Best Financial Advisors in Edison, NJ

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

Nailesh T Bhavsar CPA

Nailesh T Bhavsar CPA

(17)
  • Work
  • Professional
  • Tax Return
“He identified faults in my previously filed tax returns from the different place and thus gave the opportunity to amend and save from penalties in future years.”
Offers Financing Options
In Business Since 1997
Transparent Fees & Pricing
6 Kilmer Rd suite q, Edison, NJ
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Dharmesh Shah

Dharmesh Shah

(1)
“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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Gerbino Joseph S CPA

Gerbino Joseph S CPA

Services For Quickbooks, Tax Services, Services For Individuals
“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and fri...”
Free Initial Consultation
Offers Financing Options
In Business Since 1999
Transparent Fees & Pricing
6 Moyse Pl, Edison, NJ
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Malecki Financial Group

Malecki Financial Group

Retirement Planning, Investment Management, Fiduciary Standard
“The financial world is ever-changing. Markets shift and economies change, but at Malecki Financial Group, we'll always be there for our clients and their families.”
In Business Since 1977
Remote Consultations Available
2 Ethel Rd #201a, 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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MD Wealth Advisors

MD Wealth Advisors

(2)
“Offers investment, wealth management, life insurance, annuity and retirement planning advice.”
In Business Since 2019
Free Initial Consultation
Serving Edison Area
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Zebulon Tax Advisory

Zebulon Tax Advisory

(19)
  • Tax Laws
“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 2006
Licensed, BBB Rating: A+
Serving Edison Area
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Graziano & Company, Cpas

Graziano & Company, Cpas

(29)
  • Financial Planning
  • Trust
  • Feel
“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.”
Free Initial Consultation
Offers Financing Options
In Business Since 1998
Transparent Fees & Pricing
847 Broadway, Bayonne, NJ
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Versutus Accounting & Consulting

Versutus Accounting & Consulting

(23)
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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Anil Sells Home Real Estate in Educated Way in New Jersey

Anil Sells Home Real Estate in Educated Way in New Jersey

(29)
  • Patient
  • Understanding
  • Buyer
“He has strong knowledge in the area , great relationships with other realtors, and also spends time understanding what we would like (and of course, what we would hate).”
Coupons & Offers
In Business Since 2020
Remote Consultations Available
Serving Edison Area
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Augulis Law Firm

Augulis Law Firm

(27)
Incapacity Planning, Estate Planning Services, Trust Administration
“One thing that impressed us is we can call them at any time, as many times as we need to, and they are happy to answer our questions without being charged extra.”
Accepts All Major Credit Cards
In Business Since 2017
Licensed, BBB Rating: A+
Serving Edison Area
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Dennis Surmanek

Dennis Surmanek

(30)
  • Accounts
  • Family
  • Review
“Dennis was able to not only take my money and turn it around, but he took the time to explain to me EVERYTHING about the market/where my money would exactly be invested.”
In Business Since 2008
900 South Ave 4th Floor, Suite 69, Staten Island, NY
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Jonathan Barrett Cfp, Clu, Chfc, Ricp, RPS

Jonathan Barrett Cfp, Clu, Chfc, Ricp, RPS

(30)
  • Benefits
  • Tax
  • Options
“Not only does Jonathan have an extremely impressive resume, he also genuinely wanted to help us make the best decisions for our finances, and shared creative and insightful ideas.”
In Business Since 2012
Licensed
90 Woodbridge Center Dr Suite 700, Woodbridge Township, NJ
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Sidhom Accounting and Tax Consultants

Sidhom Accounting and Tax Consultants

(30)
  • Family
  • Inquiries
“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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Mauriello Enterprises | My Tax Fella

Mauriello Enterprises | My Tax Fella

(25)
Tax Problem Resolution, For Small Businesses, Additional Services
“Anthony Mauriello also known as the My Taxfella has been our tax guy for a long time now and during that time he has always done a great job with our family taxes.”
In Business Since 2010
Accepts All Major Credit Cards
16 Driggs St, Staten Island, NY
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Camacho Consulting Services

Camacho Consulting Services

(30)
Individuals, Financial Statements, Bookkeeping
“I've been to several accountants once tax season comes around and all of them were mediocre at best, but that all ended when I met Orlando Camacho and his team 4 years ago.”
In Business Since 2015
CPA Certified
Serving Edison Area
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Grantvest Financial Group

Grantvest Financial Group

(30)
  • Future
  • Retirement
  • Options
“Joe listened to what I thought I needed, then drew up a plan, based on his considerable knowledge of the various retirement tools available, that set me up perfectly for my “ golden” years.”
In Business Since 2018
Transparent Fees & Pricing
Serving Edison Area
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Levine, Furman & Rubin

Levine, Furman & Rubin

(30)
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“I always refer them to all my friends and acquaintances as they are knowledgeable, caring and they know the laws to help you keep your assets in the best of interest.”
In Business Since 1999
Serving Edison Area
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Lamela & Company, Cpas

Lamela & Company, Cpas

(26)
  • Pleasure
  • 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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Northeast Financial Network

Northeast Financial Network

(12)
“They take the time to work out a plan for your needs now and in the future and consistently check in to see how you are doing and what needs to be done to meet your financial goals and targets.”
Accepts All Major Credit Cards
In Business Since 1966
Licensed, BBB Rating: A+
Serving Edison Area
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Automated Accounting Solutions

Automated Accounting Solutions

(2)
“They have worked with us for many years and have become an integral part of our financial daily best practices.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2013
Licensed, BBB Rating: A+
Serving Edison Area
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John Nash

John Nash

(24)
  • God
  • Questions
  • Accountant
“John could not have been more professional, friendly and helpful, It is a very good and exciting experience when i get a call from Good Accountants with a good lead.”
In Business Since 2019
497 Broadway, Bayonne, NJ
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Legrand Financial Services

Legrand Financial Services

(7)
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 2012
Licensed, BBB Accredited
955 Anna St, Elizabeth, NJ
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Lear & Pannepacker

Lear & Pannepacker

(29)
Business Advisory, Audit & Assurance, Bookkeeping & Support
“I have been very impressed with the knowledge, friendliness, helpfulness, and efficiency of pretty much everyone I (as well as my brother-in-law, John A.”
In Business Since 1990
Accepts Invoicing available
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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