Financial Advisor in Barnstable, Massachusetts
With over 25 years of financial advisory experience, Jeffrey (Jeff) Tomaneng, CFP®, CIMA® has advised individuals, families, businesses, and non-profit organizations on how to achieve financial success by helping them align their finances with their missions and values.
Jeff is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) which is awarded to individuals who meet certain education, examination, experience, and ethics requirements. Jeff is also a Certified Investment Management Analyst® (CIMA®), which is a portfolio construction credential for wealth management professionals.
Jeff has worked as a financial advisor at wealth management firms such as Lincoln Investment, US Wealth Management, Citi, Republic National Bank, and Morgan Stanley. He has taught at Bryant University as a financial and retirement planning instructor, educating other financial professionals on retirement planning and employee benefits in their CFP Board Registered Program. In his enthusiasm for educating others, Jeff has been quoted in MarketWatch.com, CNBC.com, Barron’s, Investment News, Retirement Advisor Magazine, Investors Business Daily, and NBCNews.com.
Demonstrating the value of Jeff’s contributions to his profession, he has been honored with the following awards: America’s Top Financial Planners member, Five Star Wealth Manager, and Investopedia 100 member.
Asset Management Resources
At Asset Management Resources we offer personalized investment services to those intent on enjoying a secure retirement. We are an independent, boutique style, registered investment advisor firm serving Massachusetts and beyond.
Investing is complex, so having a professional on your team is essential. Working with a professional can help you enhance expected performance and manage risk. And, at AMR we pride ourselves as a fiduciary, always striving to act in your best interest. We also offer:
>The personalized, ethical attention you deserve.
>A comprehensive approach to financial and investment planning. Including your long term goals for income, wealth creation and wealth preservation.
>An array of investment options—both discretionary and non discretionary, plus third party management services.
>Communication and flexibility that suits your needs.
>Fee based management.
>A well defined investment process and a dedicated team that gives you confidence. Services include: Portfolio Management , Investment Advice, Financial Planning and Consulting. Insurance and Estate and Trust services available through company affiliations.
Legal disclosures: https://amrfinancial.com/legal-disclaimers/
RIA - Jeffrey Tomaneng
Firm License #
CRD# 145296. SEC#: 801-107394
Research this Firm: Please visit this Firm's respective State Board of Accountancy website for additional information.
Advisor License #
Research this Advisor: Please visit this Advisor's respective State Board of Accountancy website for additional information.