Overview

Tomassi Financial Planning, LLC

Information by Research TrustFinance

https://tomassifinancial.com/

Founded by Paul A. Tomassi, a CERTIFIED FINANCIAL PLANNER™ professional, Tomassi Financial Planning, LLC is a Registered Investment Adviser dedicated to providing comprehensive, client-centered financial guidance. The firm operates on a fee-only basis, ensuring that its advice is objective and free from conflicts of interest associated with commissions. Its mission is to help clients achieve their financial goals through personalized services including retirement planning, investment management, and holistic financial planning, all while upholding a strict fiduciary duty to act in their clients' best interests.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service