Best Financial Advisors in West New York, NJ

The highest-rated Financial Planning & Wealth Management companies out of 107 vetted & reviewed in the West New York area.

Badran Tax & Accounting

Badran Tax & Accounting

(42)
  • Accountant
  • Questions
  • Priced
“I had the pleasure of working with Nelson, the tax manager at Badran Tax & Accounting, and I must express my gratitude for the exceptional service he provided.”
In Business Since 1986
Licensed, BBB Rating: A+
Accepts Cash, Debit, Check, All Major Credit Cards
Free Initial Consultation
251 Powers St, New Brunswick, NJ
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Bovell Financial

Bovell Financial

(50)
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.”
Free Initial Consultation
In Business Since 2010
Accepts All Major Credit Cards
Transparent Fees & Pricing
45 Rockefeller Plaza #2000, New York, NY
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Drucker Wealth Management

Drucker Wealth Management

(49)
  • Life
  • Expertise
  • Education
“From the beginning, Gideon explained everything in a way that made it easy for us to understand, patiently answered all our questions, and always made himself available to chat when needed.”
In Business Since 2012
Transparent Fees & Pricing
Remote Consultations Available
Family Business
2 Park Ave #300, New York, NY
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Morgan Legal Group - Estate Planning & Probate

Morgan Legal Group - Estate Planning & Probate

(45)
Sexual Abuse Of Minors, Probate and Estate Administration In New York, What Are the Main Ways To Pay For Long-Term Care?
“Although starting the journey of estate planning may seem overwhelming at first I have been incredibly grateful and relieved to have found Russel Morgan.”
In Business Since 2017
Emergency Services
299 Broadway 17th floor, New York, NY
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Concord Commission Advance

Concord Commission Advance

(49)
  • Transaction
  • Competition
  • Real Estate
“He was very understanding when we had a delay in closing as well as very accommodating in re-payment arrangement on an occasion due to a failed escrow.”
In Business Since 2016
Transparent Fees & Pricing
555 8th Ave Suite 2301, New York, NY
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Clarify Capital

Clarify Capital

(48)
  • The Future
  • Information
  • Communication
“I worked personally with Matt Mc Geady and he really went above and beyond to secure us fair funding offers, he made the entire process very seamless for us.”
In Business Since 2017
Offers Financing Options
5 W 20th St 2nd Floor, New York, NY
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Prudent Financial Solutions

Prudent Financial Solutions

(48)
Debt Consolidation, Helocs, Cash Out Refinance
“My credit is not where I need it to be for a loan that made sense but they did offer me a credit restructuring plan that is going to be more helpful to me and my credit in the long run.”
In Business Since 2019
22 W 38th St, New York, NY
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Expert Institute

Expert Institute

(46)
  • Case
  • Expert Witness
  • Injury
“With a highly qualified team of experts across various disciplines, Expert Institute stands out for providing specialized analyses that can strengthen the legal position of clients.”
In Business Since 2003
Transparent Fees & Pricing
120 Broadway Floor 22 Suite A, New York, NY
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Curtis Pope, CFP

Curtis Pope, CFP

(50)
  • Feel
  • Future
  • Learn
“Pope graciously gave his time on a Saturday afternoon to speak to our two dozen high school students about creating SMART goals and how to start a savings plan.”
450 Lexington Ave 4th fl, New York, NY
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Tax Master Financial Services Corp

Tax Master Financial Services Corp

(46)
Services For Individuals, Services For Businesses
“Whether bringing my documents to them in person or through their secure server, they always, always spend as much time as I need to answer all my questions.”
In Business Since 1937
Licensed
Accepts All Major Credit Cards
1384 Broadway Suite 910, New York, NY
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Flynn Financial Partners

Flynn Financial Partners

(49)
  • Future
  • Questions
  • Market
“A big Thank you to Peter Trulli @ Flynn Financial for always being quick to pick up the phone, communicate our current positions and answer any questions.”
In Business Since 2008
56 Harrison St Suite 203, New Rochelle, NY
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Davidov Law Group

Davidov Law Group

(50)
Trusts, Financial Planning, Special Needs Trusts
“We came away feeling we had done the right thing for my mother-in-law, especially because Davidov Law helped protect her assets by saving her thousands of dollars monthly in healthcare costs for the future”
In Business Since 2002
Serving West New York Area
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The Deminno CPA Firm

