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Over 393 reviews for
Millburn Financial Advisors from people just like you.

A
"
takes a percentage of gains from the portfolio as payment. He doesn't sell products. His only interest is investing money for long" term growth and making tax advantages for his clients. He waived the 750 fee when we invested through him. He understands markets and portfolio allocation in conjunction with different markets and trading atmospheres. He doesn't give blanket statements of how and why like a lot of financial advisors. His experience working in a hedge fund shows when we discuss
strategy and technical analysis. My experience in trading has been met with adversity with other financial advisors simply because they don't understand the technicality behind trading but
isn't like that. He's not only understanding of my trading behavior but he's also eager to work with me and my needs and wants in this endeavour; he is willing to adjust our portfolio to meet these needs. He has never lectured me on the risks or given me a competitive vibe which I can not say is true for all financial advisors.

-JESSE S.

A
"It was very good. He explained the process and found are cash source we had overlooked. Plan to continue the planning process with
.

-Mike G.

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Financial Advising reviews in Millburn

A

Rating
Millburn Financial Advisors Provider Name Locked
has prepared our Income Taxes for over 15 years; both personal and business. Over the years he has offered us great financial advice and has represented us when we were audited by the IRS.
The number of years that we have used
Millburn Financial Advisors Provider Name Locked
to prepare our taxes is a testimony to how satisfied we are with his work. Even when we moved out of state seven years ago, we continued to use
Millburn Financial Advisors Provider Name Locked
.
- William D.
A

Rating
my advisor is thoughtful about my preferences and does not leave money lying about.
my agent is in Hawaii but there is a Portland office. This is a nice broker house, a little expensive, but attentive and knowledgeable.
- S N.
F

Rating
Take your business elsewhere.
1) Escrow officer was repeatedly condescending, and actually scroffed when we told her we wanted to close on a certain date, which had been our plan for more than a month, and all parties had already agreed to.
2) She went on vacation the next day without handing our case off to someone.
3) The receptionist had to process our closing documents while the officer was on vacation. Our loan officer at a major national bank stated this was the most unresponsive company they had ever worked with. This company caused extensive extra work for our bank due to their incompetence (escrow officer complained that loan documents were sent to receptionist and they couldn't find them, even though 2 days previous the receptionist was the only one working on the documents.)
4) When the escrow officer returned from vacation, on the day we need to finalize documents, she delayed the final processing of our loan docs for several hours doing her banking, and did not provide the final down payment amount and wire information until late in the afternoon, of course well after the Fed was closed. Another person in the office scolded us and said we couldn't close the next day because we didnt get the money to them.
5) This company's lack of professionalism caused a 72 hour delay to getting our house.
- Brian M.
B

Rating
I saw the ad for
Millburn Financial Advisors Provider Name Locked
on
Millburn Financial Advisors Provider Name Locked
's List and then checked out their website.

I needed someone to move a couch and love seat for me on very short notice.

I filled out the form on the website and was contacted via e-mail within one or two hours. We negotiated a price and set an approximate time for the delivery the very next day.

Millburn Financial Advisors Provider Name Locked
and a teammate moved my furniture from downtown to Carmel without a single
Millburn Financial Advisors Provider Name Locked
or scratch. I think they underestimated the size and weight of the furniture, though, as they struggled to get both pieces up the flight of stairs to my apartment.

Both guys were extremely professional and courteous. I will definitely consider this company the next time I need anything moved.
- Susan K.
A

Rating
She reviewed all her findings with me and made sure I understood her comments. Didn't try to sell me other products such as life insurance since it was not needed. Very helpful! The fee covers any financial questions I have for the year.
- Christine K.
A

Rating
This company handles all of our finances. He is extremely professional. He offers securities and investments through ACTS financial. This gentleman is also very personable.
- Lisa L.
A

Rating
He has far exceeded my expectations and has taken care of a lot of things he didn't have to. He is attentive and always there when you need him. I did a lot of research on him and I went and spoke with him a couple of times. He made some big changes to my portfolio and was able to raise it 15%. He is as professional as they come.
- Elden S.
N

Rating
We worked via teleweb because it is difficult for me to get away from the office. He was able to show me how to perform Excel functions on his computer screen and scroll through the spreadsheet tabs during our discussion, and also display other relevant information about my portfolio from his screen. We have done other telewebs in the past - for our twice yearly check ins, and it works quite well.

I am adding the following statement because my latest contact with him is not representative of the depth, breadth and high quality of services that
Millburn Financial Advisors Provider Name Locked
provides for both my mother and me (individually)l. This report about a discrete incident is not sufficient to describe the level and quality of service that he provides to his clients.

Millburn Financial Advisors Provider Name Locked
is an intelligent, thoughtful and ethical professional.

Millburn Financial Advisors Provider Name Locked
has been working with my mother and me for over 10 years, and we are extremely satisfied with both our interpersonal relationship and the results of his financial planning expertise and advice. He talks to us individually about our needs and goals, and develops a plan that we are comfortable with as well as enables us to achieve our' goals. In addition to the twice yearly updates, he sends special newsletters from time to time to his clients to explain how a trend in financial events might affect our investments; and a letter with each update.

He is available between visits to discuss whatever questions we may have about our investments. His office staff - Cat
Millburn Financial Advisors Provider Name Locked
, is very warm and professional.

Millburn Financial Advisors Provider Name Locked
goes to visit my mother for her twice yearly reviews so he can talk to her in person. She is rather elderly and doesn't hear well over the phone. I either meet with him in person when I have time; or have discussions by phone and view the information in real time via a teleweb link.

Millburn Financial Advisors Provider Name Locked
has given me sound advice over the years about major financial decisions I have made that have resulted from major life events -- buying/selling property, change in marital status (marriage, death of spouse, divorce), changing jobs, buying a car, refinancing a loan, and other complex matters. I do not make any such decisions without first consulting with him to see what the effect will be on my long-term goals.
- Mamie L.

Financial Advisors 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

Alan Lorman CPA PC

1729 West 8th St

Aldo Rabih CPA CA

1801 86th St

Alicia Alban

32 Elm Place

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

Attract Capital

Attract Capital, LLC 16 Brandywine Drive

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

BAND TAX FINANCIAL SOLUTIONS

49 MARKET ST
Saddle Brook

BARRY ALAN & CO LTD

2 University Plaza Dr
Hackensack

Barry Bail Bonds

646 Hamilton St
Somerset

Bell Processing Solutions

57 W 38th St RM 601

BetaFrontier, LLC

156 W Superior St

Beyrent Residential Appraisals

6 Lake Shore Dr
Mine Hill

Biagini Grassi Advisory Group, LLC

1110 South Ave
Staten Island

Blue Spark Capital Advisors

41 Madison Ave, 2500

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

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

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

Cardinal Advisors

117 Edinburgh South Drive Suite 280

Carlos Rangel, CPA PC

405 Lexington Avenue

Carmen J. Memoli, CPA

222 Oak Ave Ste 5
Toms River

Carver Consulting

663 Evergreen Pkwy
Union

Catholic Charities of Newark New Jersey

590 North 7th Street
Newark

CeKAM Tax Consultant

3624 Church Avenue

Champion Futures

65 Chenango Dr

Client Focused Advisors

122 East 42nd Street

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

CSI Group LLP

165 Highway 35
Red Bank

Curran LLP

21 Fulton Street, 2nd Floor
Newark

Da Marino

220 West 49th Street

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 CAPITAL PLANNING

626 RexCorp Plaza, 6th Floor

EMERALD FINANCIAL RESOURCES

1140 US Highway 22 Ste 202
Bridgewater

Empire Coast Financial

6901 Jericho Tpke

Erez Shimoni, Home Loan Consultant

343 Thornall Street, Suite 550
Edison

Euthenia Investing

18 Park Ave
Jersey City

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

FitBizLoans

315 Madison Avaenue

Fortren Funding LLC

70 South Orange Ave
Livingston

FOUNDATION INSURANCE SVC LLC

1812 Front Street, PO Box 188
Scotch Plains

FP Management LLC

245 Lexington Ave
Passaic

Frank's multi service

23733 Jamaica Avenue

Freyman CPA, P.C.

40 Exchange Place

Fundbox

785 Market 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

Globix Funding

51 A Cutter Mill Road

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

HIMAL TAX LLC

71-58 AUSTIN ST.,

Hip Solutions, LLC

19 Catan Dr
Flanders

HLK Asset Management

2500 Plaza 5
Jersey City

Hope Insurance Brokerage Inc.

609 Rte. 109 Suite 2B-6

HSBC

PO BOX 4552

https://live.ereverseauction.com/

1 Main street
Paterson

I & E Insurance Agency

2900 Lakewood Road
Point Pleasant Beach

iBank

3090F Pullman St

Independent Life and Health Agent

3901 Independence Ave Apt 2F

Insurance Financial Professional.

48 S Service Rd Ste 400

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

Jeanne A. Galvin, CPA LLC

140 Hemlock Hills Road N

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

KS Capital Management

95 N rt 17 Ste.#203
Paramus

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

Milano Financial Services

410 Ramapo Valley Rd
Oakland

Mo Golany

777 Westchester Avenue

Mor Credit

1222 Avenue M Suite 605

MORGAN STANLEY

1 PICKWICK PLZ

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

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

Park Medical Billing

106 Grand Ave, Suite 210
Englewood

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

PrayToHashem.com

1221 Avenue P

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

QuoteHero

5115 Douglas Fir Rd

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 CPA PLLC

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

ROY CHEREATH CPA

1670 US Highway 130
North Brunswick

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

TAX EXPRESS

140 Mountain Ave Ste 202
Springfield

Taxes Done Right

397 Stockholm Street

TCM III LLC

56 MAIN ST
Millburn

The Gilmore Group

120 White Plains Road

The Louie Tax Law Group

90 Church Street

The Tax Club

350 5th Avenue

TSG Collections, LLC

20 N Van Brunt Street, Suite 10
Englewood

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.

Westgate Legal

3942 59th St

white mountain Debt Consolidation

111 West Mountain Avenue

Worden Capital Management

100 Ring Road West.

Yor Credit Karma

49 day st suite 209

ZDH Enterprises

1055 Bedford Ave, Ste3
Millburn Zip Codes

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