Diversified Financial Services
“He is a people's person, and the firm renders exemplar services which I used them for filing tax returns every year.”
Best Financial Advisors near West New York, NJ
We have one firm in West New York on file, but only the highest-rated make our list, and it did not make it; the 15 here come from New York, NY (8 mi).
1 open 24/7 · 3 open weekends · 13 rated 4.5+ · 1 shows a license
Data verified October 27, 2026
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Drucker Wealth Management
“Everyone on their team is incredibly responsive, and also super patient with us as well (I am not financially savvy and have asked many dumb questions throughout this time).”
Klyman Financial
“Yair has been an unbelievable advisor to me both professionally and financially.”
Tax Master Financial Services Corp
“He was a wonderful, good man God bless him for always helping us who were professional dancers trying to survive.”
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Wealthspire
“I believe the wellspire has taken me down the right road towards financial Independence.”
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Pope Wealth Planning
“He was easy to talk to, incredibly patient and helpful with our questions, and helped us re-balance our portfolio to be more manageable and sustainable.”
The 15 firms listed for West New York, 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: West New York, NJ
The 15 firms on this page are rated from 4.1 to 5.0 across 701 reviews; 7 have 50 or more reviews and 13 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "expertise" and "knowledge". 1 is open around the clock; 3 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are services for individuals (2), tax services (2) and wealth management (2). 1 shows a license on its website and 1 has a BBB rating of A or A+. 12 have ten or more years of experience, the longest 90 years. 1 offers urgent consultations; 3 offer payment plans; 5 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 15 of the firms on this page; 11 publish a contact page; 10 list a public email and 6 take bookings online. 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 West New York offer a free first meeting?
5 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.
Retirable
“He listens and explains and answers all questions to the point we get it as we have never invested before.”
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Zoe Financial
“Easy to work with and find the right advisor for my situation, who does not make a commission or try to sell you anything you don't need.”
The Langel Firm
“Langel regarding a stressful legal matter, and I found him to be courteous, professional, knowledgeable, and very empathetic.”
Mark E. Feinsot, CPA
“He is always responsive and easy to get in touch with for issues or questions.”
Iron Birch Advisors
“Great Experience working with Iron Birch especially with our financial advisor Thomas Gonzalez and Victoria Ryan for the past 4 years.”
Sarsi
“Deva is highly knowledgeable and helped me navigate my portfolio and complicated tax scenarios.”
J P Lall
I&U CPA
“They also spent face to face time to understand my situation and were available over the phone and email for any questions (my previous tax accountant was not as responsive).”
C York CPA
“I was assigned a dedicated accountant who manages my account, He is knowledgeable, detail-oriented, proactive, and always follows up with phone calls promptly whenever he needs clarification instead of making assumptions”
Why these companies made our list
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