- 318-722-2221 (Pin: 53562)
- Serving in Bloomfield, NJ
- 512-515-9579 (Pin: 51453)
- Serving in Bloomfield, NJ
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From the Business : I’m Chirag, a dedicated Financial Services Professional with a strong passion for helping individuals, families, and businesses achieve their financial dreams and goals. With years of experience in the industry, I specialize in creating tailored financial strategies that address a wide range of needs, including Life Insurance, Retirement Planning, Wealth Building, and more. My approach is built on a foundation of honesty, integrity, and leadership. I believe that every client deserves personalized guidance that aligns with their unique circumstances and aspirations. Whether you are...
50% Offer available VIEW OFFERFrom the Business : Welcome to Retire Wisely Financial Services Inc, where we are committed to helping our clients achieve their financial goals and plan for a comfortable retirement. Our team of experienced financial professionals provides a range of services, including wealth building, financial planning, investment advice, retirement planning and estate planning. Our wealth-building services are designed to help you grow and protect your assets. We offer a variety of investment strategies, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs), to help you create a diversified port...
From the Business : SureFinBiz is a financial services company founded by Surender Reddy Yampally with a mission to support families in achieving financial security and independence. Drawing on over two decades of professional experience, the company offers a wide range of services including investment planning, retirement planning, tax savings, life insurance, estate planning, and college savings strategies. SureFinBiz is committed to making financial planning accessible and empowering clients with the knowledge and tools they need to make informed decisions. Additionally, the company provides busines...
From the Business : I am one of the most distinguished Financial & Taxation Services in Peachtree Corners, GA. I specialize in Accountant Services, Finance & Accounting Training, Financial Advisor, Financial Forecasts, Financial Planning, Financial statement Analysis, Investment Management, Long Term Care Insurance, Tax Consultants Services, Tax Preparation Services, Insurance Protection, Retirement Income Strategies, Business Strategies World Financial Group offers a leading financial services platform and experience to help pursue your financial goals. No matter your life story, our tailored ...
From the Business : Trillium Square Advisors LLC is a full service wealth management firm. We are fiduciary financial planners and can help you with your retirement or ongoing financial planning needs. We also help your business with setting up retirement plans and tax planning. We have extensive experience evaluating financial markets and investments. Our goal is to utilize this expertise in meeting the unique needs of our clients. Our practice is led by Sukesh Pai. Prior to founding Trillium Square Advisors, he served at QMS Capital Management LP and Morgan Stanley & Co. He is a holder of the ...
From the Business : SecureYourTomorrow Life Insurance, where we understand the importance of safeguarding your loved ones' future. Our comprehensive life insurance plan is designed to provide financial security and peace of mind.Customize your policy with optional riders like critical illness coverage, accidental death benefits, and more. Tailor your plan to address specific risks and enhance your overall protection.
From the Business : Soujanya Vundavalli is a dedicated financial professional committed to helping individuals and businesses achieve their financial goals. With expertise in investment planning, wealth management, and risk assessment, she provides tailored financial strategies to ensure long-term financial security. Her client-centric approach focuses on understanding individual needs and crafting customized solutions that align with their aspirations. Whether it’s retirement planning, insurance coverage, or portfolio diversification, Soujanya empowers clients with knowledge and financial tools to mak...
From the Business : Sarsi is a fee-only financial advisor in West New York, NJ and New York City with clients everywhere. As a fee-only financial advisor our interests are aligned with those of our clients and we are a fiduciary to them. We do not sell products, we solve problems. Our clients are busy professionals, business owners, divorcees, widow(er)s and retirees/pre-retirees. They hire us to simplify their situation. We unravel complexity and build a financial plan in a reliable manner. This allows our clients to focus on things that are important to them. Our services include comprehensive financ...
From the Business : Manjeet Singh was born in Chandigarh, India, and earned his degree in Hospitality from Punjab University. He began his career with success at the prestigious Imperial Hotel in New Delhi before moving to California. There, he met his wife Baljit and together they have two children. Manjeet enjoys spending quality time with his family, especially exploring parks and connecting with nature. In 2017, Manjeet transitioned into the financial services industry, starting his career with Wells Fargo Bank. The following year, he joined MassMutual Northern California, where he quickly establi...
Offer available VIEW OFFERFrom the Business : My Reasons to become Financial Advisor are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our experience of personal finance, coupled with our successful track record as financial professionals, we can help people better prepare for the future. We offer comprehensive financial services under one roof so you can consolidate your finances and simplify your life. Securities offered through Avantax Investment ServiceSM, Member FINRA, SIPC. Investment advisory services ...
