The highest-rated Financial Planning & Wealth Management companies out of 190 vetted & reviewed in the Plainfield area.
Learn how we score.
Prominent finalists A-Z in Plainfield
Augulis Law Firm
Badran Tax & Accounting
Camacho Consulting Services
Clinton Robinson Pro Tax Services
Dennis Surmanek
George Basily, CPA, MST
Grantvest Financial Group
Hillgate Financial
Hy Appelbaum CPA
J.F. Johnson & Co., PA
Jack Lieberman, CPA
Jonathan Barrett Cfp, Clu, Chfc, Ricp, RPS
Kaufman & Gumnic
Lamela & Company, Cpas
Levine, Furman & Rubin
Lipton CPA Associates
Magone & Company
Mauriello Enterprises | My Tax Fella
Purevest
Robert A Corsi, CPA
Straightpath Consulting
TAX Drx
Versutus Accounting & Consulting
Zebulon Tax Advisory
View Profile
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.”
i
View Profile
J.F. Johnson & Co., PA
i
View Profile
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...”
i
View Profile
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...”
i
View Profile
Purevest
(11)
Financial Planning, Investment, Life Insurance
“They are sharp as a tack and don't overwhelm clients.”
i
View Profile
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.”
i
View Profile
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.”
i
View Profile
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.”
i
View Profile
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.”
i
View Profile
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”
i
View Profile
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.”
i
View Profile
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.”
i
View Profile
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!!”
i
View Profile
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.”
i
View Profile
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.”
i
View Profile
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.”
i
View Profile
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.”
i
View Profile
Zebulon Tax Advisory
(21)
Tax Laws
“David Steiner has been my accountant for over a decade.”
i
View Profile
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.”
i
View Profile
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...”
i
View Profile
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...”
i
View Profile
Clinton Robinson Pro Tax Services
(13)
Tax Preparer
“Very personable and professional.”
i
View Profile
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.”
i
View Profile
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...”
i
Retirement Planning and Investment Management Services in Plainfield, NJ Cost Estimates