Thomas F. Roche, III, CPA was recognized as a FIVE STAR Wealth Manager in 2012 for the second year in a row, on a list published in the February issue of New Jersey Monthly. Tom is the Managing Member of the wealth management firm FMRTL Wealth Advisors, LLC.
Since 1999 FMRTL Wealth Advisors has been helping clients to create and execute a plan to reach their financial goals. FMRTL Wealth Advisors offers Financial Consulting Services, which includes retirement planning, investment review, estate planning, and college planning (529 plans). The firm also provides Risk Management Services, including life insurance evaluations, elder care and long-term care, and health and disability insurance. Pension and profit-sharing plan design and administration is offered by the firm.
Securities offered through 1st Global Capital Corp. Member FINRA/SIPC
Investment advisory services offered through 1st Global Advisors, Inc.
For more information on the Five Star Award and the research/selection methodology, go to: www.fivestarprofessional.com