Best Financial Advisors in East Brunswick, NJ

24 firms listed · 6 in East Brunswick · 8 open weekends · 20 rated 4.5+ · 1 shows a license

Data verified October 18, 2026

Sai CPA Services

Sai CPA Services

(50)
  • Responsive
  • Knowledge
  • Financial
“For seven years, Pranavam School of Dance has successfully partnered with them for bookkeeping, payroll and financial services -truly a reliable source to trust!”
In Business Since 2009
Remote Consultations Available
1 Auer Ct, East Brunswick, NJ 08816
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George Basily, Cpa, MST

George Basily, Cpa, MST

(42)
  • Fee
  • Patient
  • Team
“All what is needed is two 10 minutes visits the 1st one is to file and discuss all of youe documents and expenses then you return after 4-5 days to review and sign for the submission”
Accepts All Major Credit Cards
In Business Since 2014
BBB Accredited
4 Cornwall Dr STE# 225, East Brunswick, NJ
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Clinton Robinson Pro Tax Services

Clinton Robinson Pro Tax Services

(14)
  • Price
  • Tax Preparer
  • Fee
“CR Pro Tax agency is a great place, the people are so nice and welcoming.”
Accepts Check, All Major Credit Cards, Cash
Transparent Fees & Pricing
In Business Since 1977
BBB Rating: A+
464 Central Ave, East Orange, NJ
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M&Y International Financial Services

M&Y International Financial Services

(13)
  • Tax Preparation
“I had a complicated year as taxes go and Mars was not only able to explain the details of my return to me but also was able to find areas I can claim deductions on and reduce the overall amount I had to pay in taxes.”
In Business Since 2006
Transparent Fees & Pricing
193 Livingston Ave, New Brunswick, NJ
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Neppalli Financial Accountants & Tax Advisors

Neppalli Financial Accountants & Tax Advisors

(7)
“Unfortunately due to my unique situation I was unable to use Neppalli's services but even knowing I was not using them he took time out of his day to explain and guide me as much as he could.”
Offers Financing Options
Free Initial Consultation
In Business Since 2008
Transparent Fees & Pricing
197 State Route 18, East Brunswick, NJ, 08816
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Robert P. Nahum

Robert P. Nahum

In Business Since 1979
CPA Certified
11 Brunswick Woods Dr, East Brunswick, NJ 08816
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The 24 firms listed for East Brunswick, 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: East Brunswick, NJ

Of the 24 firms we list here, 6 are in East Brunswick itself and 18 come from towns including North Brunswick Township (2, 4 mi), Staten Island, NY (2, 18 mi) and East Hanover (2, 26 mi). 21 of the firms on this page have a rating, from 4.4 to 5.0 across 1,771 reviews; 10 have 50 or more reviews and 20 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (95%), responsiveness (75%) and quality (72%). 8 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are payroll services (3), accounting & bookkeeping (2), business tax returns (2), financial planning (2) and tax planning (2). 1 shows a license on its website; 2 list staff certifications (CPA) 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 1997. 2 offer payment plans and 2 offer a free initial consultation. 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 East Brunswick 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.

PCB Financial Advisory Group

PCB Financial Advisory Group

(8)
  • Bless
“He is knowledgeable, genuinely cares about the welfare of his clients, and spends a good amount of time teaching and explaining, so you're not in the dark about what's happening with your money.”
In Business Since 1998
Serving East Brunswick Area
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Access Wealth

Access Wealth

In Business Since 2017
Serving East Brunswick Area
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Cornerstone Financial Partners & Associates

Cornerstone Financial Partners & Associates

(7)
  • Team
  • Needs
“Their outside-the-box approach, savings based solutions resources and their ability to be proactive about future financial hurdles sets them apart from all competition.”
In Business Since 2021
Serving East Brunswick Area
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Creative Capital

Creative Capital

In Business Since 1997
1200 Tices Ln #102, East Brunswick, NJ 08816
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Financial Foundation Services

Financial Foundation Services

In Business Since 2016
317 Rues Ln #2B, East Brunswick, NJ 08816
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National Secure Investments

National Secure Investments

(1)
“I would definitely recommend everyone to try it.”
Serving East Brunswick Area
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Karan Murugesu, President - Ameriwealth Financial Group

