Best Financial Advisors in Edison, NJ

The highest-rated Financial Planning & Wealth Management companies out of 122 vetted & reviewed in the Edison area.

Hy Appelbaum CPA

Hy Appelbaum CPA

(28)
Business Plans, Bookkeeping Services, Dealing With the Irs Can be Difficult
“Initially, he helped my repatriation and its complexity dealing with foreign taxes in moving back to USA, multiple states and countless tax related events in our life.”
Free Initial Consultation
Accepts Check
In Business Since 2003
Licensed, BBB Rating: A+
1704 NJ-27, Edison, NJ
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Malecki Financial Group

Malecki Financial Group

(5)
Asset Management, Financial Planning, Services Overview
“I've entrusted Eric Stiles at Malecki Financial Group with my financial planning for over nine years now, and I couldn't be more satisfied with the service I've received.”
In Business Since 1979
Remote Consultations Available
2 Ethel Rd STE 201A, Edison, NJ
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Dharmesh Shah

Dharmesh Shah

(2)
“He is a diligent and knowledgeable accountant who goes the extra mile for his clients.”
Offers Financing Options
In Business Since 2010
Transparent Fees & Pricing
1941 Oak Tree Rd, Edison, NJ
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Geremia Financial Services

Geremia Financial Services

(1)
“From start to finish, from the obtaining mortgage approval to closing day, all questions were answered clearly and thoroughly.”
In Business Since 2011
Accepts Paypal
1090 King Georges Post Rd #801, Edison, NJ
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Attorney Advisory Group

Attorney Advisory Group

“We're so excited to become the first 100% NAIFA agency. The National Association of Insurance and Financial Advisors (NAIFA) is a 130 year old organization dedication to our industry. NAIFA advocates for our clients and helps advance the advisors in ...”
In Business Since 2019
343 Thornall St #640, Edison, NJ
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Redlich, Neuman & Leff

Redlich, Neuman & Leff

(1)
“I Akiva and his team of experts for my various businesses and personal returns in addition to referring them to the rest of my network, all of which have the same flawless feedback.”
In Business Since 1984
309 N 5th Ave, Edison, NJ
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Accounting, Tax, & Audit Services Shibu P Thomas, EA, Mba, MS

Accounting, Tax, & Audit Services Shibu P Thomas, EA, Mba, MS

(42)
Tax Problems, Tax Services, Services For Individuals
“Very knowledgeable and explains everything you need to know, I've used different tax services before but he's the best and I plan to continue using his services.”
Remote Consultations Available
Transparent Fees & Pricing
In Business Since 2002
Licensed, BBB Rating: A+
302 Manor Rd 1st Floor, Staten Island, NY
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Levine, Furman & Rubin

Levine, Furman & Rubin

(49)
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“Adam and his staff were top notch at providing personalized service and making themselves available to me for all my questions and concerns, and the entire process went smoothly.”
Accepts All Major Credit Cards
In Business Since 1988
Licensed, BBB Rating: A+
Serving Edison Area
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Kreppel Tax Advisory Group

Kreppel Tax Advisory Group

(47)
Estate & Legacy Planning, Income Planning, Tax Planning
“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 2008
Licensed, BBB Rating: A+
1405 NJ-18 # 103, Old Bridge, NJ
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Sai CPA Services

Sai CPA Services

(50)
Developing, Implementing Business Models, Business Start-Up Services, Tax Compliance & Year-End Planning
“Professional rates are reasonable - in any case one saves more than filing using Quicken - since he brings to the table all options of minimising filing amount owed and this experience is fully leveraged.”
In Business Since 2009
Remote Consultations Available
Serving Edison Area
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Graziano & Cullen, Cpas

Graziano & Cullen, Cpas

(49)
  • Financial Planning
  • Company
  • Tax Return
“John and his staff has managed my portfolio and taxes for the past 35 years and there is no one I trust more than him to continue my financial planning.”
Offers Financing Options
In Business Since 1998
Transparent Fees & Pricing
847 Broadway, Bayonne, NJ
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TAX Drx

TAX Drx

(50)
Services For Individuals, Business Services, Tax Services
“Not only did my tax preparer ensure that all of my documents were in order, but they also went above and beyond to find deductions and credits that I wasn't aware of.”
Free Initial Consultation
In Business Since 2006
Transparent Fees & Pricing
Serving Edison Area
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Versutus Accounting & Consulting

