The highest-rated Financial Planning & Wealth Management companies out of 285 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
C York CPA
Clarify Capital
Clinton Robinson Pro Tax Services
De Leon Communication
Drucker Wealth Management
Hard Money Lenders New Jersey
Heron Wealth
Intensive Financial Service
MA Accounting Professionals
Majsiak George J CPA
Marchionda & Ferrer
National Secure Investments
Pablo F. Sanchez, Cpa, Cgma
Popular Tax
Precision Accounting Intl
Prudent Financial Solutions
Taurus Financial
Tax Master Financial Services Corp
Tsamutalis & Company
Zebulon Tax Advisory
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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..”
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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!”
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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.”
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De Leon Communication
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National Secure Investments
(1)
“I would definitely recommend everyone to try it.”
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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...”
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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.”
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Popular Tax
(8)
“I have been going to Popular Tax for years, specifically to Lee Slater.”
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Marchionda & Ferrer
(11)
IRS Wage Garnishment, IRS Seizures, Small Business Accounting
“Marchionda & Ferrer, located in the mid of Clifton, have an office that looks professional and friendly, they have twenty employees and have been providing tax, accounting and advisory services to clients in northern New Jersey and the surrounding ar...”
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Pablo F. Sanchez, Cpa, Cgma
(14)
IRS Help, Bookkeeping, Wage Garnishment
“If you haven't had luck with accountants in the past, I would definitely recommend Pablo, I'm sure he'll be the last accountant you need to search for again.”
“I think Chris is very confident in his work and he is always able to finish my tax returns on time.”
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Intensive Financial Service
(8)
IRS
Audit
“Iyasere, CPA review my tax file and was about to bring down my tax debt from $7500 to about $500 and I also end up receiving a refund of about $2500 from the NYS tax Department for that year .”
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Taurus Financial
(5)
• Business Solution, • Wealth Management, • Financial Planning
“Great seminars!”
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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.”
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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.”
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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.”
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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.”
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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...”
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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.”
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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.”
“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.”
“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.”
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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.”
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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.”
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Retirement Planning and Investment Management Services in Paterson, NJ Cost Estimates