Best Financial Advisors in North Bergen, NJ

The highest-rated Financial Planning & Wealth Management companies out of 140 vetted & reviewed in the North Bergen area.

Fylstra & Fylstra

Fylstra & Fylstra

(10)
Tax Services, Individual Accounting, Business Services
“Lori and Bob made us feel like family and it was a very pleasurable experience working with them, especially since this is our first time using an accountant for tax season.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 1986
Serving North Bergen Area
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Automated Accounting Solutions

Automated Accounting Solutions

(6)
“He's so professional and friendly and treats our family so well.”
Transparent Fees & Pricing
Offers Financing Options
Coupons & Offers
In Business Since 2013
Serving North Bergen Area
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Masterpiece Accounting Services

Masterpiece Accounting Services

(14)
Taxation, Advisory, Accounting
“It's similar to reading the terms and agreements on anything super confusing but she went through everything and any questions I had she was as able to answer.”
Transparent Fees & Pricing
In Business Since 2009
Accepts All Major Credit Cards
92 North Ave Suite 4, New Rochelle, NY
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Biskup & Bravo

Biskup & Bravo

(1)
Quickbooks Services, Tax Services, Services For Individuals
“  He reassured me and made me feel at ease throughout the whole process pertaining my specific needs.”
Offers Financing Options
Free Initial Consultation
In Business Since 1986
Transparent Fees & Pricing
271 North Ave #816, New Rochelle, NY
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Tusa & Associates CPA

Tusa & Associates CPA

(3)
Tax Services, Services For Quickbooks, Industries
“Never a problem in over 30 years.”
Offers Financing Options
Free Initial Consultation
In Business Since 2012
Transparent Fees & Pricing
Serving North Bergen Area
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Maligu Associates

Maligu Associates

“We are a full-service Accounting firm licensed in NJ. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.”
Offers Financing Options
Free Initial Consultation
In Business Since 2013
Transparent Fees & Pricing
777 Bergen Ave, Jersey City, NJ
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The Money Monitors

The Money Monitors

“THE MONEY MONITORS provides auditing services to assess Money Service Businesses ("MBSs") effective implementation of the Bank Security Act and The USA Patriot Act. These governmental mandates require that some MBSs undergo annual independent reviews...”
In Business Since 2017
Remote Consultations Available
32 Woodcliff Ave, North Bergen, NJ
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Retirement

Retirement

The Process
“You are now in charge of your own financial lives and future. You no longer have a boss who tells you what to do, the HR department to figure out the details of your health insurance, or that steady paycheck that was deposited into your bank account ...”
In Business Since 2014
1460 US Highway 9 North, Suite 210 A, Woodbridge, NJ
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Brand K Partners

Brand K Partners

(1)
Financial Management Assessments, Audit Preparation, Budget & Forecast Assistance
“A little hard to find.”
In Business Since 2013
Serving North Bergen Area
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PCB Financial Advisory Group

PCB Financial Advisory Group

(8)
“He is knowledgeable, genuinely cares about the welfare of his clients, and spends a good amount of time teaching and explaining, so you're not in the dark about what's happening with your money.”
In Business Since 1998
Serving North Bergen Area
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Clearvision Wealth Management

Clearvision Wealth Management

Insurance, Higher Education Planning, CV Team
“For most, retirement is the reward in life for all the years of our hard work. The leisure of being able to go on vacations, spend time with family and ultimately enjoy doing the things you love often gives purpose to all we sacrifice during a big pa...”
In Business Since 2018
Serving North Bergen Area
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Vested Business Solutions

Vested Business Solutions

“Vested Business Solutions, LLC (VBS) is a financial services company that provides personalized capital funding programs (better known as invoice factoring or accounts receivable financing) to meet your cash flow needs. Your success is our success; w...”
In Business Since 2013
Serving North Bergen Area
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Ricardo Financial Services

