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Kreppel Tax Advisory Group
“Elliott Kreppel is a mensch and now his beautiful, well-educated son works with him on all processes as well (it's good to know somebody will be around at the firm for a long time).”
Best Financial Advisors in Old Bridge, NJ
24 firms listed · 4 in Old Bridge · 10 open weekends · 19 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
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Stern Capital Management
“Definitely recommend for anyone starting out in their careers to anyone well established with substantial accumulated wealth.”
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Black Ink Business Services
“One love”
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RMJ Financial Group
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Daniel Teplitz & Associates Financial Advisors
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Epic Wealth Management
“From retirement plans to annuities and life insurance they have it all covered.”
The 24 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 24 firms we list here, 4 are in Old Bridge itself and 20 come from towns including Staten Island, NY (4, 15 mi), Red Bank (3, 13 mi) and East Brunswick (2, 6 mi). 21 of the firms on this page have a rating, from 4.0 to 5.0 across 1,442 reviews; 9 have 50 or more reviews and 19 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (94%), responsiveness (77%) and quality (74%). 10 are open on Saturdays and 4 on Sundays. The services the firms on this page list most often on their websites are financial planning (3), accounting & bookkeeping (2), life insurance (2) and payroll services (2). 1 shows a license on its website and 2 have a BBB rating of A or A+. Domain records put 17 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 3 offer a free initial consultation. 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 24 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.
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Wealthcolony
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Sai CPA Services
- Business Tax
- Team
- Work
“I have been working with Ajay and his team for more than a decade to help with my personal and business accounts and many other things related to business.”
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Hy Appelbaum CPA
- Knowledge
- State
- Call
“The previous accountant was good at personal taxes but when I opened up The Serene Spa in Highland Park last year I needed a highly experienced accountant who dealt with personal and business.”
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George Basily, Cpa, MST
- Financial
- Questions
- Tax Preparer
“All what is needed is two 10 minutes visits the 1st one is to file and discuss all of youe documents and expenses then you return after 4-5 days to review and sign for the submission”
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Jonathan Barrett Cfp, Clu, Chfc, Ricp, RPS
- Decisions
- Retirement
- Resource
“In our many conversations I also found out that he is heavily involved in the community and charity work - amazing all around - I can't recommend Jonathan enough.”
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Grantvest Financial Group
- Expertise
- Retirement
- Interest
“I have known Joe for about 12 years and he has had an exceptionally successful effect on my retirement so much so that my soon to be wife has transferred her retirement funds.”
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George Gereis, CPA
- Estate
- Questions
- Integrity
“George, is a very meticulous reliable accountant who constantly gives attention to the details, I reached out to him 6years ago to set up the church accounting system to develop the donations, expenses and plan for the construction of church's massiv...”
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Goldenthal & Suss Consulting
- Small Business
- Questions
- The Future
“I have Been a client of Goldenthal & Suss for many years, specifically Mr David Egan he is a complete professional and knows the tax laws inside and out .”
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Dennis Surmanek
- Goals
- Retirement
- Interest
“After just speaking with him now about my accounts, he, once again, provided honest feedback, direct answers and direction, and it is always clearly evident he ensures his fiduciary responsibility to my best interest and the ethical financial role he...”
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CSI Group
- Taxes
- Financial
- Tax Services
“To be especially knowledgeable, so much so that my wife and I came to him a couple of years ago after going through several Accountants over the years, none of whom fully understood our status (I am retired law enforcement).”
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King Financial Network
- Management
- Team
- Assets
“Our son also followed in our foot steps, and we have all been pleased with the attention to detail and report updates provided, especially listening and advising us as to the options to attain our financial goals.”
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New Century Planning Associates
- Retirement
“Bob and Louis are easy to reach, willing to address any questions or concerns we might have and their investment advice has been excellent to date and we could not be more pleased.”
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Unique Financial Advisors & Tax Consultants
- Fiduciary
- Vid
- Educated
“I have no hesitation to recommend this firm to anyone specially to a business owner that like to get to the next level financial advice or Tax consultancy.”
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Zynergy Retirement Planning
- Accounts
- Team
- Retired
“I have the utmost confidence and appreciation for their professionalism, caring and personal involvement with all my investments & retirement positions.”
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Legacy Wealth Advisors
- Words
- Financial Advisors
- Strategies
“Eric and Jay take the time to do a deep dive into every aspect of your financial health and are very professional and competent in the services they provide.”
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M&Y International Financial Services
- Tax Preparation
“I had a complicated year as taxes go and Mars was not only able to explain the details of my return to me but also was able to find areas I can claim deductions on and reduce the overall amount I had to pay in taxes.”
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Leo Wealth Management
“I have been extremely satisfied with all of the help Jim has given me over the years, he has made a huge impact in my life and helped me retire sooner than I had anticipated.”
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Purevest
- Accounts
- Company
- Retirement
“He explained and helped me to understand how to handle my situation better than anyone else.”
Retirement Planning and Investment Management Services in Old Bridge, NJ Cost Estimates
Minimum cost
$1092
Maximum cost
$9275
National Average
$3274
Avg Per Hour Rates
$328
$2183
$6002
Fair price range is based on 405 cost profiles
Why these companies made our list
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