Margaret Curtis's Colleagues at Tobias Financial Advisors Inc
Margaret Curtis's Contact Details
954-424-1660
Miami/Fort Lauderdale Area
Tobias Financial Advisors Inc
Margaret Curtis's Company Details
Anchored in Fort Lauderdale, Florida, Tobias Financial Advisors was an early advocate for fee-only financial planning services and continues that practice today. Since our establishment in 1980, we have grown into a team of professionals with years of experience in all aspects of wealth planning. We understand that our business is built on rapport and vetted experience which is why all our investment advisor representatives are required to hold the CERTIFIED FINANCIAL PLANNER™ designation. Convinced that commissions have no place in planning the futures of our clients, our financial advisors provide personalized wealth management to a select group of clients and keep in close touch throughout their journey.