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January 2023 by Walter McDermott
These are the Reasons my wife and I became clients with Walter Pardo and his Wealth Financial Partners Professional Team.A+ rating by the Better Business Bureau, New Jersey Investment Advisers are strictly governed and regulated by THE NEW JERSEY BUREAU OF SECURITIES under The New Jersey Uniform Securities Law (1997) (“the Law”), at N.J.S.A. 49:3‐49(g) Certified Wealth Strategist and Professional Plan Consultant with a Series 7, 66 and 63 licenses. Walter is licensed in: AZ, CA, CT, FL, KS, OH, NY, NJ, IL, PA, SC, and TX, and VA. 5.Walter holds active life and health Insurance licenses in NJ, NY, IL, KS and CA (Insurance Lic# 0E05940).Walter is a Master Elite member of the Ed Slott Elite IRA Advisor Group.He is the recipient of the prestigious “Excellence in Estate Planning” and “Outstanding Service” awards.Wealth Financial Partners individually tailored accounts to meet our specific needs and circumstances, through coordinated financial planning, advanced planning needs, proactive tax planning, estate planning, wealth management, long term care advice, wealth enhancement, wealth transfer, wealth protection, keeping abreast of all new and ever changing financial/estate laws, new investment opportunities, and charitable giving. In other words everything coordinated under one roof by Walter Pardo and his team of experts.With WFP we are faces and names not numbers. One size does not fit all. WFP provided and consistently provides counselling and seminars not only to review our accounts, but also to acknowledge personal and family milestones and we regularly gather with Walter and his staff for fun and entertainment.The best move my wife Gail and I ever made was to become WFP clients. We have been with them for 12 years.Gratefully,Walter and Gail McDermott.
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January 2023 by Angelina Montella
WFP has taken excellent financial care of me in my retirement. They have managed to grow and stretch my assets to keep me comfortable even in changing times.
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January 2023 by Dave Scibetta
WFP provides a level of support and appreciation not found often in 2023. They are prompt and accurate, and I feel that my investment is working for me.
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January 2023 by Michael Feinberg
There are "a million" financial advisors and consultants out there that you could place your hard earned money with but very few that I would trust and have the confidence with that I do with Walter and his team.
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November 2022 by Cindy Dorio
Walter & his staff are very professional, knowledgeable, friendly & Instill trust. The investments are diverse & tax consequences are always a top consideration. Walter is always in touch & on top of any changes in our circumstances, financial & other. We consider him a trusted advisor & highly recommend his services.
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November 2022 by Peter Tortorello
This team is on top of everything. As a CPA I had done my own tax returns for 40 years. Now I don’t have to worry about preparing them because I have complete confidence in their work, their recommendations, and their thorough communications! Best in the business!
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November 2022 by Peggy DeRosa
I didn't know how much I didn't know until I became "fineducated" by WFP Tax Partners. Very friendly staff and lots of opportunities, not only to learn how to navigate your investments, taxes and legacy, but to learn how the decisions you make now and the ever changing tax laws can affect your future financial situation . I always wanted a person who could manage my investments, my taxes and my legacy. Thankfully, I found that at WFP. I am more than satisfied by the personal attention and the education provided.
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November 2022 by michael guida
More than just doing taxes. Walter is concerned with todays taxes and preparing you for what possible tax strategies can be implemented to help your tax burden in the future. Highly recommend them.
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October 2022 by Christopher Alberth
Walter uses a diverse set of investments so you are protected from having your entire portfolio going down all at once. He also ties your investments with a tax strategy to help you pay the least amount of taxes. Walter's suggestion I invest in Mewbourne Oil in 2019 and 2022 has paid off well both in saving on my taxes and in monthly dividends. Since I found Walter in 2019, I'm more confident of my financial future.
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October 2022 by Barry Siegel
I have been using WFP Tax Partners for many, many years now to prepare my yearly tax returns. They always do a great job. But, most importantly, they actually know ME and all of the pieces that comprise my overall tax situation. They help me keep on track with my taxes.
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October 2022 by Marla Jennings
Walter and his team helped me immensely when i was going through a very challenging time. He helped where others failed. When i deal with Walter, I feel like i have one less thing to worry about and my finances are in good hands. I am grateful!
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October 2022 by Paul Lienhard
You won’t find a more knowledgeable team than WFP. Check them out for yourself.
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October 2018 by Tim Erven
Very pleased, wish I came here years ago as I was able to find a few areas I was paying more than I need to.
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December 2017 by Tom Langley
Very pleased, wish I came here years ago as I was able to find a few areas I was paying more than I need to.
