Best Financial Advisors in Middletown, NJ

The highest-rated Financial Planning & Wealth Management companies out of 162 vetted & reviewed in the Middletown area.

Kelly & Co

Kelly & Co

Accountants
“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we'...”
In Business Since 1999
Transparent Fees & Pricing
Offers Financing Options
165 Bamm Hollow Rd, Middletown Township, NJ
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Schwager Valanzano

Schwager Valanzano

Business Services, Tax Services, Services For Quickbooks
“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 1999
Accepts All Major Credit Cards
Transparent Fees & Pricing
Free Initial Consultation
1715 NJ-35 Ste 204, Middletown Township, NJ
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Advance Funds Network

Advance Funds Network

(45)
Consolidation Programs, Business Term Loans, Business Line of Credit
“Isaac, with advance funds network always takes care of our working capital needs, finding us the best rates and terms to keep our Steel business running smoothly.”
In Business Since 2007
Emergency Services
Offers Financing Options
464 Kings Hwy 2nd fl, Brooklyn, NY
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Kreppel Tax Advisory Group

Kreppel Tax Advisory Group

(47)
Tax Planning, Social Security Planning, Income Planning
“Elliott Kreppel is a mensch and now his beautiful, well-educated son works with him on all processes as well (it's good to know somebody will be around at the firm for a long time).”
In Business Since 2008
Licensed, BBB Rating: A+
1405 NJ-18 # 103, Old Bridge, NJ
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Jonathan Barrett Cfp, Clu, Chfc, Ricp, RPS

Jonathan Barrett Cfp, Clu, Chfc, Ricp, RPS

(50)
  • Work
  • Retirement
  • Questions
“He didn't judge us for not having made better financial decisions in our past; instead he advised us on how to start “fixing” things so that we could be ready for any hits.”
In Business Since 2012
Licensed
90 Woodbridge Center Dr #700, Woodbridge Township, NJ
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Mauriello Enterprises | My Tax Fella

Mauriello Enterprises | My Tax Fella

(44)
Ledgers, Additional Services, For Individuals
“He and his team make it easy by setting up a secure portal to supply forms and the turnaround time is always fast and they provide a really helpful report that helps me understand changes from year to year that impact my refund or payment.”
In Business Since 2012
Accepts All Major Credit Cards
16 Driggs St, Staten Island, NY
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Grantvest Financial Group

Grantvest Financial Group

(50)
  • Mind
  • Retirement
  • Knowledge
“Joe really helps set your mind at ease and responds quickly and efficiently to any questions or concerns, all while ensuring he's taking all your financial goals into consideration.”
In Business Since 2018
Transparent Fees & Pricing
Serving Middletown Area
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YM Ventures

YM Ventures

(46)
  • Small Business
  • Company
  • Loan
“Albert Sitorsky is a great man who really cares about getting it done for you in a timely manner and always gets right back to you if he misses your call.”
In Business Since 2018
Offers Financing Options
Serving Middletown Area
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Global Financial Training Program

Global Financial Training Program

(48)
  • Investment
  • Commercial
  • Information
“I took Phil's course and it provided me with the tools and resources necessary to start my own business with the confidence that I have everything I'll need to be successful.”
In Business Since 2012
Serving Middletown Area
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Goldenthal & Suss Consulting

Goldenthal & Suss Consulting

(48)
Outsourced Accounting & Bookkeeping, Small Business Accounting, Auditing and Assurace Services
“I've been going to Dave for my income taxes for 3 years now, very helpful and professional he doesn't mind taking the time to explain things and is very thorough.”
In Business Since 2004
4218 Amboy Rd, Staten Island, NY
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My Inheritance Cash

My Inheritance Cash

(43)
  • Call
  • Company
  • Probate
“I worked with Steve scudera he was amazing to work with even with my laywer that was not helpful at all he explained everything never lost patience even when I called 20 times a day.”
In Business Since 2017
Free Initial Consultation
Serving Middletown Area
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CSI Group

CSI Group

(35)
Income TAX Preparation, Retirement Planning, Safe Retirement Investments
“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 1975
Serving Middletown Area
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King Financial Network

