Best Financial Advisors in Trenton, NJ

The highest-rated Financial Planning & Wealth Management companies out of 113 vetted & reviewed in the Trenton area.

Quite Money Investment Group

Quite Money Investment Group

(1)
“Awesome job”
Emergency Services
In Business Since 2019
23 Cuyler Ave, Trenton, NJ
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Foundation Asset Management

Foundation Asset Management

Account Access, Planning Questionnaire, Disclosure Information
“Our goal at Foundation Asset Management is to be your most trusted advisor providing personalized financial planning and wealth management services, while maintaining a commitment to excellence in serving you. Areas that we help clients include inves...”
In Business Since 2007
1009 Lenox Dr STE 116, Trenton, NJ
i
Stephen Ruhmel

Stephen Ruhmel

Investment Strategies, Asset Management, Retirement Planning
“I am in the business of helping my clients work towards meeting all their financial challenges. I do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most importan...”
Offers Financing Options
In Business Since 2016
4 Essex Ct, West Trenton, NJ
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Blessed Financial

Blessed Financial

“With a variety of offerings to choose from, we're sure you'll be happy working with us. Look around our website and if you have any comments or questions.”
In Business Since 2009
730 Quinton Ave, Trenton, NJ
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Anthony Petsis & Associates

Anthony Petsis & Associates

(3)
“Their staff is always very friendly, professional and ready/willing to help.”
Accepts All Major Credit Cards
In Business Since 1986
Average Price Tag
Serving Trenton Area
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KSM Group Cpas

KSM Group Cpas

(15)
Crypto Tax Accounting, Quickbooks Services, Business Services
“After trying out multiple CPA's in the Mercer County area each tax season, and being disappointed, we were eventually referred to KSM about 5 years ago and have been incredibly satisfied with KSM CPA's.”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2011
Offers Financing Options
3812 Quakerbridge Rd # 207, Hamilton Township, NJ
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Kosek Mundi

Kosek Mundi

Quickbooks Pro Advisor Start Ups, Close Outs, Tax Problems
“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and fri...”
Free Initial Consultation
Transparent Fees & Pricing
Offers Financing Options
Licensed, BBB Rating: A+
Serving Trenton Area
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Enlight Financial

Enlight Financial

Sample Plan, Info to Collect, Cash Flow
“If I wasn't a financial planner, my second choice of career would have been to teach. In fact, growing up I was always involved in some kind of tutoring or mentoring activity, and even now I am the first to volunteer for pro bono activities involving...”
Licensed
In Business Since 2002
61 Lehavre Ct, Hamilton Township, NJ
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Lear & Pannepacker

Lear & Pannepacker

(29)
Bookkeeping & Support, Audit & Assurance, Business Advisory
“I've been in business for over 40 years, I had been with another accounting firm for several years and wasn't getting the attention my growing business required.”
Accepts Invoicing available
In Business Since 1988
Serving Trenton Area
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Tax Brilliance

Tax Brilliance

(6)
Services For Quickbooks, Industries, Business Services
“Only thing i had problems with is the bill cycle!”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2021
Offers Financing Options
100 Horizon Center Blvd, Hamilton Township, NJ
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Isakov Planning Group

Isakov Planning Group

(30)
  • Management
  • Call
  • Questions
“You don't have to be rich to have a financial advisor - in fact the best way to grow your wealth is with a financial advisor, so no investor is too small for Eugene.”
15+ Years Experience
Serving Trenton Area
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Thomas Colitsas & Associates PA

Thomas Colitsas & Associates PA

(2)
Risk Management Services, Tax, Consulting & Accounting Services, Tax Services
“Excellent service and top notch knowledge of business process, tax and accounting - a pleasure to work with.”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 1990
Accepts All Major Credit Cards
Serving Trenton Area
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Yardley Wealth Management

