Best Financial Advisors in West New York, NJ

The highest-rated Financial Planning & Wealth Management firms out of 250 vetted & reviewed in the West New York area.

Cannon Wealth Solutions

Cannon Wealth Solutions

(3)
Estate Planning, Insurance Planning, Investment Planning
“I spoke with Robert Cannon regarding an option to put some money in an account for retirement that I could have access to if necessary.”
In Business Since 2019
Coupons & Offers
Free Initial Consultation
Serving West New York Area
i
Unique Financial Advisors & Tax Consultants

Unique Financial Advisors & Tax Consultants

(17)
Financial Planning, Investment Management, TAX Preparation & Planning
“My wife and I were looking for a Financial advisor for a long time and met this couple (Vid and his wife) randomly on a cruise and he happened to be a Financial advisor.”
In Business Since 2014
Serving West New York Area
i
Addeo, Polacco & Penta

Addeo, Polacco & Penta

(4)
Tax Compliance and Planning, Accounting, Business Consulting
“Our business has been working with Debbie Polizzi and team for sometime now and she has been an excellent advisor, with a breadth of knowledge spanning entity structure, taxation, and general accounting.”
In Business Since 2013
LLC Certified
Family Business
Serving West New York Area
i
Thorn Law Group

Thorn Law Group

(4)
IRS Audits and Litigation, Business Tax Law, Criminal Tax Law
“Thorn Law Group comprises experts who live and breathe IRS Voluntary Disclosure Program cases - achieving a fantastic outcome for my case by its end.”
In Business Since 2010
Transparent Fees & Pricing
Serving West New York Area
i
Directional Wealth Management

Directional Wealth Management

(1)
Useful Links, Team, Mission
“He helped every step of the way to find the most cost-effective and practical health insurance.”
In Business Since 2014
Serving West New York Area
i
Complete Advisors

Complete Advisors

(3)
“They have your best interests at heart and securing a positive financial future for you is their main goal.”
30+ Years Experience
Serving West New York Area
i
Lampis Wealth Management

Lampis Wealth Management

(1)
Financial Planning, Investments
“Outstanding service”
In Business Since 2016
Serving West New York Area
i
Lighthouse Financial Advisors

Lighthouse Financial Advisors

(1)
Refrigerators
“Fantastic team focused on our individual situation!”
In Business Since 2002
Accepts All Major Credit Cards
Serving West New York Area
i
Trinity Financial Strategies

Trinity Financial Strategies

(1)
“They give back to the community and have talent do public appearances here and promote proceeds to local non-profits.”
In Business Since 2014
Serving West New York Area
i
Pamphiles Financial Group

Pamphiles Financial Group

(2)
Services, For Professional Advisors, Business Solutions
“I highly recommend Pamphiles Financial Group for their premier customer service.”
In Business Since 2011
Transparent Fees & Pricing
Serving West New York Area
i
Gregory Matthew Wealth Management

Gregory Matthew Wealth Management

(1)
“A must use if you need financial advice.”
In Business Since 2020
Serving West New York Area
i
Taurus Financial

Taurus Financial

(5)
• Wealth Management, • Business Solution, • Financial Planning
“Great seminars!”
In Business Since 2021
1 Evertrust Plaza Suite 305, Jersey City, NJ
i
Callahan Financial Services Group

Callahan Financial Services Group

(30)
  • Knowledge
  • Grateful
  • Compassion
“Geraldine was successful in navigating and steering our family through two very complicated Medicaid qualification processes in two different counties.”
In Business Since 2013
Free Initial Consultation
Serving West New York Area
i

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
Average 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

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

Why these companies made our list

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