Best Financial Advisors in Jersey City, NJ

11 firms listed · 9 in Jersey City · 2 open weekends · all 11 rated 4.5+ · 1 shows a license

Data verified October 18, 2026

Schwartz & Gomez Tax and Accounting

Schwartz & Gomez Tax and Accounting

4.8 32 reviews
“Thanks to her, my books all match their respective accounts, and I can look forward to tax time knowing that she'll be there to help me file in the coming years as we scale.”
Since 2017Se habla español
222 Bidwell Ave
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Bizsolution

Bizsolution

5.0 13 reviews
“Punctual, helpful and very efficient, today I contacted a professional who gave me tranquility and security!”
Se habla españolServes Bergen County, Hudson County +4Since 2023
Union City, NJ · 4 mi from Jersey City
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Ballaster Financial

Ballaster Financial

5.0 7 reviews
“It was easy to trust him and we great appreciated his thought partnership through our financial decisions.”
Since 2021Prices online
202 8th St Floor 2
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John W Rehonic Iii, CPA / JWR Financial Services

John W Rehonic Iii, CPA / JWR Financial Services

4.7 21 reviews
“Myself and my husband have worked John and his team for almost 10 years.”
Se habla españolServes New Jersey50+ years
Union City, NJ · 4 mi from Jersey City
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Legacy Care Wealth

Legacy Care Wealth

4.5 5 reviews
“Legacy Care Wealth went above and beyond with specific and concrete suggestions to help me optimize my investments.”
Since 2013
201 Montgomery St #2022
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Piao CPA

Piao CPA

5.0 3 reviews
“We received very quality, trust-worthy and timely service.”
Since 2022
101 Hudson St 21st floor
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The 11 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 11 firms we list here, 9 are in Jersey City itself and 2 come from Union City (4 mi). The firms on this page are rated from 4.5 to 5.0 across 125 reviews. 2 are open on Saturdays and 1 on Sundays. 1 shows a license on its website. Domain records put 4 websites of the firms on this page at ten or more years old; the oldest dates from 2011. 1 offers a free initial consultation. 2 have Spanish-speaking staff. We have a website on file for all 11 of the firms on this page; 7 publish a contact page; 9 list a public email and 4 take bookings online. 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.

Why are financial advisers outside Jersey City listed here?

9 of the 11 firms are located in Jersey City. The others come from other towns within 5 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

Astra Wealth Partners

Astra Wealth Partners

5.0 1 review
“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.”
Since 2018
101 Hudson St Suite 2100
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Fundraising Well

Fundraising Well

5.0 1 review
“My background/education is not in the nonprofit space, which is all to say there is A LOT I don't know and A LOT that feels pretty daunting to me.”
Since 2015
398 Martin Luther King Dr Suite 9
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Prosperity Leaders

Prosperity Leaders

5.0 3 reviews
“Sebastian has always been helpful and makes time for people when in need.”
LicensedSince 2020
632 Newark Ave Ste 212
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Reaves Asset Management

Reaves Asset Management

Since 2011
10 Exchange Pl 18th fl
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Tomolonis Financial

Tomolonis Financial

5.0 7 reviews
“The growth we have seen in our finances since we started working with him about a year ago, also within ourselves has been amazing.”
Since 2014
95 Christopher Columbus Dr 16th floor
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HomeWealth Management AdvisorsNew JerseyJersey City, NJ

Why these companies made our list

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