Jim Lawrence's Colleagues at Traphagen CPAs & Wealth Advisors
Christopher Fundora
Financial Advisor I Personal & Corporate Retirement Specialist
Jim Lawrence's Contact Details
(201) 262-1040
Oradell, New Jersey, United States
Traphagen CPAs & Wealth Advisors
Jim Lawrence's Company Details
Located in New Jersey, with clients spanning the nation, Traphagen CPAs & Wealth Advisors is a comprehensive, financial services firm comprised of two departments - Accounting and Wealth Management. Our Accounting department specializes in taxation, financial reporting, and advisory services, including financing and mergers and acquisitions. Our Wealth Management department manages client investment assets and provides comprehensive estate, tax, and financial planning services. Traphagen CPAs & Wealth Advisors has served as a dynamic leader and provider of financial services since 1970, when V. Peter Traphagen, CPA, PFS, AEP, CFP, founded the firm. As Certified Public Accountants and Registered Investment Advisors, we are relied upon to protect the public’s interest and trust. Our experienced team upholds the highest ethical values and integrity. For over forty years, Traphagen CPAs & Wealth Advisors' trusted advisors diligently work to maximize your business’ success and personal wealth. You are our most valuable asset.