The highest-rated Financial Planning & Wealth Management companies out of 125 vetted & reviewed in the Union City area.
Learn how we score.
Prominent finalists A-Z in Union City
Anjay Accountax
Apex Credit Fix
Bizsolution
College Funding Professionals
Garcia & Company
Jmwilliams CPA
John W Rehonic Iii, CPA / JWR Financial Services
Johnson Financial Consulting Group
Legacy Care Wealth
Libock & Associates
Luis Rodriguez CPA
Maligu Associates
Marko Paprikic CPA
McDowell Capital Group
Mendonca & Partners Certified Public Accountants
Mertiri & Associates CPA
Minsky & Cottone, Cpas
Omni Treasury
Russo Law Group
Schwartz & Gomez Tax and Accounting
Scott M Aber CPA
Summer Associates Tax Services
Taurus Financial
The Deminno CPA Firm
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Apex Credit Fix
(45)
Understanding
Walking
Skills
“The educational videos really help you understand when to pay your credit card bills which is not on the due date but 3-4 days before the statement date.”
i
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Russo Law Group
(50)
Special Needs Planning, Small Business Planning, Medicaid Planning
“Choosing Russo Law Group has been a rewarding decision that I'm glad I made Deanna Elbe, I found to be very knowledgeable in her field of law and presented me with sound advice and a ranges of options to choose from, the staff was very accommodating.”
“My husband and I have used The De Minno CPA firm for several years and are very happy with the prompt and courteous attention to detail that is placed when doing our tax returns.”
i
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Scott M Aber CPA
(48)
For Business, For Individuals
“I have been working with Scott Aber for about 15 yrs now both as a restauranteur and on the personal level and I do recommend him highly for your accounting needs.”
i
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Mertiri & Associates CPA
(38)
Services
Financial
Payroll
“Highly recommended if you want to start saving money on your taxes and not get taken advantage of by other accountants who don't know what they are doing.”
i
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Schwartz & Gomez Tax and Accounting
(24)
Tax Return
Reviews
Games
“This was my first year getting my taxes done, I made the right choice coming to S and G Tax because the service and response time was great, definitely coming again next year!”
i
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Jmwilliams CPA
(11)
Tax Services, Family Office Accountant, Coaching Program
“I've never experienced better customer service; Jessie and her team are excellent at responding to questions and updating you before you even need an update.”
i
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Johnson Financial Consulting Group
(10)
Tax Services, Business Services, Quickbooks Services
“Super clean office, polite and helpful staff and great light refreshments.”
i
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Minsky & Cottone, Cpas
(10)
“Joann and her staff are great to work with, they answered all my questions and made sure I understood everything clearly.”
i
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Summer Associates Tax Services
(10)
Professional
Accountant
“I've had four different accountants over the years for my small-business accounting, and Keith is by far the best.”
i
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Luis Rodriguez CPA
(10)
“For me , Luis is the greatest , he's done my taxes accurately and flawlessly ever since 1993 and it has always been a pleasure to be his client , he always offered a consistent welcoming experience at every visit , everyone that works there is friend...”
i
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Mendonca & Partners Certified Public Accountants
(4)
Tax Services, Quickbooks Services, Business Services
“They are very professional and a perfect partner for all companies and special recommendations for Italian companies which would like to start business in US or plan to open a Branch in USA!!”
i
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Libock & Associates
(13)
Tax Services, Industries, Business Incorporation and Formation
“Their expert accounting staff can handle any of my needs ranging from financial statements, a variety of audits, tax planning, succession planning, tax preparation, and the list goes on.”
i
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McDowell Capital Group
(3)
Tax Services, Industries, Business Services
“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.”
i
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Omni Treasury
(15)
Program
Business
“I did have a few, but when Alex came along he saw the flaw of my business having an advance loan and so he placed me in the best alternative program for my business!”
i
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Garcia & Company
(2)
Tax Services, Services For Individuals, Quickbooks Services
“Pablo and his team are amazing and professional.”
i
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Maligu Associates
“We are a full-service Accounting firm licensed in NJ. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.”
i
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Marko Paprikic CPA
(2)
Elder Care, Industries, Services For Quickbooks
“His professionalism, attention to detail, and expertise made the process of filing my tax returns smooth and stress-free.”
i
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Legacy Care Wealth
(5)
Investment Management, Financial Planning
“I have been very pleased with the assistance I've received from Legacy Care Wealth over the past few years.”
i
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Taurus Financial
(5)
• Financial Planning, • Business Solution, • Wealth Management
“Very professional service”
i
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Anjay Accountax
(4)
Auditing, Part-Time Controller/Cfo, Audit Support Services
“Honesty, Hard Work and Integrity is what you get from Anjay Accountax.”
i
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John W Rehonic Iii, CPA / JWR Financial Services
(18)
“Mike is an excellent accountant I have been going here almost 30 years not to mention my mom was the very group of clients and the rest of the family goes there love them all.”
i
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College Funding Professionals
(8)
Kids
Program
“My wife and I kept putting off the “college fund “conversation” for our young child but after going through the pre-high school selection of your software program we realized we were only hurting ourselves by delaying… This was exactly the kickstart ...”