Thomas A Trax, Wealth Advisor, CEP- LPL Financial
2221 Camino del Rio South, San Diego, California 92108
About the Thomas A Trax, Wealth Advisor, CEP- LPL Financial
Thomas A Trax, Wealth Advisor at LPL Financial, is a reputable financial institution located in the heart of San Diego, California. With a Certified Estate Planner (CEP) designation, Thomas A Trax offers expert financial advice and personalized wealth management services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or create a comprehensive estate plan, Thomas A Trax is dedicated to providing top-notch financial solutions tailored to your individual needs. Visit us at 2221 Camino del Rio South to start building your financial future today.
Photos of Thomas A Trax, Wealth Advisor, CEP- LPL Financial
2221 Camino del Rio S STE 307, San Diego, CA 92108, United States
Opening hours of Thomas A Trax, Wealth Advisor, CEP- LPL Financial
Monday:
08:30 - 16:30
Tuesday:
08:30 - 16:30
Wednesday:
08:30 - 16:30
Thursday:
08:30 - 16:30
Friday:
08:30 - 15:30
Saturday:
Closed
Sunday:
Closed
Reviews of Thomas A Trax, Wealth Advisor, CEP- LPL Financial
"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."
"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."
"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."
"Great advisor. Helped me navigate retirement plan. Highly recommended.."
"Been with Tom and LPL for over 10 years and have a great financial program with him."
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