Hy Appelbaum CPA
“He is an outstanding accountant and our tax filings are handled quickly and efficiently.”
Best Financial Advisors in Edison, NJ
15 firms listed · 4 in Edison · 8 open weekends · 13 rated 4.5+ · 1 shows a license
Data verified October 21, 2026
Malecki Financial Group
“When we have a quick or complicated question Eric is easy to reach and always willing to take the time to explain things in an easy to understand way.”
Geremia Financial Services
“From start to finish, from the obtaining mortgage approval to closing day, all questions were answered clearly and thoroughly.”
Attorney Advisory Group
Kreppel Tax Advisory Group
“He review our information and gave us a lot of alternatives to what we are presently filing.”
Sai CPA Services
“Kumar's strategic and professional approach to accounting is instrumental in helping me run my business with maximum efficiency.”
The 15 firms listed for Edison, 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: Edison, NJ
Of the 15 firms we list here, 4 are in Edison itself and 11 come from towns including Staten Island, NY (4, 12 mi), East Brunswick (2, 8 mi) and Woodbridge (1, 4 mi). 14 of the firms on this page have a rating, from 4.4 to 5.0 across 1,207 reviews; 7 have 50 or more reviews and 13 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (83%) and quality (80%). The topics that come up most in reviews of the firms on this page are "knowledge" and "understanding". 8 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are financial planning (3), payroll services (2) and tax planning (2). 1 shows a license on its website; 1 lists staff certifications (CPA) and 2 have a BBB rating of A or A+. 11 have ten or more years of experience, the longest 50 years. 1 offers 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 Edison take financial planning bookings online?
4 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.
George Basily, Cpa, MST
“He is so professional, he explained for me my situation exactly , gave me my options and solutions ,recommended for anyone”
Jonathan Barrett Cfp, Clu, Chfc, Ricp, RPS
“It made us feel comfortable having a professional look at our household finances in order to help us decide which moves to make that would benefit my wife and I.”
Grantvest Financial Group
“When I did retire, after frequent conversations with Anthony, I decided to not take a defined pension from my company but took a lump sum instead and trusted Anthony to manage my fiancial future.”
Camacho Consulting Services
“Camacho and his assistants are very knowledgeable on tax specific areas, reliable and conduct very cost efficient preparations, that have recouped me lots of savings from the government.”
Goldenthal & Suss Consulting
“I had a huge tax problem and was referred to David Egan & his team .”
Dennis Surmanek
“Dennis demonstrated a deep understanding of my financial goals, and he provided tailored solutions that helped me grow my wealth.”
M&Y International Financial Services
“Mars is very experienced, and is a pleasure to work with!”
Leo Wealth Management
“I have been extremely satisfied with all of the help Jim has given me over the years, he has made a huge impact in my life and helped me retire sooner than I had anticipated.”
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Purevest
“I cannot say enough good things about Steve Gitter and the entire team at Pure Vest.”
Why these companies made our list
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