Yardley Wealth Management

(24)
  • Investments
  • Family
  • Fiduciary
“We agreed with all of his points about hiring a fiduciary Certified Financial Planner, then were fortunate to discover that his office was local to us which was an added plus!”
In Business Since 2005
Serving Trenton Area
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Money Management Advisory

Money Management Advisory

(1)
“Dave Mock is one of a kind.”
Licensed, BBB Rating: A+
In Business Since 1988
Serving Trenton Area
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Thrift Financial

Thrift Financial

“We work with institutions in analyzing the quality and cost competitiveness of their investment holdings. In addition, we partner with institutions to assess portfolio structure and strategy.”
Coupons & Offers
In Business Since 2009
Serving Trenton Area
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Sharkey, Abo, Rodeffer & Associates

Sharkey, Abo, Rodeffer & Associates

(12)
  • CPA
“Great company, great service, highly recommended.”
Transparent Fees & Pricing
In Business Since 2014
Offers Financing Options
Serving Trenton Area
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Thomas McNulty CPA

Thomas McNulty CPA

(12)
Business Services, Individual Services
“Sound advice, integrity and solid work ethic has earned and kept our business; to the point that he manages multiple family members, colleagues and friends of ours.”
Transparent Fees & Pricing
In Business Since 2009
Serving Trenton Area
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Cpa4tax

Cpa4tax

(3)
Strategic Business Planning, Succession Planning, Tax Services
“The key thing I found different working with CPA4TAX, LLC than other CPA firms is that they are accessible to answer any of your questions throughout the process.”
Transparent Fees & Pricing
In Business Since 1997
Offers Financing Options
Serving Trenton Area
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Kolenda & Associates Cpas

Kolenda & Associates Cpas

(2)
“Very Professional as well as very very smart and easy to work with.”
Offers Financing Options
Free Initial Consultation
Accepts All Major Credit Cards
In Business Since 2006
Serving Trenton Area
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Mercadien

Mercadien

(2)
“The team I work with is very responsive Michelle, Reg , Ken and Conrad keep me up to date on the latest tax laws as well as investment opportunities and shifts in the market.”
Coupons & Offers
In Business Since 2000
3625 Quakerbridge Rd, Hamilton Township, NJ
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Joshua Duvall, CFP Financial Planning & Accounting

Joshua Duvall, CFP Financial Planning & Accounting

(6)
“Josh is the best!!”
Emergency Services
In Business Since 2017
Serving Trenton Area
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Credit Counseling Center

Credit Counseling Center

(1)
Manage Student Loans, Buy a Home, Avoid Foreclosure or Eviction
“I followed their advice and was able to get my score from 595 to 788 in 2 years.”
In Business Since 2020
Located Inside Penn Community Bank, 208 Levittown Pkwy, Levittown, PA
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SAX Wealth Advisors

SAX Wealth Advisors

(2)
Employer & Individual Retirement Plans, Proactive Tax Planning, Estate Planning
“This past year, our business engaged Guy Mc Phail's firm for tax and accounting work after being serviced by a large local accounting group with multiple offices and a big presence in the New Jersey region.”
Family Business
In Business Since 2016
Serving Trenton Area
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Joyce Rojas, Financial Advisor

Joyce Rojas, Financial Advisor

(13)
  • Goals
  • Coaching
  • Life
“To help me on my journey, she bound the practical training and coaching with a lot of mindset work and visualizations that really got to the core of things I've done that have held me back.”
In Business Since 2017
Serving Trenton Area
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Retirement Planning and Investment Management Services in Trenton, NJ Cost Estimates

Minimum cost
$1136
Maximum cost
$9649
National Average
$3406
Avg Per Hour Rates
$341
$2271
$6244
Average price range is based on 299 cost profiles
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Average Cost $3406
Minimum cost $1136
Maximum cost $9649
Avg Per Hour Rates $341

Average range $2271 to $6244 is based on 299 cost profiles.

Why these companies made our list

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