Laurels

Best Financial Advisors in Paterson
2022

SmartAdvisor by SmartAsset

SmartAdvisor by SmartAssetFEATURED
Expertise.com

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Paterson, NJ

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Barnum Financial Group

Barnum Financial Group

  • Estate Planning
  • Private Wealth Advisor
  • Retirement Planning
  • Insurance Products
  • Tax Planning

Barnum Financial Group is a financial consultancy firm assisting clients in Paterson. The firm was founded in 1950 and has since then provided financial services to individuals, corporations, small businesses, non-profit organizations, and government entities. Its areas of focus are tax minimization strategies, financial planning, risk management, estate conservation, and philanthropic planning. It also assists in retirement planning and special care and elder care planning. The firm has been recognized several times by the GAMA Foundation as one of the Top 100 US Financial Agencies.

33 Plymouth Street
Montclair, NJ 07042

WebsiteInstagram

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Baron Financial Group

Baron Financial Group

  • Estate Planning
  • Retirement Planning
  • Tax Planning

Serving the community of Paterson, Baron Financial Group works with individuals and institutions, as well as retirees and families with special needs. Some of its financial planning services are Social Security planning, investment management, Medicare specialist analysis, and college planning. For 10 consecutive years, founder Victor P. Cannillo has received the Five Star Wealth Manager Award granted by the Five Star Professional. Cannillo and his team are also committed to supporting the community and various organizations, such as Fair Lawn Food Pantry and Spectrum for Living.

16-00 New Jersey 208
Fair Lawn, NJ 07410

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Lincoln Financial Advisors

Lincoln Financial Advisors

  • Certified Financial Planner (CFP)
  • Retirement Planning

Lincoln Financial Advisors has been providing financial guidance to clients in Paterson for more than 25 years. The firm helps clients plan their financial objectives and create strategies to help them achieve their goals. It offers services for retirement planning, life, health, and disability insurance, in addition to long-term care. One of its advisors, Bruce Linger, carries over 30 years of experience in financial planning, banking, and insurance. He also holds various designations, including CFP, CRPC, and CCFS.

61 South Paramus Road
Paramus, NJ 07652

Website

Website
Parks Wealth Management

Parks Wealth Management

  • Estate Planning
  • Retirement Planning
  • Tax Planning

Located in Ridgewood, Parks Wealth Management is an independent wealth management firm serving individuals in Paterson. It offers several types of investment management and financial planning services such as retirement projections, insurance planning, and estate planning. Its other services include pension analysis, portfolio construction and design, and stock option planning. Jim Parks, the president and wealth advisor of Parks Wealth Management, has been providing financial planning services to clients since 1991. He is recognized as an Accredited Investment Fiduciary and a Certified Financial Planner.

148 Prospect Street
Ridgewood, NJ 07450

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

11 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Traphagen CPAs & Wealth Advisors

Traphagen CPAs & Wealth Advisors

  • Estate Planning
  • Private Wealth Advisor
  • Tax Planning

Located in Bergen County, Traphagen CPAs & Wealth Advisors has been serving clients in Paterson and its surrounding areas for over 50 years. Managing partner Robert J. Traphagen is a certified public accountant in the states of New Jersey and New York. He and his team specialize in tax, retirement, insurance, and estate planning. They also specialize in portfolio and risk management. Robert is also a Chartered Global Management Accountant and serves as an advisory board member for various banking institutions.

234 Kinderkamack Road
Oradell, NJ 07649

WebsiteInstagram

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

11 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

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