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 advisors with AXA 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 Advisors, 11 Client Service Specialists and 5 locations, TPS Financial’s experts are leaders in their industry.
#2 We Are Growing
Just as recently as March 2017, TPS Financial has been fortunate to gain two new advisors, in our Edison location, with the prestigious designation of Certified Financial Planner™.
Scott Klein came to us after five years as the Vice President of Northeast Regional AXA, leading a top team of producers.
Mahul Balar brings with him a vast client base, extensive knowledge in financial services, and a resume of licensing and awards that is rarely seen.
#3 New Locations
A newly developed location for TPS is in Falls Church Virginia, a suburb of Washington D.C. 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.
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TPS Financial – Falls Church, VA
#4 Expanding Our Services
Long Ngo, out of our Edison branch, joined TPS in January of 2017. Long has brought with him a lifetime of valued experience in Property and Casualty Insurances. Long Ngo is our first partner able to offer Property and Casualty Insurance for our clients. Long provides auto, homeowners, and specialty casualty coverage and guidance to his large network of clients.
#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 representative’s information. Our commitment to financial excellence has motivated us to pursue other avenues that will enrich our client’s experience with our brand.
For more information about our financial services and management, contact us today!