TFS Wealth Management

Finance · New Jersey, United States · 1-10 Employees

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Overview

Headquarters

437 Newman Springs Rd, Lincroft, New Jer...

Phone Number

(800) 833-1862

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About TFS Wealth Management

TFS Wealth Management is a financial services firm based in Lincroft, NJ, dedicated to supporting independent financial advisors in achieving their career goals. The company offers a comprehensive suite of services including investment advisory, insurance brokerage, mortgage solutions, and tax preparation, all designed to enhance client relationships and business growth. TFS prioritizes independence and transparency, allowing advisors to maintain control over their practices while providing exceptional service to their clients. With a focus on long-term growth and a supportive environment, TFS aims to empower advisors to become trusted partners in their clients' financial journeys.Explore more
TFS Wealth Management's Social MediaSIC Code 62,628NAICS Code 52,523Show more

TFS Wealth Management Org Chart

PhoneEmail
MW
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Wealth Management Associate

PhoneEmail
CT
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Administrative Assistant

PhoneEmail
PR
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Wealth Management Advisor

PhoneEmail
JD
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Registered Representative

PhoneEmail
RB
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Wealth Management Advisor

PhoneEmail
LM
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Wealth Management Advisor

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

TFS Wealth Management

<$5M
1-10
Private
-
-
MW
Marc WassermanWealth Management Associate
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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TFS Wealth Management Tech Stack

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Frequently Asked Questions Regarding TFS Wealth Management

What is TFS Wealth Management's official website?
TFS Wealth Management's official website is www.jointfswealth.com
What is TFS Wealth Management's Revenue?
TFS Wealth Management's revenue is <$5 Million
What is TFS Wealth Management's SIC code?
TFS Wealth Management's SIC: 62,628
What is TFS Wealth Management's NAICS code?
TFS Wealth Management's NAICS: 52,523
How many employees does TFS Wealth Management have?
TFS Wealth Management has 1-10 employees
What industry does TFS Wealth Management belong to?
TFS Wealth Management is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is TFS Wealth Management competition?
TFS Wealth Management top competitors include: Ratcliff Financial Services, Wealth Advisory Services
What technology does TFS Wealth Management use?
Some of the popular technologies that TFS Wealth Management uses are: Neustar UltraDNS, Cloudflare Security, Broadridge Advisor Solutions
How do I contact TFS Wealth Management?
TFS Wealth Management contact info: Phone number: (800) 833-1862 Website: www.jointfswealth.com
What does TFS Wealth Management do?

TFS Wealth Management is a financial services firm based in Lincroft, NJ, dedicated to supporting independent financial advisors in achieving their career goals. The company offers a comprehensive suite of services including investment advisory, insurance brokerage, mortgage solutions, and tax preparation, all designed to enhance client relationshi... ps and business growth. TFS prioritizes independence and transparency, allowing advisors to maintain control over their practices while providing exceptional service to their clients. With a focus on long-term growth and a supportive environment, TFS aims to empower advisors to become trusted partners in their clients' financial journeys.Read More

What are TFS Wealth Management social media links?
TFS Wealth Management Twitter page TFS Wealth Management Facebook page
Is TFS Wealth Management a public company?
TFS Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about TFS Wealth Management

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