Expertise.com

Best Financial Advisors in Paterson

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2023
Laurels

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SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

Paterson, NJ
  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

Business Description

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.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Expertise.com Concierge Service logo
FEATURED
Free booking service | Call 848.Book.Pro!

Expertise.com Concierge Service

Paterson, NJ

Business Description

Need help contacting a Financial Advisor in Paterson? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Barnum Financial Group logo

Barnum Financial Group

33 Plymouth Street, Montclair, NJ 07042
  • Estate Planning
  • Private Wealth Advisor
  • Retirement Planning
  • Insurance Products
  • Tax Planning

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Baron Financial Group logo
Visit WebsiteWebsite

Baron Financial Group

Visit WebsiteWebsite
16-00 New Jersey 208, Fair Lawn, NJ 07410
  • Estate Planning
  • Retirement Planning
  • Tax Planning

Business Description

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Lincoln Financial Advisors logo
Visit WebsiteWebsite

Lincoln Financial Advisors

Visit WebsiteWebsite
61 South Paramus Road, Paramus, NJ 07652
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

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.

Parks Wealth Management logo

Parks Wealth Management

148 Prospect Street, Ridgewood, NJ 07450
  • Estate Planning
  • Retirement Planning
  • Tax Planning

Business Description

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.

Reputation:

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.
5.0
Google
5.0 / 5 (13)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Traphagen CPAs & Wealth Advisors logo

Traphagen CPAs & Wealth Advisors

234 Kinderkamack Road, Oradell, NJ 07649
  • Estate Planning
  • Private Wealth Advisor
  • Tax Planning

Business Description

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.

Reputation:

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.
4.0
Google
4.0 / 5 (11)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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