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BEST RATED JERSEY CITY, NJ FINANCIAL SERVICES

3 Best Financial Services in Jersey City, NJ

Expert-recommended Top 3 Financial Services in Jersey City, New Jersey. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

Taurus Financial - Jersey City, NJ Financial Services - Portrait
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TAURUS FINANCIAL

(4.8 Score)
1 Evertrust Plaza, Suite 305,
Jersey City, NJ 07302 Directions

Since 2017

Specialty:

✓ Investment Management ✓ Concentrated Stock and Pre-liquidity Planning ✓ Estate and Trust Planning ✓ Business Planning and Charitable Planning

“2026 Update: Taurus Financial is a boutique financial advisory firm focused on tax-aware wealth management. They help individuals, high-income professionals, executives, and business owners who require specialized, integrated advice across taxes, equity, and wealth. Tina Sun is the co-founder of Taurus Financial. She completed her Economics/Law dual Bachelor’s degree from Nanjing University. She holds Series 7, 24, 55, 63, and 65 securities licenses with LPL Financial in 24 states, and also life and health insurance license. Yisha Wang is also co-founder of Taurus Financial and she holds Series 7, 66, and 24 securities licenses. You can start with a 15-minute call and they recommend the appropriate path. ”

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License CRD #335067

Price:

Financial Planning Essential $1,100
Financial Planning Pro $1,350
Financial Planning Business $1,350
Financial Planning Elite $2,000

Contact:

(201) 500-6322

Mon-Fri: 9:30am - 8:30pm
Sat & Sun: Closed

TBR® Inspection Report:

Eagle Grove Advisors - Jersey City, NJ Financial Services - Portrait
Eagle Grove Advisors - Jersey City, NJ Financial Services - Professional Portrait Image
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Best Financial Services in Jersey City NJ - Eagle Grove Advisors video
8+ YEARS IN TBR
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EAGLE GROVE ADVISORS

(4.7 Score)
111 Town Square Place, Suite #1203,
Jersey City, NJ 07310 Directions

Since 2016

Specialty:

✓ Financial Life Planning ✓ Cash flow and Budgeting ✓ Employee Benefits ✓ Employee Equity (RSUs ✓ ISOs ✓ NQs ✓ ESPP ✓ ESOP) ✓ Real Estate Analysis ✓ College Funding ✓ Retirement and Estate Planning ✓ Investment Management ✓ Tax Planning and Preparation ✓ Portfolio Management ✓ Risk and Asset Management ✓ Insurance ✓ 401(k) ✓ Life Insurance ✓ Tax Strategies

"Eagle Grove Advisors helps guide you through both the exciting and the difficult times while reducing stress. Eric L. Gabor is the president of Eagle Grove Advisors. He is a fee-only financial planner serving clients in New York City, Jersey City, Hoboken, and nationwide. The team at Eagle Grove Advisors works with all ages and career types and in various locations throughout the U.S. No matter what stage of life you are in, if building a better future is your goal, they're here to help. Their clients are individuals who want only the best in financial planning services. They also offer consultation services.

2026 Update: Eagle Grove Advisors's mission is to help clients align their money and allow them to live their best lives by offering personalized advice."

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License CRD #283096

Price:

Minimum Fee $7,450
Investment Management Starts At 0.95% For The First $500,000
Annual Advisory Fee 0.90% For Account Value
From $800,001
Upto $1,000,000
Annual Advisory Fee 0.85% For Account Value Over $1,000,001

Contact:

(917) 473-1729

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Ballaster Financial - Jersey City, NJ Financial Services - Portrait
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BALLASTER FINANCIAL

(4.7 Score)
202 8th Street, Floor 2,
Jersey City, NJ 07302 Directions

Since 2021

Specialty:

✓ Retirement Planning ✓ Investment Management ✓ Tax Planning ✓ Stock Compensation ✓ Insurance Needs ✓ Estate Planning ✓ Cash Flow and Net Worth ✓ Education Funding ✓ Portfolio Management ✓ Tax-efficient Strategies

"Ballaster Financial LLC creates a structure and provides a comprehensive picture of your spending and net worth to accurately assess your financial health. Jay Lee is the founder of Ballaster Financial, an advisory practice dedicated to serving the needs of working professionals. Jay is a CERTIFIED FINANCIAL PLANNER ™, CFA® charterholder, and a dual Computer Engineering/Economics graduate of Rensselaer Polytechnic Institute. He is also a member of the National Association of Personal Financial Advisors (NAPFA), XY Planning Network, and Fee Only Network. As a fee-only fiduciary advisor, he does not sell products or earn commissions and is legally bound to put you first.

