Jennifer Akins of Tocco Financial Services, Inc.

at 6236 E Pima St Suite 190, Tucson , 85712 United States

Our goal at TFS is to provide clients with the highest quality financial planning and investment management to help pursue their long-term goals.

Address and contacts of Jennifer Akins of Tocco Financial Services, Inc.

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Jennifer Akins of Tocco Financial Services, Inc.
6236 E Pima St Suite 190
Tucson , AZ 85712
United States
Email
Contact Phone
P: (520) 881-1149
Website
http://www.toccofinancial.com

Description

You, Your Family and Your Goals Are Important To Us! The advisors and staff at Tocco Financial Services (TFS) have one goal. That is to provide our clients with the highest quality financial planning and investment management to help you pursue your long-term goals. This involves getting to know you thoroughly and working with you to implement and coordinate plans that you understand and feel comfortable with. Our advisors at TFS are CERTIFIED FINANCIAL PLANNER™ 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. TFS utilizes the brokerage services of LPL Financial. LPL Financial is a leading diversified financial services company and the nation's largest independent broker/dealer*, with headquarters in Boston, Charlotte and San Diego. LPL Financial supports more than 13,800 independent financial advisors. If you want to feel like you, your family and your goals are important to your financial advisor, you belong with Tocco Financial Services. *As reported in Financial Planning magazine 1996-2014, based on total revenues. ----------------------------------------------------------------------------------------------------------- Jennifer Akins CERTIFIED FINANCIAL PLANNER™ Chartered Federal Employee Benefits Consultant (ChFEBC℠) Professional Jennifer began her career in the financial services industry in 2003 when she worked as an intern for a private financial planning firm in Cleveland, Ohio that specialized in wealth management for high net worth individuals. After graduating from college, the firm hired her as a full time Paraplanner, where she was able to develop key client relationship skills and build her knowledge of the industry with a great mentor. She went on to study for the CERTIFIED FINANCIAL PLANNER™ examination and passed the test before she even met the three-year experience requirement for certification. Jennifer moved to Arizona in 2006 and began working for a financial planning firm in Tucson that specialized in retirement income planning. As an Associate Financial Planner, Jennifer worked with a third of the firm’s client base to serve as their main point of contact for questions and concerns, handle requests and conduct research, organize, plan for, and facilitate client review meetings, and create, implement and continually review plans to achieve a proper balance with clients’ investments, retirement planning, estate planning, insurance, etc. Jennifer joined Tocco Financial Services in 2013 and has since achieved the Chartered Federal Employee Benefits Consultant (ChFEBC℠) designation. A ChFEBC℠ practitioner is a financial services professional with a thorough understanding of a multitude of benefits available to Federal government workers including their Thrift Savings Plan, Voluntary Contribution Program, pension, life insurance and social security benefits. This expertise encompasses extensive training and education in order to specialize in the constantly evolving field of Federal employee benefits consulting. Jennifer strives to deliver excellent customer service and truly enjoys building relationships with her clients and their families. Her goal is to use the skills and knowledge she has developed over the years to help others organize their financial lives and achieve financial confidence. Outside of work, Jennifer enjoys spending time with her husband and two dogs, visiting with friends, exercising and Zumba® fitness, traveling, and scuba diving. ------------------------------------------------------------------------------------------------ Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. (www.finra.org and www.SIPC.org) The LPL Financial representatives associated with this site may discuss and/or transact securities business only with residents of the following states: AZ, CO, NE, NY, OH, UT, WY 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.

Opening time

  • Mondays: 08:30- 17:00
  • Tuesdays: 08:30- 17:00
  • Wednesdays: 08:30- 17:00
  • Thursdays: 08:30- 17:00
  • Fridays: 08:30- 17:00

Company Rating

143 FB users likes Jennifer Akins of Tocco Financial Services, Inc., set it to 25 position in Likes Rating for Tucson, Arizona in Bank/Financial Service category

Summary

Jennifer Akins of Tocco Financial Services, Inc. is Tucson based place and this enity listed in Investing Service category. Located at 6236 E Pima St Suite 190 AZ 85712. Contact phone number of Jennifer Akins of Tocco Financial Services, Inc.: (520) 881-1149

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