Barb Felix's Colleagues at Tocco Financial Services
Barb Felix's Contact Details
Tucson,Arizona,United States
Tocco Financial Services
Barb Felix's Company Details
Tocco Financial Services (TFS) is an independent investment management and retirement planning firm designed to satisfy investors who want independent and objective financial advice from highly qualified, experienced professionals. Our advisors at TFS are CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals or are currently working towards their CFP® certifications. Not every financial planner is a CERTIFIED FINANCIAL PLANNER™ professional. Your financial needs and desires are important, and as such we feel that you deserve nothing less than to work with a CFP® professional. Our goal is that you enjoy many services from Tocco Financial Services including a disciplined and systematic approach to financial planning and investing. From Discovery, Planning, Implementation and Monitoring, we will work with you each step of the way. Also included are scheduled periodic reviews and rebalancing, quarterly performance reports, educational workshops, quarterly newsletters, client appreciation events, website resources and more. Equally important is the top-notch individualized service you will receive. You and your financial goals are important to us!Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA (finra.org) & SIPC (sipc.org). The financial professionals associated with Tocco Financial Services may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states in which we are registered to do business, please visit: http://www.toccofinancial.com/Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.