We are excited to announce the addition of Tom Farrer to our team of experienced wealth advisors! Tom brings a wealth of knowledge and expertise to CORE Wealth Advisors. He graduated from the University of Notre Dame and obtained his master’s degree from Purdue University’s Krannert Graduate School of Management. After a successful career in the automotive industry, Tom transitioned to the financial services sector in 2013. He is a CERTIFIED FINANCIAL PLANNER? (CFP?) professional and specializes in retirement planning, tax strategies, and personalized financial management. Tom is dedicated to helping clients achieve their financial goals and is committed to providing exceptional service. He and his wife, Cindy, reside in Carmel and enjoy spending time with family, hiking, golfing, and volunteering. We believe Tom will be a valuable asset to our team and we are confident that he will provide the highest level of service and expertise to the clients that he brings with him to CORE Wealth Advisors. Tom's expertise in retirement planning and tax strategies will further enhance the comprehensive financial services we offer to our clients. Please join us in welcoming Tom to the team!
关于我们
CORE Wealth Advisors is an independent wealth management firm focused on providing prudent, objective and unbiased investment guidance to individuals, business entities and nonprofit organizations. We take a fundamental approach to investment guidance to assure your portfolio is engineered to withstand all market conditions. CORE Wealth Advisors 151 North Delaware Street Suite 1510 Indianapolis, IN 46204 (317) 497.0569 (800) 918.3452 [email protected] www.mycorewealthadvisors.com
- 网站
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https://www.mycorewealthadvisors.com
CORE Wealth Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Indianapolis，IN
- 类型
- 私人持股
- 创立
- 2011
- 领域
- Portfolio Management、Financial Planning、Portfolio Research和Investment and Allocation Guidance
地点
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主要
获取路线
Suite 1510
US，IN，Indianapolis，46204