Karan Murugesu, President - Ameriwealth Financial Group

In Business Since 2015
Serving East Brunswick Area
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Securities America

Securities America

(1)
“They were very respectful and helpful.”
Serving East Brunswick Area
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Kreppel Tax Advisory Group

Kreppel Tax Advisory Group

(47)
“Elliott Kreppel is a mensch and now his beautiful, well-educated son works with him on all processes as well (it's good to know somebody will be around at the firm for a long time).”
In Business Since 2010
BBB Rating: A+
1405 NJ-18 # 103, Old Bridge, NJ
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Hy Appelbaum CPA

Hy Appelbaum CPA

(28)
  • Pay
  • Tax Services
  • Call
“My experience has always been positive, and Mr Appelbaum's knowledge of tax law, including corporate and individual, multiple state filing, and tax planning, is exceptional.”
Accepts Check
Free Initial Consultation
In Business Since 2005
BBB Rating: A+
1704 NJ-27, Edison, NJ
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Jonathan Barrett Cfp, Clu, Chfc, Ricp, RPS

Jonathan Barrett Cfp, Clu, Chfc, Ricp, RPS

(50)
  • Life Insurance
  • Tax
  • Strategies
“My money is now working hard for me and best of all, Jonathan and his team are responsive to my questions and schedule regular review appointments to discuss the plan.”
In Business Since 2012
Licensed
90 Woodbridge Center Dr #700, Woodbridge Township, NJ
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Lear & Pannepacker

Lear & Pannepacker

(49)
  • Small Business
  • Efficient
  • Knowledge
“Lear & Pannepacker has been a critical partner for my business, strategically working with us from a small start up to a $15M+ revenue company annually.”
In Business Since 1999
Serving East Brunswick Area
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George Gereis, CPA

George Gereis, CPA

(50)
  • Up to Date
  • Knowledge
  • Tax Return
“I like to file my taxes early, and he is usually very busy during the tax season, however, he responds to all my emails, phone calls, he gets everything done as soon as I send him the docs.”
In Business Since 2017
Serving East Brunswick Area
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Grantvest Financial Group

Grantvest Financial Group

(50)
  • Meeting
  • Financial Advisor
  • Questions
“I have had the pleasure of working with Anthony Caputo for a good period of time while I was working the the professional field, which naturally evolved into becoming good friends.”
In Business Since 2018
Transparent Fees & Pricing
Serving East Brunswick Area
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Camacho Consulting Services

Camacho Consulting Services

(48)
  • Doubt
  • Accountant
  • Polite
“My husband and I have been going to Orlando for years and appreciate his hard work, honesty and patience to explain everything in details and answer all of our questions.”
In Business Since 2015
CPA Certified
Serving East Brunswick Area
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Goldenthal & Suss Consulting

Goldenthal & Suss Consulting

(48)
  • Financial Advice
  • Asset
  • Accounting Firm
“From simple questions to complex issues, Dave and his firm accessible, knowledgeable and clear and direct with their advice; and they are great to work with.”
In Business Since 2004
4218 Amboy Rd, Staten Island, NY
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Dennis Surmanek

Dennis Surmanek

(41)
  • Honest
  • Accounts
  • Market
“In the course of our meetings, we got to know Dennis better and can see that he is a good family man who really cares about our community and is active in the Staten Island Rotary Club.”
In Business Since 2008
900 South Ave 4th Floor, Suite 69, Staten Island, NY
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CSI Group

CSI Group

(35)
  • Job
  • Accountant
  • Tax Services
“To be especially knowledgeable, so much so that my wife and I came to him a couple of years ago after going through several Accountants over the years, none of whom fully understood our status (I am retired law enforcement).”
In Business Since 1976
Serving East Brunswick Area
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HomeWealth Management AdvisorsNew JerseyEast Brunswick, NJ

Retirement Planning and Investment Management Services in East Brunswick, NJ Cost Estimates

Minimum cost
$1011
Maximum cost
$8588
National Average
$3031
Avg Per Hour Rates
$304
$2021
$5557
Typical price range is based on 524 cost profiles
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Average Cost $3031
Minimum cost $1011
Maximum cost $8588
Avg Per Hour Rates $304

Typical range $2021 to $5557 is based on 524 cost profiles.

Why these companies made our list

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