TROWBRIDGE & CO. WEALTH MGMT GRP
37 Merrill Pkwy.
Towanda, PA 18848
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- Financial Planning
- Retirement Planning
- Estate Planning
- Risk Management
- Business Planning
- Tax Planning
- 401k rollovers
Hours of Operation8:30am to 4:30 pm or by appointment Monday thru Friday
For 24 years, Tari has been assisting individuals and families with navigating through changes in their financial lives. Her process involves asking questions and listening to the answers so she can create a plan to meet each person’s individual goals. Her background with Prudential Insurance gives her a unique ability to analyze life insurance plans in addition to her extensive background with all types of investments. Working in a banking environment for 16 years has allowed her to see many different people in a great variety of circumstances, creating a breadth of experience she can apply to current and new clients alike. She started Trowbridge & Co. Wealth Management Group as a way to continue that service independently, locally, and with the freedom to work with less “bottom-line” pressure.
Financial advising has always been a passion—a lifelong saver with a personal motto of “The richest man is not the one who has the most, but who needs the least.” The ability to help clients reach their personal goals has always been a thrill. The idea of someone coming in with a problem that they don’t know how to solve and leaving with a solution that is specific to them and gives them a road map to achieve it is her ideal outcome of every meeting. Her goal is to take the worry out of a person’s finances, so he or she can truly enjoy the aspects of life that are important to him or her.
Contact us today to schedule your free consultation.
Securities and advisory services offered through Commonwealth Financial Network ®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency