Best Financial Advisors in Clifton, NJ

24 firms listed · 6 in Clifton · 10 open weekends · 18 rated 4.5+ · 3 show a license

Data verified October 18, 2026

Marchionda & Ferrer

Marchionda & Ferrer

(11)
“Marchionda & Ferrer, located in the mid of Clifton, have an office that looks professional and friendly, they have twenty employees and have been providing tax, accounting and advisory services to clients in northern New Jersey and the surrounding ar...”
Offers Financing Options
In Business Since 1995
Transparent Fees & Pricing
950 Clifton Ave, Clifton, NJ
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LAB Financial & Tax Services

LAB Financial & Tax Services

(4)
“Luis is the real deal he knows his stuff he will get you a fair return based on your profile; I have been coming to Luis for a few years now and no regrets he is now handling my business taxes and I must say he is the real deal.”
In Business Since 2018
Offers Financing Options
3-5 Village Square E # 2, Clifton, NJ
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RGR Financial

RGR Financial

(3)
“Always helpful in any way”
In Business Since 2016
Below Average Price Tag
1266 Clifton Ave, Clifton, NJ
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Vargo & Co

Vargo & Co

In Business Since 1991
Accepts All Major Credit Cards
729 Van Houten Ave STE 3, Clifton, NJ
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Unique Tax

Unique Tax

1161 Main Ave, Clifton, NJ
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CFT Financial

CFT Financial

In Business Since 2018
164 Brighton Rd STE 4, Clifton, NJ
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The 24 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 24 firms we list here, 6 are in Clifton itself and 18 come from towns including New York, NY (8, 17 mi), Bayonne (2, 14 mi) and Hackensack (1, 6 mi). 22 of the firms on this page have a rating, from 4.1 to 5.0 across 1,524 reviews; 8 have 50 or more reviews and 18 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (93%), responsiveness (89%) and quality (80%). 10 are open on Saturdays and 3 on Sundays. The services the firms on this page list most often on their websites are services for individuals (3), business services (2), elder care (2), estate planning (2) and new business formation (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 16 websites of the firms on this page at ten or more years old; the oldest dates from 1995. 5 offer payment plans; 4 offer a free initial consultation; 2 are family- or locally-owned and 2 list 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 Clifton take financial planning bookings online?

4 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.

Drucker Wealth Management

Drucker Wealth Management

(49)
  • Goals
  • Education
  • Team
“Gideon and team took the time to analyze our finances and recommend a plan to ensure a successful financial future for us, all while making sure we understood exactly what being recommended and why.”
Remote Consultations Available
In Business Since 2012
Family Business
Transparent Fees & Pricing
2 Park Ave #300, New York, NY
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Graziano & Cullen, Cpas

Graziano & Cullen, Cpas

(49)
  • Company
  • Investment
  • Efficient
“I have been coming to the Graziano & Company for the last 24 years, in fact in the last few years I am flying in from Europe just to use their service!”
Offers Financing Options
In Business Since 1996
Transparent Fees & Pricing
847 Broadway, Bayonne, NJ
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Intensive Financial Service

Intensive Financial Service

(9)
  • Court
  • Accountant
  • Audit
“My name is Toshira Riojas and I was picked for an IRS audit for tax year 2015 on my income tax with an outstanding debt of $8,000 based on the IRS audit letter.”
Coupons & Offers
In Business Since 2008
Locally Owned & Operated
Accepts All Major Credit Cards
1796 Vyse Ave Suite S3, Bronx, NY
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Diversified Financial Services

Diversified Financial Services

(35)
  • Tax Returns
  • Mind
  • Questions
“Good service!”
Offers Financing Options
In Business Since 2011
Free Initial Consultation
Transparent Fees & Pricing
60 E 42nd St #902, New York, NY
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Tax Master Financial Services Corp

Tax Master Financial Services Corp

(47)
  • Emails
  • Team
  • Questions
“We miss him so much (now that he is retired) but David is doing a great job following in his Dad's footsteps and going a great job with our taxes and finances!!!!”
Accepts All Major Credit Cards
In Business Since 1936
Licensed
1384 Broadway Suite 910, New York, NY
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Sidhom Accounting and Tax Consultants

Sidhom Accounting and Tax Consultants

(50)
  • Company
  • Questions
  • Preparing
“Sidhom not only did my 2015 correctly, but also amended my 2014 Return to correct the mistake and it turned out in me getting a reimbursement for 2014.”
In Business Since 2014
Accepts All Major Credit Cards
665 Avenue C, Bayonne, NJ
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Expert Institute

Expert Institute

(46)
  • Injury
  • Case
  • Expert Witness
“After using them for the first time, my firm decided to sign up for their partnership agreement, which provides me with case reviews by their in-house experts.”
In Business Since 2003
Transparent Fees & Pricing
120 Broadway Floor 22 Suite A, New York, NY
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Curtis Pope, CFP

Curtis Pope, CFP

(50)
  • Understand
  • Individual
  • Goals
“Curtis helped me look at the big picture of my overall finances and helped me break it down into bite-size tasks that are not just a temporary solution, but a lifelong plan.”
450 Lexington Ave 4th fl, New York, NY
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Frank Kapitza CPA

Frank Kapitza CPA

(27)
“Frank is very knowledgeable in the accounting field his team is professional, he will work with you as a business and he just upgraded his office which lets me know he is reinvesting in himself and his business that means a lot!”
Free Initial Consultation
In Business Since 2024
BBB Rating: A+
Serving Clifton Area
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Highland Financial Advisors

Highland Financial Advisors

(32)
  • Questions
  • Goals
  • Team
“I have been collaborating with Joe Goldy and his team at Highland Financial Advisors for several years now, and I cannot speak highly enough of their services.”
Transparent Fees & Pricing
In Business Since 2002
Licensed
1680 NJ-23 Suite 210, Wayne, NJ
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Benemerito Attorneys at Law

Benemerito Attorneys at Law

(38)
  • Emails
  • Structure
  • Startup
“We are a startup, we need a Lawyer who would work with us to ensure that we were up to date with all our documents, along with any problems we came across, John was great to guide us through the issue with no problems.”
In Business Since 2015
85 Broad St 17th floor, New York, NY
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Clinton Robinson Pro Tax Services

Clinton Robinson Pro Tax Services

(14)
  • Price
  • Tax Preparer
  • Fee
“Very personable and professional.”
Accepts Check, All Major Credit Cards, Cash
In Business Since 1977
Transparent Fees & Pricing
BBB Rating: A+
464 Central Ave, East Orange, NJ
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E&Q Tax Accounting & Business Solutions

E&Q Tax Accounting & Business Solutions

(44)
  • Efficient
  • Information
  • Attention
“Diana, an employee of EQ-Taxes, was excellent in her service, professionalism, attention and explanation in the development of taxes to correctly fulfill our duties to the state.”
In Business Since 2008
Coupons & Offers
Serving Clifton Area
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Wealthspire Advisors

Wealthspire Advisors

(40)
  • Retirement
  • Portfolio
  • Team
“We've remained with Heron Wealth, certainly because of its performance across widely differing markets, but, importantly, also because of the confidence in stewardship of David, its CEO, and his team.”
In Business Since 2013
521 5th Ave 15th Floor, New York, NY
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Masterworks

Masterworks

(41)
  • Call
  • Interest
  • Art
“Scheduling a call and being introduced to a fiduciary (why that's important - they have YOUR best interest in mind, not their agenda) immediately allowed me to listen intently and at ease.”
In Business Since 1995
225 Liberty St Floor 29, New York, NY
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JMG Cpas

JMG Cpas

(9)
“By far the best customer experience I have ever had within the industry!”
Transparent Fees & Pricing
In Business Since 2007
Free Initial Consultation
BBB Rating: A+
Serving Clifton Area
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Schwartz & Gomez Tax and Accounting

Schwartz & Gomez Tax and Accounting

(24)
  • Tax Return
  • Team
  • Games
“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!”
In Business Since 2017
Se Habla Español
222 Bidwell Ave, Jersey City, NJ
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Drdisabilityquotes.com

Drdisabilityquotes.com

(20)
  • Policy
  • Team
  • Disability Insurance
“However, I am eternally grateful for his guidance in selecting the best insurance plan for me and would wholeheartedly recommend Adam to any physician struggling through all the options of disability insurance!”
Free Initial Consultation
In Business Since 2015
Licensed
Serving Clifton Area
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HomeWealth Management AdvisorsNew JerseyClifton, NJ

Retirement Planning and Investment Management Services in Clifton, NJ Cost Estimates

Minimum cost
$1139
Maximum cost
$9679
National Average
$3416
Avg Per Hour Rates
$342
$2278
$6263
Typical price range is based on 439 cost profiles
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Average Cost $3416
Minimum cost $1139
Maximum cost $9679
Avg Per Hour Rates $342

Typical range $2278 to $6263 is based on 439 cost profiles.

Why these companies made our list

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