Looking for a financial advisor in the New York-Tri-State area? You’ve come to the right place! Our team of knowledgeable financial advisors and retirement planners, located in New Jersey, are dedicated to helping you achieve your financial goals. Whether you need comprehensive wealth management, retirement planning, strategic tax planning, or tax prep and filing services, we’re ready to provide personalized solutions tailored to your unique needs.

Serving the New York-Tri-State Area: New York, New Jersey, Connecticut, and Pennsylvania

The Retirement Planning Group proudly serves the entire New York-Tri-State area, including New York, New Jersey, Connecticut, and Pennsylvania. Whether you’re in Manhattan, the surrounding boroughs, or the nearby commuter towns, our team is dedicated to helping you achieve financial well-being and confidence.

Our Paramus, NJ office offers convenient access to clients across New York, New Jersey, Connecticut, and Pennsylvania. Whether you prefer in-person meetings, virtual consultations via Zoom, or a location that works best for you, we are here to meet your needs. With a deep understanding of the region’s unique financial landscape, we serve clients from affluent communities, vibrant city centers, and peaceful suburbs.

Our Comprehensive Financial Services

At The Retirement Planning Group, we offer a broad spectrum of financial services tailored to meet the diverse needs of clients throughout the New York-Tri-State area:

• Retirement Planning: At some point, you will begin to wonder – “Am I on track, and how much do I really need to have saved?” Our skilled Wealth Managers work with you to design a Retirement Planning strategy that supports secure and fulfilling retirement, no matter where you call home.
• Portfolio Management: At The Retirement Planning Group, we absolutely take into account your attitudes toward risk, but we cross-reference that with the plan we’ve built for you. We manage your investments with a focus on diversification, cost-effectiveness, and tax efficiency, ensuring your portfolio aligns with your financial goals.
• Wealth Management: Wealth management is often the next step in one of these strategies, as it includes multiple strategies such as building wealth for retirement, planning your estate, looking into tax planning and preparation, and even life insurance, wills, and other financial planning opportunities. Our dedicated wealth managers provide customized advice to help you grow and safeguard your assets across state lines.
• Tax Return Prep and Filing: We’ve married Wealth Management and tax advice. And as a result, not only do we prepare and file clients’ tax returns – but we do it a new and unique way. With an in-house team of tax professionals, we offer precise and timely tax return preparation and filing, making sure you’re compliant with both state and federal regulations.
• Estate Planning: The subject of estate planning is an area many investors overlook. Often it feels like it is going to be a complicated and painful process. We assist with estate planning to ensure your wealth is efficiently transferred to future generations, minimizing tax implications across jurisdictions.
• Bookkeeping and Payroll: Are you tired of running payroll every two weeks? Have you reached a point in your business where keeping track of day-to-day expenses has become a burden? Would your time be better spent on other areas of the business? Our bookkeeping and payroll services are designed to keep your financial records accurate and compliant.

Why Choose The Retirement Planning Group?

As a client of The Retirement Planning Group, you gain access to a dedicated team of professionals who specialize in various aspects of financial management. This team includes a Wealth Manager, Tax Professional, Investment Team Member, and Client Relationship Manager, all working together to provide you with the highest level of service.

Before selecting a financial advisor, it’s crucial to ensure they are knowledgeable and capable of addressing your unique needs. The team at The Retirement Planning Group has decades of experience assisting clients throughout the New York-Tri-State area, including New York, New Jersey, Connecticut, and Pennsylvania, with their retirement planning. From Manhattan and Brooklyn to affluent areas like Greenwich, CT, and the Main Line in PA, more than 2,000* families in the Tri-State area and nationwide trust The Retirement Planning Group for wealth management, financial advising, estate and retirement planning, investment management, and other financial services.

*As of 1/31/2024

Schedule Your Consultation Today

Take the first step toward securing your financial future. Contact The Retirement Planning Group today to schedule a consultation with one of our experienced financial advisors or retirement planners. Let us help you build the financial confidence you need to live your best life, wherever you are in the New York-Tri-State area.

We offer a complimentary consultation to discuss your financial goals and how we can help you achieve them. Reach out today for a free 10 min consultation or fill out the form below.