The highest-rated Financial Planning & Wealth Management companies out of 193 vetted & reviewed in the Jersey City area.
Learn how we score.
Prominent finalists A-Z in Jersey City
Anjay Accountax
Apex Credit Fix
Astra Wealth Partners
Ballaster Financial
Bizsolution
Certus
Crane Wealth Management Group
Eagle Grove Advisors
Isser M. Zeilingold CPA
Jmwilliams CPA
John W Rehonic Iii, CPA / JWR Financial Services
Legacy Care Wealth
Libock & Associates
Luis Rodriguez CPA
Maligu Associates
Matrix International Financial Services
Minsky & Cottone, Cpas
PIAO CPA
Prosperity Leaders
Russo Law Group
Schupak Financial Advisors
Schwartz & Gomez Tax and Accounting
Scott M Aber CPA
Vargas & Rivera, Cpa’s
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Apex Credit Fix
(45)
Conversation
Onboarding
Patient
“Never thought I would be able to see these item been remove with the struggle of trying to purchase anything and got turn down with mostly everything due to my bad credit in the past.”
i
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Russo Law Group
(50)
Real Estate, Medicaid Planning, Estate Planning
“She has been a complete pleasure to work with, exceedingly knowledgeable, easy to communicate with, responds to emails and phone calls promptly and has been an overall Angel for my family & I.”
i
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Scott M Aber CPA
(48)
For Individuals, For Business
“Scott have helped our company to not just save money and file correctly, but have instructed us on ways to get government support when available, and is being a huge part of helping us strive during COVID-19 unprecedented times.”
i
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Schwartz & Gomez Tax and Accounting
(24)
Team
Tax Return
Reviews
“I have worked with her for a few years and she is so detail-oriented, so on top of it, reviews everything with me to make sure i understand what is happening and best of all, eases my anxiety around taxes and all this stuff which is HUGE for me.”
i
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Jmwilliams CPA
(11)
Coaching Program, Services For Individuals, Tax Services
“We are now carrying out our financial planning better and earlier than before, and with her assistance we have brought in a number of new clients and investors.”
i
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Minsky & Cottone, Cpas
(10)
“I have had a stress free experience each year- amazing!”
i
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Luis Rodriguez CPA
(10)
“I have been coming to this office since 2015 and I am always satisfied the accountants are very helpful and always make sure i understand what is going on at all times Luis Rodriguez himself makes me feel welcomed everytime i speak to him its like im...”
i
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Libock & Associates
(13)
Industries, Services For Individuals, Tax Services
“Quick Books experts, inventory experts, software experts, tax experts, trusts and estate experts, gift tax experts, business mergers and sales and purchase experts.”
i
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Maligu Associates
“We are a full-service Accounting firm licensed in NJ. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.”
i
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Legacy Care Wealth
(5)
Financial Planning, Investment Management
“They bring an approach of patience, complimentary skills and respect for the individual and unique situations they sit down a the table with.”
i
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John W Rehonic Iii, CPA / JWR Financial Services
(18)
“John is the best very friendly and honest I've been doing my taxes with them for 10 years my family goes there and my friends he treat you like your family thank you so much”
i
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Anjay Accountax
(4)
Audit Support Services, Tax Services, Auditing
“I have been working with Harish Bhai and his team for close to 5 years and my experience has been good.”
i
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Ballaster Financial
(3)
“He really cares about his clients and goes above and beyond to find solutions to issues they may have not even thought about before they come up.”
“Whether you're seeking a financial plan for retirement, children, first time home buy in this economy, start a business, or anything that involves money.”
“What was more important for us also was having someone we could reach out to as our lives continue to evolve, and I have to say they are very responsive and easy to get in touch with, either by email, phone or video chat, and in person.”
i
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Certus
Services For Individuals, Tax Services, Business Services
“Take a look at our Home page. Certus LLP is a full service tax, accounting and business consulting firm located in Garden City, NY.”
“The methods for investing that Kevin helped me put into place (and catering the plan to my needs of course) has proved to be so very rewarding in so many ways.”
i
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Prosperity Leaders
(3)
“Sebastian has always been helpful and makes time for people when in need.”
i
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Eagle Grove Advisors
(13)
Attention
Team
Responsive
“We've been working with Eric at Eagle Grove for over 3 years and he's been incredibly professional and helpful with getting our finances in order, asking us questions we didn't know to ask, and being responsive and attentive to our needs!”
i
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Isser M. Zeilingold CPA
“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 we'...”
i
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Vargas & Rivera, Cpa's
“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 ...”
i
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Crane Wealth Management Group
A Clear Understanding of Their Financial Goals, A Well-Defined Roadmap For Achieving Those Goals
“Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique...”
i
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Matrix International Financial Services
(1)
“They keep me busy!”
i
Retirement Planning and Investment Management Services in Jersey City, NJ Cost Estimates