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Wrong Tom Froehlich?

Tom Froehlich

President and Chief Executive Officer

Froehlich Financial Group LTD

HQ Phone:  (732) 974-6400

Direct Phone: (732) ***-****direct phone

Email: t***@***.com

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Froehlich Financial Group LTD

900 Highway 71

Spring Lake, New Jersey,07762

United States

Company Description

Froehlich Financial Group, LTD. was built on a solid foundation of long term professional and client relationships. We provide Wealth Advisory Services including Comprehensive Financial Planning and Investment Management to individuals, families and business o...more

Background Information

Employment History

President

The Wealth Advisor Institute


Founder and President of the New York Chapter

Investment Management Consultants Association Inc


Industry Partner

American Cancer Society Inc


Executive Compensation and Executive Benefit Plans | Chief Executive Officer and Founder

AMERICAN EXECUTIVE BENEFITS INC


Affiliations

Financial Planning Association

Member


Shore Professional Business Association

Member


Association of Fundraising Professionals

Member


American Portfolios Financial Services , Inc.

Financial Advisor


Recreation Commission

Member


Web References(137 Total References)


About Us - Froehlich Financial Group, Ltd.

www.froehlichfinancial.com [cached]

Tom Froehlich, CIMA®, CIMC and Founder
Tom enjoys working with business owners, professionals and their families to solve problems and make wise choices not just in managing their wealth but also in transcending their legacy. His specialty is in investment management. To do this most effectively, Tom also consults other advisors, particularly accountants and attorneys in working with their clients. Such collaboration brings clarity and continuity to the planning process, creating a clear and robust path that offers greater clarity to clients. Rounding out the wealth management process is a separate firm, American Executive Benefits, Inc., (AEB), of which Tom is president and CEO. AEB designs and implements executive benefit plans for corporations, business owners, and professionals. Tom is frequently invited by various organizations, companies, and associations to share his expertise on retirement planning, investment management, and estate preservation. He has served on the board of directors and is a past president of The Wealth Advisor Institute; he is a member of the Financial Planning Association and is the founding President of the New York Chapter of the Investment Management Consultants Association (www.imca.org). Active in his community, Tom is also the President of the Monmouth Business Group. A Certified Investment Management Consultant and Analyst, Tom holds the Series 7, 63, 65, and 24 securities licenses, and is also licensed to provide Life, Health, Property and Casualty insurance services to his clients. Tom is very active with the American Cancer Society, chairing the corporate leadership council and sitting on the board of directors for the Jersey Shore Region. He is also a devoted business and industry partner for the organization. Married with three children and two grandchildren, Tom enjoys getting to know his clients focuses by utilizing his years of industry knowledge and experience to offer consummate and more personalized wealth management. Working closely with Tom and Dana, Tara is responsible for many administrative tasks, as well as processing business transactions and ensuring client satisfaction. Charley accompanies Tom on his visits to local hospitals and nursing homes where patients enjoy Charley's infectious charm and affection. Charley and Tom have recently added Spring Lake Heights Elementary School to their list of places to visit.


Making Succession Planning a More Thoughtful-and Effective-Process

www.yourextrahand.com [cached]

By Tom Froehlich, Froehlich Financial
Tom Froehlich About Tom Froehlich: Tom Froehlich has been helping business owners, professionals, and their families to build, transfer, and preserve wealth for over 25 years.


Contact Us - Froehlich Financial Group, Ltd.

www.froehlichfinancial.com [cached]

Thomas C. Froehlich
900 Highway 71 Spring Lake Heights, NJ 07762 732-974-3770 732-974-3703 (Fax)


April | 2014 | Raymond Lavine on Long-Term Care

www.lavineltcins.com [cached]

"I have conversations with clients about the (challenges) of being in the sandwich generation almost on a daily basis," says Thomas Froehlich, president and CEO of Froehlich Financial Group in Spring Lake Heights, N.J. "Most of my clients are in their 50s, and that's the age when we're all faced with it.
Froehlich and his siblings sold the house, pooled their money and bought a mother/daughter property where his sister and her husband moved in with their mother and took on the caregiving role. They agreed that Froehlich, who had twin teenage boys at home, would take care of the money management side of things due to his professional background. Watching his sister and her husband care for his mother gave Froehlich a whole new respect for them and others in that position. "That's one of the most stressful things on a marriage that you could deal with," he says. "Personally, it's a very, very tough experience to watch somebody you love wither away and die," Froehlich says. Looking back, he believes these experiences have helped him better understand how to help clients who are going through similar trials. "Advisors have to have empathy; they have to be caring and giving people," he says. Froehlich says age and experience have given him perspective that he lacked as a younger advisor. Despite his busy schedule, he makes the time each week to take his two Nova Scotia Duck Tolling Retrievers, Charlie and Lexie, out for pet therapy sessions, where they visit local schools and spend time with clients in rehab centers, nursing homes and hospice facilities . "It's a nice feeling to be able to help someone on a personal level, because I've lived it," he says.


Contact Us - Froehlich Financial Group, Ltd.

www.froehlichfinancial.com [cached]

Thomas C. Froehlich
900 Highway 71 Spring Lake Heights, NJ 07762 732-974-3770 732-974-3703 (Fax)


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