Connect with Top-Rated Financial Planners in Paramus!

Krim Associates specializes in providing assistance with the financial challenges encountered by professionals, executives, successful business owners and retirees. We help our clients navigate the complexities of estate taxation, investment portfolio management, and succession planning. Our team of experts provides comprehensive planning services that minimize estate taxes, optimize investment performance, and align with our clients' broader financial objectives. With our in-house expertise in estate taxes/planning, asset management, insurance, and succession planning, we bring creative ideas to the table to help our clients achieve their long-term goals. Additionally, we coordinate with other advisors such as accountants and attorneys to act as our clients' quarterback in order to move the process forward more quickly.

As a Financial Wealth Advisor, I understand that individuals face unique challenges as they prepare for retirement. I can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, my personalized service focuses on your needs, wants, and financial goals and objectives.