Absolutely the best service. Since I found this accounting group filing taxes became a pleasant…read moreexperience. They are so knowledgeable and organized and have excellent knowledge of every type of situation. So we just went to our annual tax appointment and it was such a good experience and they did it very fast, on the spot. Simply genius, the best. High fives all around.

Super helpful and friendly, and got me the best return I've ever had - what a fantastic combo!read more

The principal of True Contrarian, known personally to me for some time, is a very intelligent,…read morehighly independent and original thinker. A newsletter subscription (see their site: http://truecontrarian-sjk.blogspot.com/p/subscribe.html ) is a good way to partake of Mr, Kaplan's methodology without immediately having his organization manage momey directly. I am "biased" in that my own take on the investment challenge has also been contrarian for most of the time I have been an investor. However I agree with Mr. Kaplan that returns to such a strategy can be generous precisely because it is so very hard emotionally for almost all investors to actually implement such a program consistently. Not at all universally true for investment and financial writing generally, the newsletter is very imaginatively and skillfully written and edited.

From the owner: True Contrarian is unique in approaching investing and taxes from a personalized point of view…read morerather than using a one-size-fits-all method. We specialize in identifying assets which are farthest away from fair value, and in minimizing taxes in the long run.

Lousy service-no voicemail even+ stole 606k trust+ don't even remit qtrly earnings or mthly…read moreamounts-over yr pastdue! A reliable poor investor to boot!

Christine has been my advisor for about 5 yrs now & I can't recommend her enough. She is almost…read morealways available & is always right on top of things. Her recommendations are great & I know she is always putting my interests firsts. I highly recommend her for all your financial needs.

I have worked with two other financial planners over the course of time. I am extremely pleased…read morethat Pasquale is now handling my ENTIRE portfolio. I originally became associated with him when I had a small amount to invest. He has continually helped me to grow my initial investment as well as advising me for all other investments. I am totally pleased that when it became necessary to roll over my employer 401k, I turned it over to him without hesitation. As the market has its ups and downs, there has not been a period of time where he has not managed to wipe off the loss and increase my account values. He is very in-tune with market, and is always more than happy to review your portfolio and answer any questions in layman terms. His integrity is outstanding. There is no doubt that he has his clients best interest at heart. F. L. Have no idea why yelp has me as living in San Fran. I reside in Clifton, NJ and fine Pasquale's Rutherford location quite convenient.

We have been clients of Pasquale's now for about 5 years as a customer at his Clifton location. My…read morehusband and I are financially doing great in his care so when he moved to his Rutherford location, it was a no brainer to follow him. Pasquale is an energetic bright minded strategist and his integrity is unparalleled. He is quick to respond and is forward thinking yet always works in your realm of investment comfort. I have recommended Pasquale in the past and will continue to do so. He is outstanding!

Richard Polo has been our accountant for about 20 years , and in that time we have always had…read morecomplete confidence in his financial planning and accounting expertise. He is always available to offer advice and to answer any, and all, questions. In addition, he is versed in state tax laws across the country, and thus, continued to provide us with peerless tax planning and preparation service after we moved from NJ to Florida. We have recommended Richard to countless friends and family members over the years, and will continue to do so indefinitely. Furthermore, we are continually thanked by all of our referrals as they are beyond satisfied with the service Richard and his team provide.

From the owner: Polo Financial is a progressive CPA firm designed for complete and effective financial guidance. We…read morefulfill all and necessary business needs and services, including: A broad range of Tax Preparation, Bookkeepping, Financial Planning, We are members of the AICPA and of the NJSCPA Societies. We have over 25 YEARS of experience and excellenct service. We take the worry out of Complicated Tax and Accounting Issues. Let us help you Save & Grow your Retirement with our First Class Financial Planning Team. We have a strong commitment and loyalty to the Small Business Owner.

Have been going to Andrea for a few years now. She is always friendly and professional. She makes…read moreit very easy to understand your tax information. Her website allows you to upload all of your documents prior to your visit. You can also contact her through the website with questions and she and her staff will get back to you in a timely fashion. I highly recommend her.

Andrea is great - professional and personable. She worked to get us the biggest refund possible…read morewhile explaining everything along the way... and explaining again when we didn't understand something.

Chris was a great help in rolling over my 401K from a previous employer. He is extremely helpful…read moreand hands-on, always available to give advice and explain the ever-changing financial landscape. Trustworthy and reliable!

From the owner: Rolling over your 401(k) to an IRA.read more