Chris Tomolonis

Creating Value For Blue Collar Business Owners Looking To Retire

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
Woodstock Wealth Management Chris Tomolonis
Jersey City, New Jersey

Serving Clients Nationwide

Creating Value For Blue Collar Business Owners Looking To Retire

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Owning a Business
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Chris Tomolonis. I'm a financial advisor with Woodstock Wealth Management, Inc. (WWM). I was born in the Bronx, NY, and raised in Central New Jersey. I began my career on Wall Street in 2002.

Over the years, I have helped hundreds of business owners invest in the financial markets, plan for the future and retire.

In 2014, I broke away from Wall Street, founded Tomolonis Financial LLC, and partnered with WWM to provide transparent, straightforward, and personable financial planning and investment advice.

I specialize in working with blue-collar businesses that have built up successful companies and wish to move away from the day-to-day operations and even retire one day.

I'm a Series 63,65 Investment Advisor Representative with Woodstock Wealth Management, Inc, and a Life & Health Insurance Producer licensed in NJ, CA, FL, & TX. I graduated with a BBA in International Business from Loyola University in Maryland.

Affiliations

  • Financial Planning Association

Primary Location

159 Pine St. Jersey City, NJ 07304

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

βœ… Investment Management: We provide asset management for brokerage accounts, IRA's, and trust accounts. Depending on your goals and requirements, we utilize ETFs, mutual funds, individual stocks, corporate bonds and municipal bonds in an attempt to achieve your objectives.

βœ… Financial Planning: Financial planning is a continual process. We focus on observations, analysis, and recommendations on your taxes, cash flow & budget, liabilities, insurances, investments, assets, stock options & grants, and estate plans, collectively aligned with your goals & objectives. We strive to act in your best interest!

βœ… Life Insurance: Obtaining a term life insurance policy makes sense if someone relies on your income. Even if your health is not the greatest, it is possible to insure for a reasonable cost. As an independent agent, we can shop multiple carriers and provide quotes.

Woodstock Wealth Management, Inc. (WWM) and Tomolonis Financial LLC. are unrelated entities. Chris Tomolonis is an Investment Adviser Representative of WWM 250 River Park North Dr. Woodstock, GA 30188.Tel: 800.279.4468 β€’ Fax: 877.431.5728β€’ An SEC Registered Investment Adviser

Education

Loyola University Maryland, Bachelor’s Degree, International Business/Trade/Commerce

Hobbies and Interests

  • Baseball
  • Fishing

Who We Serve

  • Attorneys
  • Business Owners
  • Contractors
  • Gen X
  • Gen Y / Millennials
  • Investors
  • Living in Retirement

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms.