Best Financial Advisors near Union City, NJ

We have 2 firms in Union City on file, and both are on this list, along with 13 from Jersey City (7, 4 mi), Union (4, 13 mi) and Brooklyn, NY (2, 9 mi).

4 open weekends · 14 rated 4.5+ · 1 shows a license

Data verified October 18, 2026

Schwartz & Gomez Tax and Accounting

Schwartz & Gomez Tax and Accounting

4.8 32 reviews
“They are incredibly responsive, organized, and always on top of everything when it comes to both my personal and business accounting needs.”
Since 2017Se habla español
Jersey City, NJ · 4 mi from Union City
i
Johnson Financial Consulting Group

Johnson Financial Consulting Group

4.9 21 reviews
“She answered every question I had and explained and walked me through every step.”
Since 2019FinancingPrices online
Union, NJ · 13 mi from Union City
i
McDowell Capital Group

McDowell Capital Group

4.3 12 reviews
“Great service , fast and efficient”
Since 2010FinancingPrices online
Union, NJ · 13 mi from Union City
i
Bizsolution

Bizsolution

5.0 13 reviews
“She was very professional and attentive to all the documents that needed signing.”
Se habla españolServes Bergen County, Hudson County +4Since 2023
500 Paterson Plank Rd Suite 1
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Ballaster Financial

Ballaster Financial

5.0 7 reviews
“It was easy to trust him and we great appreciated his thought partnership through our financial decisions.”
Serves Jersey City, NYC +2Since 2021
Jersey City, NJ · 4 mi from Union City
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John W Rehonic Iii, CPA / JWR Financial Services

John W Rehonic Iii, CPA / JWR Financial Services

4.7 21 reviews
“John is the best very friendly and honest I've been doing my taxes with them for 10 years my family goes there and my friends he treat you like your family thank you so much”
Se habla españolServes New Jersey50+ years
1010 Summit Ave
i

The 15 firms listed for Union City, 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: Union City, NJ

The 15 firms on this page are rated from 4.3 to 5.0 across 173 reviews; 14 are rated 4.5 or higher. 4 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are financial planning (4), bookkeeping (3), business services (3), business tax returns (3) and financial statements (3). 1 shows a license on its website. Domain records put 4 websites of the firms on this page at ten or more years old; the oldest dates from 2002. 2 offer payment plans and 1 offers a free initial consultation. 2 have Spanish-speaking staff. We have a website on file for all 15 of the firms on this page; 12 publish a contact page; 14 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.

Why are financial advisers outside Union City listed here?

2 of the 15 firms are located in Union City. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

Marko Paprikic CPA

Marko Paprikic CPA

5.0 2 reviews
“Marko is extremely knowledgeable and patient, always willing to share his expertise and make sure we understood every step of the process”
Since 2023Prices online
Union, NJ · 13 mi from Union City
i
Legacy Care Wealth

Legacy Care Wealth

4.5 5 reviews
“Legacy Care Wealth went above and beyond with specific and concrete suggestions to help me optimize my investments.”
Since 2013
Jersey City, NJ · 4 mi from Union City
i
Elite Integrity Financial Services

Elite Integrity Financial Services

5.0 4 reviews
“Very professional and communicated effectively throughout the process, will be returning.”
Virtual consultationsSince 2018
Union, NJ · 13 mi from Union City
i
Piao CPA

Piao CPA

5.0 3 reviews
“We received very quality, trust-worthy and timely service.”
Since 2022
Jersey City, NJ · 4 mi from Union City
i
Fundraising Well

Fundraising Well

5.0 1 review
Since 2015
Jersey City, NJ · 4 mi from Union City
i
Astra Wealth Partners

Astra Wealth Partners

5.0 1 review
“The methods for investing that Kevin helped me put into place (and catering the plan to my needs of course) has proved to be so very rewarding in so many ways.”
Since 2018
Jersey City, NJ · 4 mi from Union City
i
Yehuda Eckhaus

Yehuda Eckhaus

5.0 1 review
“Yehuda is incredibly detailed and does great.”
Since 2012
Brooklyn, NY · 9 mi from Union City
i
Prosperity Leaders

Prosperity Leaders

5.0 3 reviews
“Sebastian has always been helpful and makes time for people when in need.”
LicensedSince 2020
Jersey City, NJ · 4 mi from Union City
i
Republic Capital Group

Republic Capital Group

5.0 1 review
“Excellent service, very nice and educated staff.”
Since 2002
Brooklyn, NY · 9 mi from Union City
i
HomeWealth Management AdvisorsNew JerseyUnion City, NJ

Why these companies made our list

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