Natalie L Pitts CPA
“Hard to express in words how much we appreciate Natalie's guidance, patience, and attention to detail (not to mention being an absolute pleasure to work with).”
Best Financial Advisors in Montclair, NJ
15 firms listed · 6 in Montclair · 3 open weekends · 13 rated 4.5+ · 3 show a license
Data verified October 20, 2026
RMR Wealth Builders
“Ryan DeGrau is the go-to guy to take care of you and he will work as hard as he can to make sure you're satisfied.”
Evoke Wealth Management
“Evoke Wealth is a tremendous group of individuals with strong expertise in retirement and investment management.”
Bautis Financial
“The team at Bautis Financial never ceases to amaze me with not only their superior customer service, but their innovative approach to wealth management as well.”
Dowd Financial Planning
Noblebridge Wealth Management
The 15 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.
Area overview: Montclair, NJ
Of the 15 firms we list here, 6 are in Montclair itself and 9 come from towns including New York, NY (2, 17 mi), East Orange (1, 4 mi) and Fairfield (1, 6 mi). 14 of the firms on this page have a rating, from 4.0 to 5.0 across 831 reviews; 6 have 50 or more reviews and 13 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "expertise" and "price". 3 are open on Saturdays. The services the firms on this page list most often on their websites are services for individuals (3), business services (2), industries (2), investment management (2) and services for quickbooks (2). 3 show a license on their websites; 2 list staff certifications (CFP) and 3 have a BBB rating of A or A+. 12 have ten or more years of experience, the longest 90 years. 3 offer payment plans; 3 offer a free initial consultation and 1 lists coupons or special offers. 1 has Spanish-speaking staff. 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 Montclair take financial planning bookings online?
3 of the 15 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.
Frank Kapitza Cpa, MS & Associates
“Frank and his team were proactive in finding ways to save us money.”
Tax Master Financial Services Corp
“We miss him so much (now that he is retired) but David is doing a great job following in his Dad's footsteps and going a great job with our taxes and finances!!!!”
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Wealthspire
“Extremely polite, humble, open, and honest, as well as experienced and fun professionals in various facets of the financial world, which is complex in itself.”
Legrand Financial Services
“I would recommend to anybody looking for honest, professional help !”
Sidhom Accounting and Tax Consultants
“Al is honest patient and great to work with very professional and really knows his work..”
Highland Financial Advisors
“Joe is trustworthy, competent and skilled in helping clients understand cash flow and create financial goals, and does so with empathy and sensitivity to the challenges that divorce brings.”
Medatax Services
“I never felt rushed, unlike experiences I've had with large chain tax preparers, and Evans took the time to ensure we maximized our return.”
E&Q Tax Accounting & Business Solutions
“Darleny and Daniela were quick and easy to understand with any doubts that i had (Also liked that they both speak English and Spanish)Recommended!!”
Clinton Robinson Pro Tax Services
“CR ProTax agency is a great place, the people are so nice and welcoming.”
Why these companies made our list
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