Stewardship Financial Planning
“As an estate planning attorney, I have worked with several of his clients, and I can attest that he helps set his clients up for retirement success.”
Best Financial Advisors near Irvington, NJ
We have one firm in Irvington on file, and it is on this list, along with 23 from towns including New York, NY (8, 16 mi), Bayonne (2, 7 mi) and Staten Island, NY (2, 11 mi).
10 open weekends · 21 rated 4.5+ · 3 show a license
Data verified October 21, 2026
Vertus Financial Services
“I have been having my taxes filed by Vertus Financial for many years and there has never been an issue.”
Drucker Wealth Management
“I had an old account that was doing well where it was, and I appreciated that the team didn't try to pressure me to move the account over to them just so to increase my holdings with them.”
Graziano & Cullen, Cpas
“I have been a customer both my husband and I for over 25 years we have always experienced great professionalism and support and would never think of going anywhere else”
Certainty Tax Advisors
“Certainty tax advisors is a well run , Finally tuned tax business who I have been using for years ,always pretty prompt service, especially when busy during tax season 99% accurate returns everything included that pertains anything Tax related.”
Hy Appelbaum CPA
“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.”
The 24 firms listed for Irvington, 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: Irvington, NJ
The 24 firms on this page are rated from 3.9 to 5.0 across 1,812 reviews; 11 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 (95%), responsiveness (86%) and quality (82%). The topics that come up most in reviews of the firms on this page are "expertise", "knowledge" and "efficient". 10 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are quickbooks services (3), services for individuals (3), business services (2), investments (2) and small business accounting (2). 3 show a license on their websites; 2 list staff certifications (CFP and CPA) and 5 have a BBB rating of A or A+. Domain records put 17 websites of the firms on this page at ten or more years old; the oldest dates from 1995. 4 offer payment plans; 4 offer a free initial consultation; 1 is family- or locally-owned and 1 lists coupons or special offers. 1 has Spanish-speaking staff. 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 Irvington take financial planning bookings online?
4 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.
Tax Master Financial Services Corp
“He puts my mind at ease My trust and comfort with him and taxmaster takes a big chunk off my plate because I know he's in my corner.”
Diversified Financial Services
“He has always been very responsive, super helpful, reliable, prompt and does a terrific job.”
Jonathan Barrett Cfp, Clu, Chfc, Ricp, RPS
“Him and his team were very responsive and professional when setting up the consultation.”
Sidhom Accounting and Tax Consultants
“He is reliable, his staff always answers the phone and if he is busy when you call he always calls you back.”
Curtis Pope, CFP
“This is the first time I've worked with a financial advisor, and he's made me feel confident about my finances and planning for the future.”
Frank Kapitza CPA
“Frank and his team were proactive in finding ways to save us money.”
Highland Financial Advisors
“Their team of experts genuinely cares about their clients' financial well-being and provides personalized financial planning, tax advice, and investment management that have significantly impacted my financial journey.”
Camacho Consulting Services
“This is my second year filling my taxes with Orlando and he always makes sure that all my numbers are correct and pays close attention to detail.”
E&Q Tax Accounting & Business Solutions
“Very smooth experience every time for the past 3 years filing my taxes.”
Goldenthal & Suss Consulting
“I've called him on many occasions for a “quick question” and he's always taken the call, then gone above and beyond to help.”
Clinton Robinson Pro Tax Services
“What I love the most is that he takes his time in helping and making sure to cross every “T” and dot every “i”.”
Dennis Surmanek
“He not only told us how our money would be there through retirement but also explained to us what would happen if we spent above our means.”
Wealthspire Advisors
“David kept me on a healthy path, put together a team of savvy advisors, top attorneys and with his expertise brought me to a place where I am set for the rest of my life.”
Masterworks
“Very patient with explaining the process and how things are offered, and very professional through the conversation.”
Schwartz & Gomez Tax and Accounting
“She was honest with me I really respect that”
Iron Birch Advisors
“Wonderful experience with this firm, created a financial plan that is realistic and aligns with my goals.”
Klyman Financial
“I have been working with Yair for over two years and could not have found someone more professional and knowledgeable.”
Legrand Financial Services
“I've used their services for about years with no problem, even through the pandemic, fast, efficient service, I hope it continues”
Why these companies made our list
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