CSI Group
“We have been using CSI Group for several years now and have found them to be easy to deal with, accurate, and professional.”
Best Financial Advisors in Freehold, NJ
15 firms listed · 7 in Freehold · 1 open 24/7 · 4 open weekends · 11 rated 4.5+
Data verified October 21, 2026
New Century Planning Associates
“The comprehensive approach of the team at New Century Planning Associates ensures winning strategies and a sound long-term view.”
Zonin Wealth Management
“At a tumultuous time in my life this group of individuals were knowledgeable, caring and they've made a big difference in my life.”
Icn Holding
Beneficial Capital Group Wells Fargo Advisors Financial Network
Provident Financial Group
The 15 firms listed for Freehold, 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: Freehold, NJ
Of the 15 firms we list here, 7 are in Freehold itself and 8 come from towns including Manalapan Township (2, 6 mi), Old Bridge (1, 12 mi) and Wall Township (1, 12 mi). 12 of the firms on this page have a rating, from 4.2 to 5.0 across 1,551 reviews; 7 have 50 or more reviews and 11 are rated 4.5 or higher. 1 is open around the clock; 4 are open on Saturdays and 2 on Sundays. 2 have a BBB rating of A or A+. Domain records put 13 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers urgent consultations; 1 offers payment plans; 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 15 of the firms on this page; 14 publish a contact page; 11 list a public email and 6 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.
Do any financial advisers listed for Freehold offer a free first meeting?
2 of the 15 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
MJC Advanced Financial Strategies
Kreppel Tax Advisory Group
“Having been going to Kreppel tax advisors for years & very happy with their service”
Grantvest Financial Group
“I highly recommend Anthony and the Grantvest Financial Group to those who need guidance for their financial investment.”
Absolute Conclusions
“I have worked with Mark personally on multiple occasions and his professionalism, patience, and knowledge greatly shows.”
Legacy Wealth Advisors - Financial Planning
“They are proactive in their approach, always keeping me informed about market trends and adjusting strategies to maximize my portfolio's growth”
Shoreline Wealth Management
“Our experience has gotten even better, since John has more sophisticated tools at his disposal.”
Safe Financial Solutions
“This is a family owned business where customers get the personal attention of the principal of the company who has great knowledge and access to wonderful instruments for generating retirement income.”
King Financial Network
“They helped us understand our investments better and manage our portfolio to our satisfaction.”
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Family Focus Financial Group
“Brian was very helpful throughout the whole process and answered any questions I had.”
Why these companies made our list
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