King Financial Network

(50)
  • Goals
  • Team
  • Market
“Autonomous communication from the team is not unusual, which includes jointly scheduled bi-annual communication regarding market outlook and portfolio review.”
In Business Since 2015
Free Initial Consultation
Serving Middletown Area
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Watson Worldwide

Watson Worldwide

(16)
“It's safe to say Abraham has made a friend in me, definitely highly recommended I will be referring all my friends and family members to Watson Worldwide !”
In Business Since 2023
258 Smith St, Perth Amboy, NJ
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New Century Planning Associates

New Century Planning Associates

(21)
Retirement Income Planning, Financial Planning, Long-Term Care Planning
“Thanks to the research of Bobby Ryerson we have identified small priced stocks on the verge of exploding and we capitalized on it before its new growth cycle hit, thus, "Buy low, sell high.”
In Business Since 2001
Serving Middletown Area
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Unique Financial Advisors & Tax Consultants

Unique Financial Advisors & Tax Consultants

(25)
Financial Planning, Investment Management, TAX Preparation
“After working with Financial advisors from established companies such as American Express and Merryl Lynch, recently I was introduced to Unique Financial Advisors.”
In Business Since 2014
Serving Middletown Area
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The Debt Management Group

The Debt Management Group

(16)
  • Creditors
  • Payment
  • Company
““When I thought that there was no help for the struggle I was having with my creditors, The Debt Management Group took the time to go over the many options that someone in my position could explore to try to resolve them.”
In Business Since 2009
Free Initial Consultation
137 Kreischer St, Staten Island, NY
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Legacy Wealth Advisors

Legacy Wealth Advisors

(26)
Corporate Client Services, Personal Client Services, Investment Planning
“A short time later the office called me and said that in checking with the company which sent out the letter, they admitted that it was sent out in error, a glitch.”
In Business Since 2001
Serving Middletown Area
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Zynergy Retirement Planning

Zynergy Retirement Planning

(18)
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“The amount of information can be overwhelming, but Bill helps to break it down so you can truly understand how to achieve the best financial position possible.”
In Business Since 2013
Free Initial Consultation
Serving Middletown Area
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Whale Mallozzi & Padgett

Whale Mallozzi & Padgett

(25)
Bookkeeping and Support Services, Accounting Services, Tax Preparation & Planning 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 Middletown Area
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Family Focus Financial Group

Family Focus Financial Group

(4)
Long Term Care, Retirement Income Planning, Estate/Succession Planning
“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
Licensed, BBB Accredited
Family Business
Serving Middletown Area
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Gallus Lawrence

Gallus Lawrence

(1)
Payroll, Services For Individuals, Personal Financial Planning
“I've been going to him for 10 years”
In Business Since 1997
Transparent Fees & Pricing
Offers Financing Options
Free Initial Consultation
1613 Avenue Z, Brooklyn, NY
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Goel CPA

Goel CPA

(14)
Services For Businesses, Services For Individuals
“Pooja Goel from Goel CPA is very helpful and a talented CPA, ,she have had helping me to maximize returns and save more, she gives ample time to ask your questions be it Tesla credit or dollars.”
In Business Since 2021
Transparent Fees & Pricing
Serving Middletown Area
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Divorce Mediation in New Jersey, TLC Mediation

Divorce Mediation in New Jersey, TLC Mediation

(18)
Collaborative Divorce, Co-Parenting Resources, Learning Center
“With a background in counseling and financial planning, Jann brings a wealth of important knowledge and understanding to her clients as they navigate the divorce process together.”
In Business Since 2015
Serving Middletown Area
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Retirement Planning and Investment Management Services in Middletown, NJ Cost Estimates

Minimum cost
$1089
Maximum cost
$9254
National Average
$3266
Avg Per Hour Rates
$327
$2178
$5988
Fair price range is based on 408 cost profiles
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Average Cost $3266
Minimum cost $1089
Maximum cost $9254
Avg Per Hour Rates $327

Fair range $2178 to $5988 is based on 408 cost profiles.

Why these companies made our list

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