Tomolonis Financial LLC is a wealth management firm based in Jersey City, NJ. Led by founder and wealth advisor Chris Tomolonis, the company partners with families to mitigate risk, protect and manage wealth, and plan for the future. They offer comprehensive financial planning services to help clients organize their finances and protect their wealth, as well as investment management services utilizing a range of assets to achieve clients' goals.
With a focus on providing personalized solutions, Tomolonis Financial LLC works to ensure that clients' nest eggs are protected for themselves, their children, and their grandchildren. They address common financial planning challenges such as inadequate insurance coverage, poor investment diversification, tax inefficiencies, and gaps in estate planning. All assets managed by the firm are held at Fidelity Investments, and they strive to simplify the investment process to align clients' money with their goals.
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