The BNP Group is founded on the principle of TEAM. We are a select group of skilled professionals united by a shared mission: to provide exceptional financial services that deliver unmatched value to our clients. In today’s dynamic and fast-paced market, only a collaborative, team-based approach can truly meet the evolving needs and expectations of our clients.
At the core of our philosophy is a fundamental belief: trust is never given—it must be earned.
Planning Services and Strategies:
- Wealth Management
- Retirement Planning
- Stock and Options Strategies
- Alternate Investment Strategies
- Portfolio Management
- Small Business Retirement Plans
- Estate and Trust Services
- Lending: Mortgages, HELOC, Business Loans through Bank of America, N.A.
- Wealth Management Banking Services through Bank of America, N.A.
Serving the needs of clients in two locations:
MONTVALE: 50 Chestnut Ridge Rd Montvale, NJ 07645 201.573.4525
WESTFIELD: 530 South Ave W. Westfield, NJ 07090 908.789.4369
\*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
We offer clients a breadth of potential solutions, premier customer service and financial tools based on their unique circumstances. No matter what your goals may be, the process begins by defining and prioritizing your financial goals based on the following:
- Health: Managing healthcare expenses, now and in the future
- Home: Upsizing, downsizing, remodeling or buying a vacation home
- Family: Taking care of your family and other people in your life
- Leisure: Spending your free time in meaningful ways
- Giving: Volunteering, mentoring others and giving to charities
- Work: Working in retirement, selling or starting a business
- Finance: Bringing it all together and defining your financial goals
The team's industry knowledge and experience helps them provide you with:
- Potential risk management strategies
- Trust and estate planning services
- Tax-minimization strategies
- Access to Bank of America for your credit and banking needs
This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
