Jason De Thomasis, CFP - DeThomas Wealth Management
9033 Leslie Street, Unit 1,Détails de l'entreprise
Description
Whether you are investing for your retirement, looking to grow your net worth, or saving for your child’s education, we believe your best chance of success is to work with an independent financial advisor at De Thomas Wealth Management.
When you work with an independent advisor, you will gain peace of mind knowing that the advice and recommendations you receive are tailored specifically to meet your needs and are always in your best interest. The advice from our independent advisors is not restricted by any form of corporate mandate limiting what investment products or services can be offered to our clients.
De Thomas Advisors can help you define your investment goals and objectives, and will work with you to develop an investment plan to reach them. Our Advisors can show you ways to build a stronger foundation for the long-term growth of your investments.
At De Thomas, we provide our Advisors with the tools they need to offer the highest quality guidance and advice to investors. That means everything we do revolves around fostering independence and helping our advisors deliver the best financial products, services and financial counsel to their clients.
Contact us today for more information.
Certifications et associations
Certified Financial Planner
Catégories
Détails du stationnement
- Gratuit
Langues disponibles
- English
Accessibilité et autres commodités
- Chaise roulante
Galerie
Heures d'ouverture
- Lundi Sur rendez-vous
- Mardi Sur rendez-vous
- Mercredi Sur rendez-vous
- Jeudi Sur rendez-vous
- Vendredi Sur rendez-vous
- Samedi Sur rendez-vous
- Dimanche Sur rendez-vous