Share This Profile
Share this profile on Facebook.
Link to this profile on LinkedIn.
Tweet this profile on Twitter.
Email a link to this profile.
See other services through which you can share this profile.
This profile was last updated on 7/26/15  and contains information from public web pages and contributions from the ZoomInfo community.

President and Chief Executive Off...

Phone: (732) ***-****  
Email: t***@***.com
Froehlich Financial Group LTD
900 Highway 71
Spring Lake Heights , 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...   more
Background

Employment History

Board Memberships and Affiliations

119 Total References
Web References
Tom Froehlich, CIMC®, CIMA® is CEO of Froehlich Financial Group, LTD.
blog.froehlichfinancial.com, 2 Mar 2015 [cached]
New Jersey Financial Advisor Tom Froehlich
...
New Jersey Financial Advisor Tom Froehlich
Tom Froehlich is president and CEO of Froehlich Financial Group, LTD. A Certified Investment Management Consultant (CIMC®) and Certified Investment Management Analyst (CIMA®), 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 helps business owners, professionals and their families to solve problems and make wise choices as it pertains to managing wealth and transcending their legacy. Specializing in Investment Management, Tom is a consultant to various accountants and attorneys called upon to advise their clientele. Tom's collaboration brings clarity and continuity to the planning process creating a clear and simple path clients understand.
Tom is president and CEO of American Executive Benefits, Inc., a company that designs and implements Executive Benefit Plans for corporations, business owners and professionals.
A frequent guest speaker for various companies, organizations, and associations, Tom shares his expertise on retirement planning, investment management, and estate preservation. Tom has served on the board of directors and is the past president of The Wealth Advisor Institute; he's 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.
Tom is very active with the American Cancer Society. He is a devoted Business and Industry Partner, serves on the Corporate Leadership Council for both Ocean and Monmouth Counties and sits on the board of directors for the Jersey Shore Region.
Married with three children and two grandchildren, Tom uses his 25 years of industry knowledge and experience to provide his clients with superior wealth management.
Froehlich Financial | Our People
www.froehlichfinancial.com, 23 April 2015 [cached]
Our People | Our People | Tom Froehlich | John McDonough | Terri Kubu | Charley Froehlich | Lexie Froehlich
...
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. read more
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, Terri is responsible for overseeing and processing all 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.
Wealth Management Advisors Team - Froehlich Financial
www.froehlichfinancial.com, 23 April 2015 [cached]
Tom Froehlich
Executive Benefits Archives | American Executive Benefits
www.rewardexecs.com [cached]
Tom Froehlich
...
Tom Froehlich, founder of American Executive Benefits, talks about best practices for Non-Qualified Deferred Compensation Plans. Read More
Golden Handcuff Plans
posted byTom Froehlich, CIMC®, CIMA®onJuly 27,2012inExecutive Retirement, Golden Handcuffs, Retaining Key Employees, Videos
Tom Froehlich, founder of American Executive Benefits talks about the use of "golden handcuffs" in retaining and rewarding key employees. Read More
Is a Deferred Compensation Plan Right for Your Company?
posted byTom Froehlich, CIMC®, CIMA®onJune 21,2012inDeferred Compensation, Non-Qualified Deferred Compensation, Retaining Key Employees, Videos
Tom reviews the criteria required to implement a non-qualified deferred compensation plan for recruiting, retaining, and rewarding your top employees. Read More
...
Tom Froehlich, founder of American Executive Benefits, provides an overview of executive benefit plans. Read More
Investment Management Archives - New Jersey Financial Advisor Tom Froehlich
blog.froehlichfinancial.com, 2 Mar 2015 [cached]
New Jersey Financial Advisor Tom Froehlich
Other People with the name "Froehlich":
Other ZoomInfo Searches
Accelerate your business with the industry's most comprehensive profiles on business people and companies.
Find business contacts by city, industry and title. Our B2B directory has just-verified and in-depth profiles, plus the market's top tools for searching, targeting and tracking.
Atlanta | Boston | Chicago | Houston | Los Angeles | New York
Browse ZoomInfo's business people directory. Our professional profiles include verified contact information, biography, work history, affiliations and more.
Browse ZoomInfo's company directory. Our company profiles include corporate background information, detailed descriptions, and links to comprehensive employee profiles with verified contact information.
zirhbt201304