Best Financial Advisors near Union City, NJ

We have 2 firms in Union City on file, and both are on this list, along with 22 from towns including Jersey City (10, 4 mi), Union (4, 13 mi) and New City, NY (4, 27 mi).

8 open weekends · 22 rated 4.5+ · 2 show a license

Data verified October 18, 2026

The Deminno CPA Firm

The Deminno CPA Firm

(50)
  • Financial
  • Information
  • Tax Laws
“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.”
Accepts All Major Credit Cards
In Business Since 2014
New City, NY · 27 mi from Union City
i
Scott M Aber CPA

Scott M Aber CPA

(48)
  • Financial
  • Responsive
  • Knows
“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.”
Free Initial Consultation
Accepts Check, All Major Credit Cards
In Business Since 2007
New City, NY · 27 mi from Union City
i
Schwartz & Gomez Tax and Accounting

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!”
Se Habla Español
In Business Since 2017
Jersey City, NJ · 4 mi from Union City
i
Johnson Financial Consulting Group

Johnson Financial Consulting Group

(10)
  • Knowledge
“Super clean office, polite and helpful staff and great light refreshments.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2019
Union, NJ · 13 mi from Union City
i
Minsky & Cottone, Cpas

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.”
BBB Accredited
In Business Since 2010
Garden City, NY · 22 mi from Union City
i
McDowell Capital Group

McDowell Capital Group

(3)
“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.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2010
Union, NJ · 13 mi from Union City
i

The 24 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

23 of the 24 firms on this page have a rating, from 4.4 to 5.0 across 365 reviews; 2 have 50 or more reviews and 22 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (98%), quality (78%) and responsiveness (78%). 8 are open on Saturdays and 3 on Sundays. The services the firms on this page list most often on their websites are business services (4), financial planning (4), tax services (4), bookkeeping (3) and business tax returns (3). 2 show a license on their websites and 2 have a BBB rating of A or A+. Domain records put 12 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 5 offer payment plans and 3 offer a free initial consultation. 2 have Spanish-speaking staff. We have a website on file for all 24 of the firms on this page; 19 publish a contact page; 22 list a public email and 5 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 24 firms are located in Union City. The others come from other towns within 30 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

(2)
  • Questions
“His professionalism, attention to detail, and expertise made the process of filing my tax returns smooth and stress-free.”
Transparent Fees & Pricing
In Business Since 2023
Union, NJ · 13 mi from Union City
i
Legacy Care Wealth

Legacy Care Wealth

(5)
“I have been very pleased with the assistance I've received from Legacy Care Wealth over the past few years.”
In Business Since 2013
Jersey City, NJ · 4 mi from Union City
i
John W Rehonic Iii, CPA / JWR Financial Services

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.”
Se Habla Español
In Business Since 2019
1010 Summit Ave, Union City, NJ
i
Piao CPA

Piao CPA

(3)
“Whether you're seeking a financial plan for retirement, children, first time home buy in this economy, start a business, or anything that involves money.”
In Business Since 2022
Jersey City, NJ · 4 mi from Union City
i
Ballaster Financial

Ballaster Financial

(3)
“It was easy to trust him and we great appreciated his thought partnership through our financial decisions.”
Transparent Fees & Pricing
In Business Since 2021
Jersey City, NJ · 4 mi from Union City
i
Bizsolution

Bizsolution

(3)
“She was very professional and attentive to all the documents that needed signing.”
Free Initial Consultation
In Business Since 2023
500 Paterson Plank Rd Suite 1, Union City, NJ
i
Certus

Certus

Transparent Fees & Pricing
Free Initial Consultation
BBB Rating: A+
Offers Financing Options
Garden City, NY · 22 mi from Union City
i
Schupak Financial Advisors

Schupak Financial Advisors

(2)
“What was more important for us also was having someone we could reach out to as our lives continue to evolve, and I have to say they are very responsive and easy to get in touch with, either by email, phone or video chat, and in person.”
In Business Since 2018
Jersey City, NJ · 4 mi from Union City
i
Astra Wealth Partners

Astra Wealth Partners

(1)
“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.”
In Business Since 2018
Jersey City, NJ · 4 mi from Union City
i
Yehuda Eckhaus

Yehuda Eckhaus

(1)
“Yehuda is incredibly detailed and does great.”
In Business Since 2012
Brooklyn, NY · 9 mi from Union City
i
Elite Integrity Financial Services

Elite Integrity Financial Services

In Business Since 2018
Union, NJ · 13 mi from Union City
i
Roventini CPA

Roventini CPA

(2)
“Maria is pleasant and always there to help and answer any questions you may have.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 1984
New City, NY · 27 mi from Union City
i
Abrams & McKeever Cpa's

Abrams & McKeever Cpa's

(1)
“We had a positive and professional experience dealing with both Martin and Paul.”
Transparent Fees & Pricing
Accepts All Major Credit Cards
Offers Financing Options
In Business Since 1999
Cresskill, NJ · 13 mi from Union City
i
Prosperity Leaders

Prosperity Leaders

(3)
“Sebastian is very knowledgeable!”
Licensed
In Business Since 2020
Jersey City, NJ · 4 mi from Union City
i
Eagle Grove Advisors

Eagle Grove Advisors

(13)
  • Responsive
  • Attention
  • Taxes
“I now see the light at the end of the tunnel as far as paying off student loan debt, I have a legitimate emergency savings account and, I have a newfound comfort in talking about money.”
Licensed
In Business Since 2016
Jersey City, NJ · 4 mi from Union City
i
Crane Wealth Management Group

Crane Wealth Management Group

Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2010
New City, NY · 27 mi from Union City
i
Reaves Asset Management

Reaves Asset Management

In Business Since 2011
Jersey City, NJ · 4 mi from Union City
i
E1 Asset Management

E1 Asset Management

In Business Since 2000
Jersey City, NJ · 4 mi from Union City
i
HomeWealth Management AdvisorsNew JerseyUnion City, NJ

Retirement Planning and Investment Management Services in Union City, NJ Cost Estimates

Minimum cost
$1099
Maximum cost
$9341
National Average
$3297
Avg Per Hour Rates
$330
$2198
$6044
Typical price range is based on 320 cost profiles
Click to copy
Successfully copied!
Average Cost $3297
Minimum cost $1099
Maximum cost $9341
Avg Per Hour Rates $330

Typical range $2198 to $6044 is based on 320 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top