Legrand Financial Services
“The professionals at LeGrand care about their customers and it's evident in their work and the relationships they build.”
Best Financial Advisors near Elizabeth, NJ
We have 2 firms in Elizabeth on file, and both are on this list, along with 13 from towns including Staten Island, NY (3, 6 mi), New York, NY (3, 14 mi) and Bayonne (1, 4 mi).
2 open 24/7 · 6 open weekends · 14 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
Camacho Consulting Services
“Not on kitty are they reliable , straight forward and honest they go above and beyond to help you get as much as possible.”
TG Advisor Tax & Financial
“Contact him if you want your taxes done this year as well!”
Book onlineBook
Drucker Wealth Management
“I think what I appreciate most is their ability to meet their clients on their level - to understand and acknowledge their clients' lifestyles, decisions, etc.”
Angelo & Associates, Cpas
“I highly recommend this business if you're looking for good financial advice and your taxes done.”
Certainty Tax Advisors
“I wholeheartedly endorse their services to my professional network and anyone seeking accurate and reliable tax preparation.”
The 15 firms listed for Elizabeth, 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: Elizabeth, NJ
The 15 firms on this page are rated from 4.0 to 5.0 across 934 reviews; 10 have 50 or more reviews and 14 are rated 4.5 or higher. 2 are open around the clock; 6 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are financial planning (2), quickbooks services (2), small business accounting (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+. 13 have ten or more years of experience, the longest 49 years. 2 offer urgent consultations; 2 offer payment plans; 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 14 of the firms on this page; 12 publish a contact page; 11 list a public email and 3 take bookings online. 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.
Why are financial advisers outside Elizabeth listed here?
2 of the 15 firms are located in Elizabeth. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Dennis Surmanek
“I have been a client of Dennis for six years and he has always provided me with great customer service.”
Jonathan Barrett Cfp, Clu, Chfc, Ricp, RPS
“It's really fast response with a professional way and couple days I have been seen by Jonathan who is very professional, honest and helpful.”
Sidhom Accounting and Tax Consultants
“I've been going to him for a few years now and I recommend him to all my family and friends.”
Falbo Wealth Management
“I am so happy that I gave him that responsibility for he has had tremendous results over the past year getting me into investments that I probably would not have found on my own.”
Goldenthal & Suss Consulting
“When we had a family emergency the day of our original appointment, Sabrina was understanding and accommodating in rescheduling.”
Clinton Robinson Pro Tax Services
“I've been a client for years and the services are always top notch!”
Retirable
“Since then, they have taken over my investment management and financial advisory needs and have done outstanding work growing my investments, keeping my post-retirement spending on track, and assisting with tax planning and IRA management.”
Francis Financial
“Our quarterly meetings provide consistent updates about our portfolio and allow us to adjust to our ever-changing life, as well as make us feel more confident in our savings plan, even when the market takes a huge downturn”
Book onlineBook
Purevest
“They are always available to answer our questions and address any concerns we have…They are very knowledgeable in their field.”
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
