Tobias Financial Advisors
Financial Services • 
Plantation, Florida, United States • 21-50 Employees
Company overview
| Headquarters | 1000 S. Pine Island Road, #450, Plantation, Florida 33324, US |
| Phone number | +19544241660 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Risk Management, Tax Planning, Charitable Planning, Cash Flow Management, College Planning, Retirement Planning, Estate Planning, Investment Management |
| Founded | 1980 |
| Employees | 21-50 |
| Socials |
Key Contacts at Tobias Financial Advisors
Marianela Collado
Ceo And Certified Financial Planner™
Lonnie Sluchak
Director Of Taxation
Tobias Financial Advisors Email Formats
Tobias Financial Advisors uses 5 email formats. The most common is {first initial} (e.g., j@tobiasfinancial.com), used 62.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@tobiasfinancial.com | 66.7% |
{first name} | john@tobiasfinancial.com | 16.7% |
{first name}.{last name} | john.doe@tobiasfinancial.com | 12.5% |
{first initial}.{last name} | j.doe@tobiasfinancial.com | 4.2% |
About Tobias Financial Advisors
Tobias Financial Advisors, founded in 1980, offers tailored wealth management and financial planning services for affluent individuals and business owners, specializing in proactive tax strategies and dynamic life transitions. With a commitment to fiduciary responsibility and a team-based approach, we deliver personalized solutions that integrate with our clients' broader financial goals. Our diverse experience and collaborative culture enable us to guide clients confidently through every stage of wealth accumulation and legacy planning.
Tobias Financial Advisors revenue & valuation
| Annual revenue | $10,000,000 |
| Revenue per employee | $371,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $32,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Tobias Financial Advisors has 15 employees across 3 departments.
Departments
Number of employees
Funding Data
Tobias Financial Advisors has never raised funding before.
Tobias Financial Advisors Tech Stack
Discover the technologies and tools that power Tobias Financial Advisors's digital infrastructure, from frameworks to analytics platforms.
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Programming languages
Appointment scheduling
Blogs
Canada
Austria
Frequently asked questions
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