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®
  • 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®, member www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

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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