We do not sell financial products so you may be confident that our advice is based only on the best interests of our clients. Our guidance is based on sound academic principles. We understand the impact that complex, interrelated concepts have on your overall financial situation.
Whether you are a novice or a seasoned investor - "a do-it-yourselfer" or too busy to focus on personal financial matters - we will design a level of service that fits your needs and makes economic sense.Busy executives and professionals can rarely devote the effort necessary to address the complex financial issues facing them and their families.
Whether you are a novice or a seasoned investor - "a do-it-yourselfer" or too busy to focus on personal financial matters - we will design a level of service that fits your needs and makes economic sense.Busy executives and professionals can rarely devote the effort necessary to address the complex financial issues facing them and their families.
Services
Trumbower Financial Advisors, LLC brings you impressive academic credentials and many years of experience in the areas that are of most concern to you. Technical excellence in the varied disciplines that affect your personal financial decisions. Objectivity - we do not accept commissions or other compensation for sales of financial products.
Step 1 - Identify goals, risk parameters, liquidity needs and other factors that affect investment strategies. Step 2 - Evaluate your current asset allocation and investment positions in view of the criteria established in Step 1. Step 3 - Select a target portfolio that reflects general principles of Modern Portfolio Theory.
Includes municipal bonds, corporate bonds, CDs, US Treasury and related securities, MBS and structured notes. Government auction orders (notes and bonds) are subject to a $50 trading fee. Margin Borrowing FABLR7 + an additional percentage based on sliding scale determined by total amount borrowed. The fees and commissions described above have been negotiated on behalf of our clients.
Victoria offers clients a unique combination of technical expertise and practical insight. She can identify and communicate important factors related to a complex situation and help people evaluate and optimize their personal financial opportunities. Victoria was a pioneer in the development of comprehensive, fee-based financial planning services in the public accounting profession.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Reviews (10)
Alex Cross
Dec 26, 2021
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Cj Bautista
Oct 27, 2021
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Daniel has really proven himself to be knowledgeable, dependable and trustworthy. He also excels at customer service. He maintains contact, responds promptly and takes the time to explain everything in detail. He has a wonderful demeanor that is professional, thorough and conforming. Their program has truly made a positive impact!
I did a very thorough search while looking for a financial advisor. I knew immediately I made the right choice and would recommend Daniel to my friends and family!
I did a very thorough search while looking for a financial advisor. I knew immediately I made the right choice and would recommend Daniel to my friends and family!
Kat Licata
Jun 02, 2021
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Evan is such a pleasure to work with. I have a very busy schedule and he has been accommodating and encouraging. Evan helped us with budgeting, retirement, long and short term financial goals, and paying off debt, childcare budgeting, and college savings.
It may sound silly but before making a large financial decision we turn to him and he is always willing to help. I could not imagine not working with Evan and his team. Looking forward to working with him until I retire and beyond
It may sound silly but before making a large financial decision we turn to him and he is always willing to help. I could not imagine not working with Evan and his team. Looking forward to working with him until I retire and beyond
Kendra Minkler
Apr 24, 2021
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My husband and I have worked with Evan and the TruFinancial team for a little over a year. The services they provide (investment management, budgeting, insurance, taxes, etc.) were a perfect fit for what we needed at the time. Evan was able to help turn our finances around in a time frame we never could have achieved alone. We’re now on track and feel confident when making big financial decisions knowing help is just a quick email away. I can’t recommend them highly enough!
Stephanie Attella
Mar 22, 2021
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We have been so fortunate to have found Daniel and the TruFinancial team. We have been clients since 2017 and found right away that their services were everything we were looking for. After shopping around for financial advising services we knew right away that this was the right firm for us. The business is the complete package, and offers all the services you would need in one location including tax, estate, business and insurance services to name a few . Meetings are very easy to schedule, we never feel rushed or limited in what we can ask or discuss and we are always given enough information
Andrew Barrak
Mar 01, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
I've been with TruFinancial for about two years now and have loved working with Daniel. He's been very attentive to my needs and goals, quick to respond, and most importantly I can tell that he is on my side and cares about my success and future. I would highly recommend them to anyone (and already have!).
I've been with TruFinancial for about two years now and have loved working with Daniel. He's been very attentive to my needs and goals, quick to respond, and most importantly I can tell that he is on my side and cares about my success and future. I would highly recommend them to anyone (and already have!).
Clare Peyton
Feb 25, 2021
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I would highly recommend their services. I came to TruFinancial in not great financial shape what so ever and with Evan's help I've been able to pay off close $10,000 in debt and actually save at the same time. He has also helped me with my retirement plan as well as difficult tax situations. Besides our monthly meetings, he is always available for a phone call if any financial questions come up!
Lynelle Riggs
Feb 17, 2021
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I’ve been with TruFinancial for 2.5 years. I had an awareness of my money but not a sense of how to budget and invest. Since then I feel secure and safe and my knowledge of finance has increased exponentially. Because I trusted Trufinancial with my entire financial plan and assets, I know I can contact them to help me with everything. If you want to be confident and comfortable, come to TruFinancial.
Lindsi Panarelli
Feb 16, 2021
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Positive: Professionalism, Quality, Responsiveness
I highly recommend their services. I have worked with Evan for over two years now and my credit score has significantly improved! With Evans guidance I feel more organized and focused to save money. He is extremely easy to work with and I feel more confident in my finances working with him.
I highly recommend their services. I have worked with Evan for over two years now and my credit score has significantly improved! With Evans guidance I feel more organized and focused to save money. He is extremely easy to work with and I feel more confident in my finances working with him.
Kevin Schwartzel
Feb 14, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Having this been my first experience with a financial professional, I cannot be happier with the services provided by TruFinancial. Both Evan and Daniel are consummate professionals and I would highly recommend their services to anyone who is in need or looking to enhance their current financial situation. 5 stars!
Having this been my first experience with a financial professional, I cannot be happier with the services provided by TruFinancial. Both Evan and Daniel are consummate professionals and I would highly recommend their services to anyone who is in need or looking to enhance their current financial situation. 5 stars!
