Best Financial Advisors in Newark, NJ

The highest-rated Financial Planning & Wealth Management companies out of 119 vetted & reviewed in the Newark area.

Claudia Gorostiaga CPA

Claudia Gorostiaga CPA

(4)
Services For Quickbooks, Tax Services, Business Services
“They are up to date with technology, which help save time when filling taxes and gathering documents, we take advantage of this and send our documents electronically.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2021
650 Newark Ave, Elizabeth, NJ
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Curran & Company

Curran & Company

(7)
Consulting, Assurance & Advisory, Accounting
“We've been using Curran & Company for years and couldn't be happier.”
In Business Since 2010
59 Lincoln Park #200, Newark, NJ
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Pereria & Azevedo

Pereria & Azevedo

(1)
“Professional service from knowledgeable and courteous staff !”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2004
52-54 Rome St, Newark, NJ
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Olali Enterprises

Olali Enterprises

(14)
  • Information
  • Brand
  • Structure
“Not only they go over everything with you but they make sure that you are educated about the different things out there you can benefit on as a business owner.”
Free Initial Consultation
In Business Since 2019
3 Warren St, Newark, NJ
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Quantitative Analysis Service

Quantitative Analysis Service

(1)
“We work closely with portfolio managers to create alpha by by identifying emerging leadership and managing risk.”
In Business Since 1997
24 Commerce St, Newark, NJ
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Fabio Financial Services

Fabio Financial Services

(1)
“Fantastic!”
In Business Since 2016
105 Lock St # 217, Newark, NJ
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Intelligent Resolution Services

Intelligent Resolution Services

“From tax and financial consulting to accounting and auditing, we provide comprehensive and individualized support to meet all of your tax and financial needs.”
In Business Since 2014
112 Jabez St #106, Newark, NJ
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Hackney & Associates

Hackney & Associates

“Fred brings a vast knowledge to his clients having worked for several investment banking firms as a Stock Broker and Registered Investment Advisor. He has been nationally and locally published on many issues involving retirement planning and the ethi...”
Licensed, BBB Accredited
In Business Since 2004
410 Chestnut St, Newark, NJ
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Patino & Associates

Patino & Associates

(5)
“No doubt it's the best”
124 Polk St Suite 1, Newark, NJ
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Limestone Financial Group

Limestone Financial Group

Retirement Planning, Financial Planning, Family Wealth Planning
“You are a highly skilled professional in strong demand that changes jobs often bc of that, a corporate executive with alot of employer stock option rights & significant equity based compensation each year. Succesful entrepreneur in growing business a...”
Offers Financing Options
In Business Since 2017
59 Lincoln Park, Newark, NJ
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Profolio Investments

Profolio Investments

“Profolio Investments, Inc. serves the financial and investment interests of a diverse range of clients. Our clients include high net worth individuals, beginning investors, and businesses operating across multiple industries. Business owners are cont...”
Transparent Fees & Pricing
In Business Since 2013
121 Newark Ave, Jersey City, NJ
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Coroebus Wealth Management

Coroebus Wealth Management

“Coroebus Wealth Managementoffers strategic financial planning, asset management andbusiness consultingservices to entrepreneurs and family offices, focusing on achieving successful intergenerational wealth transfers.”
In Business Since 2013
1 Gateway Center #2600, Newark, NJ
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Greater Newark Ent Corporation

Greater Newark Ent Corporation

“At GNEC, we are here for you every step of the way. We support entrepreneurs and small business owners on their path to funding by providing tools and connection to resources needed to build financially sustainable businesses. At GNEC, we believe tha...”
In Business Since 2015
744 Park Plz, Newark, NJ
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Heron Wealth

Heron Wealth

(30)
Investment Advice, Financial Planning, Estate Planning
“As I near retirement its reassuring to know that I will have their continued support — ensuring I have continued financial success in this next phase of my life.”
Remote Consultations Available
Accepts Paypal
In Business Since 1998
205 E 42nd St 20th Floor, New York, NY
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CK Accounting Group

CK Accounting Group

(10)
“I have used this accounting group for my business- they have always filed all of my tax filings on time, have been very easy to reach and also are very proactive about my tax filings.”
Transparent Fees & Pricing
In Business Since 2019
Serving Newark Area
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Highland Financial Advisors

Highland Financial Advisors

(2)
Financial Planning and Investment Management
“Reed and his team at Highland Financial are top flight advisors as well as good, honest people.”
CFP Certified
In Business Since 2005
1680 NJ-23 Suite 210, Wayne, NJ
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MD Wealth Advisors

MD Wealth Advisors

(2)
“Diligent, provides tax effective strategies and different options to invest.”
Free Initial Consultation
In Business Since 2019
Serving Newark Area
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Smart Tax

Smart Tax

(22)
Tax Services, Business Services, Services For Individuals
“Got my taxes done quick.”
Free Initial Consultation
Transparent Fees & Pricing
Accepts Cash, All Major Credit Cards, Financing available
Licensed, BBB Rating: A+
445 Columbia St, Brooklyn, NY
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Bovell Financial

Bovell Financial

(30)
Tax Preparation
“This company also has the updated technology with the capability of creating an online account through the portal to make your experience that much more convenient.”
Offers Financing Options
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2012
45 Rockefeller Plaza #2000, New York, NY
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Zebulon Tax Advisory

Zebulon Tax Advisory

(19)
  • Tax Laws
“He's extremely knowledgeable and always staying up to date on the latest investment options and tax laws.”
Free Initial Consultation
Transparent Fees & Pricing
Accepts Cash, Check, Financing available, Travelers checks
Licensed, BBB Rating: A+
Serving Newark Area
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Graziano & Company, Cpas

Graziano & Company, Cpas

(29)
  • Family
  • Retire
  • Financial Planning
“John and his staff has managed my portfolio and taxes for the past 35 years and there is no one I trust more than him to continue my financial planning.”
Free Initial Consultation
Offers Financing Options
Transparent Fees & Pricing
In Business Since 1998
847 Broadway, Bayonne, NJ
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Clinton Robinson Pro Tax Services

Clinton Robinson Pro Tax Services

(13)
  • Tax Preparer
“He is very professional, always provides the best service and he has the best staff!”
Transparent Fees & Pricing
Accepts Check, All Major Credit Cards, Cash
Licensed, BBB Rating: A+
In Business Since 1978
464 Central Ave, East Orange, NJ
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Drucker Wealth Management

Drucker Wealth Management

(29)
  • Education
  • Life
  • Understand
“They have patiently talked me through many options, seamlessly managed account transfers for me, built in flexibility that my lifestyle requires, and I feel more secure and educated than ever about my finances.”
Remote Consultations Available
Transparent Fees & Pricing
Licensed
In Business Since 2012
2 Park Ave #300, New York, NY
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I Clever Services

I Clever Services

(24)
Services For Quickbooks, Tax Services, Business Services
“You can rest assured that you will have feedback from a very knowledgeable and dedicated Team in a very timely manner, who provide a valuable professional service.”
Free Initial Consultation
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2007
260 Madison Ave 8th floor, New York, NY
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Retirement Planning and Investment Management Services in Newark, NJ Cost Estimates

Minimum cost
$1230
Maximum cost
$10451
National Average
$3689
Avg Per Hour Rates
$369
$2459
$6763
Typical price range is based on 433 cost profiles
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Average Cost $3689
Minimum cost $1230
Maximum cost $10451
Avg Per Hour Rates $369

Typical range $2459 to $6763 is based on 433 cost profiles.

Why these companies made our list

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