Featured Business Financial Advisor in Oradell, NJ
Oradell Financial Advisors
Traphagen Financial Group
234 Kinderkamack Rd
Oradell, NJ 07649
Phone Number
“Building Wealth, Limiting Risk, Attaining Financial Security”
Advisor Profile
Eric Mancini, CFA, CFP, CAIA
Name:  Eric Mancini, CFA, CFP, CAIA
Website:  Visit Website

About Traphagen Financial Group

Our Mission
To achieve financial success by building wealth, limiting risk & attaining financial security for our clients & their families through a life cycle of services.

Overview
Traphagen Financial Group is a comprehensive financial services firm comprised of accounting and wealth management departments located in , Oradell, NJ. Our Accounting department specializes in taxation, financial reporting & advisory services, including financing and M&A. Our wealth management department manages client investment assets and provides comprehensive estate, tax, and financial planning services.

The Traphagen experience is based on a tradition of trust and integrity. We are uniquely positioned to be your trusted financial advisor. TFG professionals combine the value of their individual credentials to achieve a comprehensive view of both your business and personal goals and objectives.

We are continuously commended for our excellent client service and depth of service provided. We know you are our most valuable asset and we always put your needs first. Traphagen Financial Group is personally dedicated to the success of our clients and their business. We are compassionate and we treat our clients like family. While many of our clients are located in Northern New Jersey and the Metropolitan area, we service clients throughout the United States.
 

General Information

CRD#:    5231486
Firm CRD#:    107764
SEC File#:    801-56130
Insurance License#:    9073284
Name of Broker/Dealer:    Fidelity, Schwab
Name of Custodial Firm:    Fidelity, Schwab
States Licensed in:    Insurance: NJ Wealth Advising/Investment Management: All
States Willing to do Business in:   
Years of Experience in Financial Services:    12
Number of Years with Current Firm:    9
I work with the following types of clients:    Individual Investors, Non-Profit Organizations, Businesses
 

Services

Investment Types:    Private Investments, Mutual Funds, Options & Futures, Alternative Investments, Annuities, Mortgages & Real Estate, Bonds, Commodities, Stocks, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
I can meet clients in the following ways:    Via phone, At my office, Via email, Video Conference
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Financial Analyst (CFA), CAIA
Securities Licenses:    Series 65
Insurance and Annuity Licenses:    Life, Health
Financial Organization Memberships:    National Association of Personal Financial Advisors (NAPFA)
 

Firm Information

Firm's Number of Clients:    1200
Firm's Number of Planning Clients:    600
Firm's Number of Managed Clients:    1100
Assets Managed by Firm:    $620M
Advisor's Number of Clients:    80
Advisor's Number of Managed Clients:    80
Advisor's Number of Planning Clients:    70
Assets Managed by Advisor:    $150M
 

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:    $500,000
 
 
 
Prepared By: Eric Mancini, CFA, CFP, CAIA

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