$3.5MM AUM | $30,000 GDC in Aurora, CO

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Aurora, CO, US
Fee 0% Commission 100%
Gross Revenue
$30,000.00
# of Accounts
30
Avg Client Age
62
Overview

My name is Tom Abboud and I am a Financial Planner and have earned the designation of CFEd®. Our company can provide a full range of financial products and services, from helping you select individual investments to developing a retirement plan. We have access to a broad array of company resources -- including research analysts and economic and market experts who help us make informed investment recommendations based on your needs.

In adition I am a Special Needs Planner. Having a daughter with Cerebal Palsey, I have developed a deep passion in helping people plan for the future of an individual with special ___ service requires in-depth knowledge of the federal laws as they pertain to government benefit eligibility and legal documents such as special needs trusts and guardianships. There are important financial considerations as well for providing not just lifetime care, but quality of life.

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