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Edison, NJ
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Best Financial Advisors in Edison, NJ

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

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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 2006
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 1980
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 2012
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 1985
309 N 5th Ave, Edison, 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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Robert A Corsi, CPA

Robert A Corsi, CPA

(50)
Services For Quickbooks, Tax Services, Services For Individuals
“He is professional, responsive (even at odd hours when I have questions), personable, and he truly cares about the well being of our business as well as our personal finances.”
Free Initial Consultation
In Business Since 2012
Transparent Fees & Pricing
Serving Edison Area
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Precision Accounting Intl

Precision Accounting Intl

(48)
Payroll Services, Individual Tax Services, Bookkeeping Services
“I like the fact that it can all be taken care of electronically, but they call and take the time to explain your return to you so you understand how it was processed.”
In Business Since 2010
Transparent Fees & Pricing
1035 US-46 STE B101, Clifton, NJ
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Callahan Financial Services Group

Callahan Financial Services Group

(47)
  • Expertise
  • Team
  • Medicare
“My family and I want to take the time to thank Geraldine Callahan and her team of professionals at Callahan Financial Services in East Hanover, NJ as they guided us through the tedious process of applying for Medicaid for our 99 year old mom.”
In Business Since 2013
Free Initial Consultation
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 2007
Licensed, BBB Rating: A+
Serving Edison Area
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Frank Kapitza CPA

Frank Kapitza CPA

(27)
Certified Public Accounting
“He passes zero judgment and every time I go to see him he REALLY does a phenomenal job of establishing steps for me to take with my business that would be in my best interest in my current situation and for future situations.”
Free Initial Consultation
In Business Since 2024
Licensed, BBB Rating: A+
Serving Edison Area
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Highland Financial Advisors

Highland Financial Advisors

(32)
Financial Planning and Investment Management
“With Anna Marie's help (including her expertise with computer-generated modeling), we have now thought through a variety of scenarios around when to sell our second home, how to manage investments and make the most of our assets.”
Transparent Fees & Pricing
In Business Since 2004
CFP Certified
1680 NJ-23 Suite 210, Wayne, NJ
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Steven Lissner & Company

Steven Lissner & Company

(50)
  • Tax Return
  • Small Business
  • Confidence
“They always offer personal service with thoughtful advice, careful and honest preparation I can stand behind, reasonable rates and more patience than I deserve when I submit my information close to the deadlines.”
In Business Since 2015
OUR Certified
Serving Edison Area
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Premselaar CPA

Premselaar CPA

(27)
Industries, Services For Quickbooks, Business Services
“Most importantly - he always takes the time to thoroughly explain how all my different phases of life (home ownership, marriage, having a child, job changes, etc.”
Free Initial Consultation
Offers Financing Options
In Business Since 2022
Transparent Fees & Pricing
871 Allwood Rd # 2, Clifton, NJ
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Clinton Robinson Pro Tax Services

Clinton Robinson Pro Tax Services

(14)
  • Price
  • Tax Preparer
  • Fee
“I've been going to him for about 8 years now and he is very professional and explains everything to you in detail.”
Transparent Fees & Pricing
Accepts Check, All Major Credit Cards, Cash
In Business Since 1981
Licensed, BBB Rating: A+
464 Central Ave, East Orange, NJ
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JJ USA CPA

JJ USA CPA

(28)
Services For Quickbooks, Tax Services, Services For Individuals
“I just starting using Jack and his services this past year after my prior CPA made glaring errors in my prior filings and couldn't figure out how to resolve.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2006
Accepts All Major Credit Cards
1515 US-22, Watchung, NJ
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Fylstra & Fylstra

Fylstra & Fylstra

(9)
Tax Services, Individual Accounting, Business Services
“Fylstra & Fylstra do an excellent job in maintaining a professional environment while providing confidence and peace of mind throughout tax and financial processes.”
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 1987
Licensed, BBB Rating: A+
Serving Edison Area
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Lipton CPA Associates

Lipton CPA Associates

(6)
Audits - Reviews - Compilations, Part-Time CFO Services, New Business Formation
“He takes as much time as necessary to understand each client's specific situation and needs and then executes a plan that is professional, ethical and results in the best outcome for his client.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 1997
Licensed, BBB Rating: A+
Serving Edison Area
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Lamela & Company, Cpas

Lamela & Company, Cpas

(30)
  • Financial
  • Tax Return
  • Questions
“A friend of mine, a business owner, told me about Michael Lamela and how satisfied he was with his accounting services for several years and he recommended me to call Michael.”
Free Initial Consultation
In Business Since 2017
Transparent Fees & Pricing
Serving Edison Area
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Hyde and Associates

Hyde and Associates

(20)
Tax Services, Quickbooks Services, Services For Individuals
“I've been using Hyde and Associates for all of my tax and accounting needs for many years now and I'm always amazed with their attention to detail, the personal touch they give, and the level of expertise they have.”
Free Initial Consultation
Offers Financing Options
In Business Since 2017
Transparent Fees & Pricing
Serving Edison Area
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Taiwo Tax & Accounting

Taiwo Tax & Accounting

(13)
Services For Quickbooks, Tax Services, Services For Individuals
“Great work very detailed with your return definitely knows what he's talking about very professional will be coming back Positive Quality, Professionalism”
Free Initial Consultation
Offers Financing Options
In Business Since 2020
Transparent Fees & Pricing
28 Valley Rd, Montclair, NJ
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Tax Express

Tax Express

(30)
  • Tax Preparer
  • 2024
  • Confidence
“Bove is on top of all the things that change every year in the federal government and state when it comes to taxes if you want your taxes to be done the correct way tax express is the way to go.”
In Business Since 2015
Coupons & Offers
Serving Edison Area
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Legrand Financial Services

Legrand Financial Services

(8)
Services For Quickbooks, Tax Services, Services For Individuals
“A friend referred me to Le Grand Financial Services after unpleasant experiences with previous accountants whom I felt was over charging for every piece of documents to complete my business filings.”
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2013
Licensed, BBB Accredited
955 Anna St, Elizabeth, NJ
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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.

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