Best Financial Advisors in Wayne, NJ

The highest-rated Financial Planning & Wealth Management companies out of 161 vetted & reviewed in the Wayne area.

Highland Financial Advisors

Highland Financial Advisors

(2)
Financial Planning and Investment Management
“Reed and his team at Highland Financial are top flight advisors as well as good, honest people.”
CFP Certified
In Business Since 2003
1680 NJ-23 Suite 210, Wayne, NJ
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Quinn & Quinn

Quinn & Quinn

Business Valuation, Part-Time CFO Services, Non-Profit Organizations
“We provide state-of-the-art, time is of the essence, personalized professional accounting and tax services to a diversified client base consisting of closely held companies and successful individuals.”
Offers Financing Options
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 1988
67 Urban Club Rd, Wayne, NJ
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Hallmark Capital Management

Hallmark Capital Management

In Business Since 1999
1195 Hamburg Turnpike, Wayne, NJ
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Campbell Andrew

Campbell Andrew

“We are a full-service Accounting firm licensed in NC. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly. Services for Individuals”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2013
2528 Mountainview Blvd, Wayne, NJ
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Elliott Financial Services

Elliott Financial Services

4, 3, 2
“Elliott Financial Services provides a diverse selection of services including business consulting, tax preparation and accounting services to any sized business and individuals.”
In Business Since 2013
87 Colfax Rd, Wayne, NJ
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Demetrius Berkower

Demetrius Berkower

Tax Services, Audit & Assurance, Advisory & Consulting
Accepts All Major Credit Cards
In Business Since 1947
155 US-46 STE 301, Wayne, NJ
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Kaul Advisory Group

Kaul Advisory Group

“I've been a user for over five years, and I can't imagine trying to navigate earnings season without it. The perfect tool for understanding sell-side expectations for every line item and relevant KPI, including ones completely ignored or mis-represen...”
In Business Since 2011
601 Hamburg Turnpike, Wayne, NJ
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Heron Wealth

Heron Wealth

(30)
Investment Advice, Financial Planning, Estate Planning
“David is not only my personal financial advisor, we share mutual clients together and he treats them all as if they are his family, always having their best interest at heart.”
Remote Consultations Available
Accepts Paypal
In Business Since 2000
205 E 42nd St 20th Floor, New York, NY
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CK Accounting Group

CK Accounting Group

(10)
“I have used this accounting group for my business- they have always filed all of my tax filings on time, have been very easy to reach and also are very proactive about my tax filings.”
Transparent Fees & Pricing
In Business Since 2019
Serving Wayne Area
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Tsamutalis & Company

Tsamutalis & Company

(30)
Non-Filed Tax Returns & Back Taxes Owed, IRS Payment Plan & Offer In Compromise, IRS Audit Representation
“I have recommended Xanthi and the team to others, and will continue to recommend and praise Tsamutalis & Company, LLC's dedication to providing exceptional services!”
Offers Financing Options
Licensed, BBB Rating: A+
In Business Since 1998
Serving Wayne Area
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Bovell Financial

Bovell Financial

(30)
Tax Preparation
“This company also has the updated technology with the capability of creating an online account through the portal to make your experience that much more convenient.”
Offers Financing Options
Transparent Fees & Pricing
Accepts All Major Credit Cards
Free Initial Consultation
45 Rockefeller Plaza #2000, New York, NY
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Clinton Robinson Pro Tax Services

Clinton Robinson Pro Tax Services

(13)
  • Tax Preparer
“I've been a client for years and the services are always top notch!”
Transparent Fees & Pricing
Accepts Check, All Major Credit Cards, Cash
Licensed, BBB Rating: A+
Offers Financing Options
464 Central Ave, East Orange, NJ
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Drucker Wealth Management

Drucker Wealth Management

(29)
  • Decisions
  • Understand
  • Education
“They do a great job with a diversified portfolio of investments tailored to my situation, but what sets Drucker apart is the personalized support through the ups and downs of my financial journey.”
Remote Consultations Available
Transparent Fees & Pricing
Licensed
Family Business
2 Park Ave #300, New York, NY
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Precision Accounting Intl

