Johnson Financial Consulting Group
“I am absolutely satisfied with their service and would not hesitate to recommend anyone to use their services.”
Best Financial Advisors in Union, NJ
15 firms listed · 6 in Union · 1 open 24/7 · 5 open weekends · 11 rated 4.5+
Data verified October 19, 2026
McDowell Capital Group
“Walter McDowell been assisting me with any and all tax issues for more then 10 years without any complaints.”
Bizsolution
“The team's collaborative approach made me feel confident in their recommendations, and their timely communication was greatly appreciated.”
John W Rehonic Iii, CPA / JWR Financial Services
“You can call any time with any question and they will take the time to help you.”
Marko Paprikic CPA
“His professionalism, attention to detail, and expertise made the process of filing my tax returns smooth and stress-free.”
Elite Integrity Financial Services
“This is my second time doing a tax filing with Tali and he has been great.”
The 15 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 15 firms we list here, 6 are in Union itself and 9 come from towns including Union City (2, 13 mi), Clark (1, 5 mi) and Elizabeth (1, 5 mi). 13 of the firms on this page have a rating, from 4.0 to 5.0 across 508 reviews; 3 have 50 or more reviews and 11 are rated 4.5 or higher. 1 is open around the clock; 5 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are business services (4), tax services (4), industries (3), services for individuals (3) and services for quickbooks (3). 1 shows a license on its website and 2 have a BBB rating of A or A+. 8 have ten or more years of experience, the longest 39 years. 1 offers urgent consultations; 5 offer payment plans and 3 offer a free initial consultation. 1 has Spanish-speaking staff. We have a website on file for 14 of the firms on this page; 12 publish a contact page and 12 list a public email. 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 15 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.
Ryan Financial
“I have worked with Ryan Financial for many (20+) years for my annual complicated personal/business tax preparation, as well as for retirement advice.”
Araromi
A C Accounting Services
“In addition to the pleasant and friendly atmosphere of his office, he respects the time of his clients, and if you have an appointment at 10:00 you will sit down with him at 10:00.”
Pilot Hill Advisors
Frank Kapitza Cpa, MS & Associates
“I would highly recommend going to Frank for your tax and financial planning.”
Angelo & Associates, Cpas
“Last but certainly not least, whenever we have a question or want someone to bounce something off of, they always get back to us right away”
Legrand Financial Services
“The professionals at LeGrand care about their customers and it's evident in their work and the relationships they build.”
Dennis Surmanek
“He manages investments by individually tailoring them to each client, instead of the "status quo" that other advisors seem to follow.”
Jonathan Barrett Cfp, Clu, Chfc, Ricp, RPS
“He takes a thoughtful, relationship-first approach and truly prioritizes the needs and success of the people he serves.”
Why these companies made our list
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