Welcome to the New Financial Dialogue!

Firm Overview

TFG Financial Advisors is a highly committed, professional organization of investment advisor representatives who work closely with every client to produce a unique investment portfolio designed to meet their personalized needs and financial goals.  Our clients include individuals, families, trusts, businesses, non-profits, and retirement plans.

How We Started

TFG Financial Advisors has access to the skills and experience of the CPAs and business advisors affiliated with TFG Related Entities who specialize in areas of taxation for individuals, trusts, and businesses. This allows us to combine asset management and financial planning together with proper tax strategy, in order to provide our clients with unique tax-advantaged solutions to all transactions, sales and asset acquisitions.

“Delivering the highest level of client service is critical to our mission; we go above and beyond for all clients, big and small.”
–  Thomas Quealy, CEO and Partner, TFG Financial Advisors.

Our Mission

Our dedication to the education and learning process enables our clients to better understand the management of their assets. We believe that open communication between a financial advisor and the client results in a better understanding of the client’s financial goals and objectives. Our commitment to the continuous evaluation of a client’s portfolio ensures that the portfolio reflects the ever-changing circumstances in life and in business.

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TFG Financial Advisors, LLC, is registered as an investment adviser with the SEC. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional advisor before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. It is not affiliated with or endorsed by the Social Security Administration or Medicare. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Tax rules and regulations are subject to change at any time. All investment and insurance strategies have the potential for profit or loss. Information presented is believed to be current. Photos and videos are used for the singular purpose of enