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Hy Appelbaum CPA
- Call
- Tax Services
- Knowledge
“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.”
Best Financial Advisors in Edison, NJ
24 firms listed · 4 in Edison · 14 open weekends · 21 rated 4.5+ · 1 shows a license
Data verified October 21, 2026
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Malecki Financial Group
- Understanding
- Needs
- Portfolio
“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.”
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Geremia Financial Services
“From start to finish, from the obtaining mortgage approval to closing day, all questions were answered clearly and thoroughly.”
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Attorney Advisory Group
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Kreppel Tax Advisory Group
“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).”
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Sai CPA Services
- Financial
- Knowledge
- Work
“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.”
The 24 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 24 firms we list here, 4 are in Edison itself and 20 come from towns including Staten Island, NY (4, 12 mi), East Brunswick (2, 8 mi) and Bayonne (2, 16 mi). 23 of the firms on this page have a rating, from 3.9 to 5.0 across 1,548 reviews; 10 have 50 or more reviews and 21 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (85%) and quality (80%). The topics that come up most in reviews of the firms on this page are "knowledge", "patient" and "trust". 14 are open on Saturdays and 3 on Sundays. The services the firms on this page list most often on their websites are financial planning (4), payroll services (3), accounting & bookkeeping (2), business services (2) and business tax returns (2). 1 shows a license on its website; 1 lists staff certifications (CPA) and 4 have a BBB rating of A or A+. 17 have ten or more years of experience, the longest 50 years. 3 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 Edison take financial planning bookings online?
5 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.
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Graziano & Cullen, Cpas
- 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.”
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George Basily, Cpa, MST
- 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”
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Sidhom Accounting and Tax Consultants
- 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.”
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Jonathan Barrett Cfp, Clu, Chfc, Ricp, RPS
- 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.”
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George Gereis, CPA
- Tax Return
- Knowledge
- Integrity
“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.”
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Grantvest Financial Group
- 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.”
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Camacho Consulting Services
- Polite
- Accountant
- Number
“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.”
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Goldenthal & Suss Consulting
- Accounting Firm
- Asset
- The Future
“I have been a client of Goldenthal & Suss Consulting for 25 years and I'm totally satisfied with the services they have rendered for my business and personal affairs.”
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Dennis Surmanek
- Market
- Accounts
- Interest
“On one specific occasion, Dennis spent hours on phone calls to ensure we got a rate on an annuity that we would have otherwise lost out on due to delays by our prior advisor.”
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Schwartz & Gomez Tax and Accounting
- Games
- Tax Return
- Team
“Thanks to her, my books all match their respective accounts, and I can look forward to tax time knowing that she'll be there to help me file in the coming years as we scale.”
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Legrand Financial Services
“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.”
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Unique Financial Advisors & Tax Consultants
- Understand
- Goals
- Educated
“The greatest value addition is Vid's ability to look at the short term as well as long term goals, educate us on what may or may not be required and balance out the financial requirements”
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Johnson Financial Consulting Group
- Knowledge
“Staff was courteous and assisted me with getting my paperwork in order.”
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Legacy Wealth Advisors
- Portfolio
- Integrity
- Strategies
“We have had a number of financial advisors through the years but none ever came close to the professional advice and the personal relationship that we have built with Jay and Eric.”
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Delta Financial Group
- Team
“Delta Financial Group has done a fantastic job in managing our finances and setting short term and long term goals in order for us to achieve financial success.”
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M&Y International Financial Services
- 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.”
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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
- Retirement
- Market
- Accounts
“They suggest low risk with high long-term gains with sound investments after they perform their research.”
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
Why these companies made our list
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