The Naftali Wealth Management Group
650 From Road, Paramus, NJ 07652
Location & Phone number
650 From Road, Paramus, New Jersey 07652, United States
About the Business
Welcome to The Naftali Wealth Management Group, your trusted partner in financial planning and wealth management. Located at 650 From Road, Paramus, New Jersey, we are dedicated to providing personalized financial services that bring clarity and confidence to your present and future financial endeavors.
As a proud partner of RBC Wealth Management, we leverage the global firm’s clients-first culture and world-class resources to offer you the attentive service you expect. RBC Wealth Management is renowned for its robust tool set and business model, making it one of the world's strongest financial institutions. By joining forces with RBC, we ensure that our clients benefit from unparalleled support and expertise.
We invite you to explore our website to discover more about RBC Wealth Management and understand why we have entrusted them as our new business home. Our commitment extends beyond traditional wealth management; we are passionate about educating young people on the stock market, investing, and personal finance through innovative activities and games.
Helene Naftali, our esteemed financial advisor, is registered to conduct business with residents across various states, including CA, CO, CT, FL, GA, IL, IN, MA, MD, MI, NJ, NY, OH, PA, TN, TX, VA, and VT.
Please note that investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, nor are they deposits or obligations of, or guaranteed by, any bank or bank affiliate. These products are subject to investment risks, including the potential loss of the principal amount invested.
We look forward to helping you achieve your financial goals with confidence and clarity. Visit our website to learn more about our services and how we can assist you in securing a prosperous financial future.
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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