Best Financial Advisors in Union City, NJ

The highest-rated Financial Planning & Wealth Management companies out of 125 vetted & reviewed in the Union City area.

Libock & Associates

Libock & Associates

(8)
Tax Services, Industries, Business Incorporation and Formation
“From pre-retirement planning, to trust and estate work, 1031 exchanges, and real estate investing and rentals, my needs and expectations are consistently met and more.”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Offers Financing Options
In Business Since 2007
Serving Union City Area
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The Deminno CPA Firm

The Deminno CPA Firm

(30)
Client Industries, Tax Saving Strategies, Accounting Services Offered
“My husband and I have used The De Minno CPA firm for several years and are very happy with the prompt and courteous attention to detail that is placed when doing our tax returns.”
Accepts All Major Credit Cards
In Business Since 2014
Serving Union City Area
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Russo Law Group

Russo Law Group

(30)
Special Needs/Disability Planning, Small Business Planning, Medicaid Planning
“Choosing Russo Law Group has been a rewarding decision that I'm glad I made Deanna Elbe, I found to be very knowledgeable in her field of law and presented me with sound advice and a ranges of options to choose from, the staff was very accommodating.”
Remote Consultations Available
In Business Since 2006
Serving Union City Area
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Apex Credit Fix

Apex Credit Fix

(19)
  • i'm
  • Patience
  • Speaking
“Hannah , my representative was very helpful and I truly appreciate her guidance”
Transparent Fees & Pricing
In Business Since 2018
111 Town Square Pl Ste 1203, Jersey City, NJ
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Johnson Financial Consulting Group

Johnson Financial Consulting Group

(10)
Tax Services, Business Services, Quickbooks Services
“Super clean office, polite and helpful staff and great light refreshments.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2019
1496 Morris Ave, Union, NJ
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Schwartz & Gomez Tax and Accounting

Schwartz & Gomez Tax and Accounting

(17)
  • Reviews
“This was my first year getting my taxes done, I made the right choice coming to S and G Tax because the service and response time was great, definitely coming again next year!”
Se Habla Español
In Business Since 2017
222 Bidwell Ave, Jersey City, NJ
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Scott M Aber CPA

Scott M Aber CPA

(29)
For Business, For Individuals
“I have been working with Scott Aber for about 15 yrs now both as a restauranteur and on the personal level and I do recommend him highly for your accounting needs.”
Free Initial Consultation
Accepts Check, All Major Credit Cards
In Business Since 2007
Serving Union City Area
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Minsky & Cottone, Cpas

Minsky & Cottone, Cpas

(10)
“Joann and her staff are great to work with, they answered all my questions and made sure I understood everything clearly.”
Licensed, BBB Accredited
In Business Since 2011
Serving Union City Area
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Luis Rodriguez CPA

Luis Rodriguez CPA

(8)
“I have been coming to this office since 2015 and I am always satisfied the accountants are very helpful and always make sure i understand what is going on at all times Luis Rodriguez himself makes me feel welcomed everytime i speak to him its like im...”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 1997
532 City Island Ave, The Bronx, NY
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Mendonca & Partners Certified Public Accountants

Mendonca & Partners Certified Public Accountants

(4)
Tax Services, Quickbooks Services, Business Services
“They are very professional and a perfect partner for all companies and special recommendations for Italian companies which would like to start business in US or plan to open a Branch in USA!!”
Transparent Fees & Pricing
Accepts All Major Credit Cards
Offers Financing Options
In Business Since 1996
1030 Salem Rd, Union, NJ
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Omni Treasury

Omni Treasury

(15)
  • Program
  • Business
“I did have a few, but when Alex came along he saw the flaw of my business having an advance loan and so he placed me in the best alternative program for my business!”
In Business Since 2000
110 Duncan Ave Ste 1R, Jersey City, NJ
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Eagle Grove Advisors

