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Our Special Services

We understand that every investor is unique, with distinct financial goals and risk tolerance. Our team of experienced professionals is dedicated to providing personalized investment services tailored to your individual needs. From portfolio management to retirement planning, we offer comprehensive solutions to help you achieve financial success

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View CRD#: 2717080

Equity-Backed Finance

We offer equity-backed finance solutions that provide strategic investments in company ownership for growth and returns. Our team works closely with businesses and investors to identify opportunities for equity investment, facilitating access to capital for growth and expansion. 

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Fiduciary and Tax

We understand the importance of fiduciary responsibility and tax efficiency in financial planning. Our team provides trustworthy guidance to ensure that clients' finances are optimized for tax efficiency, minimizing liabilities and maximizing after-tax returns.

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Stockbroking and Derivatives

Our stockbroking and derivatives services provide clients with direct market access for stocks and advanced strategies using derivatives.

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Investment Solutions

Our investment solutions are designed to help clients achieve their financial objectives through expertly crafted portfolios. Our team of experienced professionals works with clients to understand their unique financial goals, risk tolerance, and investment horizon. 

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Why Choose Laura Sue Tom?

  • 29 Years of Experience: Laura Sue Tom brings nearly three decades of expertise in investment advisory and brokerage services, providing unparalleled knowledge and insight.
  • Personalized Approach: Laura Sue Tom takes the time to understand each client's unique financial goals, risk tolerance, and circumstances, tailoring her advice and strategies to meet individual needs.
  • Proven Track Record: With a history of successful client outcomes, Laura Sue Tom has built a reputation for delivering results and helping clients achieve their financial objectives.
  • Trusted Advisor: Laura Sue Tom's commitment to integrity, transparency, and client satisfaction has earned her the trust of her clients, making her a reliable partner in navigating the complexities of the financial markets.
  • Expert Guidance: Whether you're planning for retirement, wealth accumulation, or navigating market volatility, Laura Sue Tom's expertise provides the guidance and confidence you need to make informed financial decisions.
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What Our Partners Think

Jake Church
Jake Church
Realtor
☆ ☆ ☆ ☆ ☆

Laura Sue Toms expertise and guidance have been invaluable to me. She's helped me navigate complex financial decisions and achieve my goals.

Samantha Walker
Samantha Walker
Seamstress
☆ ☆ ☆ ☆ ☆

I've worked with several financial advisors, but Laura stands out for her personalized approach and attention to detail. She's truly invested in her clients' success.

Bruce Hunt
Bruce Hunt
Designer
☆ ☆ ☆ ☆ ☆

Laura's advice has helped me grow my wealth and secure my financial future. I appreciate her transparency, professionalism, and dedication to her clients.

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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