For what types of securities and investments do you provide advice?
I provide advice on many types of securities, including open and closed end mutual funds, ETFs, stocks, bonds, bank deposits, annuities, limited partnerships and REITs.
I also provide advice on investment vehicles such as 401(k), 403(b), IRAs, Roth IRAs and other retirement programs. If it has to do with money and finances, I can provide counseling and guidance to you.
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Tom was quoted in the SmartMoney series Retire Here, Not There: Florida.Sarasota was one of communities chosen to be highlighted for the article. Sarasota was noted for its high concentration of cultural attractions, beaches and lower cost of living. Read the article here. |