Best Estate Planning Services in New Jersey

• - 5/5

Would definitely recommend to others very helpful and understanding. Helped me in everything I needed and very good service helped me understand everything and all questions I had.

• - 5/5

Excellent customer service, people were very friendly, courteous and professional. Very reasonable pricing and awesome job...highly recommended....

• - 5/5

Very professional and knowledgeable tax personnel. They have made my filing very clear and easy.

• - 5/5

I have been filing taxes for the past few years in Texas Finserv. Absolutely satisfied with the process. I will definitely suggest everyone to file taxes here.

• - 5/5

Tanvir lakhani is a very professional individuals and expert in what he does. Texas finserv has been managing books and taxes for 3 of my companies

• - 5/5

we filed our taxes with them for last 3 years, loved the honesty and hospitality that we recieved. Highly Recommended!

• - 5/5

Texas FinServ is a one stop shop for tax planning, tax filing and consulting services . A team of Professionals, Efficient and diligent with reasonable pricing. Strongly recommend to anybody who is looking for the Tax and Accounting services

• - 5/5

I am very happy with Texas FinServ services. Using them for several years.. Very knowledgeable team. We refer them to our friends all the time.

• - 5/5

They’re very professional and they’re very efficient whenever I needed anything regarding my tax returns as well. I’d highly recommend!

• - 5/5

I recomanded TEXAS FINSERV INC a best financial services in town. Very warm welcome and best customer care. One on one service basis ...Mr Tanwir ( Tony ) a very professional personality. On time service deliver.

• - 5/5

Ali does a great job when doing our sales tax, and tax returns! Highly recommend coming to do your taxes!

• - 5/5

Taxation filed at its best Smooth in and out process to file your taxes Tanveer lakhani very knowledgeable 35+ years of accounting experience great person to work with.

• - 5/5

Tanvir and his team are one of the better accounting/ tax firms I have ever worked with. Would highly recommend them to anyone in need of accounting/ tax advisory service with excellent customer service.

• - 5/5

Wonderful experience working with Texas Finserv, always kind and ready to help with any requirement 1 could think of. Indeed true they are the industry experts having vast knowledge and experience of Taxations, Audit, Formations, really helped us in having our operations smoth.

• - 5/5

3 years in and never disappointed, Kazim and Tanveer have an extensive command over what they do. 10/10 would recommend.

• - 5/5

I will highly recommend this office for all Tax related work. Mr Tony is very professional and very curtious. Office environment is excellent. Ali did made it sure that my all information is correct and he is very helpful professional guy , make u feel very comfortable. In short they are wonderful people and willing to help !!! Thank you everyone!!!! You guys are Best !!!

• - 5/5

Good experience excellent work. Quick and better refunds. Kazimierz is very experienced guy. Humble and very caring gentleman.

• - 5/5

I will highly recommend this office for all Tax related work excellent service

• - 5/5

I couldn't be happier with the assistance I have received from Tony Lakhani and his associates. They took a huge burden off my back and solved my tax problems with efficiency, patience, and good humor. I can recommend them unreservedly and will use their services in the future.

• - 5/5

Very professional & knowledgeable staff. Ali help us out on our returns and business formation. Overall staff are very friendly , helpful and response on time. Thank you , Ayesha !

• - 5/5

When I first met Sukesh 6 months ago at information session, even though I was impressed with his knowledge, I was unsure whether I wanted to go thru another exercise, esp having done a couple of plans previously. I did not want to pay for another plan where I could not understand why the plan was any better than what I had. When I expressed this concern, Sukesh explanined how he does things, how he can help limit risk for the sought return and made me see value to hiring him. Like me, Sukesh is an engineer by training (but from IIT, the most elite school in India). So he could understand me extremely well as a client. He brings to the table a rare combination of financial planning skills and analytical abilities. Due to his superb analytical skills, he would crunch numbers to show why a certain plan was better than an alternative, something no other planner I have met could do. Very patient, customer focused and always open to looking at alternate ideas, even if it questions his own recommendations. Over the course of 6 weeks we diligently worked on a plan that both of us felt good about and that he then helped execute. The service he gave was worth every penny I paid for. Highly recommend to anybody who is looking for financial guidance to try a free consultation.

• - 5/5

SureFinBiz Partners has been the most responsive, informative and helpful advisors i have come across. They know the business, and are very professional and knowledgeable. Definitely recommend them to all my friends and family.

• - 5/5

I recently used the financial services provided by SureFinbiz and I must say, I was thoroughly impressed. From start to finish, the team was professional, knowledgeable, and attentive to my needs. They guided me through the process with clarity and transparency, making me feel confident in my financial decisions. I highly recommend this service to anyone in need of reliable financial assistance.

• - 5/5

I would greatly recommend SureFinBiz and their team's assistance to get a personalized guidance tailored to someone's specific financial situation. Recently I got my financial portfolio reviewed by SureFinBiz and was amazed on how they have provided personal guidance with different strategies relatable to my income bracket and also favored in proposing new tax efficient investments options. They have also aligned multiple solutions in respective to my retirement goals and on the risk tolerance of the markets. I will surely be consulting them for all of my future financial decisions as I feel more confident in receiving high quality service in complaint with all of the Laws in Financial Industry. Highly recommend this to anyone..!

• - 5/5

I have been a client of SureFinBiz for several years, and their financial services have always been top-notch. They offer a comprehensive range of services, from investment management to retirement planning, and their team is incredibly knowledgeable and professional. I always feel confident that my financial future is in good hands with them. Highly recommend!

• - 5/5

Wonderful expertise delivered in quick and concise actions.

• - 5/5

Deva created a really reliable and achievable plan for me.

• - 5/5

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.

• - 5/5

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.

• - 5/5

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.

• - 5/5

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!

• - 5/5

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!

• - 5/5

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!

• - 5/5

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. .

• - 5/5

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!

• - 5/5

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.

• - 5/5

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!

• - 5/5

I would highly recommend Deva + his services. He has helped us navigate life changes and has helped us be better prepared for the future. His guidance and willingness to always be available has been really great.

• - 5/5

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.

• - 5/5

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!

• - 5/5

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!

• - 5/5

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!

• - 5/5

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!

• - 5/5

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.

• - 5/5

Working with Deva has been wonderful! Throughout the experience he has really taken the time to help me create a comprehensive plan to achieve my savings goals. Deva has been extremely patient with me, taking the time to educate me on all things related to financial planning and has given me the tools and knowledge I need to feel financially literate and confident. I would recommend Deva to any friend or family member with the utmost trust!

• - 5/5

Excellent Service. Very Transparent and guided me thru out the time clarifying all the queries. Recommend Sure Financial and Tax Service to All.

• - 5/5

Surya is really knowledgeable and very helpful. Gave us a good walkthrough of documentation and the time needed to explain things.

• - 5/5

I really admire, Surya for his knowledge on taxes. He is also very knowledgeable and professional. I feel confident each year that my tax return is prepared correctly and accurately. Thanks for being so on top of taxes.. (y)

• - 5/5

I would really thank Surya for helping me with my taxes. For me it was very easy and simple process and with having multiple things to take care of while filling i can understand the hassle i would have gone if doing it by myself. The fees charged seemed reasonable and for me it was just uploading couple of docs and my work was done. Surya was really helpful in sorting things for filing.

• - 5/5

I was using big brands for my tax returns but I got this contact from my friend and filed my tax this year, service was beyond my expectations and also many other help and suggestions I got to save taxes and make financial decisions. Thanks you so much for your wonderful service.