Best Financial Advisors near Plainfield, NJ
We have one firm in Plainfield on file, and it is on this list, along with 14 from towns including East Brunswick (3, 13 mi), Union (2, 9 mi) and Clark (1, 6 mi).
2 open 24/7 · 8 open weekends · 13 rated 4.5+ · 1 shows a license
Data verified October 20, 2026
Hy Appelbaum CPA
“Hy Appelbaum is one of the best CPA in the business, great professional and a very good man .”
Sai CPA Services
“Highly recommended, one-stop shop from basic to complex Tax filing services & much more.”
Angelo & Associates, Cpas
“I highly recommend this business if you're looking for good financial advice and your taxes done.”
Legrand Financial Services
“I've used their services for about years with no problem, even through the pandemic, fast, efficient service, I hope it continues”
Jonathan Barrett Cfp, Clu, Chfc, Ricp, RPS
“We definitely feel like we are headed in the right direction after our conversation with him and highly recommend!”
The 15 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 15 firms on this page are rated from 4.0 to 5.0 across 1,007 reviews; 6 have 50 or more reviews and 13 are rated 4.5 or higher. 2 are open around the clock; 8 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are business services (3), financial planning (3), payroll services (3), services for individuals (3) and tax services (3). 1 shows a license on its website; 1 lists staff certifications (CPA) and 2 have a BBB rating of A or A+. 12 have ten or more years of experience, the longest 39 years. 2 offer urgent consultations; 3 offer payment plans and 2 offer a free initial consultation. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 13 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.
Do any financial advisers listed for Plainfield offer a free first meeting?
2 of the 15 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.
Camacho Consulting Services
“I also can't forget marc he was very helpful he answered all my text messages in a timely manner”
Falbo Wealth Management
“We've been working with Joe Falbo for about 13 years after being referred by one of his long-time clients who was very happy with him.”
George Gereis, CPA
“From my experience he is one of the best accountants you may deal with for his dedication, responsiveness, accuracy and personal client's care.”
PCB Financial Advisory Group
“He is knowledgeable, genuinely cares about the welfare of his clients, and spends a good amount of time teaching and explaining, so you're not in the dark about what's happening with your money.”
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Purevest
“They are always available to answer our questions and address any concerns we have…They are very knowledgeable in their field.”
Jarrett Dewelde CFP - R.i.c.h. Planning Group
“When I received an inheritance and wasn't sure what to do, Jarrett guided me through the process with clarity and confidence.”
Johnson Financial Consulting Group
“Great account management location truly urge more people to come here”
McDowell Capital Group
“Walter McDowell been assisting me with any and all tax issues for more then 10 years without any complaints.”
M&Y International Financial Services
“This is one of the best Financial services, I have been using Mars for years now and I am always so happy with the communication and knowledge he has”
Why these companies made our list
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