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

For Whom We Do It

Our clients are high net worth individuals and closely held business owners and professionals who are seeking independent advice on financial and estate planning matters including:

  • Wealth Preservation
  • Asset Accumulation (for education and other needs)
  • Retirement Planning
  • Business Succession Planning
  • Employee Benefit Planning
  • Estate Planning
  • Charitable Planning

Our typical client is age 50 or older with a net worth in excess of $2 Million and an investment portfolio in excess of $500,000.

Many of our clients are self employed or retired professionals and entrepeneurs who require the services of an experienced Financial Consultant to assist them with their Financial and Estate Planning needs.

Our Company Philosophy

At Metcalfe & Associates, we are a leader within the industry with the way we provide financial planning services. Our primary product is our sound advice and solutions; financial products and services are secondary.

Our company philosophy is to do whatever is required to get our clients to take the actions necessary to put their financial affairs in appropriate order. We believe in the Lincoln Financial Advisor philosophy of service - first, last and always. We believe that long-term client relationships are more important than short-term gains, and will never sacrifice the former for the latter. We place a premium on relationship building, not product selling. That's why we encourage our planners to develop one-on-one relationships with their clients. We believe that our role is to promote trust between our planners and our clients by not getting in the way, but instead by providing support and an environment in which to succeed and to build long-term, revenue-generating relationships.

The professional financial advisor in our organization is able to provide creative, "one of a kind" solutions and help our clients towards their financial goals and objectives efficiently and on a cost effective basis.