Lenny Tomson

Co-founder & CEO @Palm Wealth Partners

Boca Raton, FL, US
EMAILS
l••••••@palmwealthpartners.com
MOBILE NUMBERS
+19•••••••55

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WORK HISTORY

Nov 2022 — Present

Co-founder & CEO @Palm Wealth Partners

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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

Financial ServicesIra Rollover Strategies401k Rollover StrategiesTax-Deferred Investment PlanningTax-Deferred Investing StrategiesWealth Preservation StrategiesFinancial AccountingWealth ManagementRetirement PlanningLong-Term Care Planning StrategiesInvestment Advisory ServicesInsurance PlanningWealth Management Strategies

ABOUT LENNY TOMSON

The foundation of my practice is to take a holistic approach. The process is customized…

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