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Wealth Management Services

WE ARE HERE TO HELP YOU MEET YOUR GOALS

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Gold Medal Services 

Compare our list of Gold Medal Services to the services you receive from your financial advisor today.

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EXPERT FINANCIAL HELP STARTS HERE

PROFESSIONAL ADVICE TAILORED TO LIFE

PROFESSIONAL ADVICE TAILORED TO LIFE

 

Our approach to delivering comprehensive financial services always starts and ends with you, our clients. We begin this process by listening to you and discussing your lifestyles, goals, wishes, dreams and family situations. Through a consultative process we then learn the details of your financial picture so we can construct and deliver a customized plan along with your personal Financial Action Checklist. Our experienced team of professionals fully evaluates your situation to prepare personal solutions that integrate investment planning, tax reduction planning, retirement income and distribution planning, and family wealth planning.  We help you get your "financial ducks" in a row! Read More

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FINANCIAL ADVISORS AND TAX ADVISORY IN ONE

 

While Apex is well known for offering superior tax preparation services, tax prep is not all we do. Income tax preparation is among a full suite of services to help the residents of Moorestown, Cherry Hill, Haddonfield, and the surrounding communities with their financial advisory needs. Our clients stay with us for years, even after they move out of the area, because we stay with them through throughout their lives. We have helped people plan for life changes and weather storms - like unexpected changes in employment, marital status and loss of life. Apex remains your ally in life. Whether you are planning for retirement, changing jobs, estate planning, or general consultation on how to afford that boat, Apex is here for you!

Wealth Management Services

YOU’RE OUR NEIGHBOR, NOT JUST A NUMBER

 

With over 50 years of combined experience, Apex serves commercial and residential clients in southern New Jersey from our hometown of Moorestown. We grew up here, we live here, we work here, and we serve our community with services that helps make a real difference. 

Our team wants to help you reach your goals. We treat all our clients with the utmost care and respect. One of the ways we demonstrate this is by commitment to your financial education. This starts at our regularly scheduled meetings, continues in our quarterly financial newsletter, Moorestown Money Talk, special seminar events for our investment clients, and more.

Make an Appointment

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TAX HELP FOR SENIORS, YOUNG PROFESSIONALS, FAMILIES, & MORE

 

Many people, in all stages of life, find themselves in need of tax help after being let down by filing their income taxes themselves and missing an important detail, or relying on some free tax software, or the lackluster services of one of those seasonal tax places. Tax preparation is serious and requires a true professional with a track record of delivering reliable tax advice.


We specialize in transforming the uncomfortable pain-point of income taxes into an opportunity to plan your life. While we won’t pretend it’s a day at the beach, we know that real tax preparation done by our Apex Tax Advisors is a door to a set of financial services that can change your perspective. Our tax preparation services offer you an opportunity to begin managing your finances with customizable strategies that are tailored to your life. Optimize your financial planning and realize your goals today!

Apex Tax Advisory Services

TAX EXPERTS

Discover sound tax preparation, advice, planning, quality financial products that help reach goals and build dreams.

WEALTH MANAGEMENT

Custom consultation, advice, planning services, and related products to help plan futures and make them a reality.

SCHEDULE
APPOINTMENT

Call 856-778-0980  or click below to use our online form