Services offered:

• Investment Planning
• Reducing Taxes
• Estate Planning
• Investment Portfolio Creation
• Retirement Planning
• Investment Risk Management
• Cash Credit Management

Background:

Tom Terzis Group has been in the financial industry for more than 20 years building long-standing relationships with his clients. Tom Terzis Group will help you create and develop a thought-out financial plan to make your dreams possible. By creating an effective financial plan, you can pursue your life goals and dreams. Their wide range of services are customized to better fit your situation. They specialize in investment planning, reducing taxes, estate planning, investment risk management, credit cash management and retirement planning.

Their years of experience will give you the freedom to pursue your life time goals.