Investment Advisor: Jeffrey N. Tomaneng, CFP®, CLU, ChFC
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Company: Jeffrey N. Tomaneng, CFP®, CLU, ChFC
Contact: Jeffrey N. Tomaneng
51 Sawyer Road, Suite 210
Waltham, Massachusetts, 02453
Phone: (781) 647-3050
Fax:
(781) 647-3070
Website: http://www.lincolninvestment.com/bio/JeffreyTomaneng/
We help people align their financial lives with their personal values; we help people get their entire financial house in order and keep it that way forever.
License #: 2422116
Licensed to sell Insurance Products:Yes
Licensed to sell securities:Yes
Financial Advisor Experience: 15-20 Years
Designations: CFP®, CLU, ChFC, CASL, CSA, LTCP, CLTC, CFS, CMFC, RFC
Products:
Life Insurance
Long Term Care Insurance
Annuities
Mutual Funds
Socially Responsible Investments (sri)
Minimal Assest:
License Type: Series 7,Series 24,Life Insuranc
Insurance Type:
Disclosure: Advisory Services and Securities offered through Lincoln Investment Planning, Inc.
Registered Investment Advisor * Member FINRA/SIPC
Supervisory Office: 218 Glenside Avenue, Wyncote, PA 19095, (215) 887-8111.
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