Best Financial Advisors in Jersey City, NJ

24 firms listed · 12 in Jersey City · 4 open weekends · 23 rated 4.5+ · 3 show a license

Data verified October 18, 2026

Scott M Aber CPA

Scott M Aber CPA

(48)
  • Questions
  • Financial
  • Responsive
“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

(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.”
In Business Since 2017
Se Habla Español
222 Bidwell Ave, Jersey City, NJ
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Minsky & Cottone, Cpas

Minsky & Cottone, Cpas

(10)
“Simple, fast and efficient; highly recommended!”
In Business Since 2010
BBB Accredited
Serving Jersey City Area
i
Legacy Care Wealth

Legacy Care Wealth

(5)
“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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John W Rehonic Iii, CPA / JWR Financial Services

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”
In Business Since 2019
Se Habla Español
1010 Summit Ave, Union City, NJ
i
Bizsolution

Bizsolution

(3)
“If you're in need of a notary signing agent who combines professionalism, expertise, and a friendly touch, I wholeheartedly recommend Mercedes.”
In Business Since 2023
Free Initial Consultation
500 Paterson Plank Rd Suite 1, Union City, NJ
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The 24 firms listed for Jersey City, 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: Jersey City, NJ

Of the 24 firms we list here, 12 are in Jersey City itself and 12 come from Garden City, NY (8, 23 mi), Union City (2, 4 mi) and New City, NY (2, 30 mi). 23 of the firms on this page have a rating, from 4.5 to 5.0 across 200 reviews; 1 has 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (95%), quality (84%) and responsiveness (84%). 4 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are equity compensation (2), financial planning (2), investment management (2), newsletters (2) and proactive tax planning (2). 3 show a license on their websites and 2 have a BBB rating of A or A+. Domain records put 14 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 2 offer payment plans and 3 offer a free initial consultation. 2 have 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 Jersey City take financial planning bookings online?

6 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.

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)
“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
i
Schupak Financial Advisors

Schupak Financial Advisors

(2)
“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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Certus

Certus

In Business Since 2013
Transparent Fees & Pricing
BBB Rating: A+
Offers Financing Options
Serving Jersey City Area
i
Astra Wealth Partners

Astra Wealth Partners

(1)
“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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Prosperity Leaders

Prosperity Leaders

(3)
“Sebastian has always been helpful and makes time for people when in need.”
In Business Since 2020
Licensed
344 Grove St #4095, Jersey City, NJ
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Eagle Grove Advisors

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!”
In Business Since 2016
Licensed
111 Town Square Place, Jersey City, NJ,
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Crane Wealth Management Group

Crane Wealth Management Group

In Business Since 2010
Transparent Fees & Pricing
Accepts All Major Credit Cards
Serving Jersey City Area
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Reaves Asset Management

Reaves Asset Management

In Business Since 2011
10 Exchange Pl 18th fl, Jersey City, NJ
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E1 Asset Management

E1 Asset Management

In Business Since 2000
185 Hudson St 25th floor, Jersey City, NJ
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Robin S Weingast & Associates

Robin S Weingast & Associates

(4)
  • Questions
“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
i
The Bendix Financial Group

The Bendix Financial Group

(2)
“They are ALWAYS available to take my calls, answer my questions and do whatever I need them to do.”
In Business Since 2000
Serving Jersey City Area
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Tomolonis Financial

Tomolonis Financial

(5)
“OK, maybe a bit of an exaggeration, but not much, because prior to working with Chris, I was very haphazard with my finances and didn't really know what I was doing or have a plan for how to get where I wanted to go.”
In Business Since 2014
95 Christopher Columbus Dr 16th floor, Jersey City, NJ
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Metropolitan Capital

Metropolitan Capital

(1)
“I have found that EVERYONE in this office is Highly Qualified, and so very accommodating but most of all from the receptionist to the consultants- everyone is so personable and I feel confident each and every time I conduct business there.”
In Business Since 2006
1415 Kellum Pl Suite 205, Garden City, NY
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Global Financial Impact

Global Financial Impact

(4)
“Sally and Jeff are extremely knowledgeable and really took the time to make sure I was happy with my understanding about how the different product options were for my future financial well-being.”
In Business Since 2022
Licensed
111 Town Square Pl Suite 1201 - room 1257, Jersey City, NJ
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Brixton Capital Wealth Advisors

Brixton Capital Wealth Advisors

In Business Since 2017
Serving Jersey City Area
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Cornerstone Professional Advsr

Cornerstone Professional Advsr

In Business Since 2005
Offers Financing Options
Serving Jersey City Area
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Flynn Zito Capital Management

Flynn Zito Capital Management

In Business Since 1999
Serving Jersey City Area
i
HomeWealth Management AdvisorsNew JerseyJersey City, NJ

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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