The Deminno CPA Firm

(50)
Tax Intelligent Planning, Financial Services Offered, Wealth Management Resources
“Been a customer for over a decade, Jim and his staff professional - always on top of the latest changes in filing and I even enjoy receiving his video updates.”
In Business Since 2014
Accepts All Major Credit Cards
Serving West New York Area
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NYB CPA P.C

NYB CPA P.C

(50)
  • Questions
  • Efficient
  • Knowledge
“I'm a client of NYB CPA for few years , used them for my business,and personal needs , they are very professional, extremely caring and knowledgeable, always answered my questions over the phone or through email quickly , I would recommend to anyone ...”
In Business Since 2013
Offers Financing Options
Serving West New York Area
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Diversified Financial Services

Diversified Financial Services

(27)
Services For Individuals, Business Services, Tax Services
“He is readily available and quickly responds to any questions we have.”
In Business Since 2011
Transparent Fees & Pricing
Offers Financing Options
Free Initial Consultation
60 E 42nd St #902, New York, NY
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LUO CPA

LUO CPA

(26)
Tax Services, Business Services, Quickbooks Services
“Due to stress, a bad experience with Turbo Tax, and difficulty finding a trustworthy tax professional, I filed my taxes late (without an extension) for the first time ever (after years of timely filing).”
In Business Since 2017
Transparent Fees & Pricing
Offers Financing Options
Free Initial Consultation
333 W 39th St #805, New York, NY
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Money Mindset Clinic️

Money Mindset Clinic️

(37)
  • Resources
  • Plan
  • Community
“Whenever someone expresses to me that they are having issues or questions about their finances, I always refer them to The Queen Blue Print without hesitation.”
In Business Since 2022
30 Broad St 14th floor, New York, NY
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Scott M Aber CPA

Scott M Aber CPA

(48)
For Individuals, For Business
“Scott have helped our company to not just save money and file correctly, but have instructed us on ways to get government support when available, and is being a huge part of helping us strive during COVID-19 unprecedented times.”
In Business Since 2007
Accepts Check, All Major Credit Cards
Free Initial Consultation
Serving West New York Area
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Wealthspire Advisors

Wealthspire Advisors

(40)
  • Expertise
  • Responsive
  • Portfolio
“Chris helped us understand how to invest her money, how much she can afford to spend, what accounts and amounts to take the money from, and when she should claim social security.”
In Business Since 2013
521 5th Ave 15th Floor, New York, NY
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Wietschner Ziegler

Wietschner Ziegler

(22)
Industries, Services For Individuals, Business Services
“You can rest assured that you will have feedback from a very knowledgeable and dedicated Team in a very timely manner, who provide a valuable professional service.”
In Business Since 2007
Transparent Fees & Pricing
Offers Financing Options
Free Initial Consultation
260 Madison Ave 8th floor, New York, NY
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Investment Insight Wealth Management

Investment Insight Wealth Management

Retirement Plans For Businesses, Investment Management, Retirement Planning
“"Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and hon...”
In Business Since 2016
Accepts Check, Debit
Coupons & Offers
Serving West New York Area
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Ivy Tax and Accounting Services - NYC CPA and Tax Preparer

Ivy Tax and Accounting Services - NYC CPA and Tax Preparer

(23)
Business Services, Tax Services, Services For Quickbooks
“I have utilized Sam's services for the last two years and I can't thank him enough for how easy he makes the process while providing his services for affordable rates in NYC.”
In Business Since 2018
Transparent Fees & Pricing
Free Initial Consultation
1350 6th Ave 2nd floor, New York, NY
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SJS Tax & Consulting

SJS Tax & Consulting

(12)
  • Taxes
“But when the issues are complex, they also have the means to research and get back to us quickly with the key information necessary to continue the growth of our business.”
In Business Since 2010
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Family Business
Serving West New York Area
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Brian Shaltakoff CPA

Brian Shaltakoff CPA

(2)
International Taxation, Innocent Spouse Relief, Back Taxes Owed
“) He will always ask you detailed questions and help you to maximize your return and/or minimize your tax owed.”
Offers Financing Options
In Business Since 2001
Licensed, BBB Rating: A
Accepts All Major Credit Cards
100 Park Ave, New York, NY
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Retirement Planning and Investment Management Services in West New York, NJ Cost Estimates

Minimum cost
$1036
Maximum cost
$8805
National Average
$3108
Avg Per Hour Rates
$311
$2072
$5697
Fair price range is based on 417 cost profiles
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Average Cost $3108
Minimum cost $1036
Maximum cost $8805
Avg Per Hour Rates $311

Fair range $2072 to $5697 is based on 417 cost profiles.

Why these companies made our list

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