Best Financial Advisors in Paterson

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.

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.

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.

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.

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.