Website Call now
Website
Call

Empowering You to Live Your Best Life

At Kornblum & Tomas Financial Services, we are an independent financial firm dedicated to helping our clients achieve their financial goals. With over a decade of experience, our team of experts has been providing comprehensive financial services to individuals, families, and businesses. Our mission is to empower our clients with the knowledge and resources they need to make informed decisions about their financial futures.

Our Philosophy

We believe that every individual deserves to live their best life, free from financial stress and uncertainty. Our approach is centered around personalized attention, tailored advice, and a commitment to helping our clients achieve their unique goals. We take the time to understand each client's situation, goals, and values, and develop customized strategies to help them achieve financial peace of mind.

Our Services

Our team offers a wide range of financial services designed to help our clients accumulate wealth, manage risk, and plan for the future. Our services include:

  • Accumulation: We help our clients build and grow their wealth through tailored investment strategies and asset management.
  • Risk Management: We provide guidance on managing risk and protecting our clients' assets through insurance and risk management strategies.
  • Taxation: Our team helps individuals and businesses navigate the complex world of taxation, ensuring they take advantage of available deductions and credits.
  • Business Planning: We provide expert advice on business planning, including succession planning, retirement planning, and estate planning.
  • Retirement Planning: Our team helps individuals and families plan for a secure and comfortable retirement, including 401(k) and IRA management.
  • Estate Planning: We provide guidance on estate planning, including wills, trusts, and probate services.

Our Commitment

At Kornblum & Tomas Financial Services, we are committed to providing exceptional service, expert advice, and personalized attention to each and every client. We believe in building long-term relationships, not just conducting transactions. Our goal is to help our clients achieve financial freedom and live their best lives.

Reviews
Review Kornblum & Tomas Financial Service

Be the first to review Kornblum & Tomas Financial Service.

Write a Review