Comprehensive Financial Retirement Plan from Tom Love, CFP (58% Off)

Innsbrook

Value Discount You Save
$700 58% $406
Give as a Gift

In a Nutshell

From the merchant: Financial Plan from a Certified Financial Planner - recognized in Richmond Magazine. Includes two meetings

The Fine Print

Promotional value expires 120 days after purchase. Amount paid never expires. Appointment required. Limit 1 per person, may buy 1 additional as a gift. Merchant is solely responsible to purchasers for the care and quality of the advertised goods and services.

A Chat with Tom Love, CFP

What services does your business offer and what makes your business stand out from the competition?
Certified Financial Planner™, Vice President at The Main Street Group. Securities are offered through LPL Financial, Member FINRA/SIPC. Investment Advice is offered through The Main Street Group, a Registered Investment Advisor and separate entity from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: VA, MD, DC, NC, NJ, NY, FL.

What was the inspiration to start or run this business?
Tom loves to help others pursue their financial goals; whether that is Retirement, Investing, Insurance, Education, Estate Planning or Tax Planning. He was recognized in Richmond Magazine December 2013, November 2014 and December 2015 as a Five Star Wealth Manager. Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013, 2014, and 2015 Five Star Wealth Managers.

What do you love most about your job?
Tom loves to see the face of someone that hears they can retire successfully - and to help them do it. It is a pleasure to work for amazing clients that become life long friends

What is the best reaction you've ever gotten from a customer?
A smile, hug and long time friend

Customer Reviews

Great guy and great service. Very knowledgeable. Highly recommended.
David S. · January 31, 2017

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