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Top Three Rated

Financial services in ELIZABETH

3 trusted local financial services in ELIZABETH, NEW JERSEY

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LeGrand Financial Services

955 Anna St, Elizabeth, NJ
4.1 (28 reviews) Since 2005
Specialties
Financial Planning Investment Management Retirement Planning Tax Consulting Wealth Management & Business Advisory
About Business

LeGrand Financial Services provides expert financial planning and investment solutions in a trusted professional setting offering personalized guidance since 2005.

Contact Information
(908) 353-8807
(866) 872-0804
legrandlegrand@optonline.net
https://www.legrandfinancial.com/
Open Mon - Thu: 9am - 7pm Fri: 9am - 5pmm Sat: 10am - 5pm Sun: Closed
Additional Information
Pincode: 07201
Facilities
Free - Wifi Car Parking Transporation
Customer Review
A friend referred me to LeGrand Financial Services after unpleasant experiences with previous accountants whom I felt was over charging for every piece of documents to complete my business filings. Thank you for taking the time to amend my previous taxes that was filed incorrectly and help organize our books. Amazing accountant, very professional and personable, and I would recommend this place to everyone.
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Jim’s Financial Services LLC

918 Elizabeth Ave, Elizabeth, NJ
5.0 (7 reviews) Since 2008
Specialties
Financial Planning Investment Management Retirement Planning Tax Consulting Wealth Management & Business Advisory
About Business

Jims Financial Services offers personalized financial planning and investment solutions in a reliable professional setting providing expert guidance since 2008.

Contact Information
(908) 355-0330
(908) 355-0411
jimfinancialservices15@gmail.com
https://www.elizabethavenue.org/pub/listing/profile/660/services/Jim++s+Financial+Services+LLC
Open Mon - Sat: 9am - 7pm Sun: Closed
Additional Information
Pincode: 07201
Facilities
Free - Wifi Car Parking Transporation
Customer Review
Very clean and neat with coffee serve and T. V. To watch on your waiting time relaxing on comfortable chair. Jim does my tax and keep my files updated what ever it a problem.. Jim is very honest guy 100% also willing to help your problem, no doubt about that... 👍
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Optimum Financial and Tax Services, Inc.

500 Rahway Ave, Elizabeth, NJ
4.5 (46 reviews) Since 2002
Specialties
Tax Preparation Accounting Bookkeeping Financial Planning Business Consulting & Auditing
About Business

Optimum Financial And Tax Services Inc. provides professional accounting, tax preparation, and financial planning services in a trusted office since 2002.

Contact Information
(908) 289-0082
https://optimumfinancialtax.com/
Open Mon - Fri: 9am - 9pm Sat: 9am - 3pm Sun: Closed
Additional Information
Pincode: 07202
Facilities
Free - Wifi Car Parking Transporation
Customer Review
I have been doing my taxes with Optimum for a few years now and I can honestly say they are the best. They are more than just a tax service office. Yvon has assisted me in real estate transactions, translation documents, passport situations and so much more. I love this place and don’t think I can feel as comfortable and safe anywhere else. Definitely use them if you’re looking for a tax home.
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