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 [...]


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 [...]


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 [...]


St. Patrick’s Day Happy Hour

Location: Blu Ale House Date:  March 7th Our firm celebrated St. Patrick’s Day with a happy hour this March! Clients and our associates mingled while enjoying cocktails, food, and a great afternoon at Blu Ale House in Riverdale. Sláinte!


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! [...]


Client Appreciation Event 2018

We at TPS Financial hope that everyone’s summer is off to a wonderful start! Jim Hughes, Dan Holdt, and Joe Plourde helped to kick off summer 2018 by hosting a client appreciation night for some our hard working teacher clients at Skylands Stadium. TPS clients and their families enjoyed a fantastic evening of fun [...]

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