Eagle Grove Advisors

(14)
  • Taxes
  • Team
  • Family
“I now see the light at the end of the tunnel as far as paying off student loan debt, I have a legitimate emergency savings account and, I have a newfound comfort in talking about money.”
Licensed
In Business Since 2016
75 Montgomery St Suite #202, Jersey City, NJ
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McDowell Capital Group

McDowell Capital Group

(2)
Tax Services, Industries, Business Services
“Years of great service.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2011
1517 Stuyvesant Ave., Union, NJ
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Garcia & Company

Garcia & Company

(1)
Tax Services, Services For Individuals, Quickbooks Services
“Great family guy and exceptional service when it comes to new customers.”
Offers Financing Options
Transparent Fees & Pricing
Family Business
In Business Since 1999
411 46th St Ground Floor, Union City, NJ
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Law Firm of Benjamin Eckman

Law Firm of Benjamin Eckman

(12)
  • Questions
“With decades of experience, he immediately makes you feel comfortable, and you know you are in good hands.”
In Business Since 1998
1767 Morris Ave #314, Union, NJ
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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
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2010
777 Bergen Ave, Jersey City, NJ
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Legacy Care Wealth

Legacy Care Wealth

(5)
Investment Management, Financial Planning
“I have been very pleased with the assistance I've received from Legacy Care Wealth over the past few years.”
In Business Since 2013
201 Montgomery St #2022, Jersey City, NJ
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Taurus Financial

Taurus Financial

(5)
• Financial Planning, • Business Solution, • Wealth Management
“Very professional service”
In Business Since 2021
1 Evertrust Plaza Suite 305, Jersey City, NJ
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College Funding Professionals

College Funding Professionals

(8)
  • Kids
  • Program
“My wife and I kept putting off the “college fund “conversation” for our young child but after going through the pre-high school selection of your software program we realized we were only hurting ourselves by delaying… This was exactly the kickstart ...”
In Business Since 2001
190 Christopher Columbus Dr Suite 2a, Jersey City, NJ
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Anjay Accountax

Anjay Accountax

(4)
Auditing, Audit Support Services, IT & Technology Services
“Honesty, Hard Work and Integrity is what you get from Anjay Accountax.”
Accepts All Major Credit Cards
In Business Since 2008
591 Summit Ave # 203, Jersey City, NJ
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Schupak Financial Advisors

Schupak Financial Advisors

(2)
Retirement Planning Services, Proactive Tax Planning, Strategic Tax-Efficient Investing
“What was more important for us also was having someone we could reach out to as our lives continue to evolve, and I have to say they are very responsive and easy to get in touch with, either by email, phone or video chat, and in person.”
In Business Since 2018
101 Hudson St Ste 2175, Jersey City, NJ
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Astra Wealth Partners

Astra Wealth Partners

(1)
Retirement Planning Services, Proactive Tax Planning, Strategic Tax-Efficient Investing
“The methods for investing that Kevin helped me put into place (and catering the plan to my needs of course) has proved to be so very rewarding in so many ways.”
In Business Since 2018
101 Hudson St Suite 2100, Jersey City, NJ
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Hotspot Fx

Hotspot Fx

Cboe FX Central, Full Amount, Cboe FX Point
“Our expanding model provides greater control of the trading process, enabling better trade execution and lower transaction costs for our global customer base.”
In Business Since 1994
545 Washington Blvd #1, Jersey City, NJ
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Yehuda Eckhaus

Yehuda Eckhaus

Financial Statements, Tax Planning, Business Tax Returns
In Business Since 2012
1581 Union St, Brooklyn, NY
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Retirement Planning and Investment Management Services in Union City, NJ Cost Estimates

Minimum cost
$1099
Maximum cost
$9341
National Average
$3297
Avg Per Hour Rates
$330
$2198
$6044
Typical price range is based on 320 cost profiles
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Average Cost $3297
Minimum cost $1099
Maximum cost $9341
Avg Per Hour Rates $330

Typical range $2198 to $6044 is based on 320 cost profiles.

Why these companies made our list

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