Protect themselves from all sorts of events that can be financially devastating, including life-altering illness or injury, loss of spouse, and divorce. Estimate of the maximum amount of financing you can expect to get when you begin house hunting. Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Services
Thomas Maurer is the founder of Maurer Financial Services and a Registered Representative with Cambridge Investment Research, Inc. Since 1986, he's helped over 1,500 families and business owners accumulate wealth, prepare for the unexpected and preserve assets for loved ones.
Tom has passed multiple FINRA & NASAA examinations and currently holds his FINRA Series 6-Investment Company Products/Variable Contracts Representative registration, NASAA Series 63-Uniform Securities Agent registration, and NASAA Series 65-Uniform Investment Advisor registration.Additionally, he holds his Life & Annuities license.
Tom has passed multiple FINRA & NASAA examinations and currently holds his FINRA Series 6-Investment Company Products/Variable Contracts Representative registration, NASAA Series 63-Uniform Securities Agent registration, and NASAA Series 65-Uniform Investment Advisor registration.Additionally, he holds his Life & Annuities license.
As we develop a customized financial program for you, we will walk you through every step of the process so that you'll feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing products and services offered through the multiple companies we represent.
Our mission is to to help families achieve financial security and protect themselves from events that can be financially devastating; including life-altering illness or injury, loss of a spouse, and divorce.
To that end, we've dedicated the last (30+) years to helping families: accumulate wealth, preserve assets for loved ones, save for the education of children and grandchildren, develop business continuation plans, and perhaps most importantly; helping families anticipate and protect themselves from events that we know can cause financial hardship.
To that end, we've dedicated the last (30+) years to helping families: accumulate wealth, preserve assets for loved ones, save for the education of children and grandchildren, develop business continuation plans, and perhaps most importantly; helping families anticipate and protect themselves from events that we know can cause financial hardship.
Tom Maurer is the founder of Maurer Financial Services and a Registered Representative with Cambridge Investment Research, Inc. Both Tom and his son Luke hold their FINRA Series 6-Investment Company Products/Variable Contracts Representative registration, NASAA-Series 63 Uniform Securities Agent registration and NASAA-Series 65-Uniform Investment Advisor registration.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Reviews (2)
Jason Mogus
Feb 19, 2021
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Brandon E.
Feb 25, 2015
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Tom Maurer has handled my investments since I was 18 years old. Recommended to me by my father because he cares about you and your family. Family owned and ran, Tom and his son Luke handle all my retirement, long term and short term investments. He sells life insurance and college funds. If you want honest, trustworthy, and just great people to work with the Maurer Financial is the place for you. They have a new location on whipple Abe.
