Accounting Firm

Halberstadt Financial Consultants, Inc.

Independent investment advisory and financial planning firm in Princeton, New Jersey

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Halberstadt Financial Consultants, Inc. cover

TrustList summary

Halberstadt Financial Consultants, Inc. gives independent investment and financial planning advice, and is registered with the US Securities and Exchange Commission. It describes itself as a fee-only adviser, so it neither sells financial products nor takes commissions.

Products and services

Investment management: advice on and oversight of client portfolios.
Financial planning: overall planning around a client's goals and risk tolerance.
Tax planning: planning aimed at managing tax exposure.
Estate planning: arranging how assets pass on.
Retirement planning: preparing income and savings for later life.

Key facts

Based in: Princeton, New Jersey, since 1986
Founded: 1969
Membership: National Association of Personal Financial Advisors
Regulation: registered with the Securities and Exchange Commission

Summary written by TrustList from the business's own published information, Sep 2026.

Categories & features

Rankings

Halberstadt Financial Consultants, Inc. is ranked on 1 TrustList ranking at #7.

Every ranking orders its listings by their reviews, how complete the profile is and the Trust Score. Halberstadt Financial Consultants, Inc. has no reviews yet and 3 of the 10 profile details we look for. Where no listing on a page has been reviewed, the order follows the profiles alone.

Accounting firm · 1 ranking

#7of 31
New jersey
It is one of 8 here listing legal and one of 40 here listing tax.
Its profile: “- Based in: Princeton, New Jersey, since 1986 - Founded: 1969 - Membership: National Association of Personal Financial Advisors - Regulation: registered with the Securities and Exchange Commission Halberstadt Financial Consultants, Inc.”
Of the 31 here, 40 also cover tax and 33 also cover accounting; 8 also work in York and 7 also work in New York.
Behind Gershon Biegeleisen & Co. CPA's, ahead of Business Accounting Systems, PC.

As of 2026-11-02. Organic ranks only; sponsored placements are never ranks. How TrustList ranks