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276

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Over 315 reviews for
Millburn Financial Planners from people just like you.

D
"I wanted to setup a savings account for my kids education and found this company highly rated here on AngiesList. I reached out to them for information on education" saving and received you basic "hello" and introductory email from them. I emailed them back twice (thought I might not have hit send the first time) letting them know I was interested in setting up an education savings account for my kids. Apparently they are not interested in my business as no one has responded.

-Vicki K.

A
"
first asked questions to be sure he knew what my goals were. He reviewed my financial information and provided advice as to what I should" do looking forward to retirement. He also discussed the various kinds of accounts I could open on behalf of my grandchildren, including the pros and cons of each type.
was personable and extremely helpful. By the time my hour appointment was finished, I felt I had a good grasp on what I need to do to improve my financial situation and enough information to decide what type of account I want to start for my grandchildren. I would recommend
to others.

-Ellen C.

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Local Articles in Millburn

A financial planner can help you protect your family's assets and achieve long-term goals such as retirement and college savings. (Photo by Chris Liphart)

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A financial planner can help identify goals and create a plan for you to achieve them. Before deciding to work with someone, be sure of his or her credentials, experience and method of compensation.

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It's hard to talk money with aging parents, but financial planning and organization are critical when figuring out future health care and living options.

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Financial Advising reviews in Millburn

C

Rating
fine at first then when something needed to be addressed no response or can you e-mail it to me when it needed a visual inspection and the person lives within 20 minutes of the location checks ha they forgot to pay the care taker for over a year in the end they screwed over my son blamed me they do not believe in paper work if it involves paper work they will talk you out of it saying no . and if you have a problem with a contractor they will back them up try to make you look stupid or try to get you removed from there property before helping you their moto if it works good enough for them even if it looks like crap and doesn't really work!

- james H.
D

Rating
I needed my credit report and rating as part of a financial planning session with a separate vendor. I provided my credit card number for the well-advertised $1 fee. Shortly thereafter, I received a bill for $20 for a credit tracking service that I was not interested in. To cancel the service I had to call the company. I was disappointed in the fact that I needed to scour the fine print to avoid being charged for a service I did not want. Additionally, I could not cancel my membership online. I think all companies should allow you to sign up AND sign off by the same method.
- Shaina C.
A

Rating
Recently, I had a visit with
Millburn Financial Planners Provider Name Locked
, a local insurance agent. He answered my questions about insurance using
Millburn Financial Planners Provider Name Locked
, easy to understand terms. I felt comfortable talking with
Millburn Financial Planners Provider Name Locked
. There was so no sales pressure for me to change anything, or to buy anything. If you would like to talk with
Millburn Financial Planners Provider Name Locked
about your insurance too, his phone number is 404-319-1697. He does medicare, life insurance, and retirement planning.
- Jim R.
N

Rating
Millburn Financial Planners Provider Name Locked
also helped me to figure out the cost basis of stock as my Dad
bought stock with dividend reinvestment. Because of the AT&T breakup
back in 1984, AT&T went to many new companies and then those companies
were bought out or had splits and reverse splits. He was truly a
Godsend on this part of it! He sent me a detailed list for year end
taxes which was such a wonderful help.

Thank goodness we hired
Millburn Financial Planners Provider Name Locked
when we did as he helped my Mom weather the
financial crisis by getting her 75% majority investments out of telecom.

I feel that
Millburn Financial Planners Provider Name Locked
keeps an eye out for the little man as my Mom didn't
have a large investment, but he had no qualms working with us.
Millburn Financial Planners Provider Name Locked
has
always been very responsive to my questions, and trust me, I had
questions when the markets were crumbling down around everyone. To
this day, if my Mom has a question, I shoot
Millburn Financial Planners Provider Name Locked
an email, and he
responds with an answer that my Mom can understand.

Millburn Financial Planners Provider Name Locked
made my job going forward as my Mom's Power of Attorney and Executor
of her Estate a piece of cake, literally. I would highly recommend
Millburn Financial Planners Provider Name Locked

as your financial planner.
- Michele B.
A

Rating
Explained financial situation in detail and how it can be done better. Got a deal from Angie's list. Very professional and personalized.
- caroline A.
A

Rating
Millburn Financial Planners Provider Name Locked
is an excellent Financial Planner. She is experienced, honest, and has knowledge that spreads over a wide spectrum of investment options. Her approach is low pressure. Her goal is simply to help move a person's financial picture in a positive direction. My own results since working with
Millburn Financial Planners Provider Name Locked
are beyond my expectations. If you have a financial planner now, take the time to meet with
Millburn Financial Planners Provider Name Locked
to get a second opinion. If you do not currently have a financial planner, call her and have her review your financial picture.
- Cyndee S.
A

Rating
After getting to know us as a person,
Millburn Financial Planners Provider Name Locked
then reviewed our current financial status and asked us questions to help him determine the best way to move forward towards our financial goals.
The options that he presented were very clearly explained, enough that we, complete financial neophytes, didn't have a hard time understanding them in order to make a decision on said options.
We are ready to take those first steps, and once we've made some progress with them we will definitely be back for a follow-up.
It is also worth mentioning that we were reluctant to use a financial planner, concerned that they would only have their own interests in mind, preferring to do everything ourselves. Not only does
Millburn Financial Planners Provider Name Locked
genuinely seems to truly make it easy for us to reach our objectives, he brings a point of view (backed by his studies and experience) that we simply couldn't get from our own research.
We will definitely be back for an updated analysis once our financial situation changes.
- Edgar R.
N

Rating
My wife & I don't have the time, experience or expertise to plan & watch-over our financial investments. So,
Millburn Financial Planners Provider Name Locked
has been our financial advisor for about 8 years. He initially laid out an investment strategy that met our near & long term needs. Since then he constantly watches, suggests & modifies this strategy to keep pace with the ever changing
Millburn Financial Planners Provider Name Locked
. Since day one, he's been very professional in our dealings & is always responsive to any questions or concerns we may have. I'd highly recommend
Millburn Financial Planners Provider Name Locked
to anyone looking for financial investment guidance.
- Richard C.

All Financial Planners in Millburn, NJ

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

3 Pointe Financial

8001 Irvine Center Dr

A+ Fico Fix Inc

206 6th ave suite 100

ABSOLUTELY ORGANIZED

76 CRANBROOK RD

Accounting & Tax Planners

303 5Th Ave Suite 211

ADAPT

514 Middle Country Road

Affordable Insurance Services

2236-9 Forest Avenue

AFLAC

199 WATER ST

AJC Advisors

1250 Hylan Blvd

AJMax.com

Mahwah

Aldo Rabih CPA CA

1801 86th St

Allegiant Group Inc

189 W Clarkston Rd

Allstate

2 Coraci Blvd Ste 5

Allsup Inc

300 Allsup Pl

ALPHA OMEGA COVERAGE CORP

1253 Richmond Ave

AMBROSE FINANCIAL SERVICES,LLC

5001 HADLEY ROAD
South Plainfield

America's Retirement Planning Partners LLC

4400 Rt 9 suite 1000
Freeehold

AMERICAN FEDERAL MORTGAGE CORP

1 LAUREL DR
Flanders

American Prosperity Group

3 Sunny Knolls Court
Wayne

AMG Legacy Planning

10100 W Sample Rd

Angelo & Associates, CPAs

18 Brant Ave
Clark

Approved Funding

41 Grand Ave
River Edge

Arman James Investments

101 Hudson suite 2100

AURORA FINANCIAL GROUP

499 BROAD ST
Shrewsbury

AXA ADVISORS

90 WOODBRIDGE CTR DR
Woodbridge

Axa Advisors

1633 Broadway

BADRAN TAX & ACCOUNTING

152 LIVINGSTON AVE
New Brunswick

BARRY ALAN & CO LTD

2 University Plaza Dr
Hackensack

Bell Processing Solutions

57 W 38th St RM 601

BetaFrontier, LLC

156 W Superior St Apt 401

Beyrent Residential Appraisals

6 Lake Shore Dr
Mine Hill

Biagini Grassi Advisory Group, LLC

1110 South Ave
Staten Island

Blutter & Blutter

150 Motor Pkwy

BMA Payroll

760 Vanessa Ln
Neshanic Station

BNC Insurance Agency

111 S. Ridge Street

Boost Credit 101

3773 E Cherry Creek N Dr

Brian P. Luthy, CPA

73 Madison Street
Morristown

BRUCE M BUTCHEN CPA

228 ROUTE 18
East Brunswick

C&A Financial Group

2431 Atlantic Avenue
Manasquan

Cafe Nunez

240 west 35th

Carlos Rangel, CPA PC

405 Lexington Avenue

Carmen J. Memoli, CPA

230 MAIN ST
Toms River

Carver Consulting

663 Evergreen Pkwy
Union

CeKAM Tax Consultant

3624 Church Avenue

Champion Futures

65 Chenango Dr

College Benefits Research Group

7 Becker Farm Rd # 102
Roseland

Comm-Insure LLC

1433 Oak Tree Road
Iselin

Complete Debt Solutions

580 The East Mall

Consumers Insurance Inc.

191 Post Road West

Credit Mount

2560 Ocean Avenue, Second Floor

Credit Pro Repair

195 Plymouth St Ste 1

Credit Repair New York

275-289 Broadway

EATON VANCE

75 MAIN ST
Millburn

Ed Kalpagian State Farm Insurance

87 West Allendale Avenue
Allendale

Edward D. Heben, CPA, P.C.