Versutus Accounting & Consulting

(44)
Quickbooks Services, Tax Services, Services For Individuals
“From formation a new company to answering very complicated accounting issues,Versutus is #1 and highly recommended if you are looking for excellence in accounting.”
Free Initial Consultation
Offers Financing Options
In Business Since 2017
Transparent Fees & Pricing
Serving Edison Area
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George Basily, Cpa, MST

George Basily, Cpa, MST

(42)
  • Team
  • Patient
  • Questions
“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 2013
Licensed
4 Cornwall Dr STE# 225, East Brunswick, NJ
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Sidhom Accounting and Tax Consultants

Sidhom Accounting and Tax Consultants

(50)
  • Preparing
  • Company
  • Questions
“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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Jonathan Barrett Cfp, Clu, Chfc, Ricp, RPS

Jonathan Barrett Cfp, Clu, Chfc, Ricp, RPS

(50)
  • Strategies
  • Tax
  • Resource
“I have listened to financial advisors on the radio numerous times and I always get the sense that they are more interested in giving you the phone number to their office than trying to understand and answer your questions.”
In Business Since 2012
Licensed
90 Woodbridge Center Dr #700, Woodbridge Township, NJ
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John Nash

John Nash

(49)
  • Information
  • Honest
  • Educated
“I used to go to another accountant but unfortunately he did a lot of mistakes in my papers and I didn't know what to do until I heard about mr John so immediately I went to him and Thank God he had fixed everything in my papers, a lot of thanks to hi...”
In Business Since 2019
497 Broadway, Bayonne, NJ
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Lear & Pannepacker

Lear & Pannepacker

(49)
Business Advisory, Audit & Assurance, Bookkeeping & Support
“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 Edison Area
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Mauriello Enterprises | My Tax Fella

Mauriello Enterprises | My Tax Fella

(44)
Tax Problem Resolution, For Small Businesses, Additional Services
“Excellent Service I was recommended by a friend Anthony took time out to sit down with me and explain everything to me very happy with the service highly recommend to everyone”
In Business Since 2010
Accepts All Major Credit Cards
16 Driggs St, Staten Island, NY
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George Gereis, CPA

George Gereis, CPA

(50)
Payroll Services, Business Formation, Business Tax Return
“He then promptly handled the filing of the appropriate tax returns and provided me with all the supporting documents and records needed for the estate in a well-organized package.”
In Business Since 2017
Serving Edison Area
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Badran Tax

Badran Tax

(44)
  • Understanding
  • Money
  • Debt
“I had the pleasure of working with Nelson, the tax manager at Badran Tax & Accounting, and I must express my gratitude for the exceptional service he provided.”
In Business Since 2007
Free Initial Consultation
251 Powers St, New Brunswick, NJ
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Grantvest Financial Group

Grantvest Financial Group

(50)
  • Questions
  • Financial Advisor
  • Interest
“He understands our needs, provides clear explanations to complicated financial concepts, consistently goes above and beyond to make complex financial procedures straightforward and manageable for us.”
In Business Since 2018
Transparent Fees & Pricing
Serving Edison Area
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Zebulon Tax Advisory

Zebulon Tax Advisory

(22)
Quickbooks Services, Tax Services, Services For Individuals
“Dave is extremely knowledgeable in all areas of the tax laws and found numerous errors from my previous accountant.”
Transparent Fees & Pricing
Accepts Cash, Check, Financing available, Travelers checks
In Business Since 2004
Licensed, BBB Rating: A+
Serving Edison Area
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Camacho Consulting Services

Camacho Consulting Services

(48)
Individuals, Financial Statements, Bookkeeping
“Trust his competence and advisement as well as his staff who are very welcoming and willing to aid with any question or concern through the whole process during the hectic tax season.”
In Business Since 2015
CPA Certified
Serving Edison Area
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Retirement Planning and Investment Management Services in Edison, NJ Cost Estimates

Minimum cost
$1164
Maximum cost
$9887
National Average
$3490
Avg Per Hour Rates
$349
$2327
$6398
Typical price range is based on 412 cost profiles
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Average Cost $3490
Minimum cost $1164
Maximum cost $9887
Avg Per Hour Rates $349

Typical range $2327 to $6398 is based on 412 cost profiles.

Why these companies made our list

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