New Jersey Financial Planner

We have been with Family Wealth Management since 2015. The day we went in for our complementary review we knew we found the right financial planner. Marty and his team h ... more

We have been with Family Wealth Management since 2015. The day we went in for our complementary review we knew we found the right financial planner. Marty and his team h ... more

My husband and I have worked with Family Wealth management for close to eight years now and only have had positive experiences with Martin Higgins and his team. Being fr ... more

The teller at the drive thru at East Windsor was so rude. After informing me of a deposit they cannot accept stated she is sending it back and never came back over the sp ... more

MRA Advisory Group has been great for me and my family, be it investments, tax help or estate planning, they are everything we need and could not be easier to work with.

Chris Schiffers knowledge base and advice are outstanding. Very responsive and he really cares about his clients. I highly recommend him and Wealth Enhancement Group

worst company EVER. NOTHING BUT SCAM PEOPLE. wanted me to leave a review having done nothing but increase their google presence

Very quick to open a new account. The only issue is we shouldve received copies of all the paperwork and we did not. The wait wasnt long either, but we were not acknowled ... more

Scott made investing in my retirement an easy to understand process, taking the time to answer every last one of my questions. I have met with several CFP advisors over ... more

Please disregard the prior post. This person has never worked at RBC and has posted the exact response on several other reviews(spam). RBC is proud to be an equal oppor ... more

Great!

We have enjoyed a strong, friendly relationship with the whole staff at Ocean City Financial Group for @ 10 years. Mark Reimet first assisted us in the investment of the ... more

Petros and his team are a great resource for all of your financial planning needs. They truly care about their clients and are always willing to help. I highly recommend ... more

Ken has handled my investments for years will solid results

I’ve dealt with Keith both professionally and personally and he is excellent. He listens to your needs and explains what he wants to do for you. He gives a lot of edu ... more

Super professional, trust worthy, and responsible. Dave took care of our needs so quickly and with exceptional service. Would recommend them to anyone for all financial s ... more

I can't say enough about how great of a financial advising, planning, and overal wealth management team BrickVine is! Chet, Richard, and Andrew know what challenges I fac ... more

I have been w/ Ameriprise for about 5 years. Caroline Burke became my advisor about 2.5 years ago or so. She is very knowledgable, friendly and patient. She always answer ... more

Thank you so much Petros for great service and the support of his team is invaluable!

Excellent service and informative on all investment issues

I have been with First Command, in NJ, since 2010. Since then, I have always felt comfortable in knowing my life insurance and investments are being handled according to ... more

I really respect and appreciate what the Parks team is doing. This is a top notch operation. We've struggled at home making sense of different scenarios, tax planning, sa ... more

Ken started as my asset manager & soon became a truly good friend . He is so genuine & down to earth , a pleasure in every sense of the word . My family is so blessed to ... more

lovedy or lovely is very helpful even on the phone call to ask infos. Exchange rate is not bad and easy and smooth transaction.

FINANCIAL LEADERS 2024 as named by NJBIZ. WOW! THIS IS AMAZING! If anyone deserves accolades it's you guys. Honest, intelligent, hard working & always there when neede ... more

We have been using Stephen Walker for about 9 years now to help us stay on track with our retirement savings, budgeting and college savings.  We pay an annual fee and he ... more

Without any reservations, I would highly recommend Scott if you are looking for a financial advisor. He listens to your needs and makes honest suggestions about how to be ... more

Mr Nicolosi is an excellent financial planner.

Kelly is amazing at what she does. I was stuck in a rough situation with a problem I was having about past personal tax filings. She was not only able to help me out, she ... more

He reviewed my husband and I finances and got us in a much better place. Highly recommended.

I worked with LG Insurance Agency with the purchase of my new home and they were wonderful and supportive every step of the way. They were available for all questions th ... more

To whom it may concern, Want to bring to your attention of our experience with Jason Hunt and Susan Skalsky-Maloney. They have been extremely courteous, friendly and most ... more