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Tax Wealth & Financial ServicesFinancial advisor in Lakewood, NJ

Tax Wealth & Financial Services is a financial advisor at 526 Bay Ave 2nd Floor, Point Pleasant Beach, NJ 08742, ranked #3 of 189 financial advisors in Lakewood and rated 5.0 from 49 Google reviews. Open Monday to Saturday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Lakewood, NJUpdated 0 paid placements in any rankingHow we rank

Call (732) 910-9207Website ↗

Key facts

Key facts about Tax Wealth & Financial Services
Address526 Bay Ave 2nd Floor, Point Pleasant Beach, NJ 08742, Lakewood, NJGet directions
Phone(732) 910-9207
Websiteduffyfinancialplanning.com
HoursMonday to Saturday: 9 AM – 5 PM
Google rating5.0 from 49 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Lakewood and 11 towns within 25 miles: Point Pleasant, Asbury Park, Toms River, Beachwood, Bayville, Eatontown, Holiday City-Berkeley, Tinton Falls, Long Branch, Freehold and West Freehold.

Based in Lakewood, NJView on map

Opening hours

Opening hours for Tax Wealth & Financial Services
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
Saturday9 AM – 5 PM
SundayClosed
  • Open evenings — no
  • Open Saturdays
  • Open Sundays — no

Questions about Tax Wealth & Financial Services

How is Tax Wealth & Financial Services ranked in Lakewood?

Tax Wealth & Financial Services is ranked #3 of 189 financial advisors in Lakewood by RFA Score, with 75 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Tax Wealth & Financial Services’ hours?

Tax Wealth & Financial Services is open Monday to Saturday. Its listed hours are Monday to Saturday, 9 AM – 5 PM. On Saturdays it is open 9 AM to 5 PM and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Tax Wealth & Financial Services serve?

Serves Lakewood and 11 towns within 25 miles: Point Pleasant, Asbury Park, Toms River, Beachwood, Bayville, Eatontown, Holiday City-Berkeley, Tinton Falls, Long Branch, Freehold and West Freehold. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Tax Wealth & Financial Services?

Tax Wealth & Financial Services has a rating of 5.0 from 49 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Tax Wealth & Financial Services?

Call Tax Wealth & Financial Services on (732) 910-9207. The business is at 526 Bay Ave 2nd Floor, Point Pleasant Beach, NJ 08742, Lakewood, NJ. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Tax Wealth & Financial Services compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Tax Wealth & Financial Services (this business)—755.0 (49)YesNo
OceanFirst Bank#1754.8 (181)YesNo1.7 mi
LG Insurance Agency - The Luxury Group - ALKEME#2755.0 (247)NoNo14.5 mi
Shorepoint Wealth Management#4745.0 (131)NoNo14.4 mi

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