From the Business : We prepare federal and state personal tax returns for our clients, throughout the United States. We frequently prepare tax projections to advise clients with an ongoing need to ensure they are not overpaying or underpaying their quarterly estimated taxes relative to their overall income. We have also developed a niche in the US Expatriate space and prepare returns for many US Citizens who live overseas but still need to comply with their US Tax Filing Requirements. We also prepare federal and state partnership, S-Corporation, and Corporation tax returns for our clients. For our b...
1% Offer available VIEW OFFERFrom the Business : Finfree is a next-generation platform that has made investing easier and more accessible than ever before. We are committed to promoting social investing. In this path, we want to produce solutions that exceed expectations and create new values tailor-made for investment enthusiasts. We are passionate about what we do and strive for excellence in all the services we offer. We are constantly trying to improve and renew our tools so that our users can stay one step ahead in their investment choices. We listen to and care about the feedback from all of our users. We always prioritize t...
From the Business : I specialize in assisting individuals and families in implementing tailored strategies to attain financial independence. Introducing Giri Lankipalle – a devoted full-time financial advisor boasting over 25 years of expertise in customer service and the IT sector. Giri ardently upholds the principle of "No Family Left Behind" and has been actively empowering families through his Financial Literacy Campaigns for the past 6 years, comprising both in-person and virtual Zoom sessions. Through his campaigns, Giri has positively impacted over 7000 families and aspires to reach 1 million f...
From the Business : Deepak Malhotra is a Certified Public Accountant (CPA) practice based in Edison, New Jersey. Deepak Malhotra can assist you with your tax preparation, planning, bookkeeping, and accounting needs. He is an IRS registered tax preparer in Edison, New Jersey. If you are a taxpayer or a small business owner and looking for some assistance in tax filing preparation then Deepak Malhotra can be of assistance to you. For more details contact him. We use unique approach to identify the areas where planning is required to save taxes. We plan for your future by advising you best way to manage ...
From the Business : ASM Associates LLC – Tax Office in Iselin is specialized in Accountant services, Finance and Taxation services, Tax Consultants services, Tax Preparation Services, Book Keeping, Finance and Accounting Training, Audit, Review and Compilation services. They are servicing at New Jersey area. They are expertise in providing services like Free Initial Consultation, IRS Audit, Individual Taxpayer Identification Number (ITIN) Application and Sales Tax Return. They can be reached on all days of the week including Sunday from 10:00 to 22:00. Some of the other services provided by them are In...
From the Business : Rashmi Satyadeo CPA in New York is specialized in Accounting services, financial consultant new york, Taxation services, Tax Preparation services, Book Keeping, Business Related services, Payroll Processing and Finance & Accounting Training. They are servicing throughout the United States and Canada. Some of the following services they are well versed are Business Incorporation, End Wage Garnishment, IRS (Internal Revenue Service) Audit, Past Tax Collection, Reduce IRS Penalties and Release IRS Levy. For years, Rashmi Satyadeo CPA has been providing high quality, personalized fi...
From the Business : With passion and carefulness, Texas FinServ Inc wants to save your money as well as develop your business. From bookkeeping to taxation, you will have a worry-free experience with our professional service and enjoy your time in our office. We are committed to provide you with high-quality service and less costs for using our services. Our success is based on your success. Contact us for a free consultation, to learn how we can save you time and money with our comprehensive for Businesses and Individuals Tax Preparations. 29 years of professional experience that expands over five co...
From the Business : Our principal, Arun Kaushal, began his ventures in 1987 as a Chartered Accountant in India. He became a Certified Financial Planner as well in 2007. His knowledge and skills allowed him to then start DAS Financials in 2015. Also, by being originally from India, he is also fluent in both English and Hindi. As a firm that is large enough to offer a full range of professional services, but small enough to give you the individual attention you deserve, we always treat you like a client who matters. We will thoroughly and conscientiously review your situation, and tailor our advice to y...
From the Business : EasyTaxFiler in Edison, NJ, is your go-to for making taxes easy! With a focus on small businesses and individuals, we offer top-notch tax consulting, advising, and financial services. Our team, specializing in tax strategy, is here to ensure your financial success. Let’s tackle those taxes together! We believe in the value of relationships. We view every client relationship like a partnership and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the perso...
From the Business : NRI Tax Group provide clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.
From the Business : At Shree Financials LLC, we are committed to empowering individuals and businesses with tailored financial and insurance solutions. Our comprehensive services include expert guidance in financial planning, risk management, and investment strategies, ensuring our clients achieve their financial goals with confidence.
From the Business : I am one of the most distinguished Financial and tax professionals in Lewisville, TX. I specialize in Estate Planning, financial advisory, financial planning, kids college planning, and life insurance Planning TAAJ Financials is a company that helps people prepare for their financial future by creating and maintaining retirement plans. We offer free consultations to help you plan your finances, with the goal of helping our clients create a secure future for themselves and their loved ones. The company has helped over thousands of families across America reach their goals in less t...
