Team
At Krim Associates we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Estate Planning
- Business/Succession Planning
- Retirement/Pension
- Investments/Insurance
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
David Scher, CFP®
Senior Financial Advisor
201-445-6790
David is a senior financial advisor that specializes in wealth management, estate planning and insurance planning for professionals, executives, successful business owners and retirees. His approach incorporates a comprehensive...
Jonathan Peters
Senior Financial Advisor
Scott Krim, CPA
Principal, Krim Associates
Robert W. Davis, CFP®
Certified Financial Planner Practitioner, Krim Associates