Universal Tax & Travel Services
“Have been doing my taxes here for years and its always a great experience.”
Best Financial Advisors near Passaic, NJ
We have one firm in Passaic on file, and it is on this list, along with 14 from towns including Fairfield (7, 8 mi), Rochelle Park (2, 5 mi) and New York, NY (2, 15 mi).
4 open weekends · 10 rated 4.5+ · 2 show a license
Data verified October 21, 2026
Botwinick & Company
“We had a positive and professional experience dealing with both Martin and Paul.”
Paul Stramberg, CPA
“He has helped me navigate through some difficult times involving some of real estate rentals in New Jersey and Florida.”
Cornerstone Planning Group
“I hold the entire team in the highest regards and would not hesitate to recommend their services.”
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.”
Lifelong Investments
“They did a super job figuring out our retirement strategy and we appreciate their knowledge and customer service!”
The 15 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
11 of the 15 firms on this page have a rating, from 4.3 to 5.0 across 314 reviews; 4 have 50 or more reviews and 10 are rated 4.5 or higher. 4 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are financial planning (4), tax planning (3) and bookkeeping (2). 2 show a license on their websites; 1 lists staff certifications (CFP) and 1 has a BBB rating of A or A+. Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 1 offers payment plans; 2 offer a free initial consultation and 1 is family- or locally-owned. 1 has Spanish-speaking staff. We have a website on file for all 15 of the firms on this page; 14 publish a contact page; 11 list a public email and 3 take bookings online. 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?
3 of the 15 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.
Vaughan & Co. Securities
People Wealth Matters
Strata Capital
Strategic Family Wealth Counselors
Frank Kapitza Cpa, MS & Associates
“If you are ever in a need for a Certified Public Accountant who go beyond the call to help with tax issues Frank W Kapitza is the person to contact.”
Tax Master Financial Services Corp
“He puts my mind at ease My trust and comfort with him and taxmaster takes a big chunk off my plate because I know he's in my corner.”
Book onlineBook
Wealthspire
“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.”
Highland Financial Advisors
“They not only take care of our finances but advise us about our assets in terms of our home and how to protect it from estate taxes upon our passing.”
Medatax Services
“Every deduction, every credit, every nuance was handled with such depth of expertise that I half expected him to levitate numbers into perfect alignment on his own”
Why these companies made our list
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