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Monthly Archive for: "March, 2019"

Welcome, Marnie!

March 28, 2019
#TFA News, Women
 Welcome, Marnie!

We are happy to introduce you to the newest member of our team, Marnie Bourne, our Operations Associate. She will be working alongside the advisory, service, and operations teams to help us [...]

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Announcing Yesenia’s Promotion to Financial Advisor

March 19, 2019
#TFA News
 Announcing Yesenia’s Promotion to Financial Advisor

Professional growth and development for our employees is very important to us, which is why we are thrilled to announce that Yesenia Ramirez has been promoted to Financial Advisor! Yesenia joined [...]

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What You Need to Know 5 Years from Retirement

March 6, 2019
#In The News
 What You Need to Know 5 Years from Retirement

As you approach retirement, it’s time to take a step back and review key aspects of your retirement plan. This period of your life is something you’ve been saving and planning for for decades, [...]

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What Can We Learn from the 2018 Market and 2019 Forecast?

March 4, 2019
#Markets
 What Can We Learn from the 2018 Market and 2019 Forecast?

As we move into 2019, let’s review the last 12 months. Looking back over 2018, we saw market correction, which brings mixed expectations for this year. This uncertainty serves as a reminder to [...]

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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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