Best Financial Advisors in Paterson, NJ

The highest-rated Financial Planning & Wealth Management companies out of 161 vetted & reviewed in the Paterson area.

Bizsolution

Bizsolution

(3)
Tax Preparation, Apostille, Business Formation
“Punctual, helpful and very efficient, today I contacted a professional who gave me tranquility and security!”
Free Initial Consultation
In Business Since 2023
500 Paterson Plank Rd Suite 1, Union City, NJ
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J&W Financial

J&W Financial

(1)
“Excellent school bus company!!”
Transparent Fees & Pricing
In Business Since 2003
Paterson, NJ
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De Leon Communication

De Leon Communication

(1)
“Very good attention and efficiency”
595 River St, Paterson, NJ
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National Secure Investments

National Secure Investments

(1)
“I would definitely recommend everyone to try it.”
227 Paterson Ave, East Rutherford, NJ 07073
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Bovell Financial

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.”
Free Initial Consultation
Accepts All Major Credit Cards
Offers Financing Options
In Business Since 2012
45 Rockefeller Plaza #2000, New York, NY
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Drucker Wealth Management

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

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!”
Emergency Services
In Business Since 2017
100 Church St 8th floor, New York, NY
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Robert A Corsi, CPA

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!!!”
Transparent Fees & Pricing
In Business Since 2012
Free Initial Consultation
Serving Paterson Area
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Precision Accounting Intl

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.”
Transparent Fees & Pricing
In Business Since 2007
1035 US-46 STE B101, Clifton, NJ
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Concord Commission Advance

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.”
Transparent Fees & Pricing
In Business Since 2016
555 8th Ave Suite 2301, New York, NY
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Intensive Financial Service

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”
Accepts All Major Credit Cards
Locally Owned & Operated
In Business Since 2007
Coupons & Offers
1796 Vyse Ave Suite S3, Bronx, NY
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Tsamutalis & Company

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!”
Offers Financing Options
In Business Since 2011
Serving Paterson Area
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Shah & Pandya CPA

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.”
Free Initial Consultation
In Business Since 2013
1983 Marcus Ave Suite 205, Lake Success, NY
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Lengea

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.”
In Business Since 2020
573 Grand St #D206, New York, NY
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Diversified Financial Services

Diversified Financial Services

(35)
Business Services, Quickbooks Services, Services For Individuals
“Moe Ali was amazing and easy to work with.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2011
Offers Financing Options
60 E 42nd St #902, New York, NY
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Tax Master Financial Services Corp

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.”
Licensed
In Business Since 1937
Accepts All Major Credit Cards
1384 Broadway Suite 910, New York, NY
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Callahan Financial Services Group

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.”
Free Initial Consultation
In Business Since 2013
Serving Paterson Area
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Curtis Pope, CFP

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.”
450 Lexington Ave 4th fl, New York, NY
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Clarify Capital

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”
Offers Financing Options
In Business Since 2017
5 W 20th St 2nd Floor, New York, NY
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Creditspectrum Corp.

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...”
In Business Since 2002
Serving Paterson Area
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Expert Institute

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.”
Transparent Fees & Pricing
In Business Since 2003
120 Broadway Floor 22 Suite A, New York, NY
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Apex Credit Fix

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...”
Transparent Fees & Pricing
In Business Since 2018
111 Town Square Pl Suite 1203, Jersey City, NJ
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Zebulon Tax Advisory

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.”
Offers Financing Options
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 2006
Serving Paterson Area
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Frank Kapitza CPA

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.”
Licensed, BBB Rating: A+
In Business Since 2024
Free Initial Consultation
Serving Paterson Area
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Retirement Planning and Investment Management Services in Paterson, NJ Cost Estimates

Minimum cost
$1201
Maximum cost
$10202
National Average
$3601
Avg Per Hour Rates
$361
$2401
$6602
Average price range is based on 272 cost profiles
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Average Cost $3601
Minimum cost $1201
Maximum cost $10202
Avg Per Hour Rates $361

Average range $2401 to $6602 is based on 272 cost profiles.

Why these companies made our list

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