Precision Accounting Intl

(30)
Payroll Services, Part-Time CFO Services, Individual Tax Services
“A friend of mine recommend me to Precision Accounting in Clifton and low and behold they didn't only fixed my taxes but they got me back a lot of money that was over paid.”
Transparent Fees & Pricing
In Business Since 2009
1035 US-46 STE B101, Clifton, NJ
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Tax Master Financial Services Corp

Tax Master Financial Services Corp

(30)
Payroll Services, Investment & Financial Planning, Tax Planning & Preparation
“David Block and the Tax Master team worked to make sure that I got all the deductions to which I was entitled, thereby assuring me of the best returns possible.”
Accepts All Major Credit Cards
In Business Since 1935
1384 Broadway Suite 910, New York, NY
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Brian Shaltakoff CPA

Brian Shaltakoff CPA

(2)
IRS Levies, Non-Filed Tax Returns, Bankruptcy
“He is doing everything in his power to make sure not one, but two, of my returns are going through.”
Transparent Fees & Pricing
Accepts All Major Credit Cards
Licensed, BBB Rating: A
Offers Financing Options
100 Park Ave, New York, NY
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Prudent Financial Solutions

Prudent Financial Solutions

(30)
Cash Out Refinance, Helocs, Debt Consolidation
“Rest assured that Anthony and Prudent Financial Solutions will be highly recommended by me to anyone that I come across to whom your services may be of value!”
In Business Since 2019
500 5th Ave Suite 1700, New York, NY
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Clarify Capital

Clarify Capital

(30)
  • Questions
  • Pleasure
  • The Future
“Initially I declined the offer and Joseph was understanding and did not pressure me at all which made me trust him and eventually reach back out for funding.”
Offers Financing Options
In Business Since 2017
45 W 29th St #603, New York, NY
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Kostka Taylor

Kostka Taylor

(29)
List of Services
“We submitted two corrected 1040s to the IRS and I asked the previous CPA to refund whatever part of his fee he though was appropriate under the circumstances.”
Accepts All Major Credit Cards
In Business Since 2004
1711 US-46, Parsippany-Troy Hills, NJ
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Virtual Accounting and Tax Solutions

Virtual Accounting and Tax Solutions

(13)
Services For Quickbooks, Tax Services, Business Services
“We need to submit Financial Audits every year and Jay has been very diligently providing all extensive Bookkeeping reports to our CPA to assist him with the Audit.”
Remote Consultations Available
Free Initial Consultation
Transparent Fees & Pricing
Accepts All Major Credit Cards
200 Baldwin Rd A19, Parsippany-Troy Hills, NJ
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Zoe Financial

Zoe Financial

(18)
  • Knowledge
“Zoe Financial recommended and connected us to a financial advisor that is working closely with us in a friendly, professional manner and who is making the most of our assets.”
Transparent Fees & Pricing
In Business Since 2016
31 W 34th St., New York, NY
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Vcorp Services

Vcorp Services

(29)
  • State
  • Corporate
  • Pleasure
“Thank you April Adamkovich, Client Services Specialist, for helping me to get logged in AND for making sure my Annual Report gets filed in a timely manner.”
Remote Consultations Available
Transparent Fees & Pricing
In Business Since 1997
Serving Wayne Area
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Lipton CPA Associates

Lipton CPA Associates

(5)
Strategic Business Planning, Audits - Reviews - Compilations, Internal Controls
“Lipton CPA provided a thorough analysis of my complex tax filing profile and held clear consultations to ensure I received the most favorable tax refund.”
Offers Financing Options
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 1996
Serving Wayne Area
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Callahan Financial Services Group

Callahan Financial Services Group

(30)
  • Compassion
  • Expertise
  • Grateful
“They guided me successfully through the complicated maze of a Medicaid application and always were there to answer questions or just encourage me when I felt overwhelmed.”
Free Initial Consultation
In Business Since 2013
Serving Wayne Area
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Retirement Planning and Investment Management Services in Wayne, NJ Cost Estimates

Minimum cost
$1043
Maximum cost
$8864
National Average
$3129
Avg Per Hour Rates
$313
$2086
$5736
Typical price range is based on 421 cost profiles
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Average Cost $3129
Minimum cost $1043
Maximum cost $8864
Avg Per Hour Rates $313

Typical range $2086 to $5736 is based on 421 cost profiles.

Why these companies made our list

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