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
✅ 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.
✅ 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!
✅ 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 • Fax: 877.431.5728• An SEC Registered Investment Adviser
Education
Loyola University Maryland, Bachelor’s Degree, International Business/Trade/Commerce
Who We Serve
-
Attorneys
-
Business Owners
-
Contractors
-
Gen X
-
Gen Y / Millennials
-
Investors
-
Living in Retirement
Leave a Reply