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“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.”
“I appreciate Jim's financial advice. He has put my mother on a firmer financial footing. I recommend him to others seeking advice on planning for retirement.”
9:00 AM - 5:00 PM
1661 US-22, Bridgewater
Financial Advising
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“I've been a customer for a few years, and I only have good things to say about the services provided by Dilshad. Very honest, knowledgeable, and fees are reasonable. He patiently takes his time to explain things to me when I don't understand something. No complaints.”