Tom Landy, Crps®

Tom Landy, Crps® Email and Phone Number

Chartered Retirement Plans Specialist @ 1847Financial
Philadelphia, PA, US
Tom Landy, Crps®'s Location
Greater Philadelphia, United States
Tom Landy, Crps®'s Contact Details

Tom Landy, Crps® work email

Tom Landy, Crps® personal email

Tom Landy, Crps® phone numbers

About Tom Landy, Crps®

Most people are concerned about their finances, especially today. They wonder whether they’re saving enough money and if their current retirement plan is going to allow them to live comfortably without running out of money. As you’re looking ahead to retirement, do you have specific questions like:* How much do I need to save today to meet my retirement goals?* How do I protect my retirement fund from market fluctuations?* How would a disability affect my retirement plans?* Am I putting my money in the right places?* Could I potentially outlive my retirement savings?* Have I done enough to protect my family members throughout their lives?Many people today aren’t 100% sure of what they have or if they’re taking full advantage of the strategies currently available to them.As a Chartered Retirement Plans Specialist, my mission is to get to know you and understand your needs, wants, and long-term goals. My goal is to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.I understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. My commitment is to utilize all of our resources to help you pursue your goals. I believe in thinking “out of the box,” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All my energy, commitment, and efforts are focused on you, the client, and your satisfaction.If you would like to explore your financial planning, then let’s chat. Whether or not we decide to partner together, I am confident that our call will be full of insights and actionable steps that can help you achieve your financial goals.Contact me directly:tlandy@1847financial.com | 267-994-5323

Tom Landy, Crps®'s Current Company Details
1847Financial

1847Financial

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Chartered Retirement Plans Specialist
Philadelphia, PA, US
Tom Landy, Crps® Work Experience Details
  • 1847Financial
    Chartered Retirement Plans Specialist
    1847Financial
    Philadelphia, Pa, Us
  • 1847Financial
    Chartered Retirement Plans Specialist
    1847Financial Jan 2017 - Present
    Greater Philadelphia Area
    Coming from a large family of educators, I believe in educating my clients and giving them the tools to take control of their financial future, including an online system to track accounts and accurately manage their budgets. I have been in the financial services industry for over 20 years and am an advocate for comprehensive financial planning. Through the planning process, I work with my clients to help them prioritize and solidify their goals and objectives.While I appreciate any intention of kind words and sentiment, please do not post comments relating to your opinion of me, my services or the performance of your accounts.LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). The recommendations posted to this page by or about HTK associated persons, are not endorsed by, and may not represent the view of HTK or any of its affiliates. This material is not intended to constitute a recommendation, offer or solicitation. Always consult your own tax, legal or financial professional for advice with your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 600 Dresher Rd Horsham PA 19044, 800-873-7637, www.htk.com. 1847Financial is unaffiliated with HTK. 6081303RG_Nov25
  • 1847Financial
    Wealth Advocate
    1847Financial Apr 2012 - Present
    Greater Philadelphia Area

Tom Landy, Crps® Skills

Customer Service Strategic Planning Financial Services Securities Finra

Tom Landy, Crps® Education Details

Frequently Asked Questions about Tom Landy, Crps®

What company does Tom Landy, Crps® work for?

Tom Landy, Crps® works for 1847financial

What is Tom Landy, Crps®'s role at the current company?

Tom Landy, Crps®'s current role is Chartered Retirement Plans Specialist.

What is Tom Landy, Crps®'s email address?

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What is Tom Landy, Crps®'s direct phone number?

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What schools did Tom Landy, Crps® attend?

Tom Landy, Crps® attended Penn State University.

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What skills is Tom Landy, Crps® known for?

Tom Landy, Crps® has skills like Customer Service, Strategic Planning, Financial Services, Securities, Finra.

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