Traphagen CPAs & Wealth Advisors

EST. AUM
$2,278,123,079

CONTACTS
10

CLIENT ACCOUNTS
2,038

Firm Details

Metro area North Jersey
CRD Number 107764
Website tfgllc.com
Client types

Overview

Traphagen CPAs & Wealth Advisors is a comprehensive financial services firm comprised of accounting, tax, and wealth management, located in Bergen County, NJ. For nearly 50 years, Traphagen CPAs & Wealth Advisors has served as a dynamic leader and provider of financial services. Unlike traditional financial advisory firms, their accounting team specializes in taxation, financial reporting, and consulting services, including financing and M&A; their wealth management team manages client investment assets and provides comprehensive estate, tax, and financial planning services. As Certified Public Accountants and Registered Investment Advisors, they are uniquely positioned to be trusted financial advisors. Traphagen advisors combine the value of their individual credentials to achieve a comprehensive view of a client's business and personal goals.

Platform Details

Investment Preferences

Alternative Activity