Best Financial Advisors in Woodbridge, NJ

The highest-rated Financial Planning & Wealth Management companies out of 193 vetted & reviewed in the Woodbridge area.

Jonathan Barrett Cfp, Clu, Chfc, Ricp, RPS

Jonathan Barrett Cfp, Clu, Chfc, Ricp, RPS

(50)
  • Decisions
  • Life Insurance
  • Questions
“In our many conversations I also found out that he is heavily involved in the community and charity work - amazing all around - I can't recommend Jonathan enough.”
Licensed
In Business Since 2012
90 Woodbridge Center Dr #700, Woodbridge Township, NJ
i
Krause Financial Group

Krause Financial Group

(1)
Featured Links, Tell A Friend, Important Disclosure Information
“I have been using Krause Financial Group for 20+years for my business / personal neeeds.”
In Business Since 2024
195 Main St Ste 101, Woodbridge Township, NJ
i
Retirement

Retirement

The Process
“You are now in charge of your own financial lives and future. You no longer have a boss who tells you what to do, the HR department to figure out the details of your health insurance, or that steady paycheck that was deposited into your bank account ...”
In Business Since 2014
1460 US Highway 9 North, Suite 210 A, Woodbridge, NJ
i
Axa-Advisors,llc: James R. Bishof

Axa-Advisors,llc: James R. Bishof

(1)
“I am new to investing, but Jim makes it so easy to understand and makes me comfortable.”
Licensed
In Business Since 2013
90 Woodbridge Center Dr 7th fl, Woodbridge, NJ
i
Daniel Williams Financial Advising

Daniel Williams Financial Advising

(7)
  • IRA
“Dan Williams is a great financial advisor who has given me great market insight and does all his due diligence and planning before giving any specific advice.”
90 Woodbridge Center Dr 7th Floor, Woodbridge Township, NJ
i
Voya: Woodbridge Office

Voya: Woodbridge Office

581 Main St #620, Woodbridge, NJ
i
James R. Bishof - Equitable Advisors

James R. Bishof - Equitable Advisors

“We understand that financial guidance is about more than just money. It's about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your v...”
Licensed
In Business Since 2013
90 Woodbridge Center Dr 7th Floor, Woodbridge Township, NJ
i
TAX Drx

TAX Drx

(50)
Tax Problems, Business Services, Tax Services
“Expensive, but appreciated having the opportunity to have my taxes prepared in a 1:1 session so that I could ask questions and I also left my session with a plan of action.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2006
Serving Woodbridge Area
i
Robert A Corsi, CPA

Robert A Corsi, CPA

(50)
Business Services, Industries, Tax Services
“I have been working with Bob for the past 7 years, and he and his team are professional, caring, and honest accountants who I am happy to continue working with.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2012
Serving Woodbridge Area
i
Precision Accounting Intl

Precision Accounting Intl

(48)
Business Tax Services, Non-Profit Organization Services, Individual Tax Services
“Precision accounting Int LLC has help me manage the financials for my companies as well as many other intricate details regarding structure and forward movement; steps to take as the companies grew.”
Transparent Fees & Pricing
In Business Since 2010
1035 US-46 STE B101, Clifton, NJ
i
Callahan Financial Services Group

Callahan Financial Services Group

(47)
  • Grateful
  • Compassion
  • Mother
“Geraldine and her staff were professional, responsive and a pleasure to work with in the very complicated process of applying for Medicaid for my mother.”
Free Initial Consultation
In Business Since 2013
Serving Woodbridge Area
i
Zebulon Tax Advisory

Zebulon Tax Advisory

(22)
Business Services, Turbo Tax, Tax Services
“And he sure knows the ins and outs of the tax programs!”
Licensed, BBB Rating: A+
Offers Financing Options
Accepts Cash, Check, Financing available, Travelers checks
In Business Since 2007
Serving Woodbridge Area
i
Frank Kapitza CPA

Frank Kapitza CPA

(27)
Certified Public Accounting
“Frank invites me to come to their offices on the weekends to keep me updated with my accounts and they teach me a little about accounting so that not only my accounts are in order but so that I also understand what is happening.”
Licensed, BBB Rating: A+
Free Initial Consultation
In Business Since 2024
Serving Woodbridge Area
i
Highland Financial Advisors

