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Jim Parks, Cfp®, Aif® is listed as Specializing in helping corporate executives prepare for retirement at Parks Wealth Management, a with 5 employees, based in Ridgewood, New Jersey, United States. AeroLeads shows a work email signal at parkswm.com and a matched LinkedIn profile for Jim Parks, Cfp®, Aif®.
Jim Parks, Cfp®, Aif® previously worked as President and Wealth Manager at Parks Wealth Management and CERTIFIED FINANCIAL PLANNER® at Fsc Securities. Jim Parks, Cfp®, Aif® holds Certified Financial Planner® Certification from Boston University.
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AeroLeads found 1 current-domain work email signal for Jim Parks, Cfp®, Aif®. Compare company email patterns before reaching out.
Investing, financial planning, wealth management. What does all of it actually mean? It can be confusing to know what your financial adviser actually does for you, and what else might be available to help you work toward your financial goals.At Parks Wealth Management, our focus is on helping our clients pursue financial wellness. That means striving towards a balance between spending, saving, and investing so that you may experience an enjoyable life, pay for what matters most, fund a comfortable retirement and leave a lasting legacy. Professional designations include CERTIFIED FINANCIAL PLANNER® (CFP®) and Accredited Investment Fiduciary (AIF).Jim Parks is an LPL Financial registered representative and 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.Securities are offered through LPL Financial, Member FINRA/SIPC. Investment advice is 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. 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.comThird 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.
Listed skills include Wealth Management, Retirement Planning, Investments, Financial Planning, and 8 others.
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148 Prospect St., 2Nd Floor, Ridgewood Nj 07450
We've had the pleasure of assisting our clients with their financial planning and investment management since 1991. For several families, we serve as a resource for all things financial for 4 generations. We take this responsibility very seriously, and our team works very hard to provide the best experience for our clients with personal and caring service.
Created financial plans and implemented investment strategies for clients.
Assisted clients with their financial planning.
Activities and Societies: Tau Kappa Epsilon Fraternity, 100 mile charity relay run, Rugby Team, Volleyball Team, Special Olympics Volunteer
Quick answers generated from the profile data available on this page.
Jim Parks, Cfp®, Aif® works for Parks Wealth Management.
Jim Parks, Cfp®, Aif® is listed as Specializing in helping corporate executives prepare for retirement at Parks Wealth Management.
AeroLeads has found 1 work email signal at @parkswm.com for Jim Parks, Cfp®, Aif® at Parks Wealth Management.
Jim Parks, Cfp®, Aif® is based in Ridgewood, New Jersey, United States while working with Parks Wealth Management.
Jim Parks, Cfp®, Aif® has worked for Parks Wealth Management, Fsc Securities, and John Hancock Financial Services.
Jim Parks, Cfp®, Aif®'s colleagues at Parks Wealth Management include Maria Delzotto and Felicia Parks.
You can use AeroLeads to view verified contact signals for Jim Parks, Cfp®, Aif® at Parks Wealth Management, including work email, phone, and LinkedIn data when available.
Jim Parks, Cfp®, Aif® holds Certified Financial Planner® Certification from Boston University.
Jim Parks, Cfp®, Aif® is listed with skills including Wealth Management, Retirement Planning, Investments, Financial Planning, Asset Allocation, Investment Strategies, Securities, and Finance.
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