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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 22 from towns including New York, NY (10, 20 mi), Clifton (1, 4 mi) and Wayne (1, 5 mi).
8 open weekends · 20 rated 4.5+ · 2 show a license
Data verified October 21, 2026
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J&W Financial
“Excellent school bus company!!”
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De Leon Communication
“Very good attention and efficiency”
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National Secure Investments
“I would definitely recommend everyone to try it.”
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Drucker Wealth Management
- 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.”
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Intensive Financial Service
- 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”
The 24 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 24 firms on this page are rated from 4.1 to 5.0 across 1,378 reviews; 5 have 50 or more reviews and 20 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (91%), responsiveness (87%) and quality (83%). The topics that come up most in reviews of the firms on this page are "expertise", "price" and "knowledge". 8 are open on Saturdays and 4 on Sundays. The services the firms on this page list most often on their websites are services for individuals (3), business services (2), estate planning (2), quickbooks services (2) and tax preparation (2). 2 show a license on their websites; 1 lists staff certifications (CFP) and 4 have a BBB rating of A or A+. Domain records put 15 websites of the firms on this page at ten or more years old; the oldest dates from 1995. 3 offer payment plans; 5 offer a free initial consultation; 2 are family- or locally-owned and 2 list coupons or special offers. 1 has Spanish-speaking staff. 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 24 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.
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Diversified Financial Services
- Finance
- Communication
- Response Time
“Moe Ali was amazing and easy to work with.”
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Tax Master Financial Services Corp
- Tax Preparer
- Informative
- Season
“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.”
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Curtis Pope, CFP
- 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.”
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Frank Kapitza CPA
“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.”
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Highland Financial Advisors
- Decisions
- Financial Planning
- Investment
“Their team of experts genuinely cares about their clients' financial well-being and provides personalized financial planning, tax advice, and investment management that have significantly impacted my financial journey.”
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E&Q Tax Accounting & Business Solutions
- Labor
- Questions
- Office
“I have been doing business with this company for so many years and I'm very happy with their services and their employees that are very helpful and friendly, I'll recommend anyone to do any type of paperwork with this company.”
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Clinton Robinson Pro Tax Services
- Fee
- Tax Preparer
- Price
“Clinton Robinson answered all my questions and explained everything to me in a simple and professional way.”
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Wealthspire Advisors
- Expertise
- Confidence
- Management
“Chris helped us understand how to invest her money, how much she can afford to spend, what accounts and amounts to take the money from, and when she should claim social security.”
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Masterworks
- Onboarding
- Emails
- Investors
“I was very pleased with the help I received and they helped me work through getting what I had asked for in the past to replace an artist I wanted to own.”
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JMG Cpas
“Highly recommend Mike to anyone that needs a top notch accountant.”
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Schwartz & Gomez Tax and Accounting
- Reviews
- Games
- Team
“I worked with Sara and she's really professional, courteous, thorough and excellent at answering all my questions, even questions that went beyond filing taxes.”
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Iron Birch Advisors
- Insurance
- Financial Advisor
- Management
“I have been privileged to have Thomas Gonzalez and Victoria Ryan of Iron Birch as the Partner Advisor and Relationship Manager respectively for a number of years.”
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Pablo F. Sanchez, Cpa, Cgma
- Tax Return
- Questions
- Plan
“I had issues with my taxes that put me behind for 3 years but Pablo and Gabriella Sanchez took their time with me and made sure everything was in order to clear out any issues.”
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Klyman Financial
- Financial Advice
- Organized
- Questions
“Klyman Financial was very professional and informative from beginning to end - they helped me save a lot of money which I would otherwise throw away- highly recommend them!”
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Francis Financial
- Estate Planning
- Divorce
- Confident
“Stacy and her team at Francis Financial are women-focused, and it's empowering to work with a financial advisor that makes sure I get the experience I'm entitled to.”
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Marchionda & Ferrer
“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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Mark E. Feinsot, CPA
“I've been a client of Mark Feinsot for years; he and his team continue to do an excellent job of preparing my returns and making me feel that all details have been looked after.”
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Becerra & Associates
- Questions
“They were very patient in answering our questions, as a married couple filing together for the first time, and ran all scenarios to help us decide the most advantageous way to file.”
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
Why these companies made our list
What clients say about firms near Paterson
- “We are confident in the financial planning that the Drucker team put in place and in their guidance and expertise in implementing the plan.” — client of Drucker Wealth Management
- “My advisor and support staff always go above and beyond to ensure we are comfortable with all portfolio decisions that are made.” — client of Highland Financial Advisors
- “My portfolio has benefited from their expertise. Any financial concerns I have had are always addressed promptly.” — client of Wealthspire Advisors
- “Based on a thorough evaluation they had me complete, they put together a financial plan that made sure my children’s college payments would be taken care of, I would be able to retire at a reasonable age and that my goals would be met.” — client of Francis Financial
Excerpts from public reviews of the firms listed on this page.
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