After looking at a lot of Groups to organize my family and get ready for retirement, Alliance…read moreWealth took the time to sit down and plan out our lives. Ken and Paul were easy to understand and made this ordeal easy to understand. There are Larger groups here in Flemington that seem to talk down to you and make you feel that you are not welcome into their group. A lot of Finance groups just want to sell you an insurance investment where you are locked into them for 7 to 10 years. Ken laid out a solid plan, They performed a stress test and came out with a plan to see if you will outlive your retirement money. They don't take control of your money, just manage how it should be invested. Your money will stay with Schwab, Etrade, or another firm. I enjoyed being treated like an adult without feeling like a 2nd rate citizen. We don't have alot of money but, they still made my wife and I feel like we where the only thing important to them. I would recommand Alliance Wealth to my friend and family.

From the owner: Gone are the days where you are the middle man between your Financial Advisor and your Accountant…read more At Alliance Wealth Management Group, your Financial Advisor and your Accountant work side-by-side! We invite you to come experience the unique and one-of-a-kind Alliance Integrated Advantage: - Professional management of your investments - CPA-prepared tax plan & tax return - Wealth Accumulation & Retirement Success Strategies - Personalized financial plan prepared by our CFP® Professionals

Have had the. Complete my taxes two years in a row. Good communications and get to know what you…read morehave etc. Did a nice job.

Great to deal with Doug…read more Has done good things for my funds . Very helpful on making moves To improve the funds .

We have been using Stephen Walker for about 9 years now to help us stay on track with our…read moreretirement savings, budgeting and college savings. We pay an annual fee and he meets with us twice a year and as things come up that need attention. He is pretty conservative, knows the business well, is professional and has done an excellent job making sure we stay on track with our financial to-do list. He is the 'bad cop' who makes sure we update our will, fully fund our 401K fund contribution, apply for new term life insurance as our others expire, and keep our paperwork accurate in the case of an emergency. I am fully aware that none of this would happen in our household without us feeling accountable to someone. Handling the investing was overwhelming for me, and I am glad we found someone we trust who is so knowledgeable.

Simply the best in personal IRA's. Cheap online trades. Always a really American picks up the Phone…read more when you call the 1-800 number. Schwab never hides fees, or programs. Everything is up front. Unlike MetLife, which hides fees and makes online searches impossible, and MetLife never returns calls.

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

Branch manager in Flemington branch doesn't know anything .She doesn't know how to open accounts it…read moretook her 2 hours .

From the owner: Founded over 100 years ago by Johnson & Johnson employees, we are a full-service financial…read moreinstitution focused on benefiting our members with higher savings rates, lower loan rates, and fewer fees! Credit unions are member owned and operated non-profit organizations. We prioritize YOU over profit.

Very incompetent and lack of communication and follow up. Seems protecting people's assets is not a…read morepriority.

Fantastic team with excellent customer service. Extremely responsive to calls and emails. I highly…read morerecommend them!