BARR CPA LLC
Firm details
- Headquarters
- RIDGEWOOD, New Jersey
- CRD number
- 170878
- Fee structure
- Hourly Charges
- Services
- Financial Planning
Firm profile
FINTRXOverview
Barr CPA LLC operates as a limited liability company focused on providing financial planning services. The firm is structured to serve clients on an hourly fee basis, emphasizing a personalized approach to financial advice. While it does not engage in capital allocation or maintain a multi-state advisory presence, Barr CPA LLC is dedicated to helping clients navigate their financial landscapes through tailored planning strategies. The firm does not have a focus on environmental, social, and governance (ESG) investing, which may appeal to clients with different investment philosophies.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1YAAKOV BARR-ZVULUN
Tax Planning AdvisorCRD 6314831
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
RIDGEWOOD, NJ
BERGEN
Location
RIDGEWOOD, NJ
Headquartered in RIDGEWOOD, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- BERGEN
- Address
- 1 Prospect St
- Time zone
- ET (UTC-5)
- Office locations
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