Broker Check
Tom Alessi*

Tom Alessi*

Investment Advisor Representative

Tom has been working in financial services since 1999 and has developed a strategy that he refers to as “Your Guide to a More Efficient Retirement Plan,” which he uses in his work with businesses and organizations to help them offer the most rewarding and beneficial strategies for their employees.

His work tends to focus on non-profit groups to help them avoid some of the pitfalls and regulatory issues that come from managing plans in this marketplace.

He has also adopted his Efficient Retirement strategy to work with Individuals and Families by implementing a values-based approach that gives him a more in-depth and personal relationship with his clientele.