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Schwartz & Associates CPA
- Goals
- Financial
- Questions
“They have helped my business grow since working with them and continue to provide us with great financial planning, organization, and setting future goals.”
Best Financial Advisors near Camden, NJ
There are no firms listed in Camden itself yet; the 24 below are the closest options, from towns including Philadelphia, PA (8, 5 mi), Moorestown (3, 8 mi) and Cherry Hill (2, 6 mi).
5 open weekends · 23 rated 4.5+ · 3 show a license
Data verified October 18, 2026
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McAdam Financial
- Happy
- Goals
- Advisor
“Very patient, they explain things in easy to understand ways and most of all they have been great advisors looking not just at impact today but helping me put together a future plan to meet my goals.”
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Worry Free Tax & Financial Solutions
- Responsive
- Accountant
- Efficient
“He has been incredibly helpful, providing not just the return itself but also some valuable advice on how to handle various state and local registrations.”
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Retire Ready Financial Group
- Tax Planning
- Income
- Presentation
“He went through in great detail areas of strengths and potential weaknesses, Provided excellent information about tax implications and offered ideas on how to mitigate those now, and in the future.”
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Jumping Jack Taxes - Philadelphia Location
- App
- Understanding
- Patient
“This is my second year using this company the professionalism is a plus now I will be getting someone to help me fix my credit and insurance with this company.”
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USA Tax Service
- Options
- Tax Returns
- Financial
“As a small business owner, who very often finds herself lost when making financial decisions for my business, Shaun Griffith has been a tremendous support.”
The 24 firms listed for Camden, NJ provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Camden, NJ
The 24 firms on this page are rated from 4.4 to 5.0 across 1,782 reviews; 8 have 50 or more reviews and 23 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (98%), responsiveness (82%) and quality (75%). The topics that come up most in reviews of the firms on this page are "knowledge", "communication" and "patient". 5 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are business services (2), financial planning (2), investment management (2), life insurance (2) and retirement planning (2). 3 show a license on their websites; 1 lists staff certifications (CFP) and 3 have a BBB rating of A or A+. Domain records put 15 websites of the firms on this page at ten or more years old; the oldest dates from 1995. 3 offer payment plans; 5 offer a free initial consultation; 3 are family- or locally-owned and 1 lists coupons or special offers. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Camden take financial planning bookings online?
7 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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Leonard Financial Solutions
- Understand
- Life Insurance
- Questions
“We were so grateful for how informative he was, and how he went out of his way to check-in and to contact us with updates through each step of the process of applying and enrolling.”
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Tristate Financial Advisors
- Questions
- Goals
- Retirement
“Darren W's knowledge on tax considerations helped me save thousands and I was able to learn more about different ways to increase my returns on my 401k.”
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Lane Hipple Wealth Management Group
- Goals
- Financial Advisor
- Team
“Since that time we could not have been more pleased with their attentiveness to our needs, rebalancing our portfolio, and honestly, allowing a sound night's sleep.”
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Strategic Tax & Advisory Services
- Company
- Knowledge
“Jarrod is always very friendly and helpful, He is very knowledgeable on all the tax codes and has a vast knowledge of what he can do to help complete the best tax returns for your situation.”
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Apex Tax Advisors
- Payment
- Phone Calls
- Questions
“At Apex tax advisers you not only get the professional service but you also develop a friendship with these individuals Steve prepares my taxes and I've known Steve at least 20 years.”
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Crash Proof Retirement
- Decisions
- Advisor
- Educational
“In total, my wife and I have purchased seven FIA policies from Crash Proof, since IRA's have to separate from Roth's and my wife's have to be separate from mine.”
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Alloy Silverstein
- Small Business
- Loans
- Information
“Because of the Alloy Silverstein gift collection, children have the chance to experience joy and recognize there are people who care about their happiness.”
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AJ Moore Consulting Corp
- Communication
“That is a Predominantly Black Engineering, Technology, And Business School here in Waco Texas that offers INCOME TAX Preparation CLASSES to their Business Students.”
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Robbins Insurance & Financial Services
- People
- Team
- Policy
“Dave has done more for me with regards to cost savings, being proactive and frequently touching base in my first year with him than my prior agent did for me over 25 years.”
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Family Wealth Management
- Meeting
- Future
- Team
“Marty and his team have helped us navigate through all the intricacies and financial options of retirement, job loss, downsizing and leaving our children in a better place.”
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Peak Wealth Partners
- Level of Service
- Market
- Retirement
“They are ahead of the market; ethical to a fault; never static their approach to investing; take time to understand your financial needs and risk profile, and communicate abundantly.”
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Blue Bell Private Wealth Management
- Addition
- Retirement
- Team
“I chose them above others based on trust and specifically due to their program of layering investment vehicles together with respect to time and rolling the expiring products.”
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Liberty One Wealth Advisors
- Goals
- Questions
- Financial Advisor
“When I tell you that she truly cares about her clients, she sincerely does and goes above and beyond to make sure you are happy and informed about what is going on.”
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Steele Financial Solutions
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Stradley Ronon Stevens and Young
“One of my site's”
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Guiliano Law Group
- Securities
“I want to acknowledge my appreciation and respect for their splendid professionalism and knowledge you have shown in handling the laws (previous and present), for arbitration over fraud litigations.”
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Sage Financial Group
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Wrought Advisors
- Portfolio
- Retirement
- Goals
“When I was getting ready to retire I was looking for a financial advisor who could help me be prepared and set up my investments to provide stability while planning for growth as well.”
Retirement Planning and Investment Management Services in Camden, NJ Cost Estimates
Minimum cost
$1115
Maximum cost
$9470
National Average
$3343
Avg Per Hour Rates
$335
$2229
$6128
Typical price range is based on 314 cost profiles
Why these companies made our list
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