Marchionda & Ferrer
“Been in business over 10 years and they have been the most professional and fair accountants and I have experienced quite a few.”
Best Financial Advisors in Clifton, NJ
15 firms listed · 6 in Clifton · 6 open weekends · 10 rated 4.5+ · 2 show a license
Data verified October 18, 2026
RGR Financial
“We were impressed from the start with his expertise and quick response to all our questions.”
Geltrude & Co
“Geltrude is always on top of things, gets it done right, and provided somegsome and advice along the way.”
Unique Tax
CFT Financial
Vargo & Co
The 15 firms listed for Clifton, 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: Clifton, NJ
Of the 15 firms we list here, 6 are in Clifton itself and 9 come from towns including New York, NY (4, 17 mi), Hackensack (1, 6 mi) and East Orange (1, 7 mi). 13 of the firms on this page have a rating, from 4.2 to 5.0 across 862 reviews; 7 have 50 or more reviews and 10 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "expertise", "knowledge" and "price". 6 are open on Saturdays. The services the firms on this page list most often on their websites are bookkeeping (2), family office services (2), payroll (2), services for individuals (2) and tax planning (2). 2 show a license on their websites; 1 lists staff certifications (CFP) and 2 have a BBB rating of A or A+. Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 3 offer payment plans; 2 offer a free initial consultation; 1 is family- or locally-owned and 1 lists coupons or special offers. 1 has Spanish-speaking staff. 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 Clifton take financial planning bookings online?
3 of the 15 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.
Frank Kapitza Cpa, MS & Associates
“After more than 30 years of being with a large NJ Accounting firm , I'm very pleased to have the personal attention that I receive with Frank.”
Diversified Financial Services
“He is readily available and quickly responds to any questions we have.”
Tax Master Financial Services Corp
“David has been doing my taxes, he's been doing a wonderful job on not only my taxes, but on my mother's too, when I was the executor of her estate.”
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Wealthspire
“Our financial planner, Chris Jennings is not only very personable and easy to work with, but has a solid knowledge base in his field.”
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Pope Wealth Planning
“Curtis is able to give thorough explanations behind alternate financial strategies and I feel confident that my family is making the right decisions in terms of savings and spending.”
Highland Financial Advisors
“Their team is always available to offer great advice, making complex financial decisions seem simple.”
Medatax Services
“Evans has a wealth of knowledge in his field and has his clients' best interest as a priority.”
Clinton Robinson Pro Tax Services
“He is very professional, always provides the best service and he has the best staff!”
E&Q Tax Accounting & Business Solutions
“All the staff is so professional & nice and knows what they're doing!”
Why these companies made our list
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