Best Financial Advisors in Union, NJ

24 firms listed · 6 in Union · 7 open weekends · 17 rated 4.5+ · 2 show a license

Data verified October 19, 2026

Johnson Financial Consulting Group

Johnson Financial Consulting Group

(10)
  • Knowledge
“Excellent customer service!”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2019
1496 Morris Ave, Union, NJ
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.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2010
1517 Stuyvesant Ave., Union, NJ
i
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
982 Stuyvesant Ave. Ste 6, Union, NJ
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
Union City, NJ · 13 mi from Union
i
Bizsolution

Bizsolution

(3)
“Punctual, helpful and very efficient, today I contacted a professional who gave me tranquility and security!”
Free Initial Consultation
In Business Since 2023
Union City, NJ · 13 mi from Union
i
Yehuda Eckhaus

Yehuda Eckhaus

(1)
“Yehuda is incredibly detailed and does great.”
In Business Since 2012
Brooklyn, NY · 17 mi from Union
i

The 24 firms listed for Union, 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, NJ

Of the 24 firms we list here, 6 are in Union itself and 18 come from towns including Brooklyn, NY (3, 17 mi), Bayonne (2, 8 mi) and Union City (2, 13 mi). 20 of the firms on this page have a rating, from 4.3 to 5.0 across 703 reviews; 7 have 50 or more reviews and 17 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (92%), responsiveness (92%) and quality (81%). 7 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are tax planning (5), bookkeeping (3), business services (3), business tax returns (3) and business valuations (3). 2 show a license on their websites; 1 lists staff certifications (CPA) and 2 have a BBB rating of A or A+. 16 have ten or more years of experience, the longest 90 years. 6 offer payment plans; 3 offer a free initial consultation and 1 is family- or locally-owned. 1 has Spanish-speaking staff. 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 Union offer a free first meeting?

3 of the 24 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.

Elite Integrity Financial Services

Elite Integrity Financial Services

In Business Since 2018
1191 Morris Ave STE 101, Union, NJ
i
Abrams & McKeever Cpa's

Abrams & McKeever Cpa's

(1)
“We had a positive and professional experience dealing with both Martin and Paul.”
Offers Financing Options
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 1999
Cresskill, NJ · 24 mi from Union
i
Ryan Financial

Ryan Financial

(1)
“I have worked with Ryan Financial for many (20+) years for my annual complicated personal/business tax preparation, as well as for retirement advice.”
In Business Since 2005
Rutherford, NJ · 13 mi from Union
i
Peligri and Company

Peligri and Company

(3)
“The best of the best, simply put”
Accepts All Major Credit Cards
In Business Since 1999
Hackensack, NJ · 18 mi from Union
i
Araromi

Araromi

Transparent Fees & Pricing
Offers Financing Options
In Business Since 2006
934 Stuyvesant Ave. STE 6, Union, NJ
i
A C Accounting Services

A C Accounting Services

(8)
  • Accountant
“Our taxes were done in a timely manner and we have never had any issues.”
1961 Morris Ave, Union, NJ
i
Republic Capital Group

Republic Capital Group

In Business Since 2002
Brooklyn, NY · 17 mi from Union
i
Bookky USA

Bookky USA

In Business Since 2021
Spring Valley, NY · 31 mi from Union
i
Pilot Hill Advisors

Pilot Hill Advisors

Offers Financing Options
In Business Since 2012
Summit, NJ · 5 mi from Union
i
Drucker Wealth Management

Drucker Wealth Management

(49)
  • Accounts
  • Autumn
  • Questions
“I had an old account that was doing well where it was, and I appreciated that the team didn't try to pressure me to move the account over to them just so to increase my holdings with them.”
Family Business
Transparent Fees & Pricing
Remote Consultations Available
In Business Since 2012
New York, NY · 18 mi from Union
i
Graziano & Cullen, Cpas

Graziano & Cullen, Cpas

(49)
  • Feel
  • Retire
  • Financial Planning
“John and his staff has managed my portfolio and taxes for the past 35 years and there is no one I trust more than him to continue my financial planning.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 1996
Bayonne, NJ · 8 mi from Union
i
Certainty Tax Advisors

Certainty Tax Advisors

(49)
  • Season
  • Accountant
  • Team
“His staff are very welcoming and knowledgeable and even when Paul isn't available his staff can take care of you so you don't have to worry as your in the best of hands.”
In Business Since 2013
Brooklyn, NY · 17 mi from Union
i
Hy Appelbaum CPA

Hy Appelbaum CPA

(28)
  • State
  • Call
  • Questions
“Initially, he helped my repatriation and its complexity dealing with foreign taxes in moving back to USA, multiple states and countless tax related events in our life.”
Free Initial Consultation
BBB Rating: A+
Accepts Check
In Business Since 2005
Edison, NJ · 12 mi from Union
i
Tax Master Financial Services Corp

Tax Master Financial Services Corp

(47)
  • Finances
  • Season
  • Tax Preparer
“Whether bringing my documents to them in person or through their secure server, they always, always spend as much time as I need to answer all my questions.”
Licensed
Accepts All Major Credit Cards
In Business Since 1936
New York, NY · 18 mi from Union
i
Jonathan Barrett Cfp, Clu, Chfc, Ricp, RPS

Jonathan Barrett Cfp, Clu, Chfc, Ricp, RPS

(50)
  • Savings
  • Work
  • Strategies
“It made us feel comfortable having a professional look at our household finances in order to help us decide which moves to make that would benefit my wife and I.”
Licensed
In Business Since 2012
Woodbridge, NJ · 9 mi from Union
i
Sidhom Accounting and Tax Consultants

Sidhom Accounting and Tax Consultants

(50)
  • Preparing
  • Patient
  • Company
“Very happy with the service also can't forget to mention how helpful Albert is from the minute we walked in till we left he made sure all our questions were answered.”
Accepts All Major Credit Cards
In Business Since 2014
Bayonne, NJ · 8 mi from Union
i
Frank Kapitza CPA

Frank Kapitza CPA

(27)
“By working with him regularly, he'll be able to take advantage of great opportunities in the present unlike most cpas that tell you after it's too late.”
BBB Rating: A+
Free Initial Consultation
In Business Since 2024
Fairfield, NJ · 13 mi from Union
i
Camacho Consulting Services

Camacho Consulting Services

(48)
  • Honest
  • Respect
  • Polite
“If you haven't filed or if you did and didn't like your services or return done by someone else do yourself a favor and enlist in Camacho Consulting Services.”
CPA Certified
In Business Since 2015
Linden, NJ · 5 mi from Union
i

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

Minimum cost
$1063
Maximum cost
$9030
National Average
$3187
Avg Per Hour Rates
$319
$2125
$5843
Average price range is based on 397 cost profiles
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Average Cost $3187
Minimum cost $1063
Maximum cost $9030
Avg Per Hour Rates $319

Average range $2125 to $5843 is based on 397 cost profiles.

Why these companies made our list

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