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Monthly Archive for: "October, 2009"

You Make The Call

October 31, 2009
#In The News

In Financial Advisor, October 2009, Benjamin Tobias was quoted in the article You Make The Call by Eric L. Reiner. Updated Roth IRA conversion rules are going into effect in 2010 and many are [...]

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Collecting for Love, and Sometimes for Money

October 29, 2009
#In The News

In the New York Times, October 29, 2009, Benjamin Tobias was quoted in the article Collecting for Love, and Sometimes for Money by Conrad De Aenlle. Investing in collectibles such as art, wine, [...]

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Your Money Helpline

October 11, 2009
#In The News

In the South Florida Sun-Sentinel, Matthew Saneholtz appeared a number of times between September 28 and October 11, 2009, in various articles relating to the Sun Sentinel’s Your Money Helpline [...]

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Recent Posts
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    Welcome Erika Roldan
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  • Exit Planning for Your Client’s Business – NAPFA Spring 2023 National Conference – San Diego, CA – 5/10-5/13.
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  • Get to Know Melanie Leal Ramirez
    Get to Know Melanie Leal Ramirez
  • Marianela Collado On Teaching Kids About Savings and Investing
    Marianela Collado On Teaching Kids About Savings and Investing
  • CEO Marianela Collado Serves as a Panelist on The Collaborative Family Law Professionals of South Florida Webinar: Tuesday, April 18th
    CEO Marianela Collado Serves as a Panelist on The Collaborative Family Law Professionals of South Florida Webinar: Tuesday, April 18th
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About Us
Tobias Financial Advisors, established in 1980, provides personalized wealth management services to a select group of clients. We are a boutique firm who keeps in close touch with our clients. We are on the registry for the Institute for the Fiduciary Standard.
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