Become a Client
Please click here to print our Confidential Client Profile. Please complete the profile and send it to our office, along with copies of last year’s tax return, statements for your investments, bank accounts, retirement plans, social security income, and liabilities. This information will be held in strict confidence.
Please mail this information to our office at Parks Wealth Management, 216 East Ridgewood Avenue, 2nd floor, Ridgewood, NJ 07450. Or, you are welcome to email it to Jim@parkswm.com or fax it to 201-689-6850. We will be in touch after reviewing the information to see if we may be the right fit for each other. For the benefit of our existing clients, we take on a limited number of new clients each year.
Thank you and please don’t hesitate to call us at 800-455-9940 with any questions you may have.