Lenny Tomson
Co-founder & CEO @Palm Wealth Partners
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WORK HISTORY
Co-founder & CEO @Palm Wealth Partners
At Palm Wealth Partners, we believe in making a connection with our clients that extends beyond transactions and is built on relationships and trust. We are dedicated and committed to our clients by offering proactive and outstanding customer service.We strive to build and maintain long-lasting relationships. Each of our clients receives close, personal, attention resulting in a mutual clarity of our products and services. Our main goal as trusted, professional advisors is to always be available and to provide insightful advice to help guide you through every stage of life by creating a plan that fits you – and the goals you want to achieve.Advisory services offered through Eaton Financial Group, a registered investment adviser. Registration does not imply a certain level of skill or training.
SKILLS
ABOUT LENNY TOMSON
The foundation of my practice is to take a holistic approach. The process is customized…
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