The highest-rated Financial Planning & Wealth Management companies out of 104 vetted & reviewed in the Passaic area.
Learn how we score.
Prominent finalists A-Z in Passaic
Akiva Group
Bovell Financial
Direct Pay
Drucker Wealth Management
Dynamic Tax and Accounting Services
Graziano & Company, Cpas
IBA Business Solutions
KELTRON TAX CORP.
Lifelong Investments
Lyle Weintraub, Cfp- Wealth Advisor, Bleakley Financial Group
Morgan Legal Group
Paul Stramberg, CPA
People Wealth Matters
Precision Accounting Intl
Smart Tax
Strata Capital
Strategic Family Wealth Counselors
Sylco Consulting
TAX Drx
Taiwo Tax & Accounting
US Financial Services
Universal Tax & Travel Services
Vaughan & Co. Securities
Zambito Financial Services Corp. / Matthew Zambito, Cpa, Cfp, MS
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Universal Tax & Travel Services
(7)
Individuals, Payroll Services, Bookkeeping
“I have been doing it with her for 6 years and I am always satisfied.”
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Akiva Group
“"Clint was great, even though I did not meet some of the financial ""requirements"" (and as he explained, I would not benefit from a financial adviser at this time), he still took 30 minutes out of his day to discuss my situation and give me tips on ...”
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Paul Stramberg, CPA
(8)
Tax Planning, Financial Planning
“Recently, Paul was able to negotiate what I considered to be very favorable terms on my behalf with the State Division of Taxation on an outstanding corporate tax liability matter.”
“In addition to her vast historical and current market knowledge, she is an excellent, perceptive listener who is able to identify your specific needs and tailor products to accomplish your financial goals.”
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Lyle Weintraub, CFP
Backed by Bleakley, Media Library, The RIA Difference
“The Forbes Best-In-State Wealth Advisor ranking was developed by SHOOK Research. The Forbes Best-In-State Wealth Advisor ranking was issued to Lyle Weintraub from 2022 – 2024 based off reported data as of June 30 th in that calendar year. These ranki...”
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Lifelong Investments
(4)
“He is a no pressure kid of guy and invests my money at my comfortable risk level.”
“At our firm, we primarily focus on providing assistance to individuals and their families, as well as to small business owners, medical specialists, and legal professionals. We want to help these clients achieve financial success while also ensuring ...”
“People Wealth Matters is a comprehensive financial planning firm that offers insurance, investments and wealth transfer strategies. We assist each client to help build, grow and maintain financial wealth to live a better quality life. We deliver tail...”
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Zambito Financial Services Corp. / Matthew Zambito, Cpa, Cfp, MS
Financial Planning
“Our first priority is your helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and...”
For Corporate Professionals, For Metlife Employees, For Entrepreneurs
“At Strata Capital, we believe that a life well-lived is defined by balance: balance between work and family, between caring for others and caring for ourselves, between your lifestyle today and in the future. As wealth managers and financial planners...”
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Direct Pay
“You want your customers to have the best experience, and that means giving them options at the point of sale. Take advantage of leading technology in POS systems to make it fast and easy for customers to checkout and connect with your business in and...”
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Taiwo Tax & Accounting
(13)
Services For Quickbooks, Services For Individuals, Tax Services
“Great work very detailed with your return definitely knows what he's talking about very professional will be coming back Positive Quality, Professionalism”
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Keltron TAX Corp.
(23)
Questions
President
Accountant
“.Thank you and really appreciate Tom George for your service as it's a great achievement for INANY which would help us to render more community service without any restriction”
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Smart Tax
(44)
Services For Individuals, Tax Services, Business Services
“I had a tax issue and wanted a second opinion, and Nick not only charged me a fraction of what the other accountant charged, he was kind, he was a great communicator and his work was accurate and excellent.”
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Sylco Consulting
(48)
Tax Services, Business Services, Services For Individuals
“If you are looking for a tax agent and CPA who will provide top-notch service and deliver exceptional results, look no further than Dudley at Sylco Consulting.”
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Dynamic Tax and Accounting Services
(47)
Payroll, Services For Individuals, Part-Time CFO Services
“Their attention to detail, proactive communication, and deep understanding of complex tax laws instilled confidence and peace of mind throughout the entire process.”
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IBA Business Solutions
(50)
Company
Efficient
Loan
“I just want to thank everyone that work at this company for their hard word and dedication in helping people like myself to live in a nice home, i specially want to thank Carla she is so professional and get the work done call and give updates and ma...”
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Bovell Financial
(50)
Tax Preparation
“I continue to utilize his services for both my personal and business financial needs because I trust his expertise, appreciate his candor, and always experience exceptional results.”
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Drucker Wealth Management
(49)
Questions
Expertise
Team
“For those just starting the process of investing, it's a good exercise in thinking about the future and making decisions about long term expectations.”
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Morgan Legal Group - Estate Planning & Probate
(47)
Probate Proceeding In New York, Creation Of A Life Estate, The Common Challenges Faced During the Probate Process
“They are experts in this area of law, and also they are creative in finding appropriate solutions to very personal family estate matters and are very skilled in making the entire process efficient and understandable.”
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Graziano & Cullen, Cpas
(49)
Financial Planning
Trust
Efficient
“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.”
“I like the fact that it can all be taken care of electronically, but they call and take the time to explain your return to you so you understand how it was processed.”
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TAX Drx
(50)
Services For Individuals, Tax Services, Business Services
“Nick at the Tax Drx does a great and honest job walking you through what you need to have and tries to the best of his ability make sure that you end up with the most accurate and hopefully beneficial result.”
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Retirement Planning and Investment Management Services in Passaic, NJ Cost Estimates