From the Business : At Libre, we are here to support individuals who need personal help with their tax and business concerns. Whether you’re dealing with urgent financial issues or just looking to get more organized, we offer comprehensive solutions that bring you peace of mind. Our expert CxO services are designed to take the stress off your shoulders, allowing you to focus on what matters most. Get in touch today for a free estimate and let us help you achieve your goals.Why Choose Us for Your Tax, Bookkeeping, and Resolution Needs?Personalized Help: We are here for you—whether you need help sorting ...
From the Business : Here at Jain Consulting, we understand the breadth of knowledge and level of attention required to manage the financial issues your business will experience. As a trusted Cary, NC Tax, Accounting & Payroll firm, we provide a wide range of customized, accurate accounting services. From day-to-day bookkeeping to making informed decisions about hiring more employees or investing in a big purchase, we’re ready to partner with you to help ensure your success. In addition, we can assist you with strategic tax planning to limit tax liabilities while garnering the highest profits possib...
Wonderful expertise delivered in quick and concise actions.
Deva was great providing me a comprehensive analysis of my financial situation, guiding me through state management, insurance coverage, retirement, and of course investments. He's thoughtful on his analysis and was super responsive when needed.
Deva Panambur of SARSI, LLC was highly recommended to us by relatives who were pleased with his services. We engaged Deva to provide comprehensive financial planning services as we faced retirement. He provided effective, professional, and caring support throughout the entire process. Deva produced a detailed financial plan which has served us well as we enter the next phase of our lives. He continues to check in with us through follow up Zoom calls. We would recommend Deva Panambur without hesitation to anyone in need of financial planning services.
After selling my company, I needed some help fast to get my financial plan in order. I found Deva online after doing extensive research and it worked out well. He's a true pro but has an easy way of making complex stuff seem simple and doable. We got my investments, taxes, and future planning sorted quicker than I thought possible. He's like that wise friend who guides you through the money maze with a steady hand. Highly recommend him!
Deva is the perfect blend of personable and knowledgeable. Deva helped me make sense of financial information, when it became overwhelming for me. More importantly, he helped me translate and contextualize that information in a way that makes sense for overall wellbeing and life satisfaction. Deva worked with me to sort through some big decisions - like retirement and kids college planning, and real estate. Deva is always patient, making sense of my convoluted questions. We talked through different scenarios and he sheds light on perspectives that I had not considered. I can tell that Deva keeps up to date on the latest financial developments and tax updates, as he sends useful and timely information to his clients. Overall, highly recommend working with Deva, it will simplify your life and give you peace of mind!
Deva was very generous with me in our introductory session, taking extra time to answer all of my questions - both about him and his services, but also about my finances and my concerns. He was direct and transparent, especially in discussing fees. A true fiduciary, he gave honest feedback about where he saw his services adding value to me. I walked away from my conversation with Deva feeling respected and valued, and with a clear path forward for my finances. Thank you!
I have been working with Sarsi and Deva for over ten years. I was one of the earlier clients. Deva is top class and very patient and thoughtful in supporting my needs and objectives. He is prudent and cautious in how he invests my money. He is balanced in his feedback to my many queries. Over time he now invests most of my savings and I am very happy with both his performance and his communication / management. I have no hesitation recommending him. Sanjiv. .
As hectic and uncertain as life can be, Deva is the one area of our lives where calm and confident are prominent adjectives. We're so glad we work with Deva!
We've worked with Deva for the last four years. He has been excellent, responsive, and has offered good advice over the period we've known each other.
I've worked with Deva Panambur for 3 years now and I'm so grateful that I found him. The whole issue of investing my retirement money made me nervous and I never quite trusted the financial advisors who were trying to sell me things. Deva is totally different -- he is a fiduciary, which means he has dedicated his energy to making his client's success his number one priority. Deva is easy to work with, personable and agreeable, and always quick to respond to communications and answer questions. Initially, I wanted to move more slowly so I could understand the process in detail, and Deva encouraged me to work the way I needed to. I give Deva Panambur my highest recommendation!
Deva does a great job of explaining all of the different facets of your portfolio and how they relate to one another to help you achieve your goals. He explains in plain language all of the complex levers that can be pulled over time to have your assets work for you in the most efficient manor. We especially like that he is a fixed fee fiduciary advisory which gives us the confidence in knowing he is not trying to sell us something to make a commission.
Deva has been instrumental in setting our family up with a strategic approach to financial planning. His help with investment management based on a financial policy statement we developed has had great results. He makes it a point to evaluate changes to corporate benefits and how they might be beneficial. He has made impactful recommendations around tax planning and estate planning, as well as providing advice on various types of insurance coverage. I highly recommend Deva and the (fee only) services Sarsi offers!
