The highest-rated Financial Planning & Wealth Management companies out of 161 vetted & reviewed in the Paterson area.
Learn how we score.
Prominent finalists A-Z in Paterson
Apex Credit Fix
Bizsolution
Bovell Financial
Callahan Financial Services Group
Clarify Capital
Concord Commission Advance
Creditspectrum Corp.
Curtis Pope, CFP
De Leon Communication
Diversified Financial Services
Drucker Wealth Management
Expert Institute
Frank Kapitza CPA
Intensive Financial Service
J&W Financial
Lengea
Morgan Legal Group
National Secure Investments
Precision Accounting Intl
Robert A Corsi, CPA
Shah Pandya CPA
Tax Master Financial Services Corp
Tsamutalis & Company
Zebulon Tax Advisory
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Bizsolution
(3)
Tax Preparation, Apostille, Business Formation
“Punctual, helpful and very efficient, today I contacted a professional who gave me tranquility and security!”
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J&W Financial
(1)
“Excellent school bus company!!”
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De Leon Communication
(1)
“Very good attention and efficiency”
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National Secure Investments
(1)
“I would definitely recommend everyone to try it.”
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Bovell Financial
(50)
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.”
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Drucker Wealth Management
(49)
Expertise
Future
Questions
“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)
Medicaid Asset Protection Trust, Probate Proceeding In New York, Sexual Abuse Of Minors
“Simply put, (His Bedside manner-for lack of a better phrase is old school ) which is seldom seen today and much appreciated, combined with his professional knowledge and wisdom makes one feel safe and secure!”
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Robert A Corsi, CPA
(50)
Industries, Business Services, Services For Quickbooks
“Considering that we've lived in East Hanover since 1981 and Bob was a former student; Bob Corsi and his team have to be one of East Hanover's best kept secrets!!!”
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Precision Accounting Intl
(48)
Non-Profit Organization Services, Business Tax Services, Payroll Services
“Precision accounting Int LLC has help me manage the financials for my companies as well as many other intricate details regarding structure and forward movement; steps to take as the companies grew.”
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Concord Commission Advance
(50)
Transaction
Team
Price
“As a realtor in a busy Boston area market, I have used Concord Advance several times in past few years - impeccable service and Jake is a go-to person there.”
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Intensive Financial Service
(9)
Email
Price
Write
“The company is very well knowledgeable and proactive on new tax law and since I have been with this company l have never been picked for audit by the irs or the NYS tax department”
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Tsamutalis & Company
(50)
IRS Liens & Levies, Tax Planning, Non-Filed Tax Returns & Back Taxes Owed
“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!”
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Shah & Pandya CPA
(50)
Individual Services, Corporate Services
“Their profound understanding of tax regulations, coupled with their unwavering commitment to securing optimal solutions for their clients, is truly remarkable.”
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Lengea
(48)
Starting an iv Hydration Business, Is Owning a Med Spa Profitable, Board Investigations
“I wouldn't have known where to start when I began the journey of starting up my own med spa, but Shirin Adelman and the rest of the team at Lengea have been there for me every time I have a question.”
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Diversified Financial Services
(35)
Business Services, Quickbooks Services, Services For Individuals
“Moe Ali was amazing and easy to work with.”
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Tax Master Financial Services Corp
(47)
Services For Businesses, Services For Individuals
“And over the past four months, he's sent clients regular emails about the current tax situation that have been extremely helpful,, informative, and reassuring; a voice of clarity in a time of great confusion.”
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Callahan Financial Services Group
(47)
Knowledge
Mother
Expertise
“I wanted to take the time to thank Geraldine Callahan and her team of professionals at Callahan Financial Services as they guided us through the tedious process of applying for Medicaid for my 99 year old father in law.”
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Curtis Pope, CFP
(50)
Feel
Questions
Decisions
“Curtis is a tremendous financial advisor who not only considers my finances but takes into consideration my wellness and quality of living while providing outstanding financial advice and budgetary recommendations.”
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Clarify Capital
(46)
The Future
Company
Small Business
“They are awesome if u are a new business I highly recommend you going to them for all your startup needs Matt is who helped us thank u again for all u do matt”
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Creditspectrum Corp.
“Inheritance: Founders Ann Rutledge and Sylvain Raynes bring an accretion of thirty years of credit experience from innovative financial institutions to CSC. They first worked in pioneer financial markets of the 1980s—exchange-traded derivatives, cred...”
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Expert Institute
(46)
Expert Witness
Case
Injury
“The company's experience in navigating the complexities of litigation can be a valuable asset to legal professionals seeking comprehensive evaluations for their cases.”
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Apex Credit Fix
(45)
Patience
Informative
Job
“Ms mae is wondful person to have in your cornor when you are putting this prospes together she very patient and well rounded when it comes togetting it done...”
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Zebulon Tax Advisory
(22)
Turbo Tax, Business Services, Quickbooks Services
“He not only advises us on our end of year taxes, buy has been very sussessfull in managing our overall wealth.”
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Frank Kapitza CPA
(27)
Certified Public Accounting
“During this period his work has been exemplary and his knowledge and experience has saved me from improper tax returns and allowed me to take advantage of tax saving measures.”
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Retirement Planning and Investment Management Services in Paterson, NJ Cost Estimates