Best Financial Advisors in Trenton

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Trenton Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 28 20 9

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

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

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

J J Katsock & Co

  • Tax Preparation
  • Tax Planning

J J Katsock & Co is a group of financial advisors serving clients in Trenton. It handles tax planning and filing for individuals and bookkeeping for businesses. Its advisors assist customers with retirement or children's education plans that incorporate tax and estate planning. They help businesses prepare financial statements and payrolls using industry-standard accounting software. The company also files tax returns for larger corporations. The office participates in continuing professional education annually to keep updated on changing tax laws and accounting methods.

646 Lincoln Hwy
Fairless Hills, PA 19030


The Estate Planners Group

  • Retirement Planning
  • Estate And Trust Specialist
  • Certified Financial Planner (CFP)
  • Tax Planning

The Estate Planners Group is a financial planning firm that has been serving the residents of Trenton and the surrounding areas for more than two decades. It provides a wide range of financial services, including estate planning, tax planning, income planning, asset allocation, and investment selection. Its staff consists of an investment advisor, financial advisors, and a Certified Investment Management Analyst. President David Loesser has been featured in Fox Business Channel, Fox 29 News, and CNBC.

37 S. Delaware Avenue Suite 1
Yardley, PA 19067