Best Financial Advisors in Jersey City, NJ

The highest-rated Financial Planning & Wealth Management companies out of 193 vetted & reviewed in the Jersey City area.

Libock & Associates

Libock & Associates

(8)
Industries, Services For Individuals, Tax Services
“1099 filing, accounting, bookkeeping, business budgeting and forecasting, financial planning, payroll, personal tax, Quickbooks setup and consulting, small business tax, tax advice, tax planning and tax preparation”
In Business Since 2007
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Offers Financing Options
Serving Jersey City Area
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Russo Law Group

Russo Law Group

(30)
Real Estate, Medicaid Planning, Estate Planning
“My husband and I will need to update some of our own personal legal business and will be returning to the Russo Law Group, I can only hope Joanna will be our case manager moving forward.”
In Business Since 2006
Remote Consultations Available
Serving Jersey City Area
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Apex Credit Fix

Apex Credit Fix

(19)
  • Confident
  • Polite
  • Patient
“It was so helpful with my processing me in”
In Business Since 2018
Transparent Fees & Pricing
111 Town Square Pl Ste 1203, Jersey City, NJ
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Schwartz & Gomez Tax and Accounting

Schwartz & Gomez Tax and Accounting

(17)
  • 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.”
In Business Since 2017
Se Habla Español
222 Bidwell Ave, Jersey City, NJ
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Scott M Aber CPA

Scott M Aber CPA

(29)
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.”
In Business Since 2007
Free Initial Consultation
Accepts Check, All Major Credit Cards
Serving Jersey City Area
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Minsky & Cottone, Cpas

Minsky & Cottone, Cpas

(10)
“Simple, fast and efficient; highly recommended!”
In Business Since 2013
Licensed, BBB Accredited
Serving Jersey City Area
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Luis Rodriguez CPA

Luis Rodriguez CPA

(8)
“For me , Luis is the greatest , he's done my taxes accurately and flawlessly ever since 1993 and it has always been a pleasure to be his client , he always offered a consistent welcoming experience at every visit , everyone that works there is friend...”
In Business Since 1997
Offers Financing Options
Transparent Fees & Pricing
532 City Island Ave, The Bronx, NY
i
Omni Treasury

Omni Treasury

(15)
  • Business
  • Program
“The people at this business are very professional company and respond to you're questions and needs right away anyone would be in a better place with thier help give them a try you won't regret it”
In Business Since 2000
110 Duncan Ave Ste 1R, Jersey City, NJ
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Eagle Grove Advisors

Eagle Grove Advisors

(14)
  • Family
  • Taxes
  • Team
“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!”
In Business Since 2016
Licensed
75 Montgomery St Suite #202, Jersey City, NJ
i
Garcia & Company

Garcia & Company

(1)
Business Services, Tax Services, Services For Individuals
“Great family guy and exceptional service when it comes to new customers.”
In Business Since 1997
Offers Financing Options
Transparent Fees & Pricing
Family Business
411 46th St Ground Floor, Union City, NJ
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Maligu Associates

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.”
In Business Since 2008
Offers Financing Options
Transparent Fees & Pricing
Free Initial Consultation
777 Bergen Ave, Jersey City, NJ
i
Taurus Financial

Taurus Financial

(5)
• Wealth Management, • Financial Planning, • Business Solution
“Incredibly professional service and they offer amazing web seminars!”
In Business Since 2021
1 Evertrust Plaza Suite 305, Jersey City, NJ
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Legacy Care Wealth

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.”
In Business Since 2013
201 Montgomery St #2022, Jersey City, NJ
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College Funding Professionals

College Funding Professionals

(8)
  • Program
  • Kids
“My wife and I kept putting off the “college fund “conversation” for our young child but after going through the pre-high school selection of your software program we realized we were only hurting ourselves by delaying… This was exactly the kickstart ...”
In Business Since 2001
190 Christopher Columbus Dr Suite 2a, Jersey City, NJ
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Anjay Accountax

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.”
In Business Since 2008
Accepts All Major Credit Cards
591 Summit Ave # 203, Jersey City, NJ
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Schupak Financial Advisors

Schupak Financial Advisors

(2)
Equity Compensation, Retirement Planning Services, Proactive Tax Planning
“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.”
In Business Since 2018
101 Hudson St Ste 2175, Jersey City, NJ
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Astra Wealth Partners

Astra Wealth Partners

(1)
Equity Compensation, Retirement Planning Services, Proactive Tax Planning
“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.”
In Business Since 2018
101 Hudson St Suite 2100, Jersey City, NJ
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DRT TAX Service

DRT TAX Service

Small Business Tax Returns, Financial Planning, Tax Planning
In Business Since 2020
467 Manila Ave, Jersey City, NJ
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Hotspot Fx

Hotspot Fx

ECN, Cboe FX Central, Full Amount
“Our expanding model provides greater control of the trading process, enabling better trade execution and lower transaction costs for our global customer base.”
In Business Since 1994
545 Washington Blvd #1, Jersey City, NJ
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Vargas & Rivera, Cpa's

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 ...”
In Business Since 1999
Offers Financing Options
Transparent Fees & Pricing
Serving Jersey City Area
i
Reaves Asset Management

Reaves Asset Management

“Fees: Net performance reflects the deduction of advisory fees which are described in detail in Reaves' ADV Part 2A. For a copy of Form ADV Part 2A and its fee schedules, please contact”
In Business Since 2011
10 Exchange Pl 18th fl, Jersey City, NJ
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Comprehensive Medical Case Management

Comprehensive Medical Case Management

“Early on in my career as a Vocational Counselor working with survivors of TBI, it became evident to me that Standardized Paper and Pencil testing was essentially useless with regard to predicting an individual's ability to sustain gainful employment....”
In Business Since 2007
344 Grove St, Jersey City, NJ
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Vona & Vona

Vona & Vona

(1)
“Great place and great people.”
In Business Since 1979
Offers Financing Options
Transparent Fees & Pricing
Serving Jersey City Area
i
Robin S Weingast & Associates

Robin S Weingast & Associates

(5)
Pension Services Platforms, More, Blog
“Maybe thats because someone was having an off day, or because Im difficult, but I genuinely appreciate RSW walking me through things at my own pace.”
In Business Since 2012
Serving Jersey City Area
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Retirement Planning and Investment Management Services in Jersey City, NJ Cost Estimates

Minimum cost
$1228
Maximum cost
$10436
National Average
$3684
Avg Per Hour Rates
$369
$2456
$6753
Fair price range is based on 390 cost profiles
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Average Cost $3684
Minimum cost $1228
Maximum cost $10436
Avg Per Hour Rates $369

Fair range $2456 to $6753 is based on 390 cost profiles.

Why these companies made our list

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