Best Financial Advisors in Plainfield, NJ

The highest-rated Financial Planning & Wealth Management companies out of 190 vetted & reviewed in the Plainfield area.

Straightpath Consulting

Straightpath Consulting

(10)
  • Business
  • Professional
  • LLC
“Living in NC the process was challenging due to unforeseen obstacles but that did not mitigate the efforts of Straight Path Consulting representatives.”
In Business Since 2019
114 E Hendricks Blvd Suite 2, South Plainfield, NJ 07080
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J.F. Johnson & Co., PA

J.F. Johnson & Co., PA

In Business Since 2003
435 W 7th St, Plainfield, NJ
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Hillgate Financial

Hillgate Financial

“Damian 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 Hillgat...”
In Business Since 2009
Licensed
580 Mountain Ave, North Plainfield, NJ 07062
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Kaufman & Gumnic

Kaufman & Gumnic

(20)
“Knowledgeable and detail driven with quick turnarounds, the team yielded positive outcomes that exceeded my expectations and left me confident in not only continuing my professional relationship with Kaufman & Gumnic, but also the privilege of paying...”
In Business Since 2001
Offers Financing Options
Transparent Fees & Pricing
Serving Plainfield Area
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M.L. Perry, CPA

M.L. Perry, CPA

(9)
Services For Individuals, Tax Services, Church Financial Check-up
“While he hasn't handled my taxes every year -- some years my return was dead-simple -- in each year where I needed professional guidance, he over-delivered.”
In Business Since 2001
Offers Financing Options
Transparent Fees & Pricing
Serving Plainfield Area
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Purevest

Purevest

(2)
Financial Planning, Investments, Estate 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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Clinton Robinson Pro Tax Services

Clinton Robinson Pro Tax Services

(13)
  • Tax Preparer
“Very personable and professional.”
In Business Since 1978
Accepts Check, All Major Credit Cards, Cash
Offers Financing Options
Licensed, BBB Rating: A+
464 Central Ave, East Orange, NJ
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Zebulon Tax Advisory

Zebulon Tax Advisory

(19)
  • Tax Laws
“I have enjoyed doing business with him for 5-6 years”
In Business Since 2004
Accepts Cash, Check, Financing available, Travelers checks
Offers Financing Options
Licensed, BBB Rating: A+
Serving Plainfield Area
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Versutus Accounting & Consulting

Versutus Accounting & Consulting

(23)
Services For Individuals, Tax Services, Business Services
“From formation a new company to answering very complicated accounting issues,Versutus is #1 and highly recommended if you are looking for excellence in accounting.”
In Business Since 2017
Offers Financing Options
Transparent Fees & Pricing
Free Initial Consultation
Serving Plainfield Area
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Augulis Law Firm

Augulis Law Firm

(27)
Medicaid and Elder Law, Asset & Business Planning, Special Needs Planning
“I am a tax accountant in Somerset county and been using Augulis Law firm for my clients, my family and Alan and I just put together my own Living Trust, Legacy Plan and now my family is doing the same after interviewing many attorney's my close famil...”
In Business Since 2017
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
Serving Plainfield Area
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Lipton CPA Associates

Lipton CPA Associates

(5)
Non-Profit Organizations, Business Valuation, Business Services
“He takes as much time as necessary to understand each client's specific situation and needs and then executes a plan that is professional, ethical and results in the best outcome for his client.”
In Business Since 1996
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Offers Financing Options
Serving Plainfield Area
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Anil Sells Home Real Estate in Educated Way in New Jersey

Anil Sells Home Real Estate in Educated Way in New Jersey

(29)
  • Buyer
  • Understanding
  • Area
““Anil the best realtor my “Iron Man” 👌👌👍👍 we had a team of avengers, he helped , guided, supported, helped my family to find a infinity stone “my dream home” Anil is so dependable , trustworthy i have no words to explain how he helps you to understan...”
In Business Since 2020
Coupons & Offers
Remote Consultations Available
Serving Plainfield Area
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Jonathan Barrett Cfp, Clu, Chfc, Ricp, RPS

Jonathan Barrett Cfp, Clu, Chfc, Ricp, RPS

(30)
  • 401k
  • Investment
  • Work
“In our many conversations I also found out that he is heavily involved in the community and charity work - amazing all around - I can't recommend Jonathan enough.”
In Business Since 2012
Licensed
90 Woodbridge Center Dr Suite 700, Woodbridge Township, NJ
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Dennis Surmanek

