TGS Financial Advisors
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TGS Financial Advisors
TGS Financial Advisors helps successful families build, maintain and preserve lifetime wealth. We believe in long-term commitments. Our founders still work with families that they met early in their careers, and in some cases TGS engages with three generations of the same family. Some of our most rewarding work lies in helping successful families to preserve wealth for their children and grandchildren.

Learn more about who we serve, and how we can serve you. TGS Financial Advisors is a wealth management firm established in 1990. We help successful individuals and families build, maintain, and preserve lifetime wealth.
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Your lifetime financial results will be dominated by the decisions you make at a limited number of inflection points. Our job is to help you make the right decisions, not to empower your emotions. We are more committed to your lifetime financial security than to your short-term psychological comfort.
If you are interested in learning more about TGS Financial Advisors, we would love to get in touch with you. We can get started by answering your questions through email, or schedule a phone call or meeting. TGS Financial Advisors is a wealth management firm established in 1990. We help successful individuals and families build, maintain, and preserve lifetime wealth.
They include over 250 households, drawn from diverse professions, and from all stages of life, and living in 25 different states. Our clients' own achievements and good habits drive their success. Our job is to support their efforts, providing the financial structures they need to obtain the financial outcomes they deserve.
The confidence and trust you have in your advisor is the cornerstone of your relationship with our firm. Most families will have a single lead financial advisor. Some families with more complex planning needs will work with a two-advisor team. Our team includes talented individuals with diverse backgrounds in the humanities, business and finance.
Reviews (2)
D. Anon
D. Anon
Apr 04, 2021
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Critical: Professionalism, Quality
Unprofessional staff. Wallet vac is their forte. Closed physical offices and working from basement to save money during Covid. Charge more fee percent than competitors. Delegates work to subordinates using software and thus fees seem excessive. Go elsewhere
Stephen Siano
Stephen Siano
Oct 29, 2018
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It's a pleasure working with Joan and all the staff at TGS. It's a great company and a super group of people.