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Best Indian Certified Financial Planners in New Jersey Area

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Best Financial Planning in New Jersey Area

Sarsi, LLC

Sarsi, LLC

 25 Avenue at Port Imperial #323, West New York, NJ 07093, USA
  •  219-266-6660 (Pin: 13536)
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Experience - 25

From the Business : WE ARE NOT TAX ACCOUNTANTS OR TAX PREPARERS. 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...

PAY Financial Service

PAY Financial Service

 Parlin, Sayreville, NJ, USA
  •  620-450-4636 (Pin: 4460)
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Experience - 16 Years

From the Business : PAY Financial Services is one stop for all your accounting, taxation and financial consulting services with over 20 years’ experience. We are a full range financial services company providing incorporation, book keeping & accounting, costing, payroll processing, tax preparation, cash flow, budgeting, compilation and finance consulting. We cater to a wide variety of clients ranging from small to medium sized corporations to individuals. We are committed to provide a complete range of quality service on timely basis at affordable price.

Sure Financial And Tax Services

Sure Financial And Tax Services

 29 Yates Drive, Hillsborough Township, NJ, USA
  •  862-350-0123 (Pin: 26962)
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Experience - 5

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...

Northeast Solution CPA

Northeast Solution CPA

 64 Lincoln Highway, Edison, NJ, USA
  •  512-515-9579 (Pin: 70109)
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Experience - 15 Years

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 ...

Realtime Finance Fix USA LLC

Realtime Finance Fix USA LLC

 101 Hampshire drive, plainsboro, Newjersey, 08536
  •  516-518-8867 (Pin: 38410)
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Experience - 15 Years

From the Business : Real-time FinanceFix. My name is Anand Balakrishnan, and I bring 20 years of accounting experience in North America to the table. Holding an MBA in Finance & Accounting, I have effectively served as a CFO for a medium-scale company, guiding organizations through their financial complexities. At Realtime FinanceFix, we are committed to delivering exceptional advisory services tailored to meet your specific requirements. Real-time FinanceFix is a seasoned accounting services provider with nearly two decades of experience catering to small businesses. Our array of services encompas...

Goalseek Shared Services Pvt Ltd

Goalseek Shared Services Pvt Ltd

 1625 166th Avenue Southeast, Bellevue, WA 98008, USA
  •  586-999-9901 (Pin: 28552)
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Experience - 15 Years

From the Business : At GoalSeek, We have got a team of enthusiastic cutlets providing clients, Accounting, taxation, and Payroll related Services. Working with over 150 clients on a monthly basis for their Bookkeeping and Tax planning, our team is expert and passionate in this field. We aim to create value for a client and make sure that they get value for their money they spend on us.

Dattani & Partners, CPA

Dattani & Partners, CPA

 New Jersey, United States
  •  408-560-4939 (Pin: 95854)
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Experience - 15 Years

From the Business : Over 11 years, our team has been managing your business accounting and tax needs. We are your partners in ensuring compliance while you strive for personal & financial growth so you accomplish new heights every year. Our team is dedicated & focused on your success and helps you to achieve your set goals with high standards of excellence and professionalism. With our experience in the tax industry and updates occurring in tax laws and other areas every tax year, we have served individuals and businesses in varying industries, including technology, retail, wholesale, child car...

EasyTaxFiler

EasyTaxFiler

 6 Kilmer Rd, Edison, NJ, USA
  •  909-245-6225 (Pin: 22760)
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Experience - 15 Years

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...

Virtual Accounting And Tax Solutions Inc

Virtual Accounting And Tax Solutions Inc

 200 Baldwin Road, Parsippany, NJ, USA
  •  631-443-3482 (Pin: 96767)
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Experience - 15 Years

From the Business : Virtual Accounting and Tax Solutions Inc, based in Parsippany, New Jersey, provides a full range of tax preparation, accounting and bookkeeping services, either in your facility or at our location. Specialized in international taxation NRI taxation FBAR filing. Services offered include Tax Return Preparation, Tax Audit Representation, Strategic Tax Planning & Consulting, Transaction Structuring, Business Consulting, Financial Planning, Accounting & Bookkeeping Services, and payroll Service Bureau. I also provide 1.0 free review to potential client, high income earner c...

NEELKANTH ACCOUNTANTS

NEELKANTH ACCOUNTANTS

 37 Brook Avenue, Maywood, NJ, USA
  •  424-400-2358 (Pin: 65870)
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Experience - 15 Years

From the Business : Neelkanth Accountants provides outstanding service to clients because of dedication to the three underlying principles of professionalism, responsiveness, and quality. We specialize in: Income tax preparation for individual, small businesses, Business tax planning and consulting, Compilations and Reviews, Quick-books services (incl. training and setup), Bookkeeping and Payroll services, Sales tax and other statutory filings and many other services!

FinAccurate LLC

FinAccurate LLC

 Serving the New Jersey Area
  •  425-620-3135 (Pin: 67796)
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Experience - 15 Years

From the Business : Jayanthi “Jay” Ganapathy is the founder and CEO of FinAccurate LLC, an accounting firm that delivers business sense. With a Bachelor’s degree in Accounting and Finance from the University of Madras, Jay is a certified cost accountant and a Chartered Accountant, holding a FICO certification. Jay is dedicated to helping small business owners achieve their goals and increase cash flow through high-quality outsourced bookkeeping and accounting services. With extensive experience in various accounting roles at Philips Electronics, including Assistant Manager of Financial Services, Financ...

GST Financial Services

GST Financial Services

 Serving the New Jersey Area
  •  640-600-9258 (Pin: 58062)
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Experience - 5

From the Business : GST Financial Services, led by Thirumal Murugan, offers comprehensive financial planning solutions designed to support individuals, families, and businesses. The firm specializes in estate planning, retirement planning, wealth management, business succession planning, and long-term financial strategies. With a focus on creating personalized plans that align with clients' goals, GST Financial Services ensures that all aspects of financial security are addressed, providing clients with peace of mind and a clear path to future success.

Majestic Wealth Builders

Majestic Wealth Builders

 Serving the New Jersey Area
  •  640-600-9258 (Pin: 26087)
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Experience - 8

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...

Rajesh Ravikumar Licensed Financial Professional

Rajesh Ravikumar Licensed Financial Professional

 Serving the New Jersey Area
  •  737-377-4784 (Pin: 73921)
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Experience - 1

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 ...

Retire Wisely Financial Services

Retire Wisely Financial Services

 Serving the New Jersey Area
  •  312-626-4366 (Pin: 28821)
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Established Since - 2021
50% Offer available VIEW OFFER

From 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...

Surefinbiz Financial Services

Surefinbiz Financial Services

 Serving the New Jersey Area
  •  224-223-1076 (Pin: 48163)
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Experience - 15

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...

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Smart Financial Group

 Serving the New Jersey Area
  •  218-277-7773 (Pin: 82803)
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From the Business : An independent, privately-owned, fee-based registered investment advisor based in downtown Pittsburgh, Pennsylvania. The firm focuses on guiding clients toward long-term financial success through a disciplined investment strategy rooted in timeless philosophies and modern financial tools. They offer services in life insurance, retirement income planning, Social Security education, asset allocation, and Medicare planning, aiming to deliver tailored strategies that foster clarity and confidence in clients’ financial lives. Established as a closed joint-stock company, this Russian cons...

Vela Life Plan

Vela Life Plan

 Serving the New Jersey Area
  •  848-800-2070 (Pin: 92984)
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Experience - 5 Years

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.

Soujanya Vundavalli Financial Professional

Soujanya Vundavalli Financial Professional

 Serving the New Jersey Area
  •  640-222-0303 (Pin: 89327)
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Experience - 1

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...

Trillium Square Advisors LLC

Trillium Square Advisors LLC

 Serving the New Jersey Area
  •  512-355-7224 (Pin: 82716)
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Experience - 15 Years

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 ...

Trident Financial Consultants

Trident Financial Consultants

 Serving the New Jersey Area
  •  310-912-7663 (Pin: 79672)
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Experience - 3

From the Business : Trident Financial Consultants, led by Alok Navapura, is a reputable financial advisory firm specializing in offering a broad range of financial services. With a focus on wealth management, investment planning, retirement solutions, tax optimization, and more, Trident Financial Consultants provides tailored financial strategies to help clients meet their unique goals. Alok Navapura brings years of experience and expertise to the table, ensuring that each client receives the right advice and solutions to navigate the complexities of their financial journey. Known for a client-first ap...

Naimesh Shah – Independent Financial Advisor At Money In A Nutshell Inc.

Naimesh Shah – Independent Financial Advisor At Money In A Nutshell Inc.

 Serving the New Jersey Area
  •  224-223-1076 (Pin: 95010)
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Experience - 15 Years
Offer available VIEW OFFER

From 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 ...

Manjeet Singh, Financial Service Professional

Manjeet Singh, Financial Service Professional

 Serving the New Jersey Area
  •  424-400-2358 (Pin: 77124)
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Experience - 1
Wealth Plannings, Strategic Plannings, Personal Bankings

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...

FinFree Services LLC

FinFree Services LLC

 Serving the New Jersey Area
  •  737-232-7100 (Pin: 91230)
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Experience - 1
1% Offer available VIEW OFFER

From 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...

Showing 1 - 24 of 48 results
VXL Services Inc

VXL Services Inc

 1588 U.S. 130, North Brunswick Township, NJ, United States

From the Business : VXL Services is a full service CPA firm providing Individual & Corporate Tax return preparation services, Accounting, Payroll, Company Incorporation, across US. Comprehensive tax services include tax planning, individual and corporate tax return...

NT Bookkeeping And Tax Services LLC

NT Bookkeeping And Tax Services LLC

 852 Easton Avenue, NJ, United States

From the Business : NT Bookkeeping and Tax Services in Somerset is specialized in Finance and Taxation services, Tax Preparation services, Book Keeping, Payroll Processing, Notary services, Financial Planning, Income Tax Filing, Financial Statements Analysis, Sales Tax...

PPMK TAX

PPMK TAX

 527 Grove Ave, Edison, NJ, USA

From the Business : Mukesh Mahajan, CA, CPA is a professional who brings in more than 35 years of experience in accounting and tax services for individuals, and small & medium businesses. He is committed to providing diligence, focused approach and personal attenti...

Friendly Tax Srv

Friendly Tax Srv

 40 Reinhart Way, Bridgewater, NJ 08807, USA

From the Business : Friendly Tax Srv in Bridgewater is specialized in Tax Preparation services, Payroll Processing and Income Tax Filing. They are servicing throughout the United States and Canada. They are expertise in providing the following services Certified Profes...

Myustaxreturn

Myustaxreturn

 31 Springwood Ct, Princeton, NJ, USA

From the Business : Preparing an IRS Tax return is a very complicated and cumbersome process while demanding large investment in terms of time and money. It is the sole objective of MyUsTaxReturn to provide excellent service at an affordable cost and with an objective ...

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