Gerard Trapp

Background

About Gerard Trapp

Gerard and Patricia Trapp are founders of Trapp Financial Group, Inc, a financial services firm serving affluent individuals, families, professionals, non profits and business owners. As a Registered Representative affiliated with American Portfolios Financial Services we hold Series 7 and 66 licenses, General Securities Representative and Investor Advisor Representative We specialize in wealth management, retirement plan consulting, portfolio design, asset allocation and advanced insurance planning for individuals, corporations and non profits Servicing individuals and businesses financial needs in the tri-state area. American Portfolios Advisors, Inc. an SEC Registered Investment Advisor We provide clear explanations of the financial products and services we offer so as to best understand your personal investment strategies and portfolio expectations. With all the complicated products being offered today our philosophy is: understand what you are investing in before you put it in your portfolio! The personalized program that we provide acts as a roadmap, leading you toward a more secure financial future. Our focus is to provide financial guidance to clients helping them to achieve the essential cornerstones of financial success: Accumulating Wealth, Educating their Children, Achieving a Successful Retirement, and Wealth Distribution Corporate and Non Profit Retirement Plan Consulting Individual Retirement planning Estate Planning Business Continuity Planning Executive Benefit Planning Tax-qualified Retirement Planning Employee Benefit Planning Executive Financial Counseling Estate liquidity and Wealth Transfer Planning Insurance Analysis Services Education Funding Design