLC CPA

Sammy Saleh is a professional who provides reliable tax preparation, hr and payroll, and cpa firm services. Hire one of Sam Income Tax LLC CPA's top financial advisors. They efficiently guide individuals with their specific goals.
View Profile
Park Avenue Financial Advisors LLC.

Park Avenue Financial Advisors LLC.

If you need a financial service provider, hire Park Avenue Financial Advisors LLC.. This professional handles financial services and planning. They have gained many positive comments from customers.
View Profile
Rosenbaum Financial Services

Rosenbaum Financial Services

Do you need financial services providers? Feel free to visit Rosenbaum Financial Services. They offer business tax preparation, individual tax preparation, and bookkeeping for their clients.
View Profile
Bovell Financial

Bovell Financial

Bovell Financial offers reliable individual tax preparation, accounting, and cpa firm in New York. Throw your worries by hiring Bovell Financial. They specialize in tax preparation, accounting, and business administration services.
View Profile
George Xu, C.P.A., P.C.

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

Entrust your financial services management consulting in the reliable hands of primerica financial services. George provides professional financial counseling services. Get connected to George Xu, C.P.A., P.C. and let this financial group assist you today.
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

Get top-notch financial solutions from one of this firm's financial service providers. Then CPA TAX PLANNING is your match. These financial planners have 12 years of business experience.
View Profile