 |
|
(201) 226-1780
paul.g.castro@ampf.com
As one of Ameriprise Financial's most experienced advisors, I know that everyone's financial picture is different, and that priorities change depending on their time horizon, how they accumulated their wealth, and their long- and short-term goals. So I help each of my clients develop a strategy tailored to their unique needs and goals.
Our mission is to deliver financial solutions through a tailored approach and a genuine interest in our clients' evolving needs. We help our clients achieve confidence.
More people come to Ameriprise for financial planning than any other company.1
- An Ameriprise-associated financial advisor franchise
- I am licensed and registered to conduct business in NJ.
Based on licenses and registrations I hold, I may also conduct certain business in CT, IL, NY.
Areas of Focus
- Investment Advice
- Income Tax Planning Strategies
- Retirement Planning Strategies
- Domestic Partner Planning
- Estate Planning Strategies
- Saving for Education
- Asset Allocation
- General Financial Planning
|
Professional Associations
- Financial Planning Association
|
Qualifications
- Certified Financial Planner
- Certified Retirement Planning Counselor
- FINRA Series 7
- FINRA Series 63
- Life and Health Insurance
- Bachelor of Financial Administration (Australia)
|
Community Service
- Florham Park and Madison (NJ) Social Club
|
The Team
Walter Loin
Associate Financial Advisor
walter.2.loin@ampf.com
East 80 Route 4
Ste 140
Paramus, NJ 07652
|
|
Qualifications
- CFP
- CLU
- CHFC
- BS Accounting
- FINRA Series 7
- FINRA Series 24
- FINRA Series 63
- NJ Health and Life
|
Tom Teschic
Associate Financial Advisor
thomas.m.teschic@ampf.com
East 80 Route 4
Ste 140
Paramus, NJ 07652
|
 |
Qualifications
- CRPC
- BS in Business Administration
- FINRA Series 7
- FINRA Series 24
- FINRA Series 66
- NJ Health and Life
|
Claudia Rivera
Office Manager
claudia.p.rivera@ampf.com
East 80 Route 4
Ste 140
Paramus, NJ 07652
|
 |
|
|
 |