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Best Financial Advisors near Plainfield, NJ
We have one firm in Plainfield on file, and it is on this list, along with 23 from towns including Staten Island, NY (4, 14 mi), East Brunswick (3, 13 mi) and Edison (2, 6 mi).
12 open weekends · 21 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
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Sai CPA Services
- Responsive
- Team
- Savings
“For seven years, Pranavam School of Dance has successfully partnered with them for bookkeeping, payroll and financial services -truly a reliable source to trust!”
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George Basily, Cpa, MST
- Fee
- Questions
- Patient
“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”
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Hy Appelbaum CPA
- Pay
- Knowledge
- Tax Services
“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.”
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Jonathan Barrett Cfp, Clu, Chfc, Ricp, RPS
- Life Insurance
- Retirement
- Savings
“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!!”
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Grantvest Financial Group
- Meeting
- Retirement
- Portfolio
“He is informative about the markets, knowledgeable about our needs and has designed a plan for our future that is realistic, manageable and truly exciting.”
The 24 firms listed for Plainfield, 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: Plainfield, NJ
The 24 firms on this page are rated from 3.9 to 5.0 across 926 reviews; 6 have 50 or more reviews and 21 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (94%), quality (86%) and responsiveness (82%). The topics that come up most in reviews of the firms on this page are "knowledge" and "understanding". 12 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are business services (6), services for individuals (6), tax services (6), financial planning (4) and industries (3). 1 shows a license on its website; 1 lists staff certifications (CPA) and 5 have a BBB rating of A or A+. 18 have ten or more years of experience, the longest 54 years. 8 offer payment plans and 6 offer a free initial consultation. We have a website on file for all 24 of the firms on this page; 22 publish a contact page; 20 list a public email and 5 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.
Do any financial advisers listed for Plainfield offer a free first meeting?
6 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
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Camacho Consulting Services
- Doubt
- Questions
- Honest
“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.”
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Goldenthal & Suss Consulting
- Financial Advice
- Questions
- Attorney
“From simple questions to complex issues, Dave and his firm accessible, knowledgeable and clear and direct with their advice; and they are great to work with.”
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Clinton Robinson Pro Tax Services
- Tax Preparer
- Price
- Fee
“Very personable and professional.”
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Dennis Surmanek
- 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...”
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Hyde and Associates
- Tax Return
- Knowledge
“Carol Destefano has been our accountant for over 10 years and she has given us absolutely excellent accounting service and has always been there to answer some of our complicated ( and frequent) questions and her advice has been extremely valuable in...”
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Legrand Financial Services
“A friend referred me to Le Grand Financial Services after unpleasant experiences with previous accountants whom I felt was over charging for every piece of documents to complete my business filings.”
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Unique Financial Advisors & Tax Consultants
- Retirement Planning
- Vid
- Coaching
“Vid's sensible advice—understanding markets, growth assets, tax preparation, risk mitigation—has been invaluable in getting me to a far more comfortable spot.”
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Johnson Financial Consulting Group
- Knowledge
“Great business place, lots of knowledge and help.”
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Delta Financial Group
- Team
“To anyone who is thinking about seeing a planner I highly recommend it - even though the initial set up is time consuming, once you are there it's nice to know that everything is automated and taken care of which makes life so much easier.”
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Natalie L Pitts CPA
“Natalie has many years of experience that can provide the small business owner and individuals with one less worry- she will take care of your accounting needs with professionalism, integrity, and ongoing personalized service.”
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M&Y International Financial Services
- Tax Preparation
“I had a complicated year as taxes go and Mars was not only able to explain the details of my return to me but also was able to find areas I can claim deductions on and reduce the overall amount I had to pay in taxes.”
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Leo Wealth Management
“I have been extremely satisfied with all of the help Jim has given me over the years, he has made a huge impact in my life and helped me retire sooner than I had anticipated.”
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Purevest
- Accounts
- Market
- Financial Advisor
“Very professional, informative, and always available!”
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McDowell Capital Group
“He has really stepped forward in helping us with financial advice, IRS repair as well income tax relief plus so much more… 4 years of excellence for us and a life time more as your clients.”
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Detlet Michael F CPA
“He is ethical and patient; he's always willing to address whatever questions I may have.”
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Malecki Financial Group
- Needs
- Understanding
- Portfolio
“I've entrusted Eric Stiles at Malecki Financial Group with my financial planning for over nine years now, and I couldn't be more satisfied with the service I've received.”
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Neppalli Financial Accountants & Tax Advisors
“Unfortunately due to my unique situation I was unable to use Neppalli's services but even knowing I was not using them he took time out of his day to explain and guide me as much as he could.”
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Wiss & Company
“There have been several occasions where I needed clarification and had difficulty with certain aspects of my quickbooks account and they were able to rectify them within 1 business day.”
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
Why these companies made our list
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