Thomas L. Blank has been in the tax and financial planning business for over 30 years. He is a licensed Registered Representative with Money Concepts Capital Corporation.
”I first became interested in personal financial planning after several years in private tax practice working with my clients. I found I would make tax-planning recommendations, only to find my clients had purchased a policy or made an investment completely different from what I had recommended after a visit with their brokers or agents. Because the broker or agent didn’t know the clients like I did, they would sell them the wrong product! It was then I decided that if I were really going to help my clients, I would have to get into the investment and insurance business.”
Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure
note: TRI County Financial is an independent firm and not affiliated with Money Concepts