@tfcfinancial.com
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About
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TFC Financial is an independent firm that is owned by its principal employees, allowing them to provide strategies that align with their clients' long-term financial goals. At TFC, they go beyond investing by offering comprehensive financial advice tailored to each individual's needs. They believe in putting their clients first and providing objective advice with personal attention.
As a fee-only financial advisory and investment management firm, TFC operates independently, ensuring that their clients' best interests are always the priority. TFC Financial offers a range of services, including financial planning and personal financial advisory services for individuals, couples, and families with a net worth typically ranging from $3 million to $20 million. They also provide asset management services for clients with a minimum of $2 million of liquid investable assets, as well as strategic financial planning and endowment asset management services for non-profit entities.
Founded in 1980 and majority-owned by employees, TFC Financial manages assets totaling $1. 3 billion. With a team of exceptional professionals, they have built a strong network of trusted advisors in various fields to ensure their clients receive the most comprehensive and expert advice.
Additionally, TFC is committed to giving back to the community through their charitable foundation, which promotes financial literacy and supports local social programs
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