Ricardo Financial Services

(2)
Insurance Services, Additional Services, Business Services
“I been doing my personal and business taxes for the last two years and I am very happy with the service and advice i received.”
In Business Since 2016
Se Habla Español
746 Bergen Ave, Jersey City, NJ
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Joseph Madonna, Cpa, Mstax

Joseph Madonna, Cpa, Mstax

(1)
“He is thorough, knowledgeable, and a very nice man.”
270 North Ave UNIT 714, New Rochelle, NY
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Mybmss

Mybmss

“Outsourcing your accounting costs significantly less than hiring an in-house accounting department. By outsourcing, you spare the expenses associated with an employee's salary, benefits, taxes, recruiting, training, and sick leave. Instead, you simpl...”
In Business Since 2021
7716 John F. Kennedy Blvd, North Bergen, NJ
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Parlay Read

Parlay Read

“In the dizzying world of stock markets and financial lingo, we often become too fixated on the immediate numbers and lose sight of the bigger picture. We want to understand what truly matters to you and tailor a holistic financial plan that gives you...”
In Business Since 2020
Serving North Bergen Area
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Securities America

Securities America

(1)
“They were very respectful and helpful.”
Serving North Bergen Area
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Hillgate Financial

Hillgate Financial

“Chima began his investment career in June, 1987 as a planner with Equitable Advisors. He left Equitable Advisors in 1990 to start investment career in real estate development. He started back in Financial advisory in 2004 with the opening of Hillgate...”
In Business Since 2009
Licensed
Serving North Bergen Area
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Graziano & Cullen, Cpas

Graziano & Cullen, Cpas

(49)
  • Feel
  • Retire
  • Company
“I have been coming to the Graziano & Company for the last 24 years, in fact in the last few years I am flying in from Europe just to use their service!”
Offers Financing Options
In Business Since 1996
Transparent Fees & Pricing
847 Broadway, Bayonne, NJ
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Wealthspire Advisors

Wealthspire Advisors

(40)
  • Strategy
  • Responsive
  • Retirement
“Our children were both able to get through school with minimal loans (now paid off) and are working with the company to ensure their own long-term security.”
In Business Since 2013
521 5th Ave 15th Floor, New York, NY
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Accounting, Tax, & Audit Services Shibu P Thomas, EA, Mba, MS

Accounting, Tax, & Audit Services Shibu P Thomas, EA, Mba, MS

(42)
Tax Services, Tax Problems, Additional Services
“We've been a client of Shibu for 10+ years and the professional, exceptional service and his expertise we receive is what keeps us coming back year after year no matter where we move to.”
Free Initial Consultation
Transparent Fees & Pricing
Remote Consultations Available
Coupons & Offers
302 Manor Rd 1st Floor, Staten Island, NY
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Purevest

Purevest

(11)
Investment, Estate Planning, Financial Planning
“Steve Gitter and his brother Jason always give great service and advise”
In Business Since 2021
1110 South Ave Suite 85, Staten Island, NY
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Smart Tax

Smart Tax

(39)
Tax Services, Services For Individuals, Business Services
“Made it super easy to understand me I feel super comfortable give me the best advice when it comes to My finances would not go anywhere else but here I love it.”
Accepts Cash, All Major Credit Cards, Financing available
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2010
445 Columbia St, Brooklyn, NY
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Advance Funds Network

Advance Funds Network

(48)
Consolidation Programs, Equipment Financing, Working Capital Loans
“I love their interface dashboard that allows you to see the process and be involve with their process to help you clients efficiently, and speedy results.”
Offers Financing Options
In Business Since 2007
Emergency Services
464 Kings Hwy 2nd fl, Brooklyn, NY
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Retirement Planning and Investment Management Services in North Bergen, NJ Cost Estimates

Minimum cost
$1078
Maximum cost
$9160
National Average
$3233
Avg Per Hour Rates
$324
$2156
$5927
Typical price range is based on 308 cost profiles
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Average Cost $3233
Minimum cost $1078
Maximum cost $9160
Avg Per Hour Rates $324

Typical range $2156 to $5927 is based on 308 cost profiles.

Why these companies made our list

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