Highland Financial Advisors

(32)
Financial Planning and Investment Management
“Joe is trustworthy, competent and skilled in helping clients understand cash flow and create financial goals, and does so with empathy and sensitivity to the challenges that divorce brings.”
CFP Certified
Transparent Fees & Pricing
In Business Since 2004
1680 NJ-23 Suite 210, Wayne, NJ
i
Steven Lissner & Company

Steven Lissner & Company

(50)
  • Documents
  • Fish Tank
  • Team
“I think Steve is terrific: He's professional, extremely knowledgeable and well informed about all matters with which he deals, and quick to respond to any questions that I have had.”
OUR Certified
In Business Since 2015
Serving Woodbridge Area
i
Premselaar CPA

Premselaar CPA

(27)
Tax Services, Services For Quickbooks, Business Services
“Rob is very knowledgeable and helped me handle my share of the sale of my father's house following his death, to my advantage -- this ended up helping all my siblings too!”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2022
Free Initial Consultation
871 Allwood Rd # 2, Clifton, NJ
i
Clinton Robinson Pro Tax Services

Clinton Robinson Pro Tax Services

(14)
  • Fee
  • Price
  • Tax Preparer
“I've been a client for years and the services are always top notch!”
Licensed, BBB Rating: A+
Offers Financing Options
Accepts Check, All Major Credit Cards, Cash
In Business Since 1979
464 Central Ave, East Orange, NJ
i
JJ USA CPA

JJ USA CPA

(28)
Business Services, Industries, Tax Services
“After having done my taxes myself for many years, I was looking for an accountant because of the new tax law and having started a new business in 2018.”
Accepts All Major Credit Cards
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2008
1515 US-22, Watchung, NJ
i
Fylstra & Fylstra

Fylstra & Fylstra

(9)
Business Services, Tax Services, Individual Accounting
“Lori and Bob made us feel like family and it was a very pleasurable experience working with them, especially since this is our first time using an accountant for tax season.”
Licensed, BBB Rating: A+
Free Initial Consultation
Accepts All Major Credit Cards
In Business Since 1989
Serving Woodbridge Area
i
Lipton CPA Associates

Lipton CPA Associates

(6)
Strategic Business Planning, Business Valuation, Payroll
“Lipton CPA provided a thorough analysis of my complex tax filing profile and held clear consultations to ensure I received the most favorable tax refund.”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 1997
Offers Financing Options
Serving Woodbridge Area
i
Lamela & Company, Cpas

Lamela & Company, Cpas

(30)
  • Efficient
  • Tax Return
  • Questions
“He has been helping my family not only when it comes to Tax season but with financial tax related advise through out the year - whether it's when its time to fill out new tax forms with additions to our growing family or just general advise.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2017
Serving Woodbridge Area
i
Hyde and Associates

Hyde and Associates

(20)
Business Services, Financial Planning Services, Quickbooks Services
“Since 2022, when my health began to fail, Michelle has been coming to my house (and this year came to the assisted living facility) and together with Kris went through the many forms that I receive (multiple accounts, IR As, MD Rs, etc.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2017
Free Initial Consultation
Serving Woodbridge Area
i
Taiwo Tax & Accounting

Taiwo Tax & Accounting

(13)
Business Services, Tax Services, Services For Individuals
“Great work very detailed with your return definitely knows what he's talking about very professional will be coming back Positive Quality, Professionalism”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2020
Free Initial Consultation
28 Valley Rd, Montclair, NJ
i
Tax Express

Tax Express

(30)
  • Result
  • Questions
  • 2024
“Unfailingly professional, with a seemingly endless reserve of patience and courtesy, we have never had any problems with any aspect of Ed's service, ever.”
Coupons & Offers
In Business Since 2015
Serving Woodbridge Area
i

Retirement Planning and Investment Management Services in Woodbridge, NJ Cost Estimates

Minimum cost
$1163
Maximum cost
$9883
National Average
$3488
Avg Per Hour Rates
$349
$2326
$6395
Average price range is based on 521 cost profiles
Click to copy
Successfully copied!
Average Cost $3488
Minimum cost $1163
Maximum cost $9883
Avg Per Hour Rates $349

Average range $2326 to $6395 is based on 521 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top