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    Bloomberg

    4.0 (1 review)

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    7 years ago

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    Alliance Wealth Management Group

    Alliance Wealth Management Group

    (1 review)

    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

    AccuTax Advisory

    AccuTax Advisory

    (1 review)

    I was looking for a new tax accountant after over 30 years with the same accountant who recently…read morepassed away. I was skeptical of the big commercial companies since I've heard unpleasant stories about them. I was fortunate to find AccuTax in Hillsborough NJ after researching several tax preparers. I called to see if they would be a fit for me. The accountant took time to answer all of my questions and made me feel confident to try the company. It was easy to get an appointment that fit my schedule. So, I used them this year to prepare my taxes. I am very satisfied with their work! They are flexible to accommodate you. They are professional, courteous, knowledgeable, and they are good communicators. I have recommended a few of my colleagues and friends who are also using their services. If you're looking for a good accountant service, I recommend AccuTax! Jacqueline

    From the owner: At AccuTax Advisory, we specialize in providing personalized and professional tax preparation…read moreservices for individuals and businesses. Our mission is to simplify your financial life by delivering accurate, efficient, and tailored solutions. Our Services Include: • Individual and Business Tax Preparation • Tax Planning and Advisory • Payroll and Bookkeeping Services • IRS and State Tax Resolution • Financial Consulting for Growth and Success Why Choose AccuTax Advisory? • Experienced Professionals: Our team consists of knowledgeable tax preparers and financial experts with years of experience. • Client-Centered Approach: We prioritize your needs, ensuring compliance while maximizing your financial benefits. • Transparent Pricing: No hidden fees—just clear, competitive rates. • Local Expertise: Proudly serving Hillsborough, NJ, and surrounding areas. Whether you’re filing a simple return or need strategic financial advice, AccuTax Advisory is here to help. Trust us to navigate the complexities of taxes and finances, so you can focus on what matters most. Contact Us Today! Address: 719 U.S. 206, Hillsborough, NJ 08844 Phone: 732-823-8994

    Roche Financial Partners

    Roche Financial Partners

    (1 review)

    My wife and I have been clients of Roche Financial for almost 20 years. Rob and his team have a…read moreunique method of planning for retirement which includes growth without unnecessary risk. We have a jointly developed plan which is monitored frequently. Changes are discussed with us in advance. Roche focus' on keeping costs low which has a minimal effect on investment performance. This was all key for us as I wanted to retire early and provide for my wife and three kids (each are individual clients of Roche now that hey are adults with careers). The practice is highly professional, accessible and private which ads comfort for us with our most valuable assets.

    From the owner: If You have questions - We have answers!…read more Roche Financial Partners is proud to introduce our Money Coach service. Your Money Coach will provide you counseling and coaching on all your important financial decisions. Sometimes all you need is a little help and direction. Don't do it alone, our expert Certified Financial Planner will be there for you when you need us. We will answer all your financial questions by email. Whether you are looking for investment advice, budgeting assistance, product information, retirement planning, insurance guidance, education planning, 401(k) recommendations or just a second opinion on an important financial decision we will be your guide. You don't make health decisions without insight from your doctor, neither should you make important wealth decisions without guidance from a Certified Financial Planner. Our Coach will be your guide, sitting on the same side of the table towards success. Let us help you make all the right financial decisions. Contact us to learn more.

    Bloomberg - financialservices - Updated May 2026

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