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Universal Tax & Travel Services
“I have been doing it with her for 6 years and I am always satisfied.”
Best Financial Advisors near Passaic, NJ
We have one firm in Passaic on file, and it is on this list, along with 23 from towns including Fairfield (8, 8 mi), New York, NY (5, 15 mi) and Bayonne (2, 13 mi).
6 open weekends · 17 rated 4.5+ · 2 show a license
Data verified October 21, 2026
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Paul Stramberg, CPA
- Team
“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.”
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US Financial Services
“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
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Lifelong Investments
“He is a no pressure kid of guy and invests my money at my comfortable risk level.”
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Vaughan & Co. Securities
The 24 firms listed for Passaic, 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: Passaic, NJ
19 of the 24 firms on this page have a rating, from 4.1 to 5.0 across 973 reviews; 7 have 50 or more reviews and 17 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (92%), responsiveness (89%) and quality (80%). The topics that come up most in reviews of the firms on this page are "expertise", "price" and "communication". 6 are open on Saturdays and 3 on Sundays. The services the firms on this page list most often on their websites are financial planning (4), services for individuals (3), bookkeeping (2), business services (2) and quickbooks services (2). 2 show a license on their websites; 1 lists staff certifications (CFP) and 3 have a BBB rating of A or A+. Domain records put 16 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 3 offer payment plans; 4 offer a free initial consultation; 3 are family- or locally-owned and 2 list coupons or special offers. 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 Passaic take financial planning bookings online?
5 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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People Wealth Matters
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Zambito Financial Services Corp. / Matthew Zambito, Cpa, Cfp, MS
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Strategic Family Wealth Counselors
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Strata Capital
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Drucker Wealth Management
- 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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Graziano & Cullen, Cpas
- 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.”
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Intensive Financial Service
- Write
- Audit
“As someone with an accounting background, I appreciated the effort they placed in providing as much detail as possible so that I would feel comfortable.”
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Tax Master Financial Services Corp
- Season
- Tax Preparer
- Questions
“Each year I look forward to the two aspects of filing tax returns - visiting with David, certain that we will share a few jokes between us and the certainty that the work done is excellent, fair and worry-free.”
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Diversified Financial Services
- Response Time
- Finance
- Questions
“Moe Ali was amazing and easy to work with.”
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Curtis Pope, CFP
- Decisions
- Feel
- Goals
“We are still working with Curtis but thus far have found him to be knowledgeable, straightforward, and helpful in both goal setting and changing how we think about spending and saving and our relationship with our finances.”
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Sidhom Accounting and Tax Consultants
- Preparing
- Questions
- Company
“Everyone there is so friendly, helpful and attentive, I always go to Albert for my taxes and I can't say enough nice things about him so I will just sum it up to say that he is the best!”
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Frank Kapitza CPA
“He passes zero judgment and every time I go to see him he REALLY does a phenomenal job of establishing steps for me to take with my business that would be in my best interest in my current situation and for future situations.”
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Highland Financial Advisors
- Investment
- Decisions
- Team
“With Anna Marie's help (including her expertise with computer-generated modeling), we have now thought through a variety of scenarios around when to sell our second home, how to manage investments and make the most of our assets.”
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Edward Torres, CPA
- Tax Preparation
- Online Portal
- Questions
“During that time his services have only improved never losing sight of the value of having a person to speak with to answer your questions as opposed to chatting with an auto-bot.”
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Clinton Robinson Pro Tax Services
- Tax Preparer
- Price
- Fee
“I've been going to him for about 8 years now and he is very professional and explains everything to you in detail.”
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E&Q Tax Accounting & Business Solutions
- Office
- Labor
- Attention
“At the time of making my taxes with this company it was very pleasant since it has a fully trained, and very friendly staff and it is also a very welcome environment.”
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Wealthspire Advisors
- Management
- Expertise
- Team
“I initially approached Chris with questions about my Employee Stock Purchase Plan and how to set up a Mega Backdoor Roth in my 401k and he was extremely knowledgeable and professional.”
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JMG Cpas
“As always, efficient, professionally staffed Accounting Operations here.”
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
Why these companies made our list
What clients say about firms near Passaic
- “We are confident in the financial planning that the Drucker team put in place and in their guidance and expertise in implementing the plan.” — client of Drucker Wealth Management
- “My advisor and support staff always go above and beyond to ensure we are comfortable with all portfolio decisions that are made.” — client of Highland Financial Advisors
- “My portfolio has benefited from their expertise. Any financial concerns I have had are always addressed promptly.” — client of Wealthspire Advisors
Excerpts from public reviews of the firms listed on this page.
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