Tobias Financial Advisors
www.tobiasfinancial.comAnchored in Fort Lauderdale, Florida, Tobias Financial Advisors was an early advocate for fee-only financial planning services and continues that practice today. Since our establishment in 1980, we have grown into a team of professionals with years of experience in all aspects of wealth planning. We understand that our business is built on rapport and vetted experience which is why all our investment advisor representatives are required to hold the CERTIFIED FINANCIAL PLANNER™ designation. Convinced that commissions have no place in planning the futures of our clients, our financial advisors provide personalized wealth management to a select group of clients and keep in close touch throughout their journey.
Read moreAnchored in Fort Lauderdale, Florida, Tobias Financial Advisors was an early advocate for fee-only financial planning services and continues that practice today. Since our establishment in 1980, we have grown into a team of professionals with years of experience in all aspects of wealth planning. We understand that our business is built on rapport and vetted experience which is why all our investment advisor representatives are required to hold the CERTIFIED FINANCIAL PLANNER™ designation. Convinced that commissions have no place in planning the futures of our clients, our financial advisors provide personalized wealth management to a select group of clients and keep in close touch throughout their journey.
Read moreCountry
State
Florida
City (Headquarters)
Plantation
Employees
11-50
Founded
1980
Estimated Revenue
$1,000,000 to $5,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
President and Certified Financial Planner Professional
Email ****** @****.comPhone (***) ****-****Chief Executive Officer and Certified Financial Planner
Email ****** @****.comPhone (***) ****-****Chief Financial Officer and Chief Operations Officer
Email ****** @****.comPhone (***) ****-****Chief Compliance Officer
Email ****** @****.comPhone (***) ****-****
Technologies
(30)