Would you like to increase your financial assets? Do you have your retirement plan figured out? Financial management can be difficult when you don’t have the right guidance. Find out the top reasons to contact TPS Financial for your all your financial consulting needs!

# 1 Ability and Knowhow

TPS was started in 2011 by James Hughes, the founder and managing partner. His Senior Partner, Dan Holdt, and he have built TPS from the ground up! They were both successful and profitable professionals with AXA Advisors for many years, and decided to establish their main office in Verona, NJ. They started with a core staff and one office. Now, a formidable team of 14 Financial Professionals, 11 Client Service Specialists and 5 locations, TPS Financial is a leader in our industry.

#2 We Are Growing

Just as recently as March 2017, TPS Financial has been fortunate to gain two new Partners, in our Edison location, each with the prestigious Certified Financial Planner™ professional designation.

Scott Klein came to us after five years as the Vice President of the Northeast Region of AXA Advisors, leading a top team of producers.

Mahul Balar brings with him a vast client base, extensive knowledge in financial services, and an impressive resume.

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

#3 New Locations

A newly developed location for TPS in Washington, DC 20003. Danielle Byrd Thompson and John Anderson have built a successful retirement planning business in the Washington D.C. area. They have significantly expanded TPS both geographically and in the number of clients we serve.

Danielle Byrd Thompson
700 Pennsylvania Ave SE Suite 2084 Washington, DC 20003. 

John Anderson
700 Pennsylvania Ave SE Suite 2084 Washington, DC 20003.

TPS Financial – 700 Pennsylvania Ave. SE, Suite 2084, Washington, DC 20003

#4 Expanding Our Services

Long Ngo, in our Edison location, joined TPS in January of 2017. Long has brought with him a lifetime of valued experience. You are not permitted to advertise / discuss outside business activities / capabilities on a site designed for AXA Advisors DBA business. This is a violation of policy. Either end with “experience” or provide information about what he brings to the table with respect to financial services, not outside services.

#5 New Website

The launch of our new website has allowed us to reach more individuals and to have an interactive relationship with clients. Our website offers the people we work with the ability to review our mission statement, detailed list of services, and our associate’s information.  Our commitment to financial excellence has motivated us to pursue other avenues we believe will enrich our client’s experience with our brand.

For more information about our financial services and management, contact us today!