Proud to be establishing our HQ right here in the Voltage Valley! ??We’re looking forward to serving our Valley for many years to come! ?? Learn more about Tolmiros: www.tolmirosfinancial.com
关于我们
Tolmiros is a different kind of wealth management. We’ll help you plan for tomorrow while living boldly today.
Tolmiros Financial Designs is located at:
4308 Belmont Ave Suite 2 Youngstown, OH 44505
Contact us at: (330) 729-5539
Securities and advisory services offered through Commonwealth Financial Network?, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network This communication is strictly intended for individuals residing in the state of AR, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TZ, VA, VT, WA, WI, and WV. No offers may be made or accepted from any resident outside this state due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.
Tolmiros Financial Designs is located at 4308 Belmont Ave Suite 2 Youngstown, OH 44505 (330) 729-5539
- 网站
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https://www.tolmirosfinancial.com/
Tolmiros Financial的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Warren，44484
- 类型
- 私人持股
- 创立
- 2023
- 领域
- Financial Planning、Retirement Planning、Succession Planning、Estate Planning、Financial Design、Business Planning、Strategic Planning、Wealth Management、Investment Planning和Investing
地点
Tolmiros Financial员工
动态
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Women are increasingly taking control of their financial well-being, and these latest statistics from the CFP Board reflect that! You can read more here: https://lnkd.in/g2QHEcUa
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Some of our team members had the pleasure of attending the Women's LeadHERship Summit put on by Valley Partners at the Eastwood Event Centre in Niles, OH yesterday! This event highlighted many successful women leaders who shared their insights and experiences via networking, a panel discussion, and a keynote speech. Our team left feeling incredibly empowered! #LetHERLead
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Feeling anxious about your 401(k) as you read current headlines? Market downturns are nerve-wracking, but staying calm and focusing on key strategies is essential. Find out how you can keep your retirement plan on track during market volatility: https://bit.ly/4kzuiY5 #retirementplanning
Worried how the stock market could impact your retirement? Here are 3 questions from experts.
cbsnews.com
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Did you think your third-party administrator handles all of your plan docs? ?? Think again! Plan Sponsors and Plan Administrators are responsible for record retention. Find out what documents you need to keep and for how long to protect your company. https://bit.ly/43Xr8XU #employeebenefits
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A surge of fraudulent texts impersonating state agencies is tricking Americans into revealing sensitive financial data through "smishing" scams. Find out how to protect yourself and report these deceptive messages to the FBI's internet crime center: https://bit.ly/4iF1sUs #scamalert #cybersecurity
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We are thrilled to share that Tolmiros Financial Designs has been recognized as one of the "Best Workplaces in Money Management"! A big thank you to Commonwealth Financial Network for the recognition and for being an incredible partner in our journey. We would also like to extend our deepest appreciation to the HR Team that helped us create a culture that fosters growth, collaboration, and innovation - Laura Crowgey and Meredith Gruelle. This achievement would not be possible without the dedication of our amazing team and the supportive, inclusive work environment that makes Tolmiros Financial Designs such a special place to work. Here's to continuing to build a workplace where people are inspired, valued, and motivated to thrive! ??
Creating great work experiences for your team doesn’t happen by accident. We’re celebrating the passion and commitment that Cedarwood Financial Partners and Tolmiros Financial Designs have poured into their people—and spreading the word about their success. ?? Congrats to both firms for landing on Financial Planning’s Best Workplaces list! *2024 Best Workplaces in Money Management, sponsored by Financial Planning and conducted by Best Workplaces Group. This award is based on workplace culture and employee experience. It is not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor.?Advisor may pay a fee to hold out marketing materials. Click here for more award information. https://bit.ly/49D4aGJ #commonwealth #financialadvisor Dylan Ripley, AAMS? Todd Vincent Jonathan Lapine, CPA, CFP?
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Join us in welcoming Danielle to our Service Team! A native of the Mahoning Valley, Danielle currently resides in Cortland with her husband and son. She is a proud graduate of Youngstown State University and brings with her 5 years of experience in financial services. As a Client Service Specialist, Danielle is passionate about building strong client relationships and delivering exceptional service. Outside of work, Danielle enjoys traveling, video games, and spending time with her husband, Ryan, and their son, Ethan. We are thrilled to have her on board!
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