Accountant -
Amper, Politziner & Mattia - Craig Melton
George says - "Craig Melton provides great all around support for both business and personal tax support, as well as extended business bookkeeping support. They are on the pricey side of things, but they provide great service, prompt, and highest quality output."
Brokerage House - Fidelity Investments -
(800) 544-5704
George says - "They have $8 trades, and free trading on many major ETFs. You can link your extended family together (without co-mingling or giving any access privileges) and if you collectively can piece together more than 5M in total assets as a group, they will give everyone private access privileges which gives a lot of great free tools and dedicated phone access, etc."
Estates & Trust Attorney - Archer & Greiner, P.C. -
856-354-3100 Frank Demmerly, Esq.
George says - "Frank is a very competent estates and trusts attorney. His hourly is modest with quality results. Know that speed is not his specialty, but he will make up for it in the results you are looking for and in the price. You are able to discuss caps on his time for set work like a living trust document.
