TM Financial Strategies Email Formats

Financial Services • Vernon, Illinois, United States • 1-10 Employees

Key Contact at TM Financial Strategies

Viena Yates

Director of Client Services and Operations

Company overview

Headquarters	550 Inverrary Ln, Deerfield, Illinois 60015, US
NAICS	52
Founded	2020
Employees	1-10

About TM Financial Strategies

TM Financial Strategies provides a host of financial services, including retirement, investment and insurance planning. Investment advisory services are offered through Portfolio Medics, an SEC registered investment adviser. Views expressed by TM Financial Strategies are theirs alone. TM Financial Strategies and Portfolio Medics are not affiliated in any way. This summary is for informational purposes only and shall not constitute advice and are not an offer to buy or sell, or a solicitation of any offer to buy or sell investment products. Different type of investments involves varying degrees of risk, and there can be no assurance that any specific investment will either by suitable or profitable for your portfolio. All investment strategies have the potential for profit or loss and past performance is not guarantee of future success. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there is no assurances that it will match or outperform any particular benchmark. Past performance is no guarantee of future performance or profitability. The types of investments discussed also do not represent all the securities purchased, sold, or recommended for clients. Stated information is derived from proprietary and non-proprietary sources that have not been verified for accuracy or completeness. While the firm believes this information to be correct, we do not claim or have responsibility for its completeness, accuracy, or reliability. The firm also assumes no duty to update any information in this presentation for subsequent changes of any kind. Insurance services offered through TM Financial Strategies, Inc. (Illinois Insurance License #3000636056, Wisconsin Insurance License #3001842913, Indiana Insurance License #3780587, and Texas License #2947543) and Thomas Michalowski (Illinois and Wisconsin Insurance License #18238291, Indiana License #3779411, and Texas License #2940945) in his separate capacity

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

TM Financial Strategies has never raised funding before.

Frequently asked questions

TM Financial Strategies is located in Vernon, Illinois, US.

TM Financial Strategies was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.

TM Financial Strategies has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at TM Financial Strategies

Viena Yates

Director of Client Services and Operations

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