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

paul.metcalfe@lfg.com

What We Do

At Metcalfe & Associates, our main service is to provide you an objective and comprehensive fee-based financial plan. We use this proven defined process to produce a customized financial plan written specifically for the client. The process begins with the planner collecting all of the necessary data about you and your objectives. We then take that data, analyze it and produce a generic plan which has specific findings and recommendations regarding your current situation and what needs to be done for you to help achieve your goals. In addition, we will discuss the solutions that can be used to implement your plan.