New Brunswick, NJ242 financial planners near you

Where do you need the financial planner?

Answer a few questions

Tell us what you need so we can bring you the right pros.

Get quotes

Receive quotes from pros who meet your needs.

Hire the right pro

Compare quotes, message pros, and hire when ready.

New Brunswick Financial Planners

Browse these financial planners with great ratings from Thumbtack customers in New Brunswick.

ACE Advisory Management LLC
4.8
from 47 reviews
  • 28 years in business
  • 51 hires on Thumbtack
Edye B.
Verified review

Mr.Otobo is a diligent organized income tax specialist. I have known and conducted business with Mr. Otobo for many years, his work is superior. I highly recommend as a finacial advisor he is very knowledgeable in all aspects of financial planning retirement, IRA, stocks ect..) His service is excellent! I look forward to doing business with Mr.Otobo for may years to come.

  • 6 years in business
  • 33 hires on Thumbtack
Matthew L.
Verified review

Roland was very professional and did a great job cleaning our book and consolidating financial statements for us.

Imperial Acquisitions LLC
5.0
from 14 reviews
  • 5 years in business
  • 20 hires on Thumbtack
Patras G.
Verified review

Jon Ezeokoli is very knowledgeable in every thing he does. He assisted me with my taxes and creating a budget. I am a single mother and my time is limited so he came to my home and gathered all the necessary documents. He did the work in a timely fashion and I was very pleased. He continues to assist me with all financial needs and takes his time with answering all my questions! Excellent work Jon!

Hung & Scanga, LLC
5.0
from 14 reviews
  • 12 years in business
  • 8 hires on Thumbtack
Merari O.
Verified review

Annie helped me create a budget and gave me financial advice which helped me save hundreds dollars in interest. She also prepared my taxes resulting in a higher refund. Annie is very pleasant to work with. I highly recommend her!

  • 7 years in business
  • 8 hires on Thumbtack
Marshay W.
Verified review

Schemia is my financial advisor. She is very knowledgeable at what she does I was very pleased, I felt safe with giving her my personal information, she has a great no judgment zone, and I would definitely recommend her to everyone I know who struggles with there finances.

The Towles Group Inc.
5.0
from 5 reviews
  • 16 years in business
  • 13 hires on Thumbtack
Terrance F.
Verified review

I've worked with Fred Towles and The Towles Group for more than 10 years. He has been a very resourceful contact for various accounting and business projects. Most recently, he assisted me with responding to letters received by the IRS regarding one of my businesses. Fred is knowledgeable, responsive to concerns and goes above expectiations to ensure the job gets done. I highly recommend Fred Towles and The Towles Group Inc.

Northwestern Mutual
5.0
from 3 reviews
  • 6 hires on Thumbtack
Nichole H.
Verified review

As an accountant I've had the opportunity to work with Adam, both professional and personally. The level of professionalism and customer service he offers to his clients is nothing short of excellent. He is a pleasure to speak with and possesses a wealth of information on financial planning. I highly recommend him to my clients and use his services personally.

Beneficial Wealth
5.0
from 3 reviews
    Brian D.
    Verified review

    I'm a business owner and was looking for some financial help. I've sat down with a few advisors over the years, but never felt completely comfortable with them. I was then referred to Stephen from someone I knew. His professionalism and overall approach immediately stood out and right away I felt comfortable. I also liked that he didn't try to sell me anything, we got to know each other and he understood the challenges I faced. The plan we developed put myself, my family and my business in a better place financially. I highly recommend Stephen.

    J Joseph Maldonado, CPA
    5.0
    from 2 reviews
    • 23 years in business
    Henry K.
    Verified review

    Jay has always done a great job with giving me tax and financial advice. Always thinking of ways to save on taxes and always gets back to me quickly. A true professional. I would always highly recommend and I have been to my colleagues and friends.

    Noel Financial Services
    5.0
    from 2 reviews
    • 1 hire on Thumbtack
    MCA B.
    Verified review

    Noel Financial Services provided exceptional financial services to my company. They were very efficient, timely and very professional. It was a pleasure doing business with you. Hope to do business again in the near future.

    • 18 years in business
    Whitney C.
    Verified review

    Jennifer originally helped me set up my private business. She has guided me into complete organization of what information I need to compile and record all year end filings for all my business expenditures. She always would dig further into each scenario helping me understand my rights, needs and what is needed to successfully keep my business going. Any time I had questions she was steadily available and always knew the answers. She always has extra input to help me keep my business successfully running and on top from a financial point of view. In the end I planned to do all my own accounting work and filings as I have a background in the field, but with her complete knowledge and expertise I kept giving her more and more of my work and eventually had her take it over. Not only is she professional, honest, and efficient, she is one of the nicest ladies I have ever worked with. I highly recommend her services whether it be a small task, medium task or a high level one.

    About

    We offer financial planning services for businesses and individuals looking to create a five-year plan or retirement strategy.

    • 18 years in business
    About

    SRI Investing is among the relatively few professional financial advisory firms in the country that specializes solely in SRI, –sustainable, responsible, impact investing (aka socially responsible investing) and financial planning. We are absolutely committed to: 1. Helping our individual clients achieve financially healthy, rewarding, and joyful lives. 2. Empowering non-profit and religious organizations to invest their financial resources safely, profitably, and in concert with their respective missions. 3. Encouraging and assisting all of our clients to invest in ways that fit their values and contribute to a world that is more peaceful, just, and sustainable.

    About

    I am a financial consultant and notary public for NYS. I am self-employed and have been working for the last 10 years as a financial consultant for a foreign company.

    About

    As a financial adviser with Eagle Strategies LLC, a registered investment adviser, I can provide you with a customized plan to help address your concerns and help you achieve your financial objectives.

    About

    I have been a CPA in Brooklyn for 25 years. I do all types of tax returns, financial planning, securities series 7 and insurance licenses, bookkeeping, and accounting consulting.

    About

    We offer complimentary portfolio review, financial planning and annuities and ongoing asset management. We establish new 401K plans and monitor existing 401K plan assets. We offer tax-efficient strategies for individuals and businesses.

    About

    PFS gives a detail overview of a family's current financial situation and suggests a personalized strategy for their financial security with the three C's: complimentary, confidential and customized. This means our advice to you is completely based on what's best for you. We think it's the only arrangement that's fair to clients. Our team of talented professionals is committed to building life long relationships with clients based on honesty and companies that we believe are trading fair market value. If you need expert financial advice and assistance, we'd be happy to help.

    About

    Serving The Villages, FL and outlying areas, William Smathers and Associates are offering the following services but not limited to: * Financial Planner * Financial Advisor * Long Term Care Insurance * Retirement Planning * Investment Solutions and Life In

    About

    I look to assist small business owners, families, and individuals who are interested in creating financial freedom. My firm and I walk our clients through a unique and careful process to ensure that we reach their financial needs and goals.

    About

    We provide all types of property repairs, appraisals, leasing and sales. We also offer court representations for violations and evictions. We can help you, soup to nuts.

    Hire skilled professionals for absolutely everything.