Best Financial Advisors near New Brunswick, NJ

We have one firm in New Brunswick on file, and it is on this list, along with 9 from New York, NY (5, 31 mi), East Brunswick (3, 4 mi) and New Providence (1, 15 mi).

2 open weekends · 8 rated 4.5+

Data verified October 18, 2026

Sai CPA Services

Sai CPA Services

4.9 50 reviews
“Whenever I encounter someone with an accountant who is not solving their problems, I recommend Ajay.”
Since 2009Virtual consultations
East Brunswick, NJ · 4 mi from New Brunswick
i
George Basily, Cpa, MST

George Basily, Cpa, MST

4.4 42 reviews
“I like the customer service his stuff providing ,and they take care of my business needs all the time!!”
Since 2010BBB accredited
East Brunswick, NJ · 4 mi from New Brunswick
i
Masterworks

Masterworks

4.3 41 reviews
“Operations team did a great job of following up and helping with my transaction and I needed to complete a deposit verification for my investment.”
Since 1995
New York, NY · 31 mi from New Brunswick
i
Francis Financial

Francis Financial

5.0 33 reviews
“Stacy and her team at Francis Financial are women-focused, and it's empowering to work with a financial advisor that makes sure I get the experience I'm entitled to.”
Free consultationVirtual consultationsServes United States20+ years
New York, NY · 31 mi from New Brunswick
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I&U CPA

I&U CPA

5.0 4 reviews
“They also spent face to face time to understand my situation and were available over the phone and email for any questions (my previous tax accountant was not as responsive).”
Serves nationwideSince 2013FinancingPrices online
New York, NY · 31 mi from New Brunswick
i
M&Y International Financial Services

M&Y International Financial Services

4.9 13 reviews
“He was incredibly responsive to my emails, always ready to help and answer any questions that I had, and very professional.”
Since 2006Prices online
193 Livingston Ave
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The 10 firms listed for New Brunswick, 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: New Brunswick, NJ

The 10 firms on this page are rated from 4.3 to 5.0 across 794 reviews; 3 have 50 or more reviews and 8 are rated 4.5 or higher. 2 are open on Saturdays. Domain records put 10 websites of the firms on this page at ten or more years old; the oldest dates from 1995. 3 offer payment plans and 3 offer a free initial consultation. We have a website on file for all 10 of the firms on this page; 8 publish a contact page; 5 list a public email and 4 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.

Do firms listed for New Brunswick take financial planning bookings online?

4 of the 10 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.

C York CPA

C York CPA

4.8 13 reviews
“I have asked him to take on some more complicated business tax concerns because they did such a great job with mine.”
Since 1997Prices online
New York, NY · 31 mi from New Brunswick
i
Detlet Michael F CPA

Detlet Michael F CPA

5.0 4 reviews
“Michael Detlet has handled both my small business and personal taxes for almost 10 years.”
Free consultationSince 2005FinancingPrices online
New Providence, NJ · 15 mi from New Brunswick
i
The Langel Firm

The Langel Firm

4.8 24 reviews
“Guided by his humanitarian impulse Jesse Langel defends his clients aggressively and ensures justice is served.”
Since 2009
New York, NY · 31 mi from New Brunswick
i
Neppalli Financial Accountants & Tax Advisors

Neppalli Financial Accountants & Tax Advisors

5.0 7 reviews
“Praveen was very courteous and has great wealth of knowledge in all fields.”
Free consultationSince 2008FinancingPrices online
East Brunswick, NJ · 4 mi from New Brunswick
i
HomeWealth Management AdvisorsNew JerseyNew Brunswick, NJ

Why these companies made our list

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