Best Financial Advisors in Plainfield, NJ

The highest-rated Financial Planning & Wealth Management companies out of 190 vetted & reviewed in the Plainfield area.

Straightpath Consulting

Straightpath Consulting

(10)
  • LLC
  • Professional
“Living in NC the process was challenging due to unforeseen obstacles but that did not mitigate the efforts of Straight Path Consulting representatives.”
In Business Since 2019
114 E Hendricks Blvd Suite 2, South Plainfield, NJ 07080
i
J.F. Johnson & Co., PA

J.F. Johnson & Co., PA

In Business Since 2001
435 W 7th St, Plainfield, NJ
i
Hillgate Financial

Hillgate Financial

“Chima began his investment career in June, 1987 as a planner with Equitable Advisors. He left Equitable Advisors in 1990 to start investment career in real estate development. He started back in Financial advisory in 2004 with the opening of Hillgate...”
In Business Since 2009
Licensed
580 Mountain Ave, North Plainfield, NJ 07062
i
Kaufman & Gumnic

Kaufman & Gumnic

(24)
  • Knowledge
  • Questions
  • Sound
“Knowledgeable and detail driven with quick turnarounds, the team yielded positive outcomes that exceeded my expectations and left me confident in not only continuing my professional relationship with Kaufman & Gumnic, but also the privilege of paying...”
In Business Since 2001
Offers Financing Options
Transparent Fees & Pricing
Serving Plainfield Area
i
Purevest

Purevest

(11)
Financial Planning, Investment, Life Insurance
“They are sharp as a tack and don't overwhelm clients.”
In Business Since 2021
1110 South Ave Suite 85, Staten Island, NY
i
Badran Tax & Accounting

Badran Tax & Accounting

(42)
  • Priced
  • Team
  • Debt
“There are many things that I want to say, but one word that would be enough to describe their dedication and professionalism with their craft is trust.”
In Business Since 1986
Accepts Cash, Debit, Check, All Major Credit Cards
Licensed, BBB Rating: A+
Free Initial Consultation
251 Powers St, New Brunswick, NJ
i
Levine, Furman & Rubin

Levine, Furman & Rubin

(48)
Skip to Primary Navigation, Skip to Footer, Skip to Main Content
“Adam Rubin hosted the event and I can't explain it, but I immediately got a genuinely comfortable feeling that this was the right firm to handle my estate planning.”
In Business Since 1988
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
Serving Plainfield Area
i
TAX Drx

TAX Drx

(50)
Tax Services, Business Services, Tax Problems
“Expensive, but appreciated having the opportunity to have my taxes prepared in a 1:1 session so that I could ask questions and I also left my session with a plan of action.”
In Business Since 2006
Free Initial Consultation
Transparent Fees & Pricing
Serving Plainfield Area
i
Robert A Corsi, CPA

Robert A Corsi, CPA

(50)
Services For Individuals, Tax Services, Industries
“Corsi's accounting services about 5 years ago, and we have been thriving ever since, with his attention to our company's needs and his council on many ways for us to improve our methods and procedures.”
In Business Since 2012
Free Initial Consultation
Transparent Fees & Pricing
Serving Plainfield Area
i
Hy Appelbaum CPA

Hy Appelbaum CPA

(28)
Collections, Dealing With the Irs Can be Difficult, Corporations
“The previous accountant was good at personal taxes but when I opened up The Serene Spa in Highland Park last year I needed a highly experienced accountant who dealt with personal and business.”
In Business Since 2005
Accepts Check
Licensed, BBB Rating: A+
Free Initial Consultation
1704 NJ-27, Edison, NJ
i
George Basily, Cpa, MST

George Basily, Cpa, MST

(42)
  • Questions
  • Patient
  • Response Time
“All what is needed is two 10 minutes visits the 1st one is to file and discuss all of youe documents and expenses then you return after 4-5 days to review and sign for the submission”
In Business Since 2015
Accepts All Major Credit Cards
Licensed
4 Cornwall Dr STE# 225, East Brunswick, NJ
i
Jonathan Barrett Cfp, Clu, Chfc, Ricp, RPS

Jonathan Barrett Cfp, Clu, Chfc, Ricp, RPS

(50)
  • Work
  • Future
  • Resource
“He introduced himself with his impressive credentials he delivered results that exceeded my expectations, and it is a privilege to have him in your corner!!”
In Business Since 2012
Licensed
90 Woodbridge Center Dr #700, Woodbridge Township, NJ
i
Versutus Accounting & Consulting

