J.Paul Farrell, Financial Advisor

J.Paul Farrell, Financial Advisor Financial Advisor, Ameriprise Financial Services, LLC

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Over the last 25 years, 17 out of 20 of the best days of the market either happened during the tech bubble bursting, fin...
06/01/2026

Over the last 25 years, 17 out of 20 of the best days of the market either happened during the tech bubble bursting, financial crisis or COVID-19 pandemic. It’s difficult to predict the markets – do you let volatility affect how you invest?

How do you know which Medicare plan is right for you? Consider these questions and let’s discuss which plan could meet y...
05/29/2026

How do you know which Medicare plan is right for you? Consider these questions and let’s discuss which plan could meet your personalized needs.

Are you looking outside the US when you invest? Don’t sleep on the opportunities abroad. On average, 78% of top-performi...
05/27/2026

Are you looking outside the US when you invest? Don’t sleep on the opportunities abroad. On average, 78% of top-performing companies in the MSCI ACWI have been non-US stocks over the last 15 years.

This Memorial Day, we remember those who gave their lives in service to our country.
05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

Retirement planning is more than just financial. It’s emotional. 78% of investors say the responsibility is on their sho...
05/22/2026

Retirement planning is more than just financial. It’s emotional. 78% of investors say the responsibility is on their shoulders – but many feel unprepared. Feeling better prepared can start with a simple conversation. Reach out to us and let’s talk about your goals.

Index investing doesn’t have to be so impersonal. With direct indexing, you can maintain broad market exposure while tai...
05/20/2026

Index investing doesn’t have to be so impersonal. With direct indexing, you can maintain broad market exposure while tailoring your portfolio to better reflect your goals, values, and financial situation. Reach out to us to talk about how we can personalize a strategy just for you.

Taxes can have a bigger impact on long term returns than you may realize. With direct indexing, you can take a more hand...
05/18/2026

Taxes can have a bigger impact on long term returns than you may realize. With direct indexing, you can take a more hands on approach. That means tax management alongside long term growth goals. It’s not about chasing the market – it’s about being intentional with how you invest. Reach out to us to learn more!

Want more than a one size fits all approach to investing? Direct indexing is a way to build a portfolio that tracks an i...
05/15/2026

Want more than a one size fits all approach to investing? Direct indexing is a way to build a portfolio that tracks an index – but still allows for personalization, including tax
considerations and investment preferences. Reach out to us to talk about whether direct indexing fits your plan.

Are you concerned about your retirement readiness? The right strategy can make all the difference – bringing clarity and...
05/13/2026

Are you concerned about your retirement readiness? The right strategy can make all the difference – bringing clarity and confidence. Let’s connect to explore where you stand.

05/13/2026

Midterm elections don’t just shape the political landscape; they impact financial markets too. Find how stocks typically behave during a midterm election year and learn portfolio positioning strategies to navigate the 2026 election cycle.

Address

700B Lake Street
Ramsey, NJ
07446

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16093852529

Website

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