Meet Michelle, your local GTE Investment Group Wealth Advisor
“I find that by taking a holistic approach through listening and building relationships I am better equipped to help individuals, families, and businesses through their ever evolving and changing financial journey.” – Michelle Tolmoff
Michelle began her career in the financial services industry in 2004. She credits her career success to taking the time to get to know her clients and understand the complexities of their individual situation before making recommendations and then communicating regularly to help ensure there are no changes and everything is on track.
Born in Connecticut, she moved to the Tampa Bay area in 2014 and has been with GTE Investment Group ever since. She is a graduate of the University of Hartford, receiving her Bachelors of Science in Economics and Finance. Michelle also received an MBA from The University of Phoenix. She is a mom of 2 teenage boys. She enjoys traveling and road trips with her family.
Michelle & the GTE Investment Group are here to help you!
In today’s economy, a lot of unpredictable things can happen. If you experience a financial change: job, retirement, marital, family, or business GTE Investment Group is a resource you can count on. Michelle Tolmoff is your local GTE Investment Group Wealth Advisor and is ready to assist you with any of your Wealth Management needs, including:
- Retirement Planning
- 401K Rollovers
- Pension Plan options
- Social Security
- RMD and Distribution Assistance
- Income Planning
- Long Term Care Insurance
- Inheritance and Settlement Guidance
- Help Navigating Secure Act 2.0
- Estate Planning
- Wealth Transfer
- Life Insurance
- Tax Efficiency
- Relocation/New Resident State
- College Savings Options
- Business Owners
- Succession Planning
- Retirement Plans (401k, Simple, SEP)
- Employee Education
- Buy/Sell Agreements
- Key Employee Life Insurance
Before deciding whether to retain assets in a 401(k) or roll over to an IRA, an investor should consider various factors including, but not limited to, investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock. Please view the Investor Alerts section 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 Michelle Tolmoff, call 813.414.6152 or email her at firstname.lastname@example.org . Available in person at the GTE Financial centers in Sarasota, Lakewood Ranch, Riverview, Plant City, North Lakeland, and Lakeland. Some early mornings, late evenings, and Saturdays virtually or by phone. Schedule Meeting