22 Saw Mill River Rd Ste 3

EMD TAX and Accounting Services

703 Millcreek Rd
Manahawkin

EMERALD FINANCIAL RESOURCES

1140 US Highway 22 Ste 202
Bridgewater

Family Investors

265 S Ave
Fanwood

Farmers Insurance

300 Interpace Parkway

Fast Payday Loan

51 Nassau St

FIDELITY INVESTMENTS

150 ESSEX ST
Millburn

Financial Funding LLC

2 Industrial Way West
Eatontown

Financial Solutions International, Inc.

158 Linwood Plaza
Fort Lee

Fortren Funding LLC

70 South Orange Ave
Livingston

FOUNDATION INSURANCE SVC LLC

1812 Front Street, PO Box 188
Scotch Plains

Freyman CPA, P.C.

40 Exchange Place

Fundbox

560 Mission Street

Garden City Mortgage

1225 Franklin Ave.

Garuda Affiliates

17 Yale Ave
Somerset

Gary Mehta, CPA, EA

20 Commerce Drive, Suite 135

Gehi and Associates

118-21 Queens Blvd., Suite 409,

Genworth Financial

436 Summit Avenue
Hackensack

GJM Business Center

21-12 Broadway

GOLDMAN SACHS & CO

75 MAIN ST
Millburn

green4wallets.com

1051 Port Washington Blvd

grove Debt Consolidation

441 South Orange Avenue

HannaDoes.com

Freehold

HappenShop, Inc.

279 New Brunswick Ave.
Fords

HaraTaxAccounting

501 Fifth Avenue

Hard Money Stan

Massapequa

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.

HIMAL TAX LLC

71-58 AUSTIN ST.,

Hip Solutions, LLC

19 Catan Dr
Flanders

HLK Asset Management

2500 Plaza 5
Jersey City

I & E Insurance Agency

2900 Lakewood Road
Point Pleasant Beach

iBank

3090F Pullman St

Investoc

244 5th Avenue

IRS Tax Help Team

1201 S Beach Blvd

Island Debt Consolidation

719 West Side Avenue

J A Roesch & Associates

246 Federal Road

JACK LIEBERMAN, CPA, LLC

930 STUYVESANT AVE
Union

Jason A Steinberger Law

910 Grand Concourse Apt 1C

JEFFREY A LOVAS & CO

210 E STATE RT 4
Paramus

Jersey Local Insurance Agency

591 Summit Avenue
Jersey City

Jersey Shore Financial Group

1670 Route 34
Farmingdale

Jordan Carmel T CPA

151 W Milton Ave
Rahway

JR's IRS Back Tax Network

465 M L King Blvd
Newark

JUST TAX

6 Division Street
Somerville

justask associates

831-38 route 10 suite158

LANTERN INVESTMENTS

35 PINELAWN RD

Law Offices Of Joseph J Rogers

900 Route 168
Blackwood

LEAP Tax and Consulting

271 US Highway 46 West
Fairfield

Legacy Care Wealth

121 Newark Avenue
Jersey City

LG Insurance Group

135A Brighton Ave
Long Branch

LifeLine Debt Relief, Inc.

65 Broadway, 8th Floor

LLI ADVISORY GROUP

202 NORTH AVE E
Cranford

Lowell, Blake & Associates

141 Tremont Street

LPL Financial

712A East Jericho Tpke

Magis Group, Inc.

660 White Plains Rd.

Magone CPAs

30 Columbia Turnpike, Suite 101
Florham Park

Maks Financial Services

822 Executive Dr
Princeton

Mantha Legal

Lavelle road

Marchand & Co CPA's PC

2003 Southern Blvd SE

Mark Geschwind & Associates

131 Jericho Tpke. Suite 203

Marty Kuper LLC

2 Columbia Place

MAXWELL SHMERLER & CO

11 MARTINE AVE

MBAProjectSearch.com

3100 Wisconsin Ave NW

MC ACCOUNTING

290 Paterson Ave
Paterson

MCB Tax and Financial Services

271 Cadman Plz E #23682

Mega M

2376 60th Street,

MS Accounting Solutions

4255 Colden Street, Suite 15T

Nationwide Consumer Debt Relief Inc

345 Route 17 South
Upper Saddle River

New England Wealth Management Group

99 Biltmore Ave, Suite 341

New Jersey Small Business Development Center

1 Washington Park Suite 360
Newark

New York Debt Consolidation

92 Chambers Street

New York Life Insurance Company

250 Pehle Avenue
Saddle Brook

Newsholme Financial Services

99 Main Street
Matawan

NJ GOLD SPOT LLC.

