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Traphagen Financial Group is a comprehensive financial services firm comprised of accounting and wealth management departments located in , Oradell, NJ. Our Accounting department specializes in taxation, financial reporting & advisory services, including financing and M&A. Our wealth management department manages client investment assets and provides comprehensive estate, tax, and financial planning services.
234 Kinderkamack Rd, Oradell, NJ, 07649, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 9:00 a.m. to 5:00 p.m. | |
Tue | 9:00 a.m. to 5:00 p.m. | |
Wed | 9:00 a.m. to 5:00 p.m. | |
Thu | 9:00 a.m. to 5:00 p.m. | |
Fri | 9:00 a.m. to 4:00 p.m. | |
Sat | Closed | |
Sun | Closed |
Traphagen has been and still is a very professional enterprise. I am newer to having the company manage and handle my IRA accounts. The funds have gone up and down consistently (no fault of theirs, it's just the nature of investing). I will tell you what I do know...when we talked...the staff listened and when my IRA's were established I found each and every concern of mine was addressed in a thorough way. The funds they picked were right on target, dividend generating funds were implemented, the constant contact is impressi... read more
In 25 years of working and doing my taxes, I've never had a worse and as costly an experience. Even H&R Block would've been a million times better than this. TLDR: If you like feeling like they don't have the time to get around to you, being left in the dark for weeks on end until the absolute last minute and beyond, paying up to 50% more than what another competent CPA would charge, getting your taxes filed literally at the last second (or a week after the due date!) with inaccuracies that will cost you possibly thousands i... read more
In 25 years of working and doing my taxes, I've never had a worse and as costly an experience. Even H&R Block would've been a million times better than this. TLDR: If you like feeling like they don't have the time to get around to you, being left in the dark for weeks on end until the absolute last minute and beyond, paying up to 50% more than what another competent CPA would charge, getting your taxes filed literally at the last second (or a week after the due date!) with inaccuracies that will cost you possibly thousands i... read more
Very disappointing. I understand the market fluctuates, the service should remain consistent. Upon receiving our funds we never even heard from our advisor. Though when we requested I do they responded, but really never answering our concerns. If you want to feel you are important please look elsewhere for to fulfill your financial needs.
Traphagen CPAs & Wealth Advisors has a 4.2 star rating with 19 reviews.
Traphagen CPAs & Wealth Advisors is closed now. It will open on Monday at 9:00 a.m.
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