Best Financial Advisors in Paterson

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Paterson, NJ

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

Barnum Financial Group logo
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Barnum Financial Group

33 Plymouth Street, Montclair, NJ 07042
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  • 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
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Baron Financial Group

16-00 New Jersey 208, Fair Lawn, NJ 07410
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  • 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
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Lincoln Financial Advisors

61 South Paramus Road, Paramus, NJ 07652
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  • 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
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Parks Wealth Management

148 Prospect Street, Ridgewood, NJ 07450
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  • 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
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Traphagen CPAs & Wealth Advisors

234 Kinderkamack Road, Oradell, NJ 07649
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  • 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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Frequently Asked Questions

Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

What experience should I look for in a financial advisor?

 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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