Specialties
Traphagen Financial Group is a comprehensive financial services firm comprised of accounting and wealth management departments located in , Oradell, NJ. Our Accounting department specializes in taxation, financial reporting & advisory services, including financing and M&A. Our wealth management department manages client investment assets and provides comprehensive estate, tax, and financial planning services.
History
Established in 1970.
Traphagen Financial Group is a comprehensive financial services firm comprised of accounting and wealth management departments located in , Oradell, NJ. Our Accounting department specializes in taxation, financial reporting & advisory services, including financing and M&A. Our wealth management department manages client investment assets and provides comprehensive estate, tax, and financial planning services.
The Traphagen experience is based on a tradition of trust and integrity. We are uniquely positioned to be your trusted financial advisor. TFG professionals combine the value of their individual credentials to achieve a comprehensive view of both your business and personal goals and objectives.
We are continuously commended for our excellent client service and depth of service provided. We know you are our most valuable asset and we always put your needs first. Traphagen Financial Group is personally dedicated to the success of our clients and their business.
Meet the Business Owner: V. Peter Traphagen ..
V. Peter Traphagen, founding partner of Traphagen Financial Group, is a graduate of Farleigh Dickinson University. Peter specializes in all aspects of wealth management including taxation, financial and estate planning, and portfolio management services. Peter is a Certified Public Accountant (CPA), Certified Financial Planner (CFP), Personal Financial Specialist (PFS) and Accredited Estate Planner (AEP). Peter is a founding member of the Association of CPA Financial Planners, Inc. (ACPAAFP). Peter has completed the NASD (National Association of Securities Dealers) Series 63 and 65.
Peter is married with five children and enjoys biking, sailing, and rock climbing. Peter and two crew members sailed from Boston across the Atlantic to Portugal. The voyage was accomplished in a 33-foot sailboat.