Dan Crimmins

Fee-only independent financial advisor located in Bergen County NJ

Financial Adviser at Crimmins Wealth Management, LLC in Woodcliff Lake, NJ

About

Our greatest value is helping people clarify what they are trying to accomplish with their lives. The topics that we generally discuss at the first meeting deal with your needs, wants, and concerns. The all important issue of envisioning what a successful life would entail for you and determining what can be done to accomplish this vision. The issues usually deal with such topics as: 1) Helping and Protecting Your family 2) Enjoying and Protecting Your Lifestyle 3) Creating Financial Comfort, and 4) Building a Legacy. We need to clarify what these issues mean specifically to you. Our aim is to clarify your personal goals. Once this is achieved, we will establish a plan to accomplish your specific desires- the life you envision. As such, we work as your coach to help you achieve the long-term investment returns that will be needed to achieve most of your goals; the returns that most people fail to achieve due to their own behavior.

Contact
(201) 785-7481
Address
50 Tice Boulevard Suite 340 in Woodcliff Lake, NJ 07677
Info
None specified

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by Sarah
Answered by Richard Eddy, Financial Adviser in La Verne, CA
A very broad rule of thumb is to say 20 to 25 times the annual income that you would desire in retirement. Now, if there are other sources of income (social security, ...
Q&A
Asked by Carla Truett
Answered by Michael Hoffman, RFC, CLU, ChFCPRO+ in Grass Valley, CA
Hi Carla, if your medical expenses also created a disability, then a distribution from the 401(k) may avoid the 10% penalty if you are under age 59 1/2. The ways tha...
Q&A
Asked by Judy
Answered by Martin A. Smith, CRPC®, AIFA® in Bowie, MD
Hi Judy, The best way to find CD rates is to contact a financial advisor who can provide you with a list of CDs with financial institutions (banks and brokerages) t...
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Specialties

  • Bonds & Fixed Income
  • Business Planning
  • Education Savings
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments

Servicing

Credentials

Licenses

Series 65
Series 63

Associations

Financial Planning Association

Accomplishments

Background

Experience

Financial Coach
Independent Financial Advisor
Founder
Independent Financial Advisor

Education

Providence College
Fordham University