Tari K. Trowbridge,  CFP<sup>&reg;</sup> - Financial Advisor

Tari K. Trowbridge, CFP®

CLU, MBA

Financial Consultant

Trowbridge & Co Wealth Management Group

2 Washington St
Towanda, PA 18848-1633
FINANCIAL ADVISOR'S WEBSITE
(570) 995-6700 CONNECT WITH Tari
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General

Tari Trowbridge is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Trowbridge & Co Wealth Management Group in Towanda, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 26, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - LUTCF, CLU

Insurance Licenses

  • Life insurance: PA
  • Health/disability insurance: PA
  • Fixed annuities: PA
  • Variable annuities: PA

Broker-Dealer Affiliation

Commonwealth Financial Network

Broker-Dealer Disclaimer

Securities and advisory services offered through Commonwealth Financial network, www.FINRA.org / www.SIPC.org , a Registered Investment Adviser.  Fixed insurance products and services offered through CES Insurance Agency.  This communication is strictly intended for individuals residing in the states of AR, AZ, CA, FL, GA, ME, NC, NH, NJ, NY, OH, PA, SC and VA.  No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.

Financial Advisor's Specialties

Budget & Debt Management, Attending College, Annuities, Career Change, Employee Benefits, Getting Divorced, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Nontraditional Households, Women's Finances

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