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Mark Angelo Financial Services
“I have always heard this was the top place in town.”
Best Financial Advisors in Toms River, NJ
24 firms listed · 16 in Toms River · 4 open weekends · 13 rated 4.5+ · 1 shows a license
Data verified October 21, 2026
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Jalinski Advisory Group
- Team
- Retirement
- Book
“Josh and his team were extremely patient with my 30 plus questions, before moving forward with his recommended solution, after asking many questions, having several conversations, and identifying the goals and objectives...”
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Kevin Duffy Financial Planning
- Financial Advisor
- Personal Finances
“My family has been relying on Kevin Duffy Financial Planning for decades to do our personal and business taxes and our financial planning especially now since i am closer to retirement.”
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Tekeno Financial
- Honest
“His honesty and integrity make him stand out in this field.”
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Memoli & Company
“We have been using him for over 10 years without any problems...”
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Gallipoli & Gallipoli CPA
“I feel I am in good hands and trust them completely with my taxes and my financial portfolio folio.”
The 24 firms listed for Toms River, 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: Toms River, NJ
Of the 24 firms we list here, 16 are in Toms River itself and 8 come from towns including Fair Haven (3, 27 mi), Forked River (2, 10 mi) and Whiting (1, 10 mi). 15 of the firms on this page have a rating, from 4.0 to 5.0 across 112 reviews; 13 are rated 4.5 or higher. 4 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are financial planning (4), estate planning (2) and tax planning & preparation (2). 1 shows a license on its website and 4 have a BBB rating of A or A+. Domain records put 18 websites of the firms on this page at ten or more years old; the oldest dates from 1993. 2 offer a free initial consultation; 3 are family- or locally-owned and 1 lists coupons or special offers. We have a website on file for 23 of the firms on this page; 22 publish a contact page; 21 list a public email and 4 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 Toms River offer a free first meeting?
2 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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Lisa A Chirichillo
“Great future and estate planning for any age.”
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Safe Harbor Wealth Management
- Retirement
- Tax
- Plan
“Chad helped me with great advice for retirement by looking at Social Security, Investments and Taxes and helped put together a complete plan that was very simple to understand.”
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Joseph A. Cannova, CPA CFP
“The best accountant and financial advisor!!!”
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Financial Alternatives
“Sean and his team are humble, caring and totally in tune with the individual needs of you as the investor no matter the size of your portfolio.”
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Amherst Financial Services
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Castle Financial
“Even being a city employee and now retired he has helped me save and take care of my families future thank you Al and I would definitely reccomend him and his company to anyone who is looking for financial advice and planning for their future.”
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The Faragi Group
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Coastline Wealth Management
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EPA Financial Services
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AFM Investments
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Dr. Jeffrey S. Glaser, Ph.d
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Island Financial Advisors
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Freedom Financial Associates
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Motz Equity Group
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ABS "tax Professionals"
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Brian Rice - Rice Wealth Management Group
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Fence Financial
- Questions
- Needs
- Financial Planning
“Bill is quite familiar with all the ever changing details of US and NJ Tax Law and I rest easy knowing he will handle my returns and finances professionally and accurately while trying to find me the tax cuts I qualify for.”
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Family Focus Financial Group
“Very family oriented, all my concerns and need were taking care of, if I need something this group always delivers as soon as possible, and I never have reason to worry about my future investments with Family Focus.”
Retirement Planning and Investment Management Services in Toms River, NJ Cost Estimates
Minimum cost
$1151
Maximum cost
$9779
National Average
$3452
Avg Per Hour Rates
$346
$2301
$6328
Fair price range is based on 394 cost profiles
Why these companies made our list
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