Parks Projects NJ
“Poised, professional and timely - I can't say enough good things about Danielle and team.”
Best Financial Advisors in Trenton, NJ
15 firms listed · 4 in Trenton · 3 open weekends · 13 rated 4.5+ · 1 shows a license
Data verified October 21, 2026
G&G Tax and Financial Services
“They have helped me stay on top of my finances and stayed in compliance with my taxes.”
Blessed Financial
“I am extremely happy using him for mytax preparation every year.”
Foundation Asset Management
Anthony Petsis & Associates
“Tony, Alex and their team are knowledgeable and trustworthy.”
Yardley Wealth Management
“We recently engaged YWM to revisit our estate plan for our growing family, and Mike guided us through every step of the process.”
The 15 firms listed for Trenton, 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: Trenton, NJ
Of the 15 firms we list here, 4 are in Trenton itself and 11 come from towns including Yardley, PA (3, 5 mi), Hamilton Township (2, 6 mi) and Lawrence Township (1, 3 mi). 14 of the firms on this page have a rating, from 4.3 to 5.0 across 133 reviews; 13 are rated 4.5 or higher. 3 are open on Saturdays. 1 shows a license on its website. Domain records put 10 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 2 offer payment plans; 3 offer a free initial consultation; 1 is family- or locally-owned and 1 lists coupons or special offers. We have a website on file for all 15 of the firms on this page; 14 publish a contact page; 14 list a public email and 2 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 Trenton offer a free first meeting?
3 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.
Enlight Financial
“Shah has been thorough, consistent, meticulous, and more than just a financial planner or advisor; she's your advocate.”
My Divorce Solution
“I can't recommend MDS highly enough and if you do one thing, make it talking to them on the phone before going to that first mediation session.”
SEC Financial Services
“Excellent Service, she do it all at the same place, very professional.”
Kolenda & Associates Cpas
“Very Professional as well as very very smart and easy to work with.”
Lucash Richard J CPA
“He was helpful and professional and processed the taxes in a timely manner.”
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Personal Wealth Strategies
“I highly recommend Justin and the team at Personal Wealth Strategies for their exceptional service.”
Credit Counseling Center
“I followed their advice and was able to get my score from 595 to 788 in 2 years.”
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SG Wealth Management
“Erin had been very helpful and young Bob was keen insight and is thorough in his review of past and present transactions to benefit us re: taxes purposes.”
Edelman Wealth Management Group
“The information was great with each team member sharing their considerable knowledge, expertise and tips that no one explains to you!”
Why these companies made our list
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