The firm will offer financial services such as life insurance, long term care and more.Â
Tradewinds Financial Services, LLC has officially opened its doors at 650 Townbank Rd., Suite #103 in North Cape May. The firm will offer the full range of financial services from life insurance, long term care and retirement planning to customizable account services and investment portfolio planning, and more.
With over two decades in the finance industry, owner Tom Becker has managed account portfolios from the thousands of dollars to the millions. â€śImportantly, all clients get the same kind of attention and hand holding,â€ť he notes. â€śNo matter what the amount, I treat it like a fortune because it is their fortune.â€ť
A hallmark of his approach is offering tailored services for his clients. â€śI get to know my clients so that I can counsel them on the right financial moves.â€ť His experience allows him to know the intricacies of the products and select the most appropriate. â€śEach mutual fund family has its own nuances,â€ť he says, â€śand some products are truly complex. I take the time to thoroughly educate my clients so they understand what Iâ€™m recommending, and why.â€ť
Tradewinds Financial is backed by LPL Financial, the largest independent broker-dealer in the nation*, and one of the largest independent financial services companies. LPL Financial provides Tradewinds with access to a broad range of financial management products and a wealth of resources, including independent research, technologies and tools designed to simplify account management, boost efficiency and improve the overall customer experience. There are no proprietary productsâ€”only objective, research-based recommendations.
Becker is local to South Jersey, growing up in Buena Vista Township. A graduate of Temple University, he returned to his South Jersey roots with the ultimate goal of starting a business here. He has worked for over two decades at national brokerages and banks.
Becker will be offering complimentary consultations at Tradewinds Financial Services, including a review and honest assessment of their current portfolio, with no requirement to transfer to Tradewinds. Transfers of assets, however, are easy and simply require a form to be submitted. For more information, contact Tom Becker at [email protected] or call (609) 843-0468. Visit TradewindsFinancialServices.com. Securities offered through LPL Financial, Member FINRA/SIPC.
*As reported by Financial Planning magazine, June 1996-2018, based on total revenue.