I've been working with Deva for over a year now, and I couldn't be more impressed with the service and support he provides. He is incredibly responsive and always takes the time to understand my financial goals, offering clear, actionable advice that aligns with my needs. Whether it's retirement planning, investment strategies, or tax advice, he's been there to guide me every step of the way. He goes above and beyond to make sure I feel informed and confident in my financial decisions. Highly recommend to anyone looking for a knowledgeable and trustworthy advisor!
Deva is the perfect choice for anyone who is looking for an intelligent, knowledgeable and patient financial advisor and wants to work with someone to get their personal finances on track and set long-term objectives. We've been working together for years, and he always goes the extra mile for me and my family. I highly recommend his services and expertise!
Deva has been extremely helpful in providing personalized financing advice for our particular needs. He went above and beyond to research into the client's specific requirements and covered broad range of topics over the course of our one year contract. Highly recommend him!
Deva has been great financial advisor and helped us through our initial years when we had just started saving. He patiently explains everything even if you may have zero knowledge of finance and investments. His recommendations helped create strong portfolio. 100% recommend him.
Deva: A Stellar Financial Advisor- Highly Recommended As a young couple living in New York with a double-income household, we knew it was time to seek professional guidance to ensure our financial future was on the right track. After working with Deva, we can confidently say that choosing him as our financial advisor was one of the best decisions we’ve made. Deva’s holistic approach to personal finance has been invaluable to us. He doesn’t just offer advice on investments or retirement planning in isolation; he considers every aspect of our financial life, from taxes to long-term goals. What sets him apart is his focus on educating us throughout the entire process. Rather than simply telling us what to do, Deva teaches us why certain decisions are being made, empowering us to make informed choices. His system of guidance will undoubtedly benefit us for years to come. Deva’s calm and articulate manner reassures us every step of the way. He has a long-term view in mind, and it’s clear that he takes the time to fully understand our unique goals before offering tailored advice. He never rushes us into decisions, and his thoughtful approach ensures we always feel confident about our financial path. We genuinely see our relationship with Deva as a lifelong partnership. He’s not just helping us plan for retirement, but he’s helping us build a secure financial future. We trust him implicitly, and we look forward to working with him for many years ahead. If you’re looking for a financial advisor who is not only knowledgeable but genuinely invested in your future, we highly recommend Deva. His expertise, calm demeanor, and commitment to educating his clients set him apart in the industry.
Place to go for it taxes, but be ready to wait
ASM office provides a great service. The waiting time can be a bit obnoxious at weekends but people at ASM, gives full time and attention to each individual no matter what.
Owner is good. Need little bit work on staff.
Pro Service and Super friendly..Will refer my friends for Sure..
Great experience with ASM.great staff ,and very helpful
Excellent Service. Thank You Sabras and usman ??
Awesome guys always have us higher refund
had a wonderful experience. staff is very professional and online portal system is such an ease.
very professional, I like their services I would recommend them great job !
Very good service provider ...a bit busy but great company to work with..
Excellent professional. Listens to the problem statement and provide options. I like his advice and knowledge on the tax matters.
Excellent service as always! Very detailed, diligent, professional,
Great service, their online application system really processed my tax return in time. Saved my days.
Great service, excellent customer service and I got best service with max tax refund. thanks
Provide end to end guidance and you Can trust ASM
They are extremely professional and the best office to do your taxes with! Highly recommended
Almost 8 Years with ASM. Really nice customer service. Really Nice talking to Farhan. Very nice funny and cool guy I ever seen in ASM office. Definitely recommend ASM.
The staff is very courteous and professional here. I’ve been going here for the last 10 years and I’ve always had a pleasant experience. Usman is very competent in what he does. Would definitely recommend!
Team is very Professional and very helpful to assist.
I have been filing my tax from last 7 years with this firm and they are the best....... Usman has really been an outstanding person who takes interest personally and reviews each and every detail and guides you . Best recommended office for filing your tax returns...
Planning for retirement is a crucial step in securing your financial future. Among the various retirement savings options, 401(k) plans stand out due to their tax advantages and employer contributions. However, choosing between a Roth 401(k) and a Traditional 401(k) can be challenging. This guide will help you understand the key differences and benefits of each, so you can make an informed decision. What is a 401(k)?
Starting your retirement planning early can make a substantial difference. The earlier you begin, the more time you have to grow your savings and investments. Financial planning should include setting clear goals, understanding your retirement needs, and creating a strategy to achieve them. This includes considering factors like inflation, healthcare costs, and potential changes in your lifestyle.
