The highest-rated Financial Planning & Wealth Management companies out of 258 vetted & reviewed in the Union City area.
Learn how we score.
Prominent finalists A-Z in Union City
Anjay Accountax
Apex Credit Fix
Astra Wealth Partners
College Funding Professionals
Eagle Grove Advisors
Elite Integrity Financial Services
Garcia & Company
Hotspot Fx
Johnson Financial Consulting Group
Law Firm of Benjamin Eckman
Legacy Care Wealth
Libock & Associates
Luis Rodriguez CPA
Maligu Associates
McDowell Capital Group
Mendonca & Partners Certified Public Accountants
Minsky & Cottone, Cpas
Omni Treasury
Russo Law Group
Schupak Financial Advisors
Schwartz & Gomez Tax and Accounting
Scott M Aber CPA
Taurus Financial
The Deminno CPA Firm
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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.”
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Taurus Financial
(5)
• Financial Planning, • Business Solution, • Wealth Management
“Very professional service”
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Libock & Associates
(8)
Tax Services, Industries, Business Incorporation and Formation
“From pre-retirement planning, to trust and estate work, 1031 exchanges, and real estate investing and rentals, my needs and expectations are consistently met and more.”
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Russo Law Group
(30)
Special Needs/Disability 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.”
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Apex Credit Fix
(19)
i'm
Patience
Speaking
“Hannah , my representative was very helpful and I truly appreciate her guidance”
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Schwartz & Gomez Tax and Accounting
(17)
Reviews
“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!”
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Scott M Aber CPA
(29)
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.”
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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.”
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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!!”
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Luis Rodriguez CPA
(8)
“I have been coming to this office since 2015 and I am always satisfied the accountants are very helpful and always make sure i understand what is going on at all times Luis Rodriguez himself makes me feel welcomed everytime i speak to him its like im...”
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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!”
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McDowell Capital Group
(2)
Tax Services, Industries, Business Services
“Years of great service.”
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Eagle Grove Advisors
(14)
Taxes
Team
Family
“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.”
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Garcia & Company
(1)
Tax Services, Services For Individuals, Quickbooks Services
“Great family guy and exceptional service when it comes to new customers.”
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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.”
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Law Firm of Benjamin Eckman
(12)
Questions
“With decades of experience, he immediately makes you feel comfortable, and you know you are in good hands.”
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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.”
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Anjay Accountax
(4)
Auditing, Audit Support Services, IT & Technology Services
“Honesty, Hard Work and Integrity is what you get from Anjay Accountax.”
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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 ...”
“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.”
“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.”
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Elite Integrity Financial Services
Financial Statements, Tax Planning, Business Tax Returns
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Hotspot Fx
Cboe FX Central, Full Amount, Cboe FX Point
“Our expanding model provides greater control of the trading process, enabling better trade execution and lower transaction costs for our global customer base.”
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Retirement Planning and Investment Management Services in Union City, NJ Cost Estimates