www.tobiasfinancial.com
CLIENT LOGIN | CALL: 954.424.1660 VIEW OUR CLIENT RELATIONSHIP SUMMARY
  • HOME
  • ABOUT
    • WHO WE ARE
    • TEAM
    • CAREERS
    • FORM CRS
  • SERVICES
  • CASE STUDIES
  • INSIGHTS
    • BLOG
    • EVENTS
    • IN THE NEWS
  • RESOURCES
    • ACCOUNT LOOK UP
    • FIDUCIARY STANDARD
      BEST PRACTICES
    • FAQ
    • Important Disclosures
  • CONTACT
  • HOME
  • ABOUT
    • WHO WE ARE
    • TEAM
    • CAREERS
    • FORM CRS
  • SERVICES
  • CASE STUDIES
  • INSIGHTS
    • BLOG
    • EVENTS
    • IN THE NEWS
  • RESOURCES
    • ACCOUNT LOOK UP
    • FIDUCIARY STANDARD
      BEST PRACTICES
    • FAQ
    • Important Disclosures
  • CONTACT

BLOG

Monthly Archive for: "November, 2015"

TFA Welcomes Marianela Collado

November 6, 2015
#TFA News

We would like to introduce the newest addition to the Tobias Financial Advisors’ (TFA) team, Marianela Collado, CFP®, CPA.  Marianela brings with her over 15 years of experience in the tax and [...]

 Read More
Recent Posts
  • Marketing Associate Petra Jurova earns her Financial Paraplanner Qualified Professional™ (FPQP®) designation
    Marketing Associate Petra Jurova earns her Financial Paraplanner Qualified Professional™ (FPQP®) designation
  • Navigating High-Yield Certificates of Deposit in a Changing Interest Rate Landscape
    Navigating High-Yield Certificates of Deposit in a Changing Interest Rate Landscape
  • Important Factors to Consider as a First-time Investor
    Important Factors to Consider as a First-time Investor
  • 7 Key Tax Questions About Paying off Student Loan Debt
    7 Key Tax Questions About Paying off Student Loan Debt
  • Saving for Retirement Just Got More Complicated
    Saving for Retirement Just Got More Complicated
  • Tobias Financial Advisors Lands on the 2023 Inc. 5000 List of Fastest-Growing Private U.S. Companies
    Tobias Financial Advisors Lands on the 2023 Inc. 5000 List of Fastest-Growing Private U.S. Companies
  • How to Open a Certificate of Deposit (CD) Account
    How to Open a Certificate of Deposit (CD) Account
  • Edzai Chimedza Joining the Board of Directors at Planned Giving Council of Broward
    Edzai Chimedza Joining the Board of Directors at Planned Giving Council of Broward
  • Announcing Melanie Leal Ramirez’s Promotion to Client Service Manager
    Announcing Melanie Leal Ramirez’s Promotion to Client Service Manager
  • Insights into Fitch Rating Downgrade of U.S. Debt
    Insights into Fitch Rating Downgrade of U.S. Debt
Categories
  • Assets (9)
  • Business Owners (6)
  • Children (16)
  • College Planning (8)
  • Estate Planning (13)
  • Events (11)
  • In The News (273)
  • Insurance (1)
  • Investment Management (12)
  • Investment Plan (11)
  • Investment Planning (22)
  • Loans (1)
  • Markets (12)
  • Next Gen Planning (2)
  • Pre and Post-Divorce Planning (1)
  • Retirement Planning (29)
  • Risk Management (3)
  • Security (1)
  • Tax Planning (23)
  • TFA News (96)
  • Tobias Newsletter (14)
  • Uncategorized (14)
  • Wealth Management (22)
  • Women (8)
SIGN UP FOR OUR NEWSLETTER

November 2015
M T W T F S S
 1
2345678
9101112131415
16171819202122
23242526272829
30  
« Sep   Dec »
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.
Follow Us on Social Media
TOBIAS FINANCIAL ADVISORS

1000 S. Pine Island Road, Suite 450
Plantation, FL 33324

Phone: 954-424-1660
www.tobiasfinancial.com

Important Disclosures | Form CRS
© 2022 Tobias Financial Advisors. All Rights Reserved I Privacy Policy
Site designed by Out & About Communications

  • Get this Guide to Learn the 5 Things Business Owners Overlook in Planning for Retirement

  • This field is for validation purposes and should be left unchanged.