2026 Update: Ballaster Financial LLC also offers virtual complimentary consultation."

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License CRD #316668

Price:

Annual Pricing 1.00% For Account Value
From $0
Upto $1,000,000
Annual Pricing 0.85% For Account Value
From $1,000,001
Upto $2,000,000
Annual Pricing 0.75% For Account Value
From $2,000,001
Upto $3,000,000
Annual Pricing 0.60% For Account Value
From $3,000,001
Upto $5,000,000
Annual Pricing 0.50% For Account Value
Over $5,000,001

Contact:

(973) 544-8061

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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TAURUS FINANCIAL REVIEWS

I’ve had a great experience with Taurus Financial. They are very knowledgeable when it comes to tax-aware strategies, which is something most advisors don’t really focus on. Francis and Tina both have strong technical backgrounds and a clear grasp of tax-aware strategies. They explain complex ideas with precision and keep the discussion practical. A thoughtful team, especially for high-income clients with more complex tax situations.

I have been a client with Taurus Financial for many years. They are the most knowledgeable advisors I've ever worked with, especially when it comes to helping technology company employees. Their expertise in equity compensation and tax planning is unmatched. They also helped me create customized structured notes tailored to my needs.

Tina has helped me with both my investment and insurance needs. She's incredibly knowledgeable and technical in this space, and she’s built a fantastic team that responds to emails and calls super quickly. I’d gladly recommend her to all my friends.

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EAGLE GROVE ADVISORS REVIEWS

I've been working with Eric Gabor at Eagle Grove Advisors for over 4 years now and I can't say enough great things about him. Eric is very knowledgeable and resourceful and offers a variety of financial services to help you build wealth and plan for the future, for you and your family. Eric is very responsive and makes scheduling calls and meetings with him very easy through a simple scheduling app. He makes filing taxes super easy every year. Eric also has great contacts in other industries so he can make referrals in other areas should you need them - such as legal or real estate, etc. Eric made a huge impact in my life and my family's life - I completely trust him and would highly recommend him to anyone.

My husband and I have been working with Eric for many years now. He has always been very receptive with understanding with what our personal financial goals. His suggestions/recommendations are always very realistic. With his guidance we have been able to reach our financial goals sooner than our initial time frames. He also has been a great resource when it comes to doing our taxes. We strongly recommend Eric as a financial advisor. He has always been very responsive with emails, despite how trivial the matter may be. Eric is very trustworthy and honest. We are so fortunate to have met Eric and be able to have our financials handled by someone who can be counted on.

Eric is the best of the best. He has spoiled me for any other advisor. He is the reason I am on solid financial footing and am not longer afraid to talk about money. He is responsive, thoughtful, calm, and confident. I'm grateful that he introduced me to such a well-rounded approach to financial planning and investment. Go with Eagle Grove.

BALLASTER FINANCIAL REVIEWS

Fantastic planner, investment manager, and sounding board! Jay was super responsive from the start. He worked with where I was at and set a clear course for my life goals, which we reached within a year. He gave me small, manageable tasks and took on the harder tasks himself, explaining everything along the way. He also went above and beyond to research and provide advice on several issues related to my specific situation.

Jay introduced rigor into my family's financial planning! What a difference! It was easy to trust him and we great appreciated his thought partnership through our financial decisions.

Jay is a smart, trustworthy, and empathetic financial planner. We have consulted together for years and I highly recommend him.

TBR® Inspection Score Report

TAURUS FINANCIAL Total Inspection Points: 114/120
Acknowledgments: 8
Current Evaluation: 8
Complete Info: 9
Experience: 9
Contact Info: 10
License: 10
Legitimate Ratings: 10
Location Proximity: 10
Ownership History: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

EAGLE GROVE ADVISORS Total Inspection Points: 113/120
Acknowledgments: 8
Current Evaluation: 8
Reviews Study: 8
Experience: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

BALLASTER FINANCIAL Total Inspection Points: 112/120
Experience: 7
Acknowledgments: 8
Business Images: 9
Complete Info: 9
Reviews Study: 9
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10