Our mission at Parks Wealth Management is to grow, manage, and protect our clients' wealth in order to help achieve their dreams and aspirations. Among our services, is first listening to our clients' objectives and their current situation. We then create a customized wealth plan - a blueprint as it were - on how our clients' can pursue these goals.
As the President and Wealth Advisor for Parks WM, Jim Parks has over 30 years experience in assisting a variety of clientele, including business owners, executives, growing families, inheritors of wealth, and retirees. Jim has formed relationships with industry leading money management firms, estate planning professionals and tax specialists to help ensure a comprehensive approach to pursue his clients' objectives.
Jim is a Registered Securities Principal with LPL Financial, an independent broker/dealer. He has been recognized for providing exceptional client service as a member of LPL's Chairman's Club, comprising the top 4% of LPL's more than 20,000 independent investment professionals nationwide.
-Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Parks Wealth Management are separate entities from LPL Financial.
-For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.
-Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
-The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states in which the financial advisors are registered to do business, please visit parkswm.com
Company Details
- Employees
- 5
- Founded
- -
- Address
- 148 Prospect St., 2nd Floor,
- Phone
- 1 201-689-2020
- in****@****swm.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- parkswm.com
- HQ
- Ridgewood, New Jersey
- Competitors
- Cummings Wealth Management Group, Alexandria Capital, LLC, Tweed Paraplanning Ltd, Reby Advisors, Hines Wealth Management, LLC, Delta Community Retirement & Investment Services, StillWater Financial Advisors, Topsail Wealth Management, Wealth Impact Advisors, LLC, Charleston Investment Advisors, LLC.
Parks Wealth Management Questions
Parks Wealth Management's helpline number is 1 201-689-2020
Parks Wealth Management's website is parkswm.com
Parks Wealth Management's LinkedIn profile is https://www.linkedin.com/company/parks-wealth-management
Parks Wealth Management has
5 employees.
View email and phone details for 5
employees at Parks Wealth Management.
Parks Wealth Management's industry is
Financial Services
Parks Wealth Management's top competitors are
Cummings Wealth Management Group,
Alexandria Capital, Llc,
Tweed Paraplanning Ltd,
Reby Advisors,
Hines Wealth Management, Llc,
Delta Community Retirement & Investment Services,
Stillwater Financial Advisors,
Topsail Wealth Management,
Wealth Impact Advisors, Llc,
Charleston Investment Advisors, Llc.
Parks Wealth Management's support email address is info@parkswm.com
Parks Wealth Management's categories are Financial Services
Parks Wealth Management's founding year is 2000