Versutus Accounting & Consulting

(40)
Services For Individuals, Tax Services, Business Services
“From formation a new company to answering very complicated accounting issues,Versutus is #1 and highly recommended if you are looking for excellence in accounting.”
In Business Since 2017
Offers Financing Options
Transparent Fees & Pricing
Free Initial Consultation
Serving Plainfield Area
i
Grantvest Financial Group

Grantvest Financial Group

(49)
  • Expertise
  • Knowledge
  • Matter
“His ability to articulate the features and benefits of his products is exceptional, and he has a knack for finding the perfect solution for each customer.”
In Business Since 2018
Transparent Fees & Pricing
Serving Plainfield Area
i
Camacho Consulting Services

Camacho Consulting Services

(48)
Tax Planning, Bookkeeping, Financial Statements
“My husband and I have been going to Orlando for years and appreciate his hard work, honesty and patience to explain everything in details and answer all of our questions.”
In Business Since 2015
CPA Certified
Serving Plainfield Area
i
Jack Lieberman, CPA

Jack Lieberman, CPA

(28)
Services For Individuals, Tax Services, Industries
“After having done my taxes myself for many years, I was looking for an accountant because of the new tax law and having started a new business in 2018.”
In Business Since 2005
Transparent Fees & Pricing
Free Initial Consultation
Accepts All Major Credit Cards
930 Stuyvesant Ave. # 17, Union, NJ
i
Mauriello Enterprises | My Tax Fella

Mauriello Enterprises | My Tax Fella

(39)
Tools and Resources, Additional Services, For Small Businesses
“Have been working with Anthony for 3 years now and referred him to 2/3 friends and work colleagues and feedback is, hands down the easiest, most straightforward tax experience and service we've gotten.”
In Business Since 2010
Accepts All Major Credit Cards
16 Driggs St, Staten Island, NY
i
Zebulon Tax Advisory

Zebulon Tax Advisory

(21)
  • Tax Laws
“David Steiner has been my accountant for over a decade.”
In Business Since 2004
Accepts Cash, Check, Financing available, Travelers checks
Offers Financing Options
Licensed, BBB Rating: A+
Serving Plainfield Area
i
Magone & Company

Magone & Company

(45)
Bank Compliance, Client Accounting Services, Assurance Service
“From their secure document upload client, to the time they took to speak with me about details that other CP As had never asked me about, I felt like I was in good hands.”
In Business Since 2010
Free Initial Consultation
Accepts All Major Credit Cards
Serving Plainfield Area
i
Augulis Law Firm

Augulis Law Firm

(28)
Medicaid and Elder Law, Asset & Business Planning, Special Needs Planning
“I am a tax accountant in Somerset county and been using Augulis Law firm for my clients, my family and Alan and I just put together my own Living Trust, Legacy Plan and now my family is doing the same after interviewing many attorney's my close famil...”
In Business Since 2019
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
Serving Plainfield Area
i
Dennis Surmanek

Dennis Surmanek

(41)
  • Honest
  • Retirement
  • Planning
“After just speaking with him now about my accounts, he, once again, provided honest feedback, direct answers and direction, and it is always clearly evident he ensures his fiduciary responsibility to my best interest and the ethical financial role he...”
In Business Since 2008
900 South Ave 4th Floor, Suite 69, Staten Island, NY
i
Clinton Robinson Pro Tax Services

Clinton Robinson Pro Tax Services

(13)
  • Tax Preparer
“Very personable and professional.”
In Business Since 1980
Accepts Check, All Major Credit Cards, Cash
Offers Financing Options
Licensed, BBB Rating: A+
464 Central Ave, East Orange, NJ
i
Lipton CPA Associates

Lipton CPA Associates

(6)
Non-Profit Organizations, Business Valuation, Business Services
“He takes as much time as necessary to understand each client's specific situation and needs and then executes a plan that is professional, ethical and results in the best outcome for his client.”
In Business Since 1996
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Offers Financing Options
Serving Plainfield Area
i
Lamela & Company, Cpas

Lamela & Company, Cpas

(30)
  • Questions
  • Tax Return
  • Efficient
“If your looking for an accountant, someone to be on your financial side ,and maximize your earnings, i highly recommend him whether you are an established business, a new business,or an individual looking to be with an accountant with your best inter...”
In Business Since 2017
Free Initial Consultation
Transparent Fees & Pricing
Serving Plainfield Area
i

Retirement Planning and Investment Management Services in Plainfield, NJ Cost Estimates

Minimum cost
$1026
Maximum cost
$8717
National Average
$3077
Avg Per Hour Rates
$308
$2052
$5641
Fair price range is based on 521 cost profiles
Click to copy
Successfully copied!
Average Cost $3077
Minimum cost $1026
Maximum cost $8717
Avg Per Hour Rates $308

Fair range $2052 to $5641 is based on 521 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top