TMB Financial, LLC

MISSION STATEMENT:
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and prove you with only the highest quality information, services, and products to help you reach your goals.

OUR FIRM:
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners.

OUR SERVICES:
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

• Investment Management
• Stocks
• Bonds
• Municipal Bonds
• Exchange Traded Funds (ETF)
• College 529 Plans,
• Group and Individual Retirement Plans
• Retirement Income Strategies
• Life Insurance
• Long Term Care Insurance
• Property and Casualty Insurance
• Disability Insurance
• Comprehensive Financial Planning

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.

Teresa M. Brown says “Looking out for the needs and concerns of my client is my #1 priority.”

Teresa has pursued a career in financial services for over 33 years, working in various capacities. In 1993 Teresa made the decision to transition her career to an independent financial advisor.

While Teresa has the professional expertise to help with all types of financial needs, she has focused her practice on helping those 50+ years of age on their pre-retirement and post retirement needs. Teresa believes the majority of advisors only concentrate on the accumulation of assets and overlook the unique problems and solutions of those over the age of 50 for the preservation of assets.

Teresa has access to a wide range of products and services from a variety of sources – not just one company – which enables Teresa to serve her clients better.

Teresa has been working with individuals and businesses for over 15 years and has extensive personal and professional experience in many areas of financial.

She is a registered representative of INVEST Financial Corporation who holds registrations and licenses to offer a variety of investment and insurance products.

Teresa is dedicated to developing lasting relationships with her clients. She believes in helping your assess your financial goals and guiding you in the management of your finances.

One of the benefits of working with Teresa is her ability to provide clear, easily understood explanations of financial products and services. The personalized program that she can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.

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