Best Financial Advisors in Lakewood, NJ

The highest-rated Financial Planning & Wealth Management companies out of 129 vetted & reviewed in the Lakewood area.

N Schaum CPA

N Schaum CPA

(6)
Services For Individuals, Tax Services, Quickbooks Services
“He is very knowledgeable and is great guy to discuss tax planning strategies with, as well as many other areas of accounting!”
In Business Since 2010
Free Initial Consultation
Transparent Fees & Pricing
150 James St Suite 201, Lakewood, NJ
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J. Friedman & Co, CPA

J. Friedman & Co, CPA

(4)
“Always there to answer all accounting questions and knows a lot about taxes Thank you Joel”
In Business Since 2013
Offers Financing Options
Transparent Fees & Pricing
101 Chase Ave Suite 301, Lakewood, NJ
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Jacobovitch & Co., CPA

Jacobovitch & Co., CPA

(6)
Accounting Services, Payroll Services, Business
“I've used them personally, and the experience was excellent.”
In Business Since 2024
15 America Ave, Lakewood, NJ
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Oscar Abraham CPA

Oscar Abraham CPA

“We are a full-service Accounting firm licensed in NY and NJ. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.”
In Business Since 2012
Offers Financing Options
Transparent Fees & Pricing
490 E Kennedy Blvd, Lakewood, NJ
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Black Wolf Capital

Black Wolf Capital

“Black Wolf Capital was founded in 2015 with a single mission to provide real estate debt and equity with transparency and honesty. At Black Wolf Capital we specialize in debt and equity placement , whether conventional, structured bridge, constructio...”
In Business Since 2016
1777 Ave of the States Suite 210, Lakewood, NJ
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Oceans' Financial Group

Oceans' Financial Group

(8)
  • Attention
“Maayan at Oceans Financial Group has been doing my Bookkeeping for many years, she is Patient, Professional, Efficient, Organized, gives Great Customer Service, is always available and is 100% Confidential.”
In Business Since 2020
647 James St, Lakewood, NJ
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Able Wealth Management

Able Wealth Management

Investment Management, Tax Planning, Wealth Management
“Volatility drag refers to the negative effect of investment volatility on compound returns over time. It occurs because losses have a more significant impact on portfolio value than gains of the same magnitude. For example, if an investment loses 10%...”
In Business Since 2012
Free Initial Consultation
Transparent Fees & Pricing
695 Cross St Suite 280, Lakewood, NJ
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QFS Group

QFS Group

In Business Since 2003
Transparent Fees & Pricing
695 Cross St, Lakewood, NJ
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Yungreis Wealth Management

Yungreis Wealth Management

“Discover Yungreis Private Wealth's expert private wealth management services for business owners and life transitions. Explore our proven strategies for wealth growth, tax efficiency, and aligning your finances with your life vision. Schedule a ...”
In Business Since 2023
Transparent Fees & Pricing
1777 Ave of the States, Lakewood, NJ
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Wilschanski D H CPA

Wilschanski D H CPA

“Our firm's reputation for providing quality service reflects the high standards we demand of ourselves. Our high standards, responsive service and specialized staff spell the difference between our firm and the rest. We have many years of experience ...”
In Business Since 1984
Transparent Fees & Pricing
450 W Kennedy Blvd, Lakewood, NJ
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Pfeiffer Accounting & Tax Service

Pfeiffer Accounting & Tax Service

(49)
Bookkeeping
“Rather than just focusing on my accounting needs, they're really invested in making sure that all my concerns are addressed in every possible dimension.”
In Business Since 2009
Offers Financing Options
Free Initial Consultation
Transparent Fees & Pricing
Serving Lakewood Area
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Global Financial Training Program

Global Financial Training Program

(48)
  • Financial Services
  • Success
  • Mentoring
“I was lucky enough to have Phil teach the class himself which I feel was the best person to teach the class because he knows this business better than anyone else!”
In Business Since 2012
Serving Lakewood Area
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My Inheritance Cash

My Inheritance Cash

(43)
  • Understanding
  • Asset
  • Estate
“And their estate advances are priced affordably, which isn't generally the case with estate loan firms, or inheritance cash advance funding in general.”
In Business Since 2017
Free Initial Consultation
Serving Lakewood Area
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CSI Group

