Best Financial Advisors in Paterson, NJ

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

MA Accounting Professionals

MA Accounting Professionals

(17)
“Mahmoud is the person to go to, if you need a trusted professional accountant to file your taxes or manage your business accounts, he is the person to contact..”
In Business Since 2018
947 Main St 1st floor, Paterson, NJ 07503
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Hard Money Lenders New Jersey

Hard Money Lenders New Jersey

(6)
  • Credit
“Hello everyone, 1st being a woman, a 1st time investor, and my credit 600 FICO score, they were able to help me with 75% of the purchase and they covered a 100% of my rehab, I was able to sell within 7 months and made 123k profit, GREAT TEAM!”
In Business Since 2017
70 Spruce St Suite 318, Paterson, NJ
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Bizhappen

Bizhappen

(2)
“Without question or hesitation, we couldn't get over the stress and anxiety of state tax problems, we needed someone to help us make a payment agreement, and file our tax returns because we were closing a company and owed taxes to the state.”
In Business Since 2020
500 Paterson Plank Rd, Union City, NJ
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De Leon Communication

De Leon Communication

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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Majsiak George J CPA

Majsiak George J CPA

“Majsiak, CPA is committed to improving client net worth by providing comprehensive tax management, effective accounting solutions, and general business counsel. I fully understand and embrace my responsibility to all individuals and businesses I serv...”
In Business Since 2004
177 Paterson Ave, Wallington, NJ 07057
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Heron Wealth

Heron Wealth

(30)
Financial Planning, Estate Planning, Investment Advice
“David kept me on a healthy path, put together a team of savvy advisors, top attorneys and with his expertise brought me to a place where I am set for the rest of my life.”
Accepts Paypal
In Business Since 1998
Remote Consultations Available
205 E 42nd St 20th Floor, New York, NY
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CK Accounting Group

CK Accounting Group

(10)
“I have used this accounting group for my business- they have always filed all of my tax filings on time, have been very easy to reach and also are very proactive about my tax filings.”
Transparent Fees & Pricing
In Business Since 2019
Serving Paterson Area
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Highland Financial Advisors

Highland Financial Advisors

(2)
Financial Planning and Investment Management
“Reed and his team at Highland Financial are top flight advisors as well as good, honest people.”
CFP Certified
In Business Since 2005
1680 NJ-23 Suite 210, Wayne, NJ
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Tsamutalis & Company

Tsamutalis & Company

(30)
IRS Liens & Levies, Tax Planning, Non-Filed Tax Returns & Back Taxes Owed
“I have been using Tsamutalis for several years now to handle my tax returns and provide other advice related to my independent contractor status as well as the returns of other members of my family.”
Licensed, BBB Rating: A+
In Business Since 1996
Offers Financing Options
Serving Paterson Area
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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.”
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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Clinton Robinson Pro Tax Services

Clinton Robinson Pro Tax Services

(13)
  • Tax Preparer
“Clinton Robinson answered all my questions and explained everything to me in a simple and professional way.”
Offers Financing Options
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 1978
464 Central Ave, East Orange, NJ
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Zebulon Tax Advisory

Zebulon Tax Advisory

(19)
  • Tax Laws
“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 2004
Serving Paterson Area
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Drucker Wealth Management

Drucker Wealth Management

(29)
  • Autumn
  • Future
  • Understand
“We particularly sought guidance on how to best handle our equity compensation, and Gideon not only helped us to understand how to best manage this component of our financial portfolio, but also recommended a CPA who could best support our needs in th...”
Family Business
Licensed
Remote Consultations Available
In Business Since 2012
2 Park Ave #300, New York, NY
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Precision Accounting Intl

Precision Accounting Intl

(30)
Non-Profit Organization Services, Business Tax Services, Payroll Services
“We started using Precision accounting three years ago and was truly amazed how professional and spends the appropriate amount of time with each client and gives 100% accuracy and dedication to each account.”
Transparent Fees & Pricing
In Business Since 2007
1035 US-46 STE B101, Clifton, NJ
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Braj Aggarwal, CPA

Braj Aggarwal, CPA

(19)
Business and Advisory, Payroll, Virtual CFO Services
“My company working with Braj last 3 years and we have not faced any issue in taxation because all our accounting and taxation handle properly in a timely manner.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2004
Remote Consultations Available
37-05 74th Street 3rd Floor, Queens, NY
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Clarify Capital

Clarify Capital

(30)
  • Team
  • Company
  • Pleasure
“With that, I was able to secure a short term loan that enables me to purchase a piece of equipment and upgrade my online presence that will double my gross by 60 days.”
Offers Financing Options
In Business Since 2017
45 W 29th St #603, New York, NY
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Tax Master Financial Services Corp

Tax Master Financial Services Corp

(30)
Investment & Financial Planning, Tax Planning & Preparation, Payroll Services
“David and Tina have carried on this tradition throughout the years learning from Davids father Arnold who worked tirelessly to build a successful business,thank you for all of those you help.”
Accepts All Major Credit Cards
In Business Since 1937
1384 Broadway Suite 910, New York, NY
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Prudent Financial Solutions

Prudent Financial Solutions

(30)
Helocs, Debt Consolidation, Cash Out Refinance
“I highly recommend Matthew during this process and along with him comes excellent professional recommendations within this company that help to furnish any further needs the client may have.”
In Business Since 2019
500 5th Ave Suite 1700, New York, NY
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Brian Shaltakoff CPA

Brian Shaltakoff CPA

(2)
Small Business Accounting, Why Quickbooks, Back Taxes Owed
“He is doing everything in his power to make sure not one, but two, of my returns are going through.”
Offers Financing Options
Licensed, BBB Rating: A
Transparent Fees & Pricing
In Business Since 1999
100 Park Ave, New York, NY
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Virtual Accounting and Tax Solutions

Virtual Accounting and Tax Solutions

(13)
Industries, Business Services, Services For Quickbooks
“Finally, we are buying a home this year and we are going to schedule a follow up session to optimize our withholdings and retirement savings in order to avoid lumpy tax bill next season.”
Offers Financing Options
Accepts All Major Credit Cards
Remote Consultations Available
In Business Since 2016
200 Baldwin Rd A19, Parsippany-Troy Hills, NJ
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Kostka Taylor

Kostka Taylor

(29)
List of Services
“I have dealt with Kostka,Taylor for well over twenty years, I know both of these men and have nothing but great professional respect for their service and expert knowledge .”
Accepts All Major Credit Cards
In Business Since 2006
1711 US-46, Parsippany-Troy Hills, NJ
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Popular Tax

Popular Tax

(8)
“I have been going to Popular Tax for years, specifically to Lee Slater.”
Licensed, BBB Rating: A+
In Business Since 2008
Transparent Fees & Pricing
313 E Houston St, New York, NY
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Zoe Financial

Zoe Financial

(18)
  • Knowledge
“Zoe Financial recommended and connected us to a financial advisor that is working closely with us in a friendly, professional manner and who is making the most of our assets.”
Transparent Fees & Pricing
In Business Since 2016
31 W 34th St., New York, NY
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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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