Our goal is to better understand your needs, wants, and long-term goals as we develop a long lasting relationship with you and your family. We will help you develop, implement and monitor a strategy that is designed to meet your individual situation. We believe that putting the financial well-being of our clients first ultimately serves the best interests of our communities.
We want to help our clients and their families take charge of their present and future finances. We are prepared to help you achieve your financial goals throughout the different stages of your life. We understand the many challenges families face today.
We want to help our clients and their families take charge of their present and future finances. We are prepared to help you achieve your financial goals throughout the different stages of your life. We understand the many challenges families face today.
Services
Harry Toro is a financial Advisor who focuses first on building a relationship and providing exceptional client service. Harry then develops a financial plan structure for individuals, families, and businesses. Harry has over (22) years of experience in Banking and Financial Services. Harry provides financial planning services to individuals and their families.
Our planning process is part of an established and cultivated system. Our clients will enjoy the satisfaction of knowing every available strategy will be considered. We identify risks that could impact our client's situation and evaluate strategies to help reduce potential exposure to loss suffered from unforeseen events.
This list of financial articles is designed to give you various perspectives on personal financial planning. When choosing a financial strategy, it is essential to clearly identify your goals, risk preferences, timeline, tax and estate considerations, and each persons role in creating and implementing the plan.
Before we begin preparing a financial plan or implementing a plan, we first need to learn about your goals and objectives. To obtain those goals we gather financial, investment and personal information using a Client Questionnaire. This questionnaire will serve as the foundation for an initial discussion with the Advisor.
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Allison Rodell
Jan 23, 2018
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