Tobias Financial Advisors is proud to announce that our CEO Marianela Collado will serve as a panelist at the Planned Giving Council of Broward County’s virtual event on February 15th. During the [...]
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.