Tim Raftis, Cfp® Email & Phone Number

With over 30 years in the financial services industry, I draw on my extensive experience to offer clients customized solutions to managing their wealth. I take into consideration their needs, goals, risk tolerance, investment time frame and liquidity requirements to assist them in pursuing the life that they envision. I am a problem solver who works to simplify clients’ financial lives. I assist clients in identifying and prioritizing their various goals – including education funding, investments, tax minimization strategies, retirement income and wealth transfer – then develop strategies that may be customized to suit their personal circumstances and their own unique feelings and attitudes.I am passionate about building lasting relationships with clients through my commitment to providing exceptional personalized service. This exceptional service gives clients the increased confidence to pursue their financial goals and dreams.

Listed skills include Customized Investment Strategies, Analytical Skills For Problem Solving, Risk Management, Teaching Educating, and 31 others.