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Wilmington / Delaware / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Delmar / Delaware / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Tom is one of Delawares Top Financial Advisors, recently named as the #1 Ranked Advisor to Forbes "Best-In-State Wealth Advisors" list in both 2018 and 2019*, and named to Barrons Americas Top 1,200 Advisors in 2016 for the sixth consecutive year.** His 26+ year career focuses on detailed planning, retirement issues, wealth and portfolio management, and total financial advice for high net worth, executive, and retired clients. He is a Delaware native, completed his B.S. in Business & Engineering at the US Military Academy at West Point; completed Airborne, Air Assault, and Ranger schools; and is an Army officer veteran of the Desert Storm war. His business achievements include being a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, awarded by the Certified Financial Planner Board of Standards, Inc.; as well as holding the Chartered Retirement Planning CounselorSM?, (CRPC®) designation; and is a member of the Kingdom Advisors. He also is part of Merrill Lynchs Retirement Education Services area that assists DuPont, Dow, Corteva, Chemours, and other corporate retirees in the area. Tom lives in Greenville with his wife, Melissa, and two children, Lilly and Andrew. When clients work with the team, they will find unmatched service and response times. There is neither voicemail nor menu systems (except after hours for convenience) as calls are handled immediately and personally. The team prides itself on timely return of emails as well. Regular contact with clients is made with research updates, portfolio recommendations, performance reports, service updates, and certainly when there is a service need or client inquiry. High net worth clients enjoy a comprehensive approach to their financial issues at even the highest levels of complexity. The goal being extreme comfort so successful executives and retirees can pursue their work, family, health, and retirement desires confidently. Clients time, resources, expectations, goals, and the trust they share, are highly respected in the partnership with the team. The business model allows the addition of quality clients each year and we hope you will be one of them. Initial consultations are complimentary and transparent in providing answers to your questions, recommendations, costs, and an overview on how to proceed. The focus is always on your best interests and how to best achieve financial security and wealth preservation for you and your family. We ask for the opportunity to earn your business and faith after demonstrating responsive excellence in the financial advisory profession. *CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc., and awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. **CRPC® is a registered service mark of The College for Financial Planning. +Source: Forbes "Best-in-State Wealth Advisors" list, February 2018 and 2019. For more information about the selection criteria, go to http://details-he.re/UbRCGT. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client’s experience, future performance, or investment outcome. ++ Source: Barrons "Americas Top 1,200 Financial Advisors: State-by-State" list. For more information about the selection criteria, go to Barrons Top Financial Advisors page. Barrons is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barrons list consisted of 1,000 advisors.
Middletown / Delaware / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Newark / Delaware / United States
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TIAA’s Newark, DE location is a satellite office staffed with a team of wealth management advisors who are available by appointment only. Advisors help clients plan for lifelong income, save for retirement, and make smart investment decisions. Before visiting the office or mailing documents, please call us at (800) 842-2010.
Wilmington / Delaware / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Dover / Delaware / United States
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Blockweather is a leading Bitcoin and digital currency (cryptocurrency) hedge fund. Blockweather offers managed accounts and aggressive, moderate, and conservative strategy digital currency aggregated funds to individual and institutional investors. Contact us to invest in Bitcoin and cryptocurrency.
Wilmington / Delaware / United States
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As a premier financial firm, Northern Trust specializes in goals driven wealth management backed by innovative technology and a strong fiduciary heritage. For more than 130 years we have remained true to the same key principles -- service, expertise and integrity.
Rehoboth Bch / Delaware / United States
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Welcome to Merrill Lynch in REHOBOTH BEACH, DE. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients most pressing strategic, financial and investment needs.
Welcome to Merrill Lynch in WILMINGTON, DE. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients most pressing strategic, financial and investment needs.
Wilmington / Delaware / United States
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Recognizing the importance of well-informed investors, we make every effort to educate all clients about the complexities of investing, while encouraging reasonable expectations of investment results. We are dedicated to the success of our clients through quality planning and thoughtful advice. We assist clients in mapping action plans designed so they may reach their financial goals. We focus on each clients complete financial picture, from planning for retirement to passing assets on to heirs.
Wilmington / Delaware / United States
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Your Investor Center can help with everything from building a plan to selecting the accounts that may be right for you. Come visit us today. We offer the following services: Annuities, College planning, Estate planning strategies, Investment guidance, Life insurance, Retirement planning, Wealth planning strategies. Located in Two Greenville Crossing.
Wilmington / Delaware / United States
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Welcome to Merrill Lynch in WILMINGTON, DE. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients most pressing strategic, financial and investment needs.
Wilmington / Delaware / United States
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With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.
Wilmington / Delaware / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Milton / Delaware / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Newark / Delaware / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Rehoboth Bch / Delaware / United States
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Welcome to Merrill Lynch in Rehoboth Beach, DE. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients most pressing strategic, financial and investment needs.
Dover / Delaware / United States
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Welcome to Merrill Lynch in DOVER, DE. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients most pressing strategic, financial and investment needs.
We care about whats important to youYour financial goals are unique, and we can help you achieve them. We take the time to understand whats truly important to you ” whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.