Thomas A Trax, Wealth Advisor, CEP- LPL Financial
-
2221 Camino del Rio S STE 307
San Diego, CA 92108 - (619) 462-3400
Hours
Chamber Rating
-
Steven Elia
I've personally used Tom's services now for over five years and highly recommend him. He is a person of great moral character and high integrity. He and his staff are easy to deal with and very responsive to a client's needs. One thing I admire about Tom is that no matter how difficult a topic may be, Tom will do extensive research and figure out the best approach. I trust his judgment and endorse him.
Mar 23rd, 2019 -
Elizabeth Stead
Been with Tom and LPL for over 10 years and have a great financial program with him.
Feb 17th, 2019 -
Alex Marquez
I've worked with Tom for the last year. He's helped me put a financial plan in place that I feel comfortable with and that I'm looking forward to build on with his guidance. I never knew how important it was to have a financial planner and now he's guided me on not only my personal finances, but he manages my business retirement plans as well. Thank you Tom for your sound financial guidance. I truly appreciate the knowledge and help you have provided. I strongly recommend Tom to anyone that needs help with their finances.
Feb 9th, 2019 -
Joe Samo
Thomas Trax is a great financial advisor. He was extremely helpful with our financial help. He sat down with my wife and I on many occasions and went out of his way to help us. It's not about "buy this stock or that stock" - he helped us with long term planning, life insurance, tax issues, and other matters. He explained the SEP IRA to me and showed me how certain retirement savings also saved money on taxes. He also keeps us posted on new rules, new financial advice, and changes in tax rules. I can assure you that you'll be 100% happy with his services.
Jan 9th, 2019 -
Angela Han
Great advisor. Helped me navigate retirement plan. Highly recommended..
Nov 4th, 2018
About
Thomas A Trax, Wealth Advisor, CEP- LPL Financial
By using personal wealth management strategies, here at LPL Financial we can help ensure the income you earn from your retirement savings works hard for you.We have a comprehensive array of innovative planning products and services - while considering such factors as financial status, family and business needs, financial goals and your time horizon - to efficiently manage your personal wealth. Through comprehensive life planning and access to trust services*, asset management , Tom Trax, CEP can help you effectively manage your wealth.*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
Contact Info
- (619) 462-3400
- (888) 710-3400
- [email protected]
Services
- 401k and IRA planning
- Financial Planning
- Insurance
- Investment Management
- Retirement Income Strategies
- Retirement Planning
- Wealth Management
Questions & Answers
Q What is the phone number for Thomas A Trax, Wealth Advisor, CEP- LPL Financial?
A The phone number for Thomas A Trax, Wealth Advisor, CEP- LPL Financial is: (619) 462-3400.
Q Where is Thomas A Trax, Wealth Advisor, CEP- LPL Financial located?
A Thomas A Trax, Wealth Advisor, CEP- LPL Financial is located at 2221 Camino del Rio S STE 307, San Diego, CA 92108
Q What is the internet address for Thomas A Trax, Wealth Advisor, CEP- LPL Financial?
A The website (URL) for Thomas A Trax, Wealth Advisor, CEP- LPL Financial is: http://www.thomastrax.com/
Q How big is Thomas A Trax, Wealth Advisor, CEP- LPL Financial?
A Thomas A Trax, Wealth Advisor, CEP- LPL Financial employs approximately 20+ people.
Q What days are Thomas A Trax, Wealth Advisor, CEP- LPL Financial open?
A Thomas A Trax, Wealth Advisor, CEP- LPL Financial is open:
Friday: 8:30 AM - 3:30 PM
Saturday: Closed
Sunday: Closed
Monday: 8:30 AM - 4:30 PM
Tuesday: 8:30 AM - 4:30 PM
Wednesday: 8:30 AM - 4:30 PM
Thursday: 8:30 AM - 4:30 PM
Q How is Thomas A Trax, Wealth Advisor, CEP- LPL Financial rated?
A Thomas A Trax, Wealth Advisor, CEP- LPL Financial has a 5.0 Star Rating from 5 reviewers.
Hours
Ratings and Reviews
Thomas A Trax, Wealth Advisor, CEP- LPL Financial
Overall Rating
Overall Rating
( 5 Reviews )Steven Elia on Google
I've personally used Tom's services now for over five years and highly recommend him. He is a person of great moral character and high integrity. He and his staff are easy to deal with and very responsive to a client's needs. One thing I admire about Tom is that no matter how difficult a topic may be, Tom will do extensive research and figure out the best approach. I trust his judgment and endorse him.
Elizabeth Stead on Google
Been with Tom and LPL for over 10 years and have a great financial program with him.
Alex Marquez on Google
I've worked with Tom for the last year. He's helped me put a financial plan in place that I feel comfortable with and that I'm looking forward to build on with his guidance. I never knew how important it was to have a financial planner and now he's guided me on not only my personal finances, but he manages my business retirement plans as well. Thank you Tom for your sound financial guidance. I truly appreciate the knowledge and help you have provided. I strongly recommend Tom to anyone that needs help with their finances.
Joe Samo on Google
Thomas Trax is a great financial advisor. He was extremely helpful with our financial help. He sat down with my wife and I on many occasions and went out of his way to help us. It's not about "buy this stock or that stock" - he helped us with long term planning, life insurance, tax issues, and other matters. He explained the SEP IRA to me and showed me how certain retirement savings also saved money on taxes.
He also keeps us posted on new rules, new financial advice, and changes in tax rules.
I can assure you that you'll be 100% happy with his services.
Angela Han on Google
Great advisor. Helped me navigate retirement plan. Highly recommended..
Overall Rating
Overall Rating
( 5 Reviews )Write a Review
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