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 24 here come from towns including New York, NY (15, 8 mi), New Rochelle, NY (3, 15 mi) and New City, NY (2, 25 mi).

6 open weekends · 21 rated 4.5+ · 1 shows a license

Data verified October 21, 2026

Drucker Wealth Management

Drucker Wealth Management

(49)
  • Expertise
  • Autumn
  • Life
“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
New York, NY · 8 mi from West New York
i
Diversified Financial Services

Diversified Financial Services

(35)
  • Finance
  • Knowledge
  • Mind
“I recommend Moe & DFS as reliable and knowledgeable accounting professionals.”
In Business Since 2011
Transparent Fees & Pricing
Offers Financing Options
Free Initial Consultation
New York, NY · 8 mi from West New York
i
Tax Master Financial Services Corp

Tax Master Financial Services Corp

(47)
  • Tax Preparer
  • Finances
  • File
“It's been a painless process for 15 years even through buying and selling an apartment, moving out of state, and purchasing and managing a multi-family home.”
In Business Since 1936
Licensed
Accepts All Major Credit Cards
New York, NY · 8 mi from West New York
i
Curtis Pope, CFP

Curtis Pope, CFP

(50)
  • Feel
  • Future
  • Learn
“I've learned about budgeting, debt repayment, credit and other important areas that have made me more confident in my ability to navigate my finances.”
New York, NY · 8 mi from West New York
i
Flynn Financial Partners

Flynn Financial Partners

(49)
  • Questions
  • Understand
  • Market
“The firm handling our retirement plans misinformed the participation of some product which caused serious delays when a plan of exchange is contemplated.”
In Business Since 2008
New Rochelle, NY · 15 mi from West New York
i
Davidov Law Group

Davidov Law Group

(50)
  • Parents
  • Patient
  • Confident
“Ilana was so patient with all of my questions gave me a lot of her time and it was a pleasure to be there and it was a great experience and I would recommend this law firm for anything that needs to be done.”
In Business Since 2002
New Hyde Park, NY · 17 mi from West New York
i

The 24 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

22 of the 24 firms on this page have a rating, from 4.3 to 5.0 across 1,337 reviews; 8 have 50 or more reviews and 21 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (93%), responsiveness (84%) and quality (80%). The topics that come up most in reviews of the firms on this page are "knowledge" and "expertise". 6 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are estate planning (3), services for individuals (3), tax services (3), back taxes owed (2) and bank financing (2). 1 shows a license on its website and 3 have a BBB rating of A or A+. 21 have ten or more years of experience, the longest 132 years. 4 offer payment plans; 6 offer a free initial consultation; 2 are family- or locally-owned and 1 lists coupons or special offers. We have a website on file for all 24 of the firms on this page; 20 publish a contact page; 16 list a public email and 9 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?

6 of the 24 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.

The Deminno CPA Firm

The Deminno CPA Firm

(50)
  • Organized
  • Emails
  • Quality of Service
“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
New City, NY · 25 mi from West New York
i
Scott M Aber CPA

Scott M Aber CPA

(48)
  • Questions
  • Responsive
  • Financial
“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
New City, NY · 25 mi from West New York
i
Wealthspire Advisors

Wealthspire Advisors

(40)
  • Expertise
  • Responsive
  • Attorney
“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
New York, NY · 8 mi from West New York
i
SJS Tax & Consulting

SJS Tax & Consulting

(13)
  • Taxes
  • Patiences
  • Questions
“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 2009
BBB Rating: A+
Transparent Fees & Pricing
Family Business
West Hempstead, NY · 19 mi from West New York
i
Masterworks

Masterworks

(41)
  • Onboarding
  • Diversify
  • ROI
“I was very pleased with the help I received and they helped me work through getting what I had asked for in the past to replace an artist I wanted to own.”
In Business Since 1995
New York, NY · 8 mi from West New York
i
Iron Birch Advisors

Iron Birch Advisors

(7)
  • Financial Advisor
  • Insurance
  • Management
“His expertise has been crucial in helping us develop and achieve our financial goals, covering a wide range of areas including: financial planning, investment management, and insurance.”
In Business Since 2021
BBB Rating: A
New York, NY · 8 mi from West New York
i
Klyman Financial

