Balance Accounting & Financial Services
Write a Review 973-756-1023
CLOSED NOW - Closed

18 Church Street, Suite 110, Newton, NJ 07860

Many people, especially women, believe that their financial well-being is linked solely to their ability to earn a high income. True financial independence, however, has much more to do with understanding and taking advantage of the finances you have. It's more about setting financial goals and learning to use financial strategies that will help you meet your objectives. My goal as a financial professional is to help you plan for financial security. Whether your goals involve building wealth through investing, funding a child's college education, planning for a comfortable retirement, or protecting your estate, I can help you develop a roadmap to reach your goals and make wise decisions to help improve your financial situation. The process I follow in completing a total financial strategy consists of: 1.Gathering and analyzing your financial situation to develop a clear picture of your specific needs, assets, liabilities, and risk tolerance; 2.Designing a financial strategy that takes into account the full range of needs you have now, and those needs you may have in the future; and 3.Periodically reviewing your strategy, consulting with you to make appropriate adjustments, and assisting you in keeping your plan on track.

Reviews

James H.

06/20/2016

Provided by YP.com

At Balance Accounting, he was quick and efficient with my accounting needs. I would recommend him to my family and friends.

Mandy R.

03/23/2016

Provided by YP.com

I have nothing but good things to say about Mel and his staff at Balance Accounting. They are all great to work with.

Pandora L.

01/15/2016

Provided by YP.com

Balance Accounting did such a great job with my finances. We continue to turn to Mel regarding taxes because of his excellent service.

Carol L.

10/14/2015

Provided by YP.com

Whenever I have work done by Balance Accounting & Financial Services, it was completed right on time. Everything was great!

Mikala C.

06/18/2015

Provided by YP.com

The staff at Balance Accounting & Financial Services are very qualified and client oriented.

Harry R.

03/12/2015

Provided by YP.com

Balance Accounting & Financial Services is really great. They always allow us to maximize our return.

More Business Info

Call today for all your accounting needs.

Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm
Sat - Sun	Closed

Services/Products

Retirement Planning
Brokerage Services
Insurance Planning
Tax Planning
Asset & Portfolio Management
Prior Year Tax Returns
Electronic Tax Filing
Investment Research
Business Planning
Estate Planning
Estate Tax Returns
Tax Resources
Financial Management
Sales Tax Returns
State Tax Returns
Tax Consulting
Inheritance Planning
Investment Planning
E-File Status Checking
Equity Investments
Amended Tax Returns
Tax Advisors
Public Accounting

Tax Problem Resolution
Financial Education Workshops
Trusts
Financial Consultants
Pick - up Service for Senior Center Residents
Charitable Trusts
Family Financial Planning
Stock Investments
Financial Planning
Asset Management
Tax Return Preparation
Federal Tax Returns
Investment Services
Estate & Probate Settlements
Bank Reconciliations
Load Funds
Mutual Funds
Investments
SEP Individual Retirement Accounts
Certificates of Deposit
Money Market Accounts
Annuities

Brands

Irs E-file, Quickbooks, Turbotax

Payment method

check, cash, mastercard, amex, discover, visa

Accreditation

Better Business Bureau

AKA

Balance Accounting & Financial Services LLC

Other Link

http://www.balanceaccounting1.com

Social Links

Categories

Tax Return Preparation, Accounting Services, Financial Planning Consultants, Financial Services, Taxes-Consultants & Representatives

Other Information

Certifications: Better Business Bureau

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