Jeffrey S. Glaser, Ph.D. Financial Services Consultant: Serving the public for 32 years. Helping people meet their financial goals & objectives! See me to help you develop income for Retirement, College Planning, and Asset and Income replacement. You must review and analyze your Life Insurance needs annually. Call to discuss your investment, savings concerns, goals and risk tolerance. Free consultation for all financial services. Free financial lectures available to groups.
K&R Tax and Financial Service, Inc. is a family business founded by Karen and Roger Fence in 1974. We have helped thousands from all walks of life navigate the complex world of income tax preparation and planning. Our association with American Portfolios Financial Services, Inc. as Registered Representatives, allows us to offer our clients a full range of independent investment and insurance products.
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The world of finance can be overwhelming for someone not educated in the field. You might not know what you're doing if you're a first-time investor. Fortunately, the professionals at Appreciated Wealth Management can guide you through the process. We provide financial services in Point Pleasant, NJ.
Remote, by appointment, no walk-ins. Secure upload + phone/video consults. In-person meetings available by appointment. Your Back Office Tax & Advisory Welcome to Stress-Free Financial Planning & Compliance, Financial Advising, and Tax Services Solutions to All Financial Problems (5 Star Review) Jackie P. says about Your Back Office Accounting Services, "Trusted, Responsive, and Highly Efficient! I had an outstanding experience working with Joe Bedford at Your Back Office Tax & Advisory. From the start, Joe was incredibly responsive to my initial inquiry and got everything moving quickly. My tax situation wasn't simple -- it included multi-state income, a pension, W-2 income, and investment income -- and Joe handled it seamlessly. He completed everything accurately and efficiently, and made the entire process feel straightforward. He's organized, professional, and easy to work with. If you're looking for a knowledgeable and reliable tax professional who delivers both speed and precision, I highly recommend Joe and Your Back Office Tax & Advisory." Why Choose Us? Our Clients Trust Us! - Navigate Complex Financial Decisions with Unrivaled Expertise - Decades of Local, Trusted, and Proven Financial Planning & Compliance - Excellent Customer Service With two decades of experience, I bring unmatched expertise straight to you, wherever you are in the US.
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At McLean Advisory Group, we believe retirement planning should feel clear, coordinated, and personal—not confusing or fragmented. For over 40 years, we’ve helped individuals and families navigate retirement with a more thoughtful approach that goes beyond investments alone. Our planning is guided by our “Dreams, Dollars, Dynasty” (3D) approach—helping you clarify your goals, align your financial resources, and create a lasting legacy for the people and causes that matter most. At McLean Advisory Group, we specialize in helping individuals and couples nearing or in retirement make confident financial decisions through a coordinated, planning-first approach. Our services include: • Retirement income planning – creating reliable, sustainable income streams • Tax-efficient strategies – including Roth conversions and withdrawal planning • Social Security optimization – timing strategies to maximize lifetime benefits • Investment & portfolio management – aligned with income and risk goals • Estate planning coordination – helping ensure wills, trusts, and beneficiaries work together • Wealth preservation strategies – reducing unnecessary taxes, risks, and losses • Retirement transition planning – guidance for those 1–10 years from retirement We also offer educational workshops and no-pressure consultations designed to help you better understand your options before making any financial decisions.
CSI Group – Tax, Financial Planning & Investment Advisory New Jersey and New York families trust CSI Group when they want more than a tax preparer — they want a team that handles their entire financial picture under one roof. We combine tax preparation, investment management, retirement planning, and estate planning into a single, coordinated relationship. No more chasing three different advisors or wondering if your CPA knows what your financial planner is doing. Our team works together so your strategy actually holds together. Every CSI client also receives a complimentary CSI360 Financial Health Checkup — a thorough annual review that shows you exactly where you stand and what to do next. Think of it like a physical for your finances. With 23 offices across NJ and NY, we've built long-term relationships with over 16,000 households — from young families just starting to build wealth to retirees protecting what they've earned. We call it integrated financial services. Our clients call it a relief.
