Financial Planners near Florham Park

“I had a problem with closing on my property from another lender because I was a first time investor . Carter , Nicole and Colby from Park Place finance was able to close my deal in short notice with dedication, passion and transparency. Definitely one of the best dedicated team around . Thanks again Carter“

“I have used Ultimate Financial Services for over 20 years. They are the best. My tax preparer is M. Phillips.“

“Having SkyPath as my investing & financial team has been one of the best decisions I have made for my future. Skypath and there team has taken the time to understand my personal goals and explained complex topics in a clear, easy-to-understand way. The personalized plan SkyPath created has given me immense clarity and peace of mind about my financial situation.
The entire team is always responsive and professional. Whether it's a quick question or our regular review, I know I can count on them for thoughtful and reliable advice. I have full trust in their knowledge and integrity and look forward to our continued partnership.“

“Adam is one of the most detailed, efficient planners in the business I know. Adam takes pride and genuinely has the individuals best interest at heart. I would recommend him to anyone I know with confidence he will take great care of them.“

“It gives me great pleasure to write this letter of recommendation for Michael Petracca of HLP Financial Group, LLC and his staff. I have known Michael for almost five years and I have nothing but positive things to say about his abilities and expertise.

When I met him I was an overwhelmed widow. I needed much TLC concerning financial education. His expertise was an extraordinary gift for me. He guided me through some very difficult times and important decisions. I believe I’ve emerged as a much more confident person in prioritizing my financial concerns and issues.

He demonstrates the ability to listen carefully and has a passion to assure you he has your best interests in attaining your best goals.

I can’t thank him enough for being an amazing advisor and a very kind friend. I can’t recommend him more highly.

Sincerely, Lisa Dabal“