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    Tobias Financial Advisors Inc

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    Description

    • Anchored in Fort Lauderdale, Florida, Tobias Financial Advisors was an early advocate for fee-only financial planning services and continues that practice today. Since our establishment in 1980, we have grown into a team of experts with over 75 years of cumulative experience in all aspects of wealth planning. We understand that our business is built on rapport and vetted experience which is why all our investment advisor representatives are required to hold the CERTIFIED FINANCIAL PLANNER designation. Convinced that commissions have no place in planning the futures of our clients, our financial advisors provide personalized wealth management to a select group of clients and keep in close touch throughout their journey.
    • location

      Headquarters:1000 South Pine Island Road #450, Plantation, Florida, United States

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    • Tobias Financial Advisors Inc phone

      Phone Number: +1 954-424-1660

    • Tobias Financial Advisors Inc website

      Website: https://www.tobiasfinancial.com

    • Tobias Financial Advisors Inc employees

      Employees:13

    • Tobias Financial Advisors Inc revenue

      Revenue:$1 - 10M

    • Tobias Financial Advisors Inc legal name

      Legal Name:Tobias Financial Advisors Inc

    • Tobias Financial Advisors Inc's Social Media

      Tobias Financial Advisors Inc linkedin Tobias Financial Advisors Inc facebook
    • done Is this data correct?

    • |  NAICS Code: 522291  |

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    Person level website identification

    CEO for Tobias Financial Advisors Inc

    Marianela Collado

    Chief Executive Officer And Certified Financial Planner

    Person level website visitor identification

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    View Employees

    Edgar Collado

    Chief Financial Officer And Chief Operations Officer

    Cepa Edgar Collado

    Chief Compliance Officer

    Benjamin Tobias

    Founder

    Matthew Saneholtz

    Vice President And Certified Financial Planner Professional

    Frequently Asked Questions regarding Tobias Financial Advisors Inc

    • Where are Tobias Financial Advisors Inc's Headquarters?

      Tobias Financial Advisors Inc's Headquarters are in 1000 South Pine Island Road #450,Plantation,Florida,United States

    • What is Tobias Financial Advisors Inc's phone number?

      Tobias Financial Advisors Inc's phone number is +1 954-424-1660

    • What is Tobias Financial Advisors Inc's official website?

      Tobias Financial Advisors Inc's official website is https://www.tobiasfinancial.com

    • What is Tobias Financial Advisors Inc's Revenue?

      Tobias Financial Advisors Inc's revenue is $1 - 10M

    • What is Tobias Financial Advisors Inc's NAICS code?

      Tobias Financial Advisors Inc's NAICS code is 522291

    • How many employees are working in Tobias Financial Advisors Inc

      Tobias Financial Advisors Inc has 13 employees

    • What is Tobias Financial Advisors Inc's Industry?

      Tobias Financial Advisors Inc is in the industry of Financial Services

    • Who is Tobias Financial Advisors Inc's CEO?

      Tobias Financial Advisors Inc's CEO is Marianela Collado

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