Dennis Surmanek

(30)
  • Honest
  • Retirement
  • Future
“We couldn't have done it without you, and a shout out to Anthony Bonelli & Associates for introducing all of us, I would recommend both of you to anyone in need of financial planning and preparing your taxes.”
In Business Since 2008
900 South Ave 4th Floor, Suite 69, Staten Island, NY
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Mauriello Enterprises | My Tax Fella

Mauriello Enterprises | My Tax Fella

(25)
Tools and Resources, Additional Services, For Small Businesses
“Have been working with Anthony for 3 years now and referred him to 2/3 friends and work colleagues and feedback is, hands down the easiest, most straightforward tax experience and service we've gotten.”
In Business Since 2010
Accepts All Major Credit Cards
16 Driggs St, Staten Island, NY
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Grantvest Financial Group

Grantvest Financial Group

(30)
  • Interest
  • Team
  • Peace
“Recently, I just started working with Joseph Cammayo as my financial advisor & I couldn't be more impressed by his professionalism, knowledge, & care.”
In Business Since 2018
Transparent Fees & Pricing
Serving Plainfield Area
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Levine, Furman & Rubin

Levine, Furman & Rubin

(30)
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“" I went into the filing cabinet and all I found was thousands of irrelevant papers including a warranty for a Sears refrigerator from 1977, cancelled checks from the 80's, receipt for a saw from Rickles and a speeding ticket for someone who's been d...”
In Business Since 1999
Serving Plainfield Area
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Camacho Consulting Services

Camacho Consulting Services

(30)
Tax Planning, Bookkeeping, Financial Statements
“Well first I want to say that Orlando has been my account for over 10years and that is following him all over because he does amazing work and one of the biggest things I love about him n his team is that I've never been treated like just a client bu...”
In Business Since 2017
CPA Certified
Serving Plainfield Area
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Callahan Financial Services Group

Callahan Financial Services Group

(30)
  • Questions
  • Medicaid
  • Calls
“Geraldine and her staff were professional, responsive and a pleasure to work with in the very complicated process of applying for Medicaid for my mother.”
In Business Since 2013
Free Initial Consultation
Serving Plainfield Area
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Lamela & Company, Cpas

Lamela & Company, Cpas

(26)
  • Questions
  • Tax Return
  • Financial
“If your looking for an accountant, someone to be on your financial side ,and maximize your earnings, i highly recommend him whether you are an established business, a new business,or an individual looking to be with an accountant with your best inter...”
In Business Since 2017
Free Initial Consultation
Transparent Fees & Pricing
Serving Plainfield Area
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Northeast Financial Network

Northeast Financial Network

(12)
“They take the time to work out a plan for your needs now and in the future and consistently check in to see how you are doing and what needs to be done to meet your financial goals and targets.”
In Business Since 1964
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
Serving Plainfield Area
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Nailesh T Bhavsar CPA

Nailesh T Bhavsar CPA

(17)
  • Questions
  • Tax Return
  • Professional
“During filing 2017 tax return this APRIL, I addressed my all personal questions about FINANCE, he give me very true advise without charging any extra FEE and suggest me to call any time, for any kind of financial issue.”
In Business Since 1997
Offers Financing Options
Transparent Fees & Pricing
6 Kilmer Rd suite q, Edison, NJ
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Automated Accounting Solutions

Automated Accounting Solutions

(2)
“They have worked with us for many years and have become an integral part of our financial daily best practices.”
In Business Since 2015
Transparent Fees & Pricing
Coupons & Offers
Licensed, BBB Rating: A+
Serving Plainfield Area
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Magone & Company

Magone & Company

(30)
Bank Compliance, Client Accounting Services, Assurance Service
“I have no hesitation recommending Magone & Partners to anyone looking for a CPA that's not just entering numbers in boxes, but provides valuable insight, has a deep knowledge of the tax system, takes a personnel interest in you, and with all that, is...”
In Business Since 2010
Accepts All Major Credit Cards
Serving Plainfield Area
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Retirement Planning and Investment Management Services in Plainfield, NJ Cost Estimates

Minimum cost
$1026
Maximum cost
$8717
National Average
$3077
Avg Per Hour Rates
$308
$2052
$5641
Fair price range is based on 521 cost profiles
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Average Cost $3077
Minimum cost $1026
Maximum cost $8717
Avg Per Hour Rates $308

Fair range $2052 to $5641 is based on 521 cost profiles.

Why these companies made our list

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