We are excited to welcome Alexander Bailey to our team. He serves as our Financial Planning Associate and is currently working toward earning his CERTIFIED FINANCIAL PLANNER™ professional [...]
More and more retirees are making changes in residency. Florida is one of the most popular destinations, along with North Carolina, Michigan, Arizona, and Georgia. The driving force behind the [...]
Our vision is to inspire, educate, and prepare our clients so they can live the lives they want. With this in mind, our team members are always committed to developing their skills and education [...]
We are happy to introduce you to the newest member of our team, Lonnie Sluchak, CPA. Lonnie will serve as our Director of Tax Services and will lead all tax-related operations for our wealth [...]
Our team at Tobias Financial Advisors is always looking for ways to improve our service. Whether that means researching the best possible investments for your portfolio, creating comprehensive [...]
Professional growth and development of our employees is very important to us, which is why we are thrilled to announce that Alex Nichols has been promoted to Wealth Planner! Alex joined us in [...]
We often feel helpless when watching interest rates climbing or stocks falling. The sense of no control over such events can be rather frustrating. Another financial pain point that significantly [...]
The tax extension deadline is October 17. Watch out for these 3 common errors, advisors warn. If you are looking to meet the October 17 tax extension deadline, it is important to make sure you do [...]
Acting plays a major part in Alex’s life and her journey toward her career. When she was younger, she wanted to pursue an acting career seriously and auditioned for a few roles in the theater at [...]
Recently, our Portfolio Analyst, Charles “Chad” NeSmith spoke at the Planned Giving Council of Broward. The discussed topics included market performance, breakdown of broad economic data and [...]
