Best Financial Advisors in Paramus, NJ

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List of Firms

Paramus, NJ Fiduciary Financial Advisors

Lincoln Financial Advisors

3 out of 5

Location 61 Paramus Rd #425, Paramus, NJ 07652, USA
Phone (201) 518-9884
Merrill Lynch Wealth Management

5 out of 5

Location 115 W Century Rd, Paramus, NJ 07652, USA
Phone (800) 937-0235
Cassa Wealth Management, P.C.
Location 461 From Rd 3rd floor suite 385, Paramus, NJ 07652, USA
Phone (201) 355-1788
Munn & Associates - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 80 Rte 4 Ste 390, Paramus, NJ 07652, USA
Phone (201) 226-1780
Tim Brogan - RBC Wealth Management Financial Advisor
Location 650 From Rd Suite 225, Paramus, NJ 07652, USA
Phone (866) 255-9964
RBC Wealth Management Branch - Paramus

5 out of 5

Location 650 From Rd Suite 225, Paramus, NJ 07652, USA
Phone (201) 634-8000
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About Paramus, NJ

Paramus, NJ is located in Bergen County and is considered a suburb of New York City. It is home to the Garden State Plaza Mall, one of the largest shopping malls in the country, as well as a variety of other businesses and retail establishments. The top employers in Paramus are Bergen Regional Medical Center, Holy Name Medical Center, and Mercedes-Benz USA. Major highways and streets in Paramus include Route 17, Route 4, and the Garden State Parkway. The neighborhoods in Paramus include Ridgewood Avenue, Westfield Avenue, and Midland Avenue.

Where Certified Financial Advisors in Paramus, NJ Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Paramus, NJ have a number of banking services available to them. Some banks offer standard checking and savings accounts, as well as certificates of deposit (CDs) and money market accounts. They may also provide loans, mortgages, and other types of credit products. Many banks also offer online banking services, which allow customers to conduct transactions from their computer or mobile device.

Insurance Broker

Residents of Paramus, NJ can benefit from the services of insurance brokers. These professionals can help residents compare rates and find the best policies for their needs. In addition, insurance brokers can help residents file claims and navigate the complex world of insurance.

Retirement Planning

Paramus, NJ residents have a number of financial advisors to choose from when it comes to retirement planning. While all of these advisors have their own areas of expertise, there are some things that all good financial advisors should be able to help with.

Wealth Management

Paramus, NJ residents can benefit from wealth management services in order to make the most of their money. Wealth management is a process that helps individuals and families manage their finances by creating and implementing a plan that meets their specific needs. This can include investment advice, retirement planning, tax planning, and more. Wealth management services can be especially helpful for those who have complex financial situations or who are not familiar with financial planning concepts. A qualified wealth manager will work with you to create a plan that fits your unique situation and helps you reach your financial goals. In addition to investment advice and retirement planning, wealth managers can also help you save money on taxes. By taking advantage of all available tax deductions and credits, you can reduce your tax bill each year. If you are looking for a way to make the most of your money, consider working with a wealth manager. With the help of a professional, you can create a plan that meets your specific needs and helps you achieve your financial goals.

Estate Planning Lawyer

Estate planning lawyers in Paramus, NJ can help residents protect their assets and plan for the future. Residents of Paramus, NJ who are looking for estate planning advice can benefit from working with an experienced lawyer. An estate planning lawyer can help you create a will or trust, and can also provide guidance on how to best structure your estate. If you have questions about asset protection, taxes, or long-term care, an estate planning lawyer can help you get answers.

Mortgage Loan Officer

Mortgage loan officers based in Paramus, NJ can help residents of the town secure home loans. These professionals have a deep understanding of the mortgage process, and can guide borrowers through every step of the application process. In addition, mortgage loan officers can help residents find the best rates and terms for their home loans.

Tax Services

Paramus, NJ is a town located in Bergen County. The town is known for its high-end shopping, and as a result, the Paramus tax assessor's office is constantly busy. Tax accountants can help residents of Paramus file their taxes and receive the best possible return on their investment. In addition to preparing tax returns, tax accountants can also offer advice on how to reduce one's taxable income.


FAQs About Personal Financial Advisors in Paramus, NJ