TPS Financial Virtual Presentation on Social Security

Virtual presentation to learn more about Social Security! A 30 minute presentation from the comfort of your home. A great way to learn how to get the most out of your benefits.Guest speaker:Fran DohertyExternal Wholesaler, Variable AnnuitiesEquitableThe live presentation has passed - but you may download the powerpoint here:Social Security - Getting the most out [...]

2020-04-24T12:04:17-04:00

Social Security Information Session

Location: Tabor Road Tavern Date: April 2nd from 4-6 April 2nd we will be hosting a social security event for our clients who are near retirement age. A presentation with all necessary information will be provided and your questions will be answered. A great way to feel prepared as you near the age of taking [...]

2020-03-06T08:13:52-04:00

Emmalee Savage Joins the TPS Financial Team

We are excited to announce a new addition to TPS Financial. Emmalee Savage will be joining us in January. Emmalee has worked on the Equitable Advisors sales desk for the past three years and will be in charge of our marketing department. She’ll be reaching out to all of our clients to enhance the [...]

2020-06-23T13:15:59-04:00

New Addition to Our Firm

We at TPS Financial are very excited to welcome Catherine Testa to our firm! As of April 11th Catherine has taken over Katie Saxton’s position within the firm. Catherine will be assisting Dan Holdt and Joseph Plourde as their client relations specialist. Catherine has an impressive background as a legal assistant working closely with attorneys and clients [...]

2019-12-12T02:42:36-04:00

Client Holiday Party

We at TPS Financial kicked off the holiday season with a holiday cocktail hour at Tabor Road Tavern in Morris Plains this December. Jim Hughes, Dan Holdt, Joe Plourde, Scott Klein, and John Peracchio hosted the event and enjoyed a great evening with clients. Happy Holidays! [...]

2019-02-28T15:14:22-04:00

Client Appreciation Night – Skylands Stadium

We at TPS Financial hope that everyone has had a wonderful and relaxing summer! Jim Hughes, Dan Holdt, Paul Santos, and Joe Plourde helped to close out summer 2017 by hosting a client appreciation night for some our western NJ school district clients at Skylands Stadium. TPS clients and their families enjoyed a fantastic [...]

2019-12-12T02:12:24-04:00
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