Thomas A. Boland, CFP®
Tom's area of concentration includes financial preparation for retirement as well as income creation after retirement, estate investment planning and trust services. He provides value by pointing out issues that may be overlooked or avoided during a transition from career to leisure.
Tom is a CERTIFIED FINANCIAL PLANNER™ practitioner. He will work with you to develop a strategy tailored to your needs using a variety of products and services offered by Wells Fargo Advisors Financial Network. As a CFP® professional, Tom can help you through all stages of proper investment selection, no matter where you are on your financial journey.
He holds a Bachelor's degree in Business Administration from Thomas Edison State College of NJ. He is a Past President of the Northern Monmouth Chamber of Commerce. Tom resides in Monmouth County with his family.
We are an independent financial advisory practice and offer our services through Wells Fargo Advisors Financial Network. Our practice exists to serve the needs of our clients. We have no proprietary products which means we are free to offer only investments that we believe to be in your best interest. Our main goal is to become your family's primary source of financial advice. If we do our job well, children will be educated, families will retire more comfortably and more wealth will pass to future generations.
Contact me if you'd like me to help you develop strategies for pursuing your financial goals.
My Areas of Focus
- Business Services
- Estate Planning Strategies
- IRAs & IRA Rollovers
- Retirement Planning
Securities Registered in the following states: AL, AR, CA, CT, FL, IN, LA, MA, MD, ME, NC, NH, NJ, NY, PA, RI, SC, VA, VT
Insurance licensed in the following states: AL, FL, MA, ME, NC, NH, NJ, NY, PA, SC, VA
Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
Please keep in mind that rolling over your qualified employer-sponsored retirement plan (QRP) to an IRA is just one option. Each option has advantages and disadvantages, and the one that is best depends on your individual circumstances. You should consider features such as investment options, fees and expenses and services offered. Investing and maintaining assets in an IRA will generally involve higher costs than those associated with a QRP. We recommend you consult with your current plan administrator before making any decisions regarding your retirement assets.