Broker Check
Tony Kowalski  CERTIFIED FINANCIAL PLANNERTM

Tony Kowalski  CERTIFIED FINANCIAL PLANNERTM

Sr. Financial Advisor

Meet Tony, your local GTE Investment Group Advisor 

"My goal is to help our members make informed, educated decisions with regards to their investments and financial planning.”

Tony’s career in the investment industry began in 1987. He has withstood the fluctuations in the economy and financial markets using sound financial advice and guidance. Tony develops a plan of action based upon his clients' individual needs and goals. Tony has been supporting GTE Financial members since 2002 and holds a CERTIFIED FINANCIAL PLANNER™ certification.

A graduate of Towson State University near Baltimore, Tony relocated to the Tampa Bay area in 1991. He enjoys traveling, cruising and running with his wife Sue, as well as playing golf and fishing with his son, T.J.

Tony & the GTE Investment Group are here to help you!

In today’s economy, a lot of unpredictable things can happen. If you experience a career change, loss of a job or a loss of income, the GTE Investment Group is a resource you can count on. Tony Kowalski is your local GTE Investment Group Financial Advisor and is ready to assist you with any of your Retirement/Investment needs, including:

 

  • Retirement Planning
  • 401K Rollovers
  • Pension Plan options
  • IRAs
  • Income Planning
  • Life Insurance
  • Estate Planning

Before deciding whether to retain assets in a 401(k) or roll over to an IRA, an investor shouldconsider various factors including, but not limited to, investment options, fees and expenses,services, withdrawal penalties, protection from creditors and legal judgments, requiredminimum distributions and possession of employer stock. Please view the Investor Alertssection of the FINRA website for additional information.

For a comprehensive review of your personal situation, always consult your legal advisor. Neither Cetera Investment Services LLC, nor any of its representatives may give legal advice.

To schedule a no cost, no obligation financial consultation with Tony Kowalski, call 813.414.6783 or email him at tony.kowalski@ceterais.com and someone follow up with you.