Traphagen Investment Advisors, LLC
Traphagen Investment Advisors, LLC, located in Oradell, NJ, provides clients with wealth management services including: Portfolio Management, Comprehensive Financial Planning, Retirement Planning, Tax Planning & Preparation, Estate and Trust Planning & Preparation, Education Planning, Stock Option Planning & Strategies, and Insurance Planning. We work with our clients to provide them with non-biased guidance and direction in making informed financial decisions and growing or preserving their wealth.
Our investment team has over 85 years of wealth management experience. This knowledge has allowed us to comfortably navigate recent markets events with utmost confidence and provide our clients with superior client service. Our knowledgeable team maintains the following professional credentials: Certified Public Accountants (CPA), Certified Financial Planner © (CFP), Personal Financial Specialists (PFS), Accredited Estate Planner (AEP), Certified Financial Analyst (CFA), NJ Life and Health Insurance Producers. and NFL Players Association (NFLPA).
We have been consistently recognized as one of Top Wealth Advisors in the nation by Financial Advisor Magazine, Bloomberg Wealth Manager Magazine, and Worth Magazine. We invite you to schedule a no fee introductory meeting to determine if you can benefit from our services and discuss your needs. For more information please visit: www.TFGLLC.com