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Kreppel Tax Advisory Group
“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).”
Best Financial Advisors near Middletown, NJ
There are no firms listed in Middletown itself yet; the 24 below are the closest options, from towns including Staten Island, NY (5, 14 mi), Red Bank (3, 3 mi) and Holmdel (2, 4 mi).
1 open 24/7 · 9 open weekends · all 24 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
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Jonathan Barrett Cfp, Clu, Chfc, Ricp, RPS
- 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.”
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Grantvest Financial Group
- 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.”
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Goldenthal & Suss Consulting
- Tax Planning
- Questions
- Understanding
“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.”
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CSI Group
- Financial
- Taxes
- Questions
“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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King Financial Network
- Goals
- Team
- Market
“Autonomous communication from the team is not unusual, which includes jointly scheduled bi-annual communication regarding market outlook and portfolio review.”
The 24 firms listed for Middletown, 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: Middletown, NJ
The 24 firms on this page are rated from 4.6 to 5.0 across 1,191 reviews; 6 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (95%), quality (74%) and responsiveness (74%). The topics that come up most in reviews of the firms on this page are "knowledge", "understanding" and "expertise". 1 is open around the clock; 9 are open on Saturdays and 5 on Sundays. The services the firms on this page list most often on their websites are financial planning (3), tax planning (3), investment management (2), legacy planning (2) and life insurance (2). 1 shows a license on its website and 2 have a BBB rating of A or A+. Domain records put 18 websites of the firms on this page at ten or more years old; the oldest dates from 2001. 1 offers urgent consultations; 3 offer payment plans; 3 offer a free initial consultation and 2 are family- or locally-owned. 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 Middletown take financial planning bookings online?
4 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.
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New Century Planning Associates
- Retirement
“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.”
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Unique Financial Advisors & Tax Consultants
- Sound
- Vid
- Questions
“After working with Financial advisors from established companies such as American Express and Merryl Lynch, recently I was introduced to Unique Financial Advisors.”
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Zynergy Retirement Planning
- Communication
- Team
- Future
“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.”
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Legacy Wealth Advisors
- Mind
- Financial Advisors
- Retirement
“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.”
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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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Gallus Lawrence
“I've been going to him for 10 years”
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Divorce Mediation in New Jersey, TLC Mediation
- Questions
- Compassionate
- Financial
“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.”
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Lotano Financial Group of Harbor Lights Financial Group
- Divorce
- Investments
- Questions
“Justin is a knowledgeable financial advisor, but more importantly he is a good person who truly gets to know his clients and works to help them achieve their goals.”
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Absolute Conclusions
- Policy
- Insurance
- Questions
“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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Ramgrows Financial
- Credit Score
- Funding
- Expertise
“I am extremely grateful to Mal for helping me secure funding for my business.”
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Sayegh Wealth Management
- Investment
- Question
“Steve not only managed to supersede our expectations in gains, but provided on-the-spot consultations anytime we needed understanding of particular transactions, such as asking for options that we perceived as less risky.”
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Archway Wealth Management
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The Lynch Financial Group
- Portfolios
- Retirement
- Tax
“From annual tax preparation and tax planning to longer term strategies for portfolio management and estate planning, Peter and his team deliver comprehensive and friendly advice in a relaxed atmosphere and I look forward to working with them for many...”
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Shaun Roberts Associates
“He handles all of my personal/business tax needs, investment advice as well as the needs of my entire family.”
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Hronich & Company
“He pays attention to detail and is more than willing to answer any questions or give insight wherever he can.”
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Vento Tax & Wealth Management Group
“John is super-knowledgeable on all things tax-related, and he has helped me implement tax-planning strategies that have resulted in significant tax savings.”
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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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Blue Collar Capital Financial
“Thanks to Christian for his prompt response and unmatched attentiveness to my needs.”
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
Why these companies made our list
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