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24 firms listed · 6 in Montclair · 7 open weekends · 21 rated 4.5+ · 3 show a license
Data verified October 20, 2026
The 24 firms listed for Montclair, 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.
Of the 24 firms we list here, 6 are in Montclair itself and 18 come from towns including New York, NY (8, 17 mi), Bayonne (2, 12 mi) and East Orange (1, 4 mi). 23 of the firms on this page have a rating, from 4.2 to 5.0 across 1,511 reviews; 8 have 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 (94%), responsiveness (87%) and quality (80%). 7 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are services for individuals (4), business services (3), tax services (3), investment management (2) and quickbooks services (2). 3 show a license on their websites; 3 list staff certifications (CFP and CPA) and 4 have a BBB rating of A or A+. 17 have ten or more years of experience, the longest 90 years. 4 offer payment plans; 4 offer a free initial consultation; 1 is family- or locally-owned and 1 lists coupons or special offers. 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.
6 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.
