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.

Apex Credit Fix

Apex Credit Fix

(47)
  • Conversation
  • Job
  • Patient
“Alice was very helpful and detailed oriented and she has a great personality and I would recommend to anyone she's a great person to work for the company and she was also very knowledgeable 😊 I have had a lot of success with apex credit within a shor...”
In Business Since 2018
Transparent Fees & Pricing
111 Town Square Pl Suite 1203, Jersey City, NJ
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Russo Law Group

Russo Law Group

(49)
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.”
In Business Since 2006
Remote Consultations Available
Serving Jersey City Area
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Scott M Aber CPA

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.”
In Business Since 2007
Free Initial Consultation
Accepts Check, All Major Credit Cards
Serving Jersey City Area
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Schwartz & Gomez Tax and Accounting

Schwartz & Gomez Tax and Accounting

(21)
  • 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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Jmwilliams CPA

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.”
In Business Since 2017
Free Initial Consultation
Transparent Fees & Pricing
201 Montgomery St, Jersey City, NJ
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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

(10)
“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 1999
Offers Financing Options
Transparent Fees & Pricing
532 City Island Ave, Bronx, NY
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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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Libock & Associates

Libock & Associates

(12)
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.”
In Business Since 2004
Offers Financing Options
Transparent Fees & Pricing
Serving Jersey City Area
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Garcia & Company

Garcia & Company

(2)
Business Services, Tax Services, Services For Individuals
“Great family guy and exceptional service when it comes to new customers.”
In Business Since 1999
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 2013
Offers Financing Options
Transparent Fees & Pricing
Free Initial Consultation
777 Bergen Ave, 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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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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E1 Asset Management

E1 Asset Management

Forms Library, Opt-In to Electronic
“At E1 Asset Management, we offer a wide range of mutual funds to meet the diverse needs of our clients. Whether you're a first-time investor or seeking diversification within specific investment types, we have options to fit your goals and risk profi...”
In Business Since 2000
Transparent Fees & Pricing
185 Hudson St 25th floor, 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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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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Ballaster Financial

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.”
In Business Since 2021
Transparent Fees & Pricing
202 8th St Floor 2, Jersey City, NJ
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Piao CPA

Piao CPA

(3)
Financial Planning, Financial Statements, Individuals Tax Returns
“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.”
In Business Since 2022
101 Hudson St 21st floor, 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 2020
101 Hudson St Ste 2175, Jersey City, NJ
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Certus

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.”
In Business Since 2015
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Offers Financing Options
Serving Jersey City Area
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John W Rehonic Iii, CPA / JWR Financial Services

John W Rehonic Iii, CPA / JWR Financial Services

(15)
“Mike is an excellent accountant I have been going here almost 30 years not to mention my mom was the very group of clients and the rest of the family goes there love them all.”
In Business Since 1957
Se Habla Español
1010 Summit Ave, Union 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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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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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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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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