Tocco Financial Services

Description

• Tocco Financial Services (TFS) is an independent investment management and retirement planning firm designed to satisfy investors who want independent and objective financial advice from highly qualified, experienced professionals. Our advisors at TFS are CERTIFIED FINANCIAL PLANNER professionals or are currently working towards their CFP® certifications. Not every financial planner is a CERTIFIED FINANCIAL PLANNER professional. Your financial needs and desires are important, and as such we feel that you deserve nothing less than to work with a CFP® professional. TFS utilizes the brokerage services of LPL Financial. LPL Financial is one of the nations leading diversified financial services companies and the largest independent broker/dealer supporting over 13,000 financial advisors nationwide.1Our goal is that you enjoy many services from Tocco Financial Services including a disciplined and systematic approach to financial planning and investing. From Discovery, Planning, Implementation and Monitoring, we will work with you each step of the way. Also included are scheduled periodic reviews and rebalancing, quarterly performance reports, educational workshops, quarterly newsletters, client appreciation events, website resources and more. Equally important is the top-notch individualized service you will receive. You and your financial goals are important to us!1As reported by Financial Planning magazine, June 1996-2012, based on total revenue.Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member SIPC www.SIPC.org.
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  Headquarters:1647 North Swan Road , Tucson, Arizona, United States

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  Phone Number: +1 520-881-1149

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  Website: https://www.toccofinancial.com

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  Employees:6

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  Revenue:$1 - 10M

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  Legal Name:Tocco Financial Services

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• |  NAICS Code: 523930  |

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