Bizsolution
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Best Financial Advisors near Paterson, NJ
We have 2 firms in Paterson on file, and both are on this list, along with 13 from towns including New York, NY (4, 20 mi), Hackensack (2, 6 mi) and Wayne (1, 5 mi).
3 open weekends · 14 rated 4.5+ · 2 show a license
Data verified October 21, 2026
De Leon Communication
J&W Financial
National Secure Investments
“I would definitely recommend everyone to try it.”
Frank Kapitza Cpa, MS & Associates
“Frank is proactive to help reduce taxes and bring new ideas to the table.”
Diversified Financial Services
“He is readily available and quickly responds to any questions we have.”
The 15 firms listed for Paterson, 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: Paterson, NJ
The 15 firms on this page are rated from 3.3 to 5.0 across 941 reviews; 7 have 50 or more reviews and 14 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "communication", "expertise" and "knowledge". 3 are open on Saturdays. 2 show a license on their websites; 1 lists staff certifications (CFP) and 2 have a BBB rating of A or A+. Domain records put 10 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 2 offer payment plans; 3 offer a free initial consultation and 1 lists coupons or special offers. 1 has Spanish-speaking staff. We have a website on file for 13 of the firms on this page; 12 publish a contact page; 10 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.
Why are financial advisers outside Paterson listed here?
2 of the 15 firms are located in Paterson. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Tax Master Financial Services Corp
“David has been very helpful, not only during tax season, but throughout the year to keep me updated of any law changes that may impact my financial situation.”
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Wealthspire
“Besides the guidance, which has proven to be successful under these trying conditions, I especially appreciate the almost instant reply I get to a question or concern.”
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Pope Wealth Planning
“Although Curtis didn't directly work on my financial issue, he went out of his way to meet with me & my wife to point us in the right direction.”
Highland Financial Advisors
“From helping us develop our financial goals, to designing an investment strategy that suits our risk profile, to beginning to plan our estate, Highland Financial has been instrumental in guiding our financial story so far.”
Medatax Services
“I am very please with the services provided in bookkeeping and accounting for my company.”
E&Q Tax Accounting & Business Solutions
“Communication is always easy, guidance is clear, and I feel confident knowing everything is handled with care and precision and aligned with Uncle Sam.”
Clinton Robinson Pro Tax Services
“I've been a client for years and the services are always top notch!”
Green Ridge Wealth Planning
“Amazing team of people look forward to a long prosperous future with these guys!!!”
Wealth Master Group
“I recommend his services to everyone looking to grow their money or just prepare for retirement.”
Why these companies made our list
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