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Jacobovitch & Co., CPA
“I've used them personally, and the experience was excellent.”
Best Financial Advisors near Lakewood, NJ
We have 3 firms in Lakewood on file, and all of them are on this list, along with 21 from towns including Toms River (7, 6 mi), Brick (3, 5 mi) and Wall Township (2, 8 mi).
5 open weekends · 21 rated 4.5+
Data verified October 18, 2026
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Able Wealth Management
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Yungreis Wealth Management
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CSI Group
- Job
- Taxes
- Financial
“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).”
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Fence Financial
- Understanding
- Questions
- Investment
“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.”
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New Century Planning Associates
- Retirement
“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.”
The 24 firms listed for Lakewood, 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: Lakewood, NJ
22 of the 24 firms on this page have a rating, from 4.3 to 5.0 across 278 reviews; 1 has 50 or more reviews and 21 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (90%), responsiveness (70%) and quality (55%). 5 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are financial planning (7), retirement planning (3), wealth management (3), bookkeeping (2) and individuals (2). 3 have a BBB rating of A or A+. Domain records put 19 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 1 offers payment plans; 2 offer a free initial consultation and 6 are family- or locally-owned. We have a website on file for all 24 of the firms on this page; 22 publish a contact page; 21 list a public email and 3 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 Lakewood listed here?
3 of the 24 firms are located in Lakewood. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Mark Angelo Financial Services
“I have always heard this was the top place in town.”
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Family Focus Financial Group
“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.”
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Mullooly Asset Management
- Future
- Portfolio
- Team
“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.”
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Absolute Conclusions
- Policy
- Questions
- Insurance
“He's been so good at explaining to me the process of obtaining insurance and every step of the way he's been there to answer all of my questions, no matter how silly or small it seemed to me he always responded promptly and was extremely knowledgeabl...”
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Jalinski Advisory Group
- Team
- Book
- Retirement
“Josh and his team were extremely patient with my 30 plus questions, before moving forward with his recommended solution, after asking many questions, having several conversations, and identifying the goals and objectives...”
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Joseph Apuzzo, CPA
- Honest
- Questions
“When you become Joe's client, you will soon realize that you and your family are in great hands and you will realize that you are working with someone, who has your best interest in mind and you will soon get this feeling of comfort, security and saf...”
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William Skillender Wealth Management
- Office
- Seminars
- Future
“Everyone is professional, inquiries are always promptly answered, and on occasion, even just a quick call just letting you know they are there if you have any questions you would like answered.”
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Shoreline Wealth Management
- Team
- Goals
- Investment
“I had been with John Stephens from Wells Fargo in the past years he invited me to Shoreline and I have the pleasure of his assistance he has been a Wonderful financial advisor as well as making you feel like a personal friend he is amazing.”
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Tekeno Financial
- Honest
“He is pleasant to work with, responsible and dedicated to his clients.”
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Memoli & Company
“We have been using him for over 10 years without any problems...”
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Clarity Wealth Management
- Portfolio
- Goals
“I have recommended family and friends to Lenny and everyone has been happy with his professionalism, his caring nature, and his ability to look at the whole financial picture to develop a plan that makes sense for your specific goals.”
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Gallipoli & Gallipoli CPA
“I feel I am in good hands and trust them completely with my taxes and my financial portfolio folio.”
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Millstone Financial Group
- Goals
- Future
- Retirement
“He is fantastic at providing different perspectives that has helped us navigate through our financial options and has put our mind at ease knowing that, together, we established an achievable, yet realistic plan that we were very comfortable with.”
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Addeo, Polacco & Penta
“Our business has been working with Debbie Polizzi and team for sometime now and she has been an excellent advisor, with a breadth of knowledge spanning entity structure, taxation, and general accounting.”
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Tax Preparations by Kamran Arif
“Experts!”
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Safe Harbor Wealth Management
- Retirement
- Dave Ramsey
- Tax
“Chad helped me with great advice for retirement by looking at Social Security, Investments and Taxes and helped put together a complete plan that was very simple to understand.”
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Lisa A Chirichillo
“Great future and estate planning for any age.”
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Lawson, Rescinio & Schibell and Associates
“Sal & Bryan came onboard as our accountants a few years ago when we had just installed a new construction accounting software package; and, after we had been with a prior accountant for 14 years.”
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
Why these companies made our list
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