Celebrating 40 years of quality financial service
Traphagen Financial Group has served as a dynamic leader and provider of financial services since being established in 1970 by founding partner, V. Peter Traphagen. As Certified Public Accountants and Registered Investment Advisors, we are relied upon to protect your interest and trust. Our team maintains the highest level of integrity and ethical standards. This is our personal commitment to you.
For over 40 years, TFG’s trusted advisors diligently work to maximize your business success and personal wealth. You are our most valuable asset.
Traphagen Financial Group believes it is our responsibility to enhance our community. Our associates are committed to improving our neighborhood and state through public service initiatives and volunteerism. We partner with local schools to educate students on financial literacy, serve as board members of not for profit organizations, and team with the IRS providing pro-bono tax preparation services to seniors.
TFG has been recognized for our services in the metropolitan area and throughout the United States.
- Winner of the Main Street USA Good Business Award for Excellence in Corporate Community Service
- Recipient of the New Jersey Business and Industry Association (NJBIA) Public Service Award
- Medallion Award Winner from Bergen County Community College
- Featured in Financial Advisor Magazine, Bloomberg’s Wealth Manager Magazine and Worth Magazine as one of the Top Wealth Advisors in the Nation in 2004, 2006, 2007, 2008, 2009, 2010 and 2011.
Below you will find an overview of the services we offer to our clients.
TFG Accounting and Consulting Department
- Accounting & Assurance Services
- Management Consulting & Acquisition
- Forensic Accounting & Litigation Support
- IRS & State Audit Representation
- Audits & Financial Statements
- Computer Software Implementation
- College Financial Planning
- Tax Planning & Preparation
- Multi-State Tax Strategies
TFG Wealth Management Department
- Portfolio & Investment Management
- IRA Rollover Specialist
- Retirement Income Planning
- Comprehensive Financial Planning
- Estate & Trust Services
- Insurance Planning
- Wealth Transfer Strategies
- Mortgage Advisory & Refinancing
- 401(k) Management & Consulting