Kreppel Tax Advisory Group
“Detailed tax advisor, answered all our questions will be coming back in April 2025.”
Best Financial Advisors in Old Bridge, NJ
15 firms listed · 4 in Old Bridge · 1 open 24/7 · 6 open weekends · 14 rated 4.5+
Data verified October 21, 2026
Stern Capital Management
“I did not have much financial knowledge at the time and these guys went above and beyond to help me understand my options.”
Daniel Teplitz & Associates Financial Advisors
RMJ Financial Group
Hy Appelbaum CPA
“Hy has been very helpful and we are very confident in his handling of our account.”
Grantvest Financial Group
“He has helped me tremendously and I would recommend him to help you too.”
The 15 firms listed for Old Bridge, 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: Old Bridge, NJ
Of the 15 firms we list here, 4 are in Old Bridge itself and 11 come from towns including East Brunswick (4, 6 mi), Manalapan Township (2, 6 mi) and Matawan (1, 5 mi). 14 of the firms on this page have a rating, from 4.6 to 5.0 across 2,127 reviews; 10 have 50 or more reviews. 1 is open around the clock; 6 are open on Saturdays and 3 on Sundays. 1 shows a license on its website and 2 have a BBB rating of A or A+. Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 1 offers urgent consultations and 2 offer a free initial consultation. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 11 list a public email and 6 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 Old Bridge take financial planning bookings online?
6 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.
George Basily, Cpa, MST
“The most professional and responsive service we had worked with.”
Sai CPA Services
“SAI CPA services is one of the best accounting services provided in New Jersey.”
Jonathan Barrett Cfp, Clu, Chfc, Ricp, RPS
“I have been working with Jonathan for over three years and he has been an amazing resource.”
George Gereis, CPA
“George is the best CPA, I have had for the past 40 years !”
Legacy Wealth Advisors - Financial Planning
“In the last two years , I've received great and prompt service along with updated and accurate advice.”
PCB Financial Advisory Group
“He is knowledgeable, genuinely cares about the welfare of his clients, and spends a good amount of time teaching and explaining, so you're not in the dark about what's happening with your money.”
CSI Group
“We have been using CSI Group for several years now and have found them to be easy to deal with, accurate, and professional.”
Unique Financial Advisors & Tax Consultants
“If you're looking for long term growth and a trusted financial/tax advisor I would highly recommend his services.”
King Financial Network
“If you want team that cares about “you” and is ultra focused on your financial goals, then go for a visit.”
Why these companies made our list
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