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 [...]

2019-04-10T12:03:28-04:00

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 advisors mingled while enjoying cocktails, food, and a great afternoon at Blu Ale House in Riverdale. Sláinte!

2019-03-11T00:39:36-04:00

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 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 [...]

2018-07-02T19:45:19-04:00

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 [...]

2017-09-05T17:03:58-04:00

TPS Financial Launches New Website

TPS Financial, leaders in financial organization and management, invite you to visit our dynamic new website.  As a proud organization of financial professionals who advise on well over one billion dollars in assets, we are pleased to bring together our representative’s credentials and contact information with a concise layout of our services and mission [...]

2017-05-28T15:45:35-04:00