CSI Group

(35)
Income TAX Preparation, Safe Retirement Investments, Estate, Trust & Will Planning
“To be especially knowledgeable, so much so that my wife and I came to him a couple of years ago after going through several Accountants over the years, none of whom fully understood our status (I am retired law enforcement).”
In Business Since 1977
Serving Lakewood Area
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American

American

(47)
  • Decision
  • Gentleman
  • Polite
“The life insurance consultant Juan Leonardo was very great to talk with , great explanation of the benefits as well as giving me the assurance that I was making the right decision getting life insurance.”
In Business Since 2012
616 Washington St 2nd Floor, Toms River, NJ
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Fence Financial

Fence Financial

(19)
Financial Services, Mutual Funds
“Bill is quite familiar with all the ever changing details of US and NJ Tax Law and I rest easy knowing he will handle my returns and finances professionally and accurately while trying to find me the tax cuts I qualify for.”
In Business Since 1985
Accepts All Major Credit Cards
Family Business
Licensed, BBB Rating: A+
Serving Lakewood Area
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Overhead Solutions Group - CPA and Tax Services

Overhead Solutions Group - CPA and Tax Services

(35)
Nonprofit, Government, Other Services
“We have worked with other accounting companies, but no one who was able to communicate the nuance of the auditing process as simply and precisely as she has.”
In Business Since 2021
2 NJ-37 STE F #1082, Toms River, NJ
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Daniel De Stefano CPA

Daniel De Stefano CPA

(12)
Services For Individuals, Tax Services, Services For Quickbooks
“I had a complicated tax situation that he was able to rectify for me and took his time to explain exactly what needed to be done in order to move things along more quickly.”
Transparent Fees & Pricing
Remote Consultations Available
Free Initial Consultation
Offers Financing Options
223 Drum Point Rd, Brick Township, NJ
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New Century Planning Associates

New Century Planning Associates

(21)
Retirement Income Planning, Long-Term Care Planning, Legacy Planning
“They have helped me and guided me out of a difficult financial situation, including tax return related issues from years back, and have set me on a course towards a comfortable retirement.”
In Business Since 2001
Serving Lakewood Area
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Mark Angelo Financial Services

Mark Angelo Financial Services

(1)
“I have always heard this was the top place in town.”
In Business Since 1996
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
616 Washington St, Toms River, NJ
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Whale Mallozzi & Padgett

Whale Mallozzi & Padgett

(25)
Assurance & Advisory Services, Accounting Services, Bookkeeping and Support Services
“Not only has he prepared returns for our entire family year after year but he was so helpful in settling our family's estate and was always available to answer any questions we had at any time.”
In Business Since 2017
Serving Lakewood Area
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Family Focus Financial Group

Family Focus Financial Group

(4)
Ira/Roth Ira Planning, Retirement Income Planning, Long Term Care
“Very family oriented, all my concerns and need were taking care of, if I need something this group always delivers as soon as possible, and I never have reason to worry about my future investments with Family Focus.”
In Business Since 2011
Family Business
Licensed, BBB Accredited
Serving Lakewood Area
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Mullooly Asset Management

Mullooly Asset Management

(11)
Wealth Management, Retirement Planning, Investment
“Fortunately for me, as I got to know Tom better I signed up with Mullooly Asset Management just prior to that 2008-2009 crisis, and I have always been glad I did because Tom literally saved my account from disaster.”
In Business Since 2007
Free Initial Consultation
Family Business
Transparent Fees & Pricing
Serving Lakewood Area
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The Accounting Offices of L.K. Reisman

The Accounting Offices of L.K. Reisman

Strategic Business Planning, Succession Planning, Bank Financing
“Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program ther...”
In Business Since 2014
Free Initial Consultation
Accepts All Major Credit Cards
Transparent Fees & Pricing
Serving Lakewood Area
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Retirement Planning and Investment Management Services in Lakewood, NJ Cost Estimates

Minimum cost
$1166
Maximum cost
$9911
National Average
$3498
Avg Per Hour Rates
$350
$2332
$6413
Fair price range is based on 432 cost profiles
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Average Cost $3498
Minimum cost $1166
Maximum cost $9911
Avg Per Hour Rates $350

Fair range $2332 to $6413 is based on 432 cost profiles.

Why these companies made our list

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