Thomas Hobin Email & Phone Number

I have been in the financial services industry since 1978 and joined Key Investment Services in 2022. I focus on developing strategies and solutions for individuals, their families, and their businesses to help them meet their short and long term financial goals. My approach to wealth management is consultative, objective, and committed to excellence. I take the time to listen to and review client financial situations, preferences, and goals. I offer investment recommendations designed to accurately reflect each client's income and growth expectations. In addition, I help clients focus on estate planning issues and work with their advisors in developing their estate plan.My disciplined planning process can be summarized as follows:1. Assist client in establishing objectives.2. Develop a strategy to achieve goals.3. Implement investment strategy. 4. Periodically review and assess progress.