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
Bizhappen
Bovell Financial
Braj Aggarwal, CPA
Brian Shaltakoff CPA
CK Accounting Group
Clarify Capital
Clinton Robinson Pro Tax Services
De Leon Communication
Drucker Wealth Management
Hard Money Lenders New Jersey
Heron Wealth
Highland Financial Advisors
Kostka Taylor
MA Accounting Professionals
Majsiak George J CPA
National Secure Investments
Popular Tax
Precision Accounting Intl
Prudent Financial Solutions
Tax Master Financial Services Corp
Tsamutalis & Company
Virtual Accounting and Tax Solutions
Zebulon Tax Advisory
Zoe Financial
View Profile
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..”
i
View Profile
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!”
i
View Profile
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.”
i
View Profile
De Leon Communication
i
View Profile
National Secure Investments
(1)
“I would definitely recommend everyone to try it.”
i
View Profile
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...”
“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.”
i
View Profile
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.”
i
View Profile
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.”
i
View Profile
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.”
i
View Profile
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.”
i
View Profile
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.”
i
View Profile
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.”
i
View Profile
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...”
i
View Profile
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.”
i
View Profile
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.”
i
View Profile
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.”
“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.”
i
View Profile
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.”
i
View Profile
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.”
i
View Profile
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.”
i
View Profile
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 .”
i
View Profile
Popular Tax
(8)
“I have been going to Popular Tax for years, specifically to Lee Slater.”
i
View Profile
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.”
i
Retirement Planning and Investment Management Services in Paterson, NJ Cost Estimates