50 Franklin St.
Bloomfield

North East Recovery Solutions LLC

3 Prospect Street
Morristown

Northwestern Mutual

1670 Route 34
Farmingdale

Northwestern Mutual - George Williams

1670 Rt 34, Second Floor
Farmingdale

Nosara Financial Planning, Inc.

52 Glen Road
Woodcliff Lake

OPTIBIZ LLC

129 Lynncliff Rd

Partner's Financial Group, LLC

1416 Hooper Avenue
Toms River

Philip R. Leib, CPA

117 Hillair Circle

Pinch-Hitter Professional Organizer

245 Van Vorst St
Jersey City

Plan2Prosper LLC

19 Green Farms Rd
Andover

Platinum One, LLC

41-21 29th st Long Island City

PPG LLC

79 Kermit Ave

Preferred Résumé® Group, LLC

www.pfdresumegroup.com

Pricewater Capital

349 Fifth Avenue

Prince Financial Advisory LLC

10 East 40th Street #3405

PROOF OF INCOME SERVICE'S

10800 Foothill Blvd

Pure Gold Global

200 Vesey St

Ralph A. Ferro, Jr., Esq. Law Office

66 E Main St
Little Falls

Ralph S. Adorno, C.L.U. & Associates

558 Peekskill Hollow Road

Rayner & Gilbert CPAs

31 Penn Plaza 132 West 31st Street

RBR Strategies, Ltd.

132 Franklin Place, #96

Reby Advisors

83 Wooster Heights

Regal Financial

1350 Avenue of the Americas

Regal Payment Systems

2011 greene ave

Reinstein and Associates

PO Box 516
Ridgewood

Reliable and Affordable Bail Bonds

1200 rt 22 east
Bridewater

RGA Investment Advisors

1 Linden Place, Suite 302

RICKEL & ASSOC

45 ESSEX ST
Millburn

RJB Business Analytics+

16 Fawn Ridge Dr

Royal Alliance

300 Executive Dr
West Orange

RSJ Accounting Professionals

335 E 209th St. Apt 4

S P Johnson Group

2025 Delaware Ave

SALVATORE J. D'ALESSIO CPA, LLC

391 GRAND AVENUE
Englewood

SANDALWOOD SECURITIES INC

101 EISENHOWER PKWY
Roseland

SANDRA LAPENTA

525 Boulevard
Kenilworth

SANTELLA BUSINESS SOLUTIONS

2131 Albany Post Rd

SARANTO P CALAMAS CPA

ROUTE 112 BOX 1660 STE A

Schembre & Gannon

282 South Ave
Fanwood

SEAN M DUFFY CPA

533 South Avenue
Westfield

Skylands Financial Group, LLC

701 Cookman Ave
Asbury Park

SOUTH FORK FUNDING INC

630 Johnson Ave Ste 4

Spring Action Fraud Elimination (S.A.F.E.)

1051 Port Washington Blvd Ste# 750

Stephen Ng Financial Group, LLC

51 John F Kennedy Pkwy # 150
Short Hills

Steven Kessler & Associates, LLC

15 Commerce Blvd
Succasunna

STRIVERS ROW FUNERAL HOME INC

2284 Adam Clayton Powell Jr Blvd

SUNRISE MORTGAGE CO INC

49 GUY LOMBARDO AVE

Synergy Capital

286 Watchogue Road

Taxes Done Right

397 Stockholm Street

TCM III LLC

56 MAIN ST
Millburn

The Louie Tax Law Group

90 Church Street

TS Restoration Credit Services LLC

98 Curtis Street
Bloomfield

TULI INVESTMENT INC

316 Eisenhower Parkway
Livingston

Tupler Financial - Bob Fiocco

674 Route 202 / 206
Bridgewater

UBS FINANCIAL SVC

500 CAMPUS DR
Florham Park

United Gold Direct

2945 Townsgate Road

Universal Cash Fund

75 Maiden Lane, 10th Floor

Ursula Serluca CPA LLC

1500 Broadway 21st Floor

Ursula Serluca CPA LLC

777 Westchester Ave.

Veld Advisors

3414 Corte Sonrisa

Vera & Vera

560 Hudson St 1st Floor
Hackensack

veterans Debt Consolidation

260 New Main Street

VILLA NOVA FINANCING GROUP

30 Technology Dr Ste 2C
Warren

Warhaftig & Associates, CPA

64 Hickory Court
Monroe Township

West Forest Capital

115 E. 34th St.

white mountain Debt Consolidation

111 West Mountain Avenue

Yor Credit Karma

49 day st suite 209

ZDH Enterprises

1055 Bedford Ave, Ste3
Millburn Zip Codes

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