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Balance Accounting & Financial Services LLC

Map & Directions
(10 Reviews)

18 Church St Ste 110, Newton, NJ 07860

(973) 940-2946

OPEN NOW
Today: 9:00 am - 5:00 pm
13
YEARS
IN BUSINESS
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General Info
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.
Hours

Regular Hours

Sat - SunClosed

Brands
Irs E-file, Quickbooks, Turbotax
Payment method
check, cash, amex, discover, visa, mastercard
Associations
Member Finra/Sipc
Categories
Financial Planning Consultants, Taxes-Consultants & Representatives, Tax Return Preparation, Accounting Services
Other Information

Certifications: Certified General Accountants

COUPONS & DEALS

No coupons available

Reviews

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Hank G.

04/20/2017

Overall
Expertise
Professionalism

Balance Accounting & Financial have been a great help, especially when it comes time for me to do my income taxes.

Drake T.

01/27/2017

Overall
Expertise
Professionalism

The staff here is reliable and you can count on your services being accomplished in an efficient manner. I will continue to bring my services to Balance Accounting.

Jackie B.

01/26/2017

Overall
Expertise
Professionalism

I husband and I have been a client with Balance Accounting for over 30 years now. I know I can trust them to give me a clear and honest answer always.

Adam C.

01/25/2017

Overall
Expertise
Professionalism

I've been working with Balance Accounting services for years now. They are so hardworking and helpful there and I will continue to turn to them!

James H.

06/20/2016

Overall
Expertise
Professionalism

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

Overall

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

Overall

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

Overall

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

Harry R.

03/12/2015

Overall

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

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