Francis Lepore, an advisor at Bleakley could not have done a worse job managing my muni and stock…read moreportfolio worth several million $$. He bought at high prices and sold at market lows,. How does this guy stay in business and how could the company keep him. He doesnt have a clue, his advice was wrong 90% of the time. In his mind he thought by letting a muni bond and stock portfolio stagnate he was a hero. Such a hero I fired his butt after 4 months of managing my portfolio. I got away from him just in time and am very happy I did!!!

One of the most honest and straightforward advisors I've ever felt with. Anthony Pio Costa and his…read moreteam have managed our investments for years and have done an outstanding job. I would refer their services to both family and friends without hesitation.

Departed the company that held my 401(a) and 403(b) several years ago. I decided to move my…read moreaccounts to another brokerage firm. Contacted them because I could find no on-line forms or instruction to begin the process. Had to endure a hard sell to keep my funds with them. Finally I was told the forms would be emailed. I was emailed two copies of the 403(b) form. This is a paper PDF that I have to fill out by hand and sign. I edited one of the 403(b) forms, changing the name of the form and my associated account number. I added in the notes field that they sent me two copies of the same form, so I made the edit. In the notes I also added that if my edits were not okay, they could just email me the correct form. Days later I got an email stating they needed to talk to me. Nobody tried to call me, I had to call them. I called, went through 10 minutes of hold queues and finally got to the agent who then put me on hold for 5 minutes to see check my file. She then told me that I sent them the wrong form and would it be okay to email me the correct form. Broken process!! Why aren't the rollover forms available online? Why can't they call me? Why didn't they just email me the correct form as requested? Why did I have to call into the main number and not a direct line to avoid all the hold queue processing and company advertising/announcements? I've had my money there for 14 years and was considering leaving it there and just wanted to look into the process. Once I learned I had to call in to request the rollover forms, I decided right there, they are money hording. And the challenges of getting my money out are continuing to build.

Terrible! I had an employer 401(k) account with them. It took three transfers to get my money out…read moreof their. They charged huge fees each time, well in excess of $100. In one case, the transfer fee exceeded the account balance. On two of the three transfers, they sent my money to the wrong place, requiring me to spend hours trying to recover my money. If you have any choice in the matter, never do business with them.

Great accounting and financial services! we have been with him for about 10 years and he has helped…read moreus achieve our financial goals. Extremely smart, patient and professional. During this time I transitioned to being a business owner and His advice has been absolutely invaluable. great staff and amazing value! Thank you Frank!

From my very first meeting with Frank it was clear that not only does he know his accounting but…read moregoes even further and truly cares about his clients. Many CPA's just want to make a quick buck from your return (see H&R block). Frank understands that building a solid relationship based on trust and communication is key to both his and his clients development. He and his team filed my return in a timely matter, took the time to get to know me and my financials goals, and went even further and sat with me as financial advisors. He takes the time to explain how and why certain decisions matter in a way that a client from any background could understand. I look forward to a continued relationship with Frank both as my accountant and financial advisor.

This brokerage treats each and every client with the upmost attention. Unlike big firms that just…read morefocus on their commission this place makes sure you are treated right. Ryan DeGrau is the go-to guy to take care of you and he will work as hard as he can to make sure you're satisfied. After seeing how his employees work in the office I know they will be of good service to you too

RMR Wealth Builders has been serving Bergen County investors for over 25 years. They have been at…read morethe same location in the Glenpointe Centre since inception. They are an independent advisory firm that manages monies for high network worth individuals, corporations, and endowments. Douglas R. Roth is the managing partner.