Munn & Associates is a financial advisory firm located in Paramus, NJ, offering a range of services to help individuals and small business owners manage their assets and plan for their financial future. Led by Bill Munn, a Certified Financial Planner (CFP) and Accredited Portfolio Management Advisor (APMA), the team at Munn & Associates is highly qualified and experienced in providing personalized financial advice and guidance.
With a focus on asset management, retirement planning, estate planning, and investment strategies, Munn & Associates offers a comprehensive approach to financial planning. Their team of advisors holds various certifications, including the AAMS, ADPA, AEP, AIF, AWMA, BFA, CAP, CAS, CASL, CDFA, CEP, CFA, and CFP, ensuring that clients receive expert advice tailored to their specific needs and goals.
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