Can't get any better than Gail Rosen…read more Her firm is fast, efficient and professional. I've been using them for about 6 years - I love them :) http://www.gailrosencpa.com/index.htm

There isn't a more thorough, more professional accountant out there. Gail is very accommodating…read morewhennit comes to scheduling meetings, even on short notice.

Honest and trustworthy with focus on tax avoidance. Support staff is outstanding. Highly Recommendedread more

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.

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!

I have been a customer of Affinity Federal Union since 1992 and have always been happy with the…read morecourteous and friendly service I have received through the years!!

Great place with friendly service not often found at large financial institutions. Immediate and…read morepersonal service.

I've had a great experience working with my Nick Guida and the team. He has been extremely…read moreprofessional, knowledgeable, and supportive throughout the entire process. He takes the time to explain everything clearly and makes sure I understand all my options before making any decisions. What I appreciate the most is the peace of mind he provides -- it's a huge relief knowing I can trust him to guide me and support my family in making the right financial and investment choices. I truly feel more secure about our future thanks to his advice and dedication. Highly recommended!

Christina has been doing my taxes for at least 10 years. She is thorough,professional and has good…read moresuggestions. Always available if you need her, although I have processed them via the internet. Very safe! Ellen Torres

Unfortunately they were totally booked. But I was impressed they returned my call to let me know…read more Very professional maybe next year

I have the highest regard for "Secure Retirement Startegies". They are true fiduciaries whose…read moreconsultative approach will guide you to the best financial decisions for your retirement and your family's future. Michael Neft and Phil Lorenzon are very knowledgeable about all retirement strategies and can help you navigate the annuity landscape and all rider options. I met with them four times and asked a lot of questions while comparing several annuity plans. They tailored their recommendations around my and my spouse's specific environment and our desired lifestyle plans. They were readily available during this entire process and still are, well after we made our decision and contracted the appropriate annuity. Their multi-decade experience in financial matters and investing helps add depth to their recommendations. I consider them an ongoing financial resource. S.S.V.--Basking Ridge, N.J.

The name actually says it all! Myself and my Wife are Baby Boomers, that will be hanging up our…read moreworkboots soon. We both have State Pensions, Social Security down the road, and a small modest portfolio. We chose Secure Financial Strategies as our guys! The personal help, and suggestions they gave Tailor fit our needs for a very secure retirement. They looked at all our stuff, discussed a plan, provided tons of information, and then implemented. Honestly we are very happy with the whole process! I was a little nervous at first thinking we really just have a small amount to invest, and would we be treated as well as say someone with a lot more. Boy was I wrong! My go to guy Merrick Smith, has been right there, available anytime. Along with Mike Neft analyzing the market, we are set up for a real nice profitable cushion to enjoy our retirement years. Folks these guys are the real deal! So happy with our descison to go with this Company. I could keep going believe me! I suggest you give them a look, heck there is no pressure at all, they made that abundentaly clear. But I bet you will be pleasantly surprised when you see what they can do for your needs. These guys work for you! Kenny Keleher/ Flemington, NJ......Not sure why it says San Francisco!