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About Our Firm

About Our Firm

Planet Financial, Inc. provides quality, personalized financial services to local individuals and businesses. Planet Financial, Inc.'s services range from basic tax preparation to financial statements for corporations, partnerships, individuals, and trusts.

Planet Financial, Inc. is based in Roseland, New Jersey with clientele throughout the United States and Canada. The firm combines specialized expertise of various talented individuals using a team approach to assure that every client receives customized professional services in a timely manner. Our dedication to high standards and excellence is evident in the retenion of satisfied business owners and individuals.

Our Mission

Our mission is to build our business one client at a time while helping our clients build their businesses. We use a proactive approach which requires professional communication to reach and understanding of our client needs. Planet Financial, Inc. is dedicated to meeting these needs with a professional commitment to providing value-added services. Our founder experience includes 30 years in public accounting serving businesses in more than 40 industries.

Our work ethic and loyalty to our clients builds respect and trust of the business owners and their professional contacts. We believe this to be a product of our consistent delivery of quality services that meet or exceed the needs of those we serve. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Planet Financial, Inc. receive exceptional service delivered in a professional manner.

Mailing Address:
Planet Financial, Inc.
149 Passaic Ave
Roseland, NJ 07068

You can also send Brian Bertscha a message directly through the Contact page of this website.