Cortburg Retirement Advisors
“He gave me great advice, and was really able to simplify things to the point where I could understand them and make a well thought out and confident decision.”
Best Financial Advisors near North Bergen, NJ
We have one firm in North Bergen on file, and it is on this list, along with 12 from towns including New York, NY (6, 9 mi), Bronx, NY (1, 9 mi) and Bayonne (1, 10 mi).
4 open weekends · 11 rated 4.5+ · 2 show a license
Data verified October 27, 2026
Diversified Financial Services
“Diversified Financial Service is a reliable accounting firm that provides speedy and excellent services.”
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Drucker Wealth Management
“They created a solid savings and retirement plan that have allowed us to take vacations and manage unanticipated illnesses and hospitalizations.”
Intensive Financial Service
“Sedgwick and his team expertly handled the entire **IRS Audit** process, resolved the stressful issues, and had to refile my taxes to correct a massive error that could have cost me over $5,000 in tax debt”
Ty Associates
“Extremely attentive, accurate, and efficient, quick to answer emails and phone calls, and highly communicative.”
Klyman Financial
“I've known Yair for a while and can say he's incredibly knowledgeable, professional, and genuinely cares about helping people reach their financial goals.”
The 13 firms listed for North Bergen, 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: North Bergen, NJ
The 13 firms on this page are rated from 4.0 to 5.0 across 1,276 reviews; 10 have 50 or more reviews and 11 are rated 4.5 or higher. 4 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are services for individuals (3), tax services (3), business services (2), estate planning (2) and quickbooks services (2). 2 show a license on their websites and 1 has a BBB rating of A or A+. Domain records put 10 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 2 offer payment plans; 2 offer a free initial consultation; 2 are family- or locally-owned and 1 lists coupons or special offers. We have a website on file for all 13 of the firms on this page; 12 publish a contact page; 11 list a public email and 5 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 North Bergen take financial planning bookings online?
5 of the 13 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.
Certainty Tax Advisors
“Paul, Jehan and their staff were very knowledgeable, professional, helpful, patient and saved me a lot of money over the years.”
Tax Master Financial Services Corp
“David Block and the TaxMaster team worked to make sure that I got all the deductions to which I was entitled, thereby assuring me of the best returns possible.”
Legrand Financial Services
“They handle your taxes with years of expertise.”
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Wealthspire
“I'm completely happy with Wealthspire and I wouldn't hesitate to recommend my advisors to anyone who would benefit from their services.”
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Pope Wealth Planning
“Very happy with his services and look forward to a continued partnership.”
Aspire Tax
“I've had a great experience here especially with Sukh who has been very helpful and kind throughout every process.”
Sidhom Accounting and Tax Consultants
“Have filed a few times with them and have had a great experience.”
Why these companies made our list
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