Tammy Toth

Client Service Manager

Role: Client Service Manager at The Oasis Asset Management Group Inc
Location: Cleveland, OH, US
LinkedIn followers: 500 followers

Customer/Client ServiceView LinkedIn profile

About Tammy Toth

Securities and variable insurance products offered through B. Riley Wealth Management, Inc, Member FINRA/SIPC. These statements, or any other opinion posted on this site, are my opinion only and neither represent nor are indicative of B. Riley Wealth’s overall opinions. For important disclosure information, please visit https://brileyfin.com/capabilities/wealth/disclosures.

Experience

Client Service Manager
The Oasis Asset Management Group Inc
Sep 2014 — Present

Contact information

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Work email
•••••@oasisasset.com
Personal email
•••••@•••••.com
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Current company

The Oasis Asset Management Group Inc

Financial Services · 6 employees · Mayfield Heights, Ohio, United States

The Oasis Asset Management Group, Inc. is a team of financial service professionals that serve individuals, families, and businesses in all aspects of financial planning and investing with a special emphasis on retirement planning. We help our clients protect, manage, and enhance wealth by offering comprehensive, well coordinated and customized solutions for potentially reaching their goals. While our firm is positioned as a boutique financial planning and investment firm, strategic alliances have allowed us to seamlessly access expertise of other specialists across a broad range of financial and legal services. In addition, our positioning allows us to act quickly and focus resources most effectively. The ability of our firm to offer personalized attention is truly what sets us apart. Securities offered through Cetera Wealth Services LLC. Member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

oasisasset.com

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