Best Financial Advisors in Wayne, NJ

The highest-rated Financial Planning & Wealth Management firms out of 263 vetted & reviewed in the Wayne area.

Marc A. Kane, CPA

Marc A. Kane, CPA

(9)
Quickbooks Services, Tax Services, Business Services
“It was a pleasure to work with Sue Nimmer and Suzy Palinkas, who were extremely helpful, ready to answer all our questions and explain all the details.”
Free Initial Consultation
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2009
Serving Wayne Area
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Delta Financial Group

Delta Financial Group

(3)
In Contrast to a Sales Relationship, As a True Fiduciary, Delta Financial Group
“Delta Financial Group has done a fantastic job in managing our finances and setting short term and long term goals in order for us to achieve financial success.”
Licensed, BBB Rating: A+
In Business Since 1993
Serving Wayne Area
i
ALM Accounting, Tax & CFO Services

ALM Accounting, Tax & CFO Services

(5)
Tax Services, Business Services
“She is sophisticated and well aware of proper and efficient business management practices as a team leader in small and medium sized firms, as well as smaller unit leader or contributor in very large firms, as well.”
Free Initial Consultation
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2013
Serving Wayne Area
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Taiwo Tax & Accounting

Taiwo Tax & Accounting

(5)
Services For Quickbooks, Tax Services, Business Services
“He took his time going through all of my documents and gave great financial advice.”
Free Initial Consultation
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2020
Serving Wayne Area
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Cpa4tax

Cpa4tax

(3)
Tax Services, Cash Flow Management, Strategic Business Planning
“The key thing I found different working with CPA4TAX, LLC than other CPA firms is that they are accessible to answer any of your questions throughout the process.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 1997
Serving Wayne Area
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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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Green Ridge Wealth Planning

Green Ridge Wealth Planning

(9)
Business Retirement Plans, Special Needs Planning, Business Planning
“If you are looking for a fresh and introspective wealth planning strategy simply read a Green Ridge Wealth Plan Blog, or sign on for a Live Facebook presentation.”
In Business Since 2016
Serving Wayne Area
i
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 2002
1680 NJ-23 Suite 210, Wayne, NJ
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Manish Shah, CPA

Manish Shah, CPA

(2)
And More, Fbar Compliance, Part-Time CFO Services
“Manish was personable, knowledgeable & he took his time.”
Transparent Fees & Pricing
In Business Since 2014
Serving Wayne Area
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Carletta O. Beckwith CPA

Carletta O. Beckwith CPA

(1)
“She made the experience so easy and enjoyable, and took the time to explain our return with us, different tax laws that could affect us, and even to advise us on future endeavors for the next year.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2017
Serving Wayne Area
i
Geltrude & Co

Geltrude & Co

(1)
Outsourced Accounting Services, Employee Benefit Plan and Pension Audits, Financial and Retirement Planning
“Geltrude is always on top of things, gets it done right, and provided somegsome and advice along the way.”
Family Business
Licensed
In Business Since 1998
Serving Wayne Area
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Tax Plus of NJ

Tax Plus of NJ

(5)
“More knowledgeable and affordable then the other guys.”
Family Business
In Business Since 2011
Serving Wayne Area
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Topche & Company

Topche & Company

(5)
  • Questions
“They are a company that not only has the ability to think clearly, provide beneficial feedback and make sound decisions but can also provide an out of the box perspective.”
Transparent Fees & Pricing
In Business Since 2015
Serving Wayne Area
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Guarino Wealth Management

Guarino Wealth Management

(3)
For Business Owners, For Individuals
“The Guarino's are there to make sure that you stay on track and they work their butts off to bring you back up to speed if the market does throw you for a loop.”
Accepts All Major Credit Cards
In Business Since 2011
Serving Wayne Area
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Dorman Peter H CPA

Dorman Peter H CPA

(2)
Cybercabinet (Client Portal), Business Consulting, Financial Planning
“Peter, an excellent choice 👌, for for tax needs, have been with him for over 10 years.”
In Business Since 2012
Serving Wayne Area
i
Regentatlantic

Regentatlantic

(1)
Corporate Executives, Seniors, Nonprofit Organizations
“What a great bunch of smart, talented, honest, and nice people!!!”
In Business Since 2022
Serving Wayne Area
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Saddle River Capital Management

Saddle River Capital Management

(1)
Health Insurance, Estate Planning, Retirement Planning
“Great customer service”
In Business Since 2005
Serving Wayne Area
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Tobin & Collins

Tobin & Collins

(1)
Financial & Estate Planning, Financial Accounting & Reporting, Business Valuation & Litigation Support
“They do a really good job and the staff is wonderful.”
In Business Since 1971
Serving Wayne Area
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Wealthspring Financial Partners

Wealthspring Financial Partners

(1)
Business Planning, Wealth Management, Tax and Accounting
“Best Service i have ever gotten.”
In Business Since 2021
Serving Wayne Area
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Guidance Wealth Advisors

Guidance Wealth Advisors

(4)
“After seeing how well he treated his clients and how his clients trusted and respected him, I knew that I wanted him to become our financial advisor too and my husband and I moved our money to him.”
In Business Since 2022
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
Average 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

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

Why these companies made our list

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