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Best Financial Advisors in Jersey City

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored financial advisors on more than 25 variables across five categories, and analysed the results to give you a hand-picked list of the best financial advisors in Jersey City, NJ.

Reviewed Curated Top Picks 69 47 14

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

    Masters of their craft, based on years of practical experience and education.

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

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Cetera Financial Specialists

Cetera Financial Specialists is a Newark based financial advisory firm that works with clients on a long term basis. Clients identify their financial and personal goals. From there, the company creates and manages a financial plan to meet those goals. There are a number of investment management options from stocks and bonds to IRA accounts. Individuals can also receive comprehensive financial planning like tax plans, retirement plans, college tuition strategies, and estate plans. In addition, the firm gives clients life insurance, long term care insurance, and disability income insurance options, so clients can protect what themselves and their assets.

Newark, NJ 07103 (973) 824-7474


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Clinton Robinson Pro Tax Services

Clinton Robinson Pro Tax Services is an East Orange accounting tax firm that's a member of AICPA and the Account Finder Network. A full suite of tax services is offered to independent professionals, executives, and business owners. For individuals, the company offers elder care strategies, estate planning, and personal financial planning solutions. Small businesses receive accounting and QuickBooks services, part-time CFO services, and any other accounting service you need. Businesses also have access to long term strategy planning. The company uses multiple strategies and services, so each client receives the financial solutions they need.

East Orange, NJ 07018 (973) 675-2515


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Compass Wealth Management LLC

Compass Wealth Management LLC is an independent financial planning and investment advisory firm, located in Rutherford. The company's main focus is on long term life planning. Every principal has a CFP certification. Typical services include investment strategies, retirement planning, saving strategies, estate planning, risk management analysis, and insurance options. Compass Wealth Management LLC is owned by Leslie Beck, one of the company's original founders. She has more than 20 years of experience in the wealth management industry and can help clients by taking an individualized approach.

Rutherford, NJ 07070 (201) 933-1790


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Dowd Financial Planning

Dowd Financial Planning is a financial advisory firm that aims to help clients make financial decisions simply. The company is involved in every aspect of a client's financial life. Services include tax planning and preparation, insurance options, estate and retirement planning, investment strategies, and budgeting. The customized financial plans change as the needs of the client change. The Montclair company is run by David Dowd, a certified financial planner with a Master's in Finance and 28 years of industry experience.

Montclair, NJ 07043 (973) 582-0000


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Future Financial Planners Inc

Future Financial Planners Inc is a wealth management company that was founded more than 25 years ago. The Bayonne office is staffed by a team of experienced professionals. Company president John Graziano became a CPA in 1987 and subsequently earned his CFP and PFS certifications. For families, clients receive financial planning tools like retirement planning, money management, investment planning, insurance options, tuition strategies, and estate tax planning. Businesses receive designs for employee benefits, insurance analyses, succession planning, and retirement plans. They use experience and multiple strategies to help clients establish financial security.

Bayonne, NJ 07002 (201) 823-1030


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Lee Nolan & Koroghlian LLC

Lee Nolan & Koroghlian LLC was founded in 1991 and now includes more than 140 financial planning associates. The company is one of the largest investment and insurance firms in the New Jersey area. Clients exclusively include business owners, executives, and affluent families. Individuals have access to risk management, estate planning, long term financial planning, and wealth management. Businesses receive formal business planning strategies to protect the client's assets. Executives have access to important solutions regarding how to secure and retain loyal employees.

Passaic, NJ 07663 (937) 237-0100


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LeGrand Financial Services

LeGrand Financial Services provides accounting and financial services to clients all over the United States. The certified accountants help with tax planning and preparation. Business owners can benefit from business planning and bookkeeping services. Homeowners and potential homeowners can receive mortgage counseling services as well. LFS was established in 2010 and employs a boutique approach regarding client care. They offer notary and register trademark services as well. At their office, clients find assistance with FASFA preparation. They strive to help individuals, families, and businesses receive a financial plan tailored to their specific needs.

Elizabeth, NJ 07201 (908) 353-8807


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Limestone Financial Group

Limestone Financial Group is a financial planning company based in Newark. The principal founder is Stephen Roth, a financial professional with a CFP certification and over a decade of industry experience. His operations manager, Roberto Martinez, has studied finance. Limestone provides clients with independent advice regarding their financial planning options. The company can also manage client assets, help with family wealth planning, and make plans for retirement cash flow. They deal with annuities, life insurance, and 401K investments. They create custom plans that protect and grow assets, so clients thrive during every stage of life.

Newark, NJ 07102 (201) 788-4977


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McDowell Capital Group, LLC

McDowell Capital Group, LLC is a family owned tax and accounting firm helping both individuals and businesses. The company has more than 10 years of experience helping clients in Union and Essex County. Clients can receive a comprehensive set of business and income tax services, including return preparation, consultations, and representation before the IRS. Business owners who need organizational help can benefit from accounting and bookkeeping services. The company's financial planning services can benefit both individuals and businesses, and they offer services to protect clients every step of the way.

Union, NJ 07083 (908) 316-3313


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Noble Advisors

Noble Advisors has been serving the New Jersey community since 2009. Each client receives an assessment of their goals and current assets, followed by a plan to achieve the financial future they want. They're able to devise long term plans to assist clients throughout retirement through their risk management and insurance planning. The company can manage advisor directed investment portfolios to take the hassle out of investing. Noble Advisors also provides tax analysis, business planning, and estate planning services for corporate clients. They strive to help clients reach financial security by retirement.

Hoboken, NJ 07030 (201) 624-8937


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Park Financial Group

Park Financial Group is a full service, boutique style financial planning firm that serves nonprofits, businesses, and individuals in the Lyndhurst area. The firm has more than 15 years of experience. Clients receive access to smart investment options and a number of insurance products. The company also creates long term financial planning strategies like retirement planning, estate planning, and college funding. For businesses, Park Financial Group also helps create an employee benefits package. All plans of action are tailored toward the client's specific needs.

Lyndhurst, NJ 07071 (201) 531-8850


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SFI Advisors

SFI Advisors is a financial advisory firm that caters to individuals, families, and corporate clients. For individuals, the company provides long-term financial planning, insurance options, and investment management services. They even address issues related to insurance like annuities, life insurance, income protection, and disability insurance. Corporations receive customized solutions regarding HR planning, executive and employee benefits, retirement plans, and business succession strategies. The Montclair company has been in business since 1968, and its managing director has over 20 years of experience in finance.

Montclair, NJ 07042 (973) 744-1014


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Sion Financial Benefits LLC

Sion Financial Benefits LLC provides both financial and legal services to clients in the Union City area. The company helps people with the financial and legal aspects of filing for bankruptcy, return filing for both business and personal income taxes, and payroll solutions. Sion also provides assistance during divorce proceedings in order for individuals to receive the settlement they deserve. Additionally, the company provides a notary service to ensure the authenticity of various transactions and documentation. They handle the legal aspect of finance to protect clients.

Union City, NJ 07087 (201) 758-8009


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Zaleck Financial Advisors

Zaleck Financial Advisors is a financial planning firm located in Bayonne. The company was founded by Craig Zaleck, a CPA with more than 20 years of experience. He also has a CFP certificate. The company's services aim to address basic client needs through all stages of life. There are financial planning strategies like income and tax planning, retirement and estate planning, and cash flow analysis. There are also insurance options and long term wealth management benefits. They pride themselves on helping clients overcome financial hurdles.

Bayonne, NJ 07002 (201) 823-3917


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