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No strategy assures success or protects against loss. Diversification does not protect against market risk. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.

 

All content is developed from sources that are believed to provide accurate information. The information provided in these materials is not intended to be tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and the materials provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2019 Five Star Wealth Managers.

 

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA/SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, CT, FL, GA, IN, MA, MD, ME, MI, NC, NH, NJ, NY, OH, PA, SC, VA, WV.

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Parks Wealth Management

 

Office: (201) 689-2020

Fax:(201) 689-6850

 

216 East Ridgewood Ave 
Second Floor 
Ridgewood, NJ 07450

info@parkswm.com

Check the background of this firm on FINRA's BrokerCheck.

Anne McDonnell

Director of Marketing & Client Experience

"I make sure that our clients are always just a click away from timely, accurate and engaging information through all of our forms of communication."

Likes

  • Trail running: I love being out in the woods enjoying the calm and quiet.

  • Triathlon: My favorite distance is the Ironman, but I love any swim, bike , run event!

  • Travel: My favorite destinations so far are the Maldives for scuba diving and Italy for eating!

Fun Fact

  • I am an avid triathlete and have completed three Ironman races since 2016.  I have qualified for the 70.3 World Championships twice!
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