Metcalfe & Associates
61 S. Paramus Rd
Suite 425
Paramus, NJ 07652
ph: 201-556-4569
fax: 201-368-5161

paul.metcalfe@lfg.com

Financial Planning

The hallmark of Metcalfe & Associates is our unique, proprietary, financial planning process. Our advisors are given sophisticated tools and provide a fully integrated approach to identifying solutions to produce a customized financial plan.
 

Through our financial planning process, we do not evaluate only one aspect of your life, we look at the full picture and develop a personalized plan which includes Estate Planning, Investment Planning, Retirement Planning Strategies and Business Owner Planning. By doing this, you can feel confident that all aspects of your life are evaluated together and your financial plan will identify solutions to help you achieve your financial goals.