Klyman Financial

(21)
  • Questions
  • Financial Advice
  • Products
“Not only will they share their blueprint to financial success, but they'll go so far as to lay the brick road themselves to ensure you're family will reap the benefits for years to come!”
In Business Since 2017
New York, NY · 8 mi from West New York
i
Masterpiece Accounting Services

Masterpiece Accounting Services

(15)
  • Prices
  • Understand
  • Quickbooks
“We have had a great experience with the help of our accountant Ibanessa for many years, his recommendations have been a pillar in our business, very professional and dedicated with his work.”
In Business Since 2009
Accepts All Major Credit Cards
Transparent Fees & Pricing
New Rochelle, NY · 15 mi from West New York
i
Francis Financial

Francis Financial

(33)
  • Estate Planning
  • Education
  • Led
“Francis Financial was there for me following my divorce and has helped me transition in my move across the country, even providing me trustworthy resources in the state where I now reside.”
In Business Since 2006
Accepts Check, Debit
New York, NY · 8 mi from West New York
i
Mark E. Feinsot, CPA

Mark E. Feinsot, CPA

(19)
“Not only was he remarkably helpful at getting me, a novice in the industry at the time, properly set up for doing business by the book but he's always responsive, knows his stuff like the back of his hand, and really understands each client's individ...”
In Business Since 2014
Free Initial Consultation
New York, NY · 8 mi from West New York
i
Zoe Financial

Zoe Financial

(17)
  • Financial Advisor
  • Knowledge
“Consummate financial professionals with a wealth of knowledge and a streamlined process for connecting you with the best possible independent financial advisor.”
In Business Since 2016
Transparent Fees & Pricing
New York, NY · 8 mi from West New York
i
I&U CPA

I&U CPA

(4)
  • Tax Preparation
“This year I had a few big life events (marriage, condo purchase, change in State residency) and need assistance with planning my executive compensation to make sure I was maximizing my tax return and not missing out on any tax benefits.”
In Business Since 2013
Transparent Fees & Pricing
Offers Financing Options
Free Initial Consultation
New York, NY · 8 mi from West New York
i
J P Lall

J P Lall

Free Initial Consultation
In Business Since 2007
Transparent Fees & Pricing
Remote Consultations Available
New York, NY · 8 mi from West New York
i
Investment Insight Wealth Management

Investment Insight Wealth Management

In Business Since 2013
Accepts Check, Debit
Coupons & Offers
Massapequa, NY · 29 mi from West New York
i
PKF O'Connor Davies

PKF O'Connor Davies

In Business Since 1894
BBB Rating: A+
Remote Consultations Available
New York, NY · 8 mi from West New York
i
M&Y International Financial Services

M&Y International Financial Services

(13)
  • Tax Preparation
“I had a complicated year as taxes go and Mars was not only able to explain the details of my return to me but also was able to find areas I can claim deductions on and reduce the overall amount I had to pay in taxes.”
In Business Since 2006
Transparent Fees & Pricing
New Brunswick, NJ · 31 mi from West New York
i
Biskup & Bravo

Biskup & Bravo

(1)
“  He reassured me and made me feel at ease throughout the whole process pertaining my specific needs.”
In Business Since 1986
Transparent Fees & Pricing
Offers Financing Options
Free Initial Consultation
New Rochelle, NY · 15 mi from West New York
i
C York CPA

C York CPA

(13)
  • Tax Returns
  • Work
  • Confident
“Great CPA firm for Taxes!”
In Business Since 2004
Accepts All Major Credit Cards
Transparent Fees & Pricing
New York, NY · 8 mi from West New York
i
HomeWealth Management AdvisorsNew JerseyWest New York, NJ

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

What clients say about firms near West New York

  • “Tim and his team are incredibly responsive and are always available to assist with all of our financial planning needs.” — client of Flynn Financial Partners
  • “We are confident in the financial planning that the Drucker team put in place and in their guidance and expertise in implementing the plan.” — client of Drucker Wealth Management
  • “My portfolio has benefited from their expertise. Any financial concerns I have had are always addressed promptly.” — client of Wealthspire Advisors
  • “Based on a thorough evaluation they had me complete, they put together a financial plan that made sure my children’s college payments would be taken care of, I would be able to retire at a reasonable age and that my goals would be met.” — client of Francis Financial
  • “I feel like the team goes above and beyond and I fully trust them to manage my financial planning and make sure I’m secure for the future.” — client of Francis Financial

Excerpts from public reviews of the firms listed on this page.

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