Find a Financial Planner in Paramus, NJ

 

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in Paramus, NJ.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Paramus Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Paramus, NJ


  • Financial Advisor Close to Paramus, NJ

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Paramus Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Paramus area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Paramus is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
28.3% of Paramus's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Paramus area can create a custom plan and walk with you each step of the way.
Estate planning involves much more than just setting up a will. In the Paramus area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Paramus area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Paramus area is generally long-term and performed with the help of a qualified planner. Tax planning strategies will differ depending on depending on where you live. New Jersey has unique laws defining which actions trigger a taxable event and has the 6th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Paramus area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Paramus area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Paramus, NJ


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Paramus, NJ

We evaluated over 13,000 RIA firms to bring you the best of the best Paramus financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Paramus, NJ?

  • Population: 26,503
  • % of Population 62 Years and Over: 28.3%
  • Average Home Value: $636,400
  • Average Monthly Housing Cost: $1,981
  • Average Household Income: $153,392
  • New Jersey Total Tax Burden: 9.98% (6th Highest in U.S.)
  • New Jersey Property Tax: 4.94% (3rd Highest in U.S.)
  • New Jersey Individual Income Tax: 2.47% (20th Highest in U.S.)
  • New Jersey Sales and Excise Tax: 2.57% (8th Lowest in U.S.)


The Top Financial Advisor Firms in Paramus, NJ


STONEBRIDGE CAPITAL MANAGEMENT VI, L.L.C.

Website

(973) 244-9696

52 Forest Avenue

Paramus, NJ 07652

SEC#: 801-69251
Years in Business: 13 years

STONEBRIDGE CAPITAL MANAGEMENT III LLC

Website

(973) 244-9696

52 Forest Avenue

Paramus, NJ 07652

SEC#: 801-56956
Years in Business: 21 years

STONEBRIDGE CAPITAL MANAGEMENT

Website

(973) 244-9696

52 Forest Avenue

Paramus, NJ 07652

SEC#: 801-40364
Years in Business: 29 years

GROESBECK INVESTMENT MANAGEMENT CORP

Website

(201) 291-7888

12 Rte. 17 North
Suite 130
Paramus, NJ 07652

SEC#: 801-44798
Years in Business: 27 years

PRIVATE PORTFOLIO PARTNERS, LLC

Website

(201) 939-6644

461 From Road
Suite 385
Paramus, NJ 07652

SEC#: 801-81108
Years in Business: 6 years

WATTERS FINANCIAL SERVICES, LLC

Website

(201) 843-0044

16 Arcadian Avenue
Suite C4
Paramus, NJ 07652

SEC#: 801-119028
Years in Business: 0 years

NPA ASSET MANAGEMENT, LLC

Website

(201) 476-0029

115 West Century Road
Suite 360
Paramus, NJ 07652

SEC#: 801-66006
Years in Business: 15 years