Best Retirement Planning Services in Wayne, NJ

• - 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

I have been filing tax returns with ASM since few years. Usman and his team are very professional team, understands each individual's tax situations and suggests very good options that works well. You will feel that their team is on your side!! This year, Sabras helped me file my taxes and he did great job.

• - 5/5

One of associate who help us filing our Tax Return (Farhan ) was very helpful , friendly and was treating their client in a courteous manner was impressive. Highly recommended.

• - 5/5

I visited ASM for my tax return. Mr Farhan assisted me & helped me out very well. Very professional team who always love to help. Definitely coming back next time. Cheers up team.

• - 5/5

I’ve been going here for years and I can safely recommend this place to anyone. The staff at the office is consistently very knowledgeable and efficient. Their attention to detail and commitment to customer satisfaction is very impressive. Always has been a great experience.

• - 5/5

Usually I never post review and its first time I am posting because of wonderful experience I had. Staff is super cooperative and highly skilled. They value clients needs. Their preference is to benifit customer as much as they can and I witnessed it especially guy named Mr Usman. I highly recommend this place for your financial needs.

• - 5/5

My experience at ASM Tax Office, particularly with Usman Siddiqui, was nothing short of exceptional. From the outset, I was impressed by the professional yet welcoming atmosphere of the office. Usman stood out with his profound knowledge and understanding of tax laws, which he navigated with ease and confidence. What truly set my experience apart was Usman's personalized approach. He invested time to understand my unique financial situation, offering bespoke advice that was both insightful and immensely helpful. His ability to simplify complex tax matters into understandable terms was a great relief and showed a deep commitment to client education and empowerment. Usman's meticulous attention to detail ensured that every aspect of my tax filing was handled with precision and care. He was always available to answer my questions, no matter how trivial, and provided regular updates throughout the process. This level of client service and engagement is rare and highly commendable. Moreover, the efficiency of service at ASM Tax Office was remarkable. Usman ensured that all my documents were processed promptly, respecting my time and deadlines. His friendly and approachable demeanor made what is typically a stressful period, a surprisingly pleasant experience. In summary, ASM Tax Office, under the guidance of Usman, offers a blend of expert tax knowledge, personalized care, and exceptional client service. I wholeheartedly recommend their services to anyone seeking professional, reliable, and friendly tax assistance. Their expertise in the field is unparalleled, and their commitment to client satisfaction is evident in every interaction. I will be coming here for as long as I need to file taxes and will make sure my friends and family come as well!

• - 5/5

Walked in with no appointment for an amended tax return from NY and NJ. They couldn't have been more professional. I will be coming back here exclusively to do my taxes every year. Highly recommend.

• - 5/5

Mr Usman and his team of highly dedicated tax professionals are the best in town ! They are off course busy managaing the Tax season rush ,But,They never forget to pay attention to you individually.They are eloquently pleasing and charmingly sorted out people to handle your dire tax problems. I applaud the work this team does whilst serving the community. Thank a bunch again! -S

• - 5/5

Usman and his team at ASM Tax Office have been my go-to for nearly a decade, and they never fail to impress. Their custom solutions are top-notch, tailored precisely to my needs. Over the years, I've witnessed their good commitment to improvement, ensuring that each tax season surpasses the last. Recently, Usman tackled a particularly complex case with ease, leaving me stress-free and confident in their expertise. With these years of flawless service, I've never faced any issues from the Fed/State, and my returns have consistently exceeded expectations. Their dedication to customer support is unmatched, and I couldn't be more satisfied with their outstanding service. Before visiting the Iselin ASM Tax Office, it's good to remember these key points: 1. Schedule your appointment early to avoid the April 14th rush and ensure timely service. 2. Have all your documents ready, whether in electronic or paper format, for a smoother process. 3. Consider investing in the worry-free protection plan for added peace of mind. 4. Provide every detail accurately during data entry, as what you input directly affects your filing outcome. 5. Request a digital copy of your filing via email before leaving the office. 6. Check the status of your filing on the IRS website, allowing a couple of days for updates to reflect. 7. While the ASM team will proactively address any issues, a quick call can help confirm your tax filing status efficiently meaning make a follow up call via phone after 24 hours to confirm IRS acceptance.

• - 5/5

It was amazing experience with ASM. They have explained very well about all our queries.

• - 5/5

Couldn’t be happier with their service, highly professional and very knowledgeable. 10/10. Highly recommend.

• - 5/5

I highly recommend my accountant, ASM, who has been providing exceptional service for years. Their expertise, attention to detail, and dedication have consistently ensured that my financial matters are handled with precision and efficiency. Trustworthy and reliable, ASM goes above and beyond to navigate the complexities of taxes and financial planning. I am grateful for their professionalism and wouldn't hesitate to recommend their services to others.

• - 5/5

Expert professionals that know what to do and how to help you maintain good tax status with IRS. Maximized returns with kindness and integrity. Can’t recommend them enough

• - 5/5

Highly recommended ASM tax for filling taxes, I’ve been coming to this place since from long time. Their staff is excellent and supportive.

• - 5/5

This is my second year of tax filing in ASM tax office . Miss krisha helping me with all paperwork and also Thank you so much Usmanbhai for helping me tax filing. Your staff is very helpful and kind. 100% recommend pleas for tax filing.

• - 5/5

I have been working with Usman and his Asm tax team for over 5+ years . Their professionalism and level of knowledge with dedication is amazing - They have helped our businesses and our personal taxes by a great deal - they explain and breakdown complex situations so you don’t have to worry - The younger team enter all the information diligently and make sure everything is covered - highly recommend Usman and team to everyone ..

• - 5/5

I definitely suggest my accountant, ASM, who has provided excellent service for many years. Their knowledge, attention to detail, and dedication have always ensured that my financial matters are handled precisely and efficiently. ASM is trustworthy and professional, going above and above to help clients understand the complexity of taxation and financial planning. I appreciate their expertise and would not hesitate to promote their services to others.

• - 5/5

I have been working with Usman and his Asm tax team for over 8 and have known them professionally for more than 14 years. Their professionalism, integrity, and dedication to excellence are unmatched. They have played a crucial role in optimizing my business, providing valuable insights and solutions that have made a tremendous impact over the years. I trust them completely and wouldn’t go anywhere else. Whenever someone needs reliable, top-notch service, I always refer them to Usman and his team. Highly recommended!

• - 5/5

I absolutely Love Usman & his staff at ASM Tax Office. He has compassion & wisdom. I feel well cared for going there. I believe they treat You like Family and do an Amazing Job of handling My Tax needs. I highly recommend Usman & his Team of Experts. He is Extremely Knowledgeable & Professional yet I feel valued & important. Super Excellent Quality with Great Care!

• - 5/5

I had a fantastic experience with ASM Tax Office! The team is highly professional, knowledgeable, and efficient. They made the tax filing process smooth and stress-free, answering all my questions with patience and expertise. Their attention to detail and commitment to maximizing my return truly set them apart. I highly recommend ASM Tax Office for anyone looking for reliable and trustworthy tax services!

• - 5/5

Have been doing my taxes since a long time.. they are good.. but u have to be patient enough cause waiting hours is too long .. went there last week and waiting time was over 2hrs.. thats why giving 3 stars

• - 5/5

Have been doing my taxes since a long time.. they are good.. but u have to be patient enough cause waiting hours is too long .. went there last week and waiting time was over 2hrs.. thats why giving 3 stars

• - 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

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. .