Passaic, NJ

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Passaic, NJ
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Best Financial Advisors in Passaic, NJ

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

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Akiva Group

Akiva Group

(30)
  • Management
  • Financial Advisor
  • Investment
“"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 ...”
16 Broadway, Passaic, NJ
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Universal Tax & Travel Services

Universal Tax & Travel Services

(5)
Individuals, Payroll Services, Bookkeeping
“They did ok a great job on my taxes.”
In Business Since 2020
208 Washington Pl, Passaic, NJ
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Paul Stramberg, CPA

Paul Stramberg, CPA

(6)
Tax Planning, Financial Planning
“When looking for a CPA, I wanted to make sure I found one that was both reliable and trustworthy.”
In Business Since 2009
Free Initial Consultation
Accepts All Major Credit Cards
336 W Passaic St, Rochelle Park, NJ 07662
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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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US Financial Services

US Financial Services

(2)
“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- Wealth Advisor, Bleakley Financial Group

Lyle Weintraub, Cfp- Wealth Advisor, Bleakley Financial Group

“There's no mathematical formula for happiness. Everyone's financial security looks different. We take the time to learn what wealth means to you, emotionally. Someone might want to retire with $10M in the bank, but what they really want emotionally i...”
In Business Since 2020
100 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 t...”
In Business Since 2000
Family Business
68 Passaic St, Ridgewood, NJ 07450
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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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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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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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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 1999
165 Passaic Ave #310, Fairfield, NJ 07004
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Strata Capital

Strata Capital

350 Passaic Ave # 201, Fairfield, NJ 07004
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Graziano & Company, Cpas

Graziano & Company, Cpas

(29)
  • Financial Planning
  • Investment
  • 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.”
Free Initial Consultation
In Business Since 1998
Offers Financing Options
Transparent Fees & Pricing
847 Broadway, Bayonne, NJ
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Heron Wealth

Heron Wealth

(30)
Estate Planning, Investment Advice, Financial Planning
“David is not only my personal financial advisor, we share mutual clients together and he treats them all as if they are his family, always having their best interest at heart.”
In Business Since 1998
Remote Consultations Available
Accepts Paypal
205 E 42nd St 20th Floor, New York, NY
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CK Accounting Group

CK Accounting Group

(10)
“Chris was able to get to get my debt reduced after filing to something I could afford and has worked with me to keep me current and make sure there are no surprises at the end of the year.”
In Business Since 2019
Transparent Fees & Pricing
Serving Passaic Area
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Smart Tax

Smart Tax

(22)
Services For Individuals, Tax Services, Business Services
“Nick Rizzi is my tax guy for years he is a great person he takes his time and help by answering all ur questions”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2008
Free Initial Consultation
445 Columbia St, Brooklyn, NY
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Tsamutalis & Company

Tsamutalis & Company

(30)
Non-Filed Tax Returns & Back Taxes Owed, IRS Liens & Levies, Tax Preparation
“I highly recommend Tsamutalis & Company to EVERY entrepreneur and growth stage business owner as you will gain experienced professionals that will help accelerate your growth in a fiscally responsible manner!”
In Business Since 1998
Offers Financing Options
Licensed, BBB Rating: A+
Serving Passaic Area
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ASR Accounting & Tax

ASR Accounting & Tax

(9)
Part-Time CFO Services, Non-Profit Organizations, Audits - Reviews - Compilations
“Excellent service with years of experience in accounting and taxation.”
Offers Financing Options
Se Habla Español
In Business Since 2012
Transparent Fees & Pricing
2718 Lurting Ave, The Bronx, NY
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Bovell Financial

Bovell Financial

(30)
Tax Preparation
“This company also has the updated technology with the capability of creating an online account through the portal to make your experience that much more convenient.”
Offers Financing Options
Free Initial Consultation
In Business Since 2012
Transparent Fees & Pricing
45 Rockefeller Plaza #2000, New York, NY
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Zebulon Tax Advisory

Zebulon Tax Advisory

(19)
  • Tax Laws
“Dave is extremely knowledgeable in all areas of the tax laws and found numerous errors from my previous accountant.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2006
Free Initial Consultation
Serving Passaic Area
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Drucker Wealth Management

Drucker Wealth Management

(29)
  • Understand
  • Autumn
  • Team
“I have been working with Lance Drucker and his team at Drucker Wealth Management for over 25 years and have been very happy with all the support and guidance he and his team have provided myself and my family as we try to make the best investment cho...”
Remote Consultations Available
Family Business
In Business Since 2012
Transparent Fees & Pricing
2 Park Ave #300, New York, NY
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Clinton Robinson Pro Tax Services

Clinton Robinson Pro Tax Services

(13)
  • Tax Preparer
“I've been going to him for about 8 years now and he is very professional and explains everything to you in detail.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 1978
Accepts Check, All Major Credit Cards, Cash
464 Central Ave, East Orange, NJ
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Precision Accounting Intl

Precision Accounting Intl

(30)
Payroll Services, Non-Profit Organization Services, Bookkeeping Services
“A friend of mine recommend me to Precision Accounting in Clifton and low and behold they didn't only fixed my taxes but they got me back a lot of money that was over paid.”
In Business Since 2007
Transparent Fees & Pricing
1035 US-46 STE B101, Clifton, NJ
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Sylco Consulting

Sylco Consulting

(12)
Tax Services, Business Services, Services For Individuals
“Dudley is simply the best ,been doing business with him for the past 12 year ,no problem with tonton Sam.”
Offers Financing Options
Free Initial Consultation
In Business Since 2018
Family Business
2141 Cortelyou Rd, Brooklyn, NY
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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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Wealth Management Advisors near Passaic

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