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ContactsEdit
| Street address: | 637 Trenton Avenue |
| City / suburb: | Findlay, OH |
| Zip code: | 458402640 |
| Phone: |
(419) 424-5740 (Primary Phone) |
| Contact name: | |
| Contact title: | |
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| Fax: | |
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Business descriptionEdit
Integrated Financial Planning and Coaching
As the preeminent provider of retirement distribution strategies in the Findlay area, Tom uses integrated financial planning to specialize in retirement distribution planning, Roth IRAs and conversions, rollovers for qualified plans, and the emerging arena of Multi-Generational IRAs. Tom has a sincere passion for assisting people to make sound decisions for their retirement and financial future. He will help you design your financial plan to maximize your retirement nest egg. As an independent advisor, Tom holds affiliation with several independent marketing organizations which affords him access to all advisor management funds, alternative investments, and an extensive variety of other products.
General informationEdit
Categories
- Business Services Professional Services Management Consulting Services Financial Consultants
Business data
| Estimated number of employees: | 2 to 4 | |
| Annual sales estimate: | 0 | |
| City / suburb: | Findlay, OH |
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Hours
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