Best Financial Advisors in Passaic, NJ

The highest-rated Financial Planning & Wealth Management companies out of 104 vetted & reviewed in the Passaic area.

Universal Tax & Travel Services

Universal Tax & Travel Services

(7)
Individuals, Payroll Services, Bookkeeping
“I have been doing it with her for 6 years and I am always satisfied.”
In Business Since 2020
208 Washington Pl, Passaic, NJ
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Akiva Group

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 ...”
In Business Since 2022
16 Broadway, Passaic, NJ
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Paul Stramberg, CPA

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 Business Since 2010
Free Initial Consultation
Accepts All Major Credit Cards
336 W Passaic St, Rochelle Park, NJ 07662
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US Financial Services

US Financial Services

(2)
Directional Benefits, Life Plan Navigator©, Pension Plan Design
“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.”
In Business Since 1998
375 Passaic Ave #100, Fairfield, NJ 07004
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Lyle Weintraub, CFP

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...”
In Business Since 2020
100 Passaic Ave, Fairfield, NJ 07004
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Lifelong Investments

Lifelong Investments

(4)
“He is a no pressure kid of guy and invests my money at my comfortable risk level.”
In Business Since 2014
155 Passaic Ave, Fairfield, NJ 07004
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Vaughan & Co. Securities

Vaughan & Co. Securities

Financial Planning, Education Savings, Investment Advisory
“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 ...”
In Business Since 2000
Family Business
68 Passaic St, Ridgewood, NJ 07450
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People Wealth Matters

People Wealth Matters

Debt Management, Retirement Planning, Legacy Planning
“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...”
In Business Since 2015
250 Passaic Ave #230, Fairfield, NJ 07004
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Zambito Financial Services Corp. / Matthew Zambito, Cpa, Cfp, MS

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...”
In Business Since 2002
165 Passaic Ave #310, Fairfield, NJ 07004
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Strategic Family Wealth Counselors

Strategic Family Wealth Counselors

Fiduciary Management Services, Wealth Management, Investment Advisory Services
In Business Since 2006
100 Passaic Ave, Fairfield, NJ 07004
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Strata Capital

Strata Capital

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...”
In Business Since 2020
350 Passaic Ave # 201, Fairfield, NJ 07004
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Direct Pay

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...”
In Business Since 2016
350 Passaic Ave Suite 203, Fairfield, NJ 07004
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Taiwo Tax & Accounting

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”
Free Initial Consultation
In Business Since 2020
Offers Financing Options
Transparent Fees & Pricing
28 Valley Rd, Montclair, NJ
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Keltron TAX Corp.

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”
In Business Since 1998
43-20 30th Ave., Queens, NY
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Smart Tax

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.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2011
Accepts Cash, All Major Credit Cards, Financing available
445 Columbia St, Brooklyn, NY
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Sylco Consulting

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.”
Offers Financing Options
Free Initial Consultation
In Business Since 2018
Family Business
41 Flatbush Ave Suite 237, Brooklyn, NY
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Dynamic Tax and Accounting Services

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.”
Remote Consultations Available
Offers Financing Options
In Business Since 2006
Transparent Fees & Pricing
2044 McGraw Ave, Bronx, NY
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IBA Business Solutions

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...”
Free Initial Consultation
In Business Since 2015
Offers Financing Options
Licensed, BBB Accredited
40 Commerce Pl # 201, Hicksville, NY
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Bovell Financial

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.”
Offers Financing Options
Free Initial Consultation
In Business Since 2011
Transparent Fees & Pricing
45 Rockefeller Plaza #2000, New York, NY
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Drucker Wealth Management

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.”
Family Business
In Business Since 2012
Remote Consultations Available
Transparent Fees & Pricing
2 Park Ave #300, New York, NY
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Morgan Legal Group - Estate Planning & Probate

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.”
In Business Since 2017
Emergency Services
100 Church St 8th floor, New York, NY
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Graziano & Cullen, Cpas

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.”
In Business Since 1999
Offers Financing Options
Transparent Fees & Pricing
847 Broadway, Bayonne, NJ
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Precision Accounting Intl

Precision Accounting Intl

(48)
Payroll Services, Non-Profit Organization Services, Bookkeeping Services
“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.”
In Business Since 2010
Transparent Fees & Pricing
1035 US-46 STE B101, Clifton, NJ
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TAX Drx

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.”
In Business Since 2006
Free Initial Consultation
Transparent Fees & Pricing
Serving Passaic Area
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Retirement Planning and Investment Management Services in Passaic, NJ Cost Estimates

Minimum cost
$1104
Maximum cost
$9377
National Average
$3310
Avg Per Hour Rates
$331
$2207
$6068
Fair price range is based on 338 cost profiles
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Average Cost $3310
Minimum cost $1104
Maximum cost $9377
Avg Per Hour Rates $331

Fair range $2207 to $6068 is based on 338 cost profiles.

Why these companies made our list

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