My wife and I needed professional advice about our finances, specifically related to if/when we…read morecould retire and had we saved sufficiently to live comfortably. Before we even got into the actual dollars, Pam spent a lot of time just getting to know us and finding out how each of us had dealt with money throughout our lives. She wanted to understand our experience so that she could give us advice that took our tolerance for risk and comfort with different ideas into account. She was VERY thorough in gathering all the information she needed, and continues to be very willing to answer the many questions that come up as we work through the process of making a financial plan for the future. The model she used to create a dashboard is very detailed and is giving us the information we need to make decisions. We could not be happier with the service she has provided and can happily recommend her!

My wife and I were looking for a second opinion on our financial plan a few months ago. Thankfully,…read morewe discovered Pam during our search. She is easy to work with, thoughtful, and very knowledgeable. Her initial approach is ideal and after hiring her to create our plan, we were pleased with her caring and detailed approached to gathering all the information needed to build our plan. She was able to walk my wife and I through our current and future goals ensuring our plan would meet our needs. We are so glad we got a second opinion, Pam was able to show us we were in a better financial position than we thought and was going to save us hundreds of thousands in taxes that we could use to improve the quality of our life style. The best part of the experience was when Pam was able to clearly show my wife that she could securely retire immediately. We had planned for her to retire this year, but she was anxious and unsure we were in a position for her to truly quit working. My wife has thoroughly enjoyed being retired this year focusing entirely on appreciating what life has to offer. Much appreciated Pam :)

Phenomenal services provided by Stephanie! I couldn't recommend her more. Thorough. Courteous…read more Friendly. Affordable. Makes tax time less scary!

I highly recommend Stephanie, she does my personal and business taxes.read more

Today I came across a big issue at the MVC in Eatontown , and needed a bank statement - went to…read more PNC and they couldn't print my Credit card statement as they don't have access to credit card statements only Debit ! So I headed to chase only to realize that my debit card address is still linked to my parents address rather than my own , CHRISTINE B. ( last Name cut for privacy ) was AMAZING , she truly went above and beyond , I explained the problem and before I even could ask she was willing to help and make it all work - I emailed her my PNC statement and she printed it at CHASE ! I was Amazed by the customer service honestly ! I always loved banking with chase and I'm so loyal to them , because in 10 years I have yet to have a single bad experience wether in branch or via phone . Thank you thank you and thank you for putting PEOPLE first ! The world needs more businesses like CHASE & people like CHRISTINE !

I'm giving 1 star because I was greeted at the door. I went to deposit CASH into my daughters…read moreaccount & was told that I can not deposit CASH. It has to be a check or money order. They would not sell me a money order. My daughter needed the money today, but since it is a check they place a hold on it - all but $200. They trust a check up to $200 but not cash! What kind of a bank does not except cash hard cold cash? Completely absurd. Oh if I opened an account they would take my cash. I will never open account at Chase

Top notch professional accounting and tax preparation services. I get personalized service for a…read morefraction of the cost large cookie cutter forms charge. I have been a client for over 15 years and would recommend M&M without reservations.