- info@laurasuetoms.com
- +1 (331) 472-9047
- Mon - Fri: 9:00 am - 06.00pm / Closed on Weekends
Laura Toms offers comprehensive financial planning, investment management, retirement planning, education savings strategies, estate planning considerations, and guidance on strategic financial solutions like Equity-Backed Financing and tax-efficient investing. She serves as both an Investment Adviser and Broker.
Laura Toms has nearly 29 years of experience in the financial services industry, having begun her career in 1996. She has guided clients through various market cycles and financial landscapes.
Yes, Laura Toms is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and operates under a fiduciary commitment as an Investment Adviser. This means she is legally and ethically bound to act solely in your best financial interest, always prioritizing your goals and well-being.
Transparency is paramount. You can verify Laura Toms’ professional background, licenses, and review her 0 disclosures by visiting FINRA BrokerCheck. Her CRD# is 2717080.
Our approach to investment management is highly personalized. We start with a thorough discovery process to understand your unique goals, risk tolerance, and time horizon. We then design diversified portfolios, implement strategies, and provide ongoing monitoring and rebalancing to keep your plan aligned with your evolving objectives.
Laura Toms is a Financial Advisor with Wells Fargo Advisors Financial Network, LLC.
We believe in diligent risk management. While all investments carry some level of risk, our goal is to construct portfolios that are robust enough to navigate market volatility while still pursuing your growth objectives. We ensure you understand the risks associated with your investments and help you manage them proactively.
Communication is key to our relationship. We provide regular performance reports and are always available to discuss your portfolio, market insights, and any questions you may have. We schedule regular reviews, and you are welcome to reach out anytime between scheduled meetings.
Meet Laura Toms, an experienced Investment Adviser and Broker, partners with clients to unlock their financial potential. An Investment Adviser and Broker with 29 years of experience.
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