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Monthly Archive for: "December, 2015"

The Spirit of Giving

December 3, 2015
#Uncategorized

We hope everyone had a great Thanksgiving in the company of their friends and family! In the spirit of giving, we have a story to share that could not have been more timely.  This November we [...]

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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
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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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TOBIAS FINANCIAL ADVISORS

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

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

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