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Highland Financial Advisors

(32)

Managing
Investment
Expertise

“Joe is trustworthy, competent and skilled in helping clients understand cash flow and create financial goals, and does so with empathy and sensitivity to the challenges that divorce brings.”

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Drucker Wealth Management

(49)

Life
Questions
Autumn

“Not because I did not see the value in the plan itself or the staff, rather I was initially hesitant on whether it was truly necessary as my company did a retirement match and I was contributing 10% and thought that was enough.”

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Tax Master Financial Services Corp

(47)

File
Season
Finances

“I can't say enough about Tina of Tax Master, who went above and beyond to help me get my taxes filed on a rush basis at her busiest time of year so my husband and I could purchase our house.”

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Diversified Financial Services

(35)

Response Time
Knowledge
Tax Returns

“Moe is not only polite and competent, he's thorough in his advice and demonstrates a trustworthy quality.”

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Curtis Pope, CFP

(50)

Learn
Decisions
Future

“He is helping us through all of our questions and concerns including foreign-earned income, student loans, child support, pensions, taxable and tax advantaged accounts - you name it.”

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Frank Kapitza CPA

(27)

“He passes zero judgment and every time I go to see him he REALLY does a phenomenal job of establishing steps for me to take with my business that would be in my best interest in my current situation and for future situations.”

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The 24 firms listed for Wayne, 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: Wayne, NJ

23 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 961 reviews; 5 have 50 or more reviews and 20 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (93%), responsiveness (86%) and quality (83%). The topics that come up most in reviews of the firms on this page are "expertise", "communication" and "knowledge". 8 are open on Saturdays and 3 on Sundays. The services the firms on this page list most often on their websites are services for individuals (4), business services (3), quickbooks services (3), small business accounting (3) and tax services (3). 3 show a license on their websites; 1 lists staff certifications (CFP) and 7 have a BBB rating of A or A+. Domain records put 17 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 5 offer payment plans; 8 offer a free initial consultation; 1 is family- or locally-owned and 1 lists coupons or special offers. 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 firms listed for Wayne take financial planning bookings online?

6 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

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E&Q Tax Accounting & Business Solutions

(44)

Price
Office
Accountant

“At the time of making my taxes with this company it was very pleasant since it has a fully trained, and very friendly staff and it is also a very welcome environment.”

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Clinton Robinson Pro Tax Services

(14)

Price
Fee
Tax Preparer

“I've been a client for years and the services are always top notch!”

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Wealthspire Advisors

(40)

Attorney
Management
Responsive

“As I near retirement its reassuring to know that I will have their continued support — ensuring I have continued financial success in this next phase of my life.”

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Scott M Aber CPA

(48)

Knows
Financial
Responsive

“He has done both my taxes for my corporation as well as my personal and helped me to analyze and run my business through all the roller coasters of life .”

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JMG Cpas

(9)

“Great services, best accountant I've used.”

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Drdisabilityquotes.com

(20)

Physician
Expertise
Patient

“I am finishing residency, which is an extremely busy time right now between studying for boards, planning a move, dealing with licensing, credentialing, and applying for a mortgage.”

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Iron Birch Advisors

(7)

Management
Insurance
Financial Advisor

“The experience that Thomas Gonzalez provided not only made me feel 10x better about my financial future, he was also a great person to have a conversation with.”

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Klyman Financial

(21)

Organized
Products
Financial Advice

“Klyman Financial was very professional and informative from beginning to end - they helped me save a lot of money which I would otherwise throw away- highly recommend them!”

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Marchionda & Ferrer

(11)

“Marchionda & Ferrer, located in the mid of Clifton, have an office that looks professional and friendly, they have twenty employees and have been providing tax, accounting and advisory services to clients in northern New Jersey and the surrounding ar...”

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Mark E. Feinsot, CPA

(19)

“30-odd years ago I sheepishly stepped into Mark's office on April 13, having been abandoned by my procrastinating friend/tax preparer on his way to his grandfather's funeral.”

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Becerra & Associates

(14)

Questions

“They were very patient in answering our questions, as a married couple filing together for the first time, and ran all scenarios to help us decide the most advantageous way to file.”

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Zoe Financial

(17)

Knowledge
Financial Advisor

“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.”

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J P Lall

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PKF O'Connor Davies

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Green Ridge Wealth Planning

(20)

Retirement
Communication
Market

“We can trust their insight through every stage of our financial planning, from strategizing for college and retirement to funding home renovations and creating a thoughtful investment strategy.”

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Natalie L Pitts CPA

(2)

“Natalie has many years of experience that can provide the small business owner and individuals with one less worry- she will take care of your accounting needs with professionalism, integrity, and ongoing personalized service.”

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Tax-on-Time

(13)

Money
Accountant
Father

“Handling my father's estate was not easy Greg did a wonderful job and we were very pleased with his attitude and kindness will always use him in the future.”

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THT Tax and Accounting

(2)

“We have been using Jack at THT for years!”

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Average Cost	$3129
Minimum cost	$1043
Maximum cost	$8864
Avg Per Hour Rates	$313

Best Financial Advisors near Wayne, NJ

Highland Financial Advisors

Drucker Wealth Management

Tax Master Financial Services Corp

Diversified Financial Services

Curtis Pope, CFP

Frank Kapitza CPA

Area overview: Wayne, NJ

E&Q Tax Accounting & Business Solutions

Clinton Robinson Pro Tax Services

Wealthspire Advisors

Scott M Aber CPA

JMG Cpas

Drdisabilityquotes.com

Iron Birch Advisors

Klyman Financial

Marchionda & Ferrer

Mark E. Feinsot, CPA

Becerra & Associates

Zoe Financial

J P Lall

PKF O'Connor Davies

Green Ridge Wealth Planning

Natalie L Pitts CPA

Tax-on-Time

THT Tax and Accounting

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

Why these companies made our list

Financial Advisors near Wayne

Popular in Wayne