Thomas A Trax, Wealth Advisor, CEP, AAMS- LPL Financial

Oct 2019

I've worked with Tom for the last year. He's helped me put a financial plan in place that I feel comfortable with and that I'm looking forward to build on with his guidance. I never knew how important it was to have a financial planner and now he's guided me on not only my personal finances, but he manages my business retirement plans as well. Thank you Tom for your sound financial guidance. I truly appreciate the knowledge and help you have provided. I strongly recommend Tom to anyone that needs help with their finances.

Oct 2019

I've personally used Tom's services now for over five years and highly recommend him. He is a person of great moral character and high integrity. He and his staff are easy to deal with and very responsive to a client's needs. One thing I admire about Tom is that no matter how difficult a topic may be, Tom will do extensive research and figure out the best approach. I trust his judgment and endorse him.

Oct 2019

Thomas Trax is a great financial advisor. He was extremely helpful with our financial help. He sat down with my wife and I on many occasions and went out of his way to help us. It's not about "buy this stock or that stock" - he helped us with long term planning, life insurance, tax issues, and other matters. He explained the SEP IRA to me and showed me how certain retirement savings also saved money on taxes.He also keeps us posted on new rules, new financial advice, and changes in tax rules.I can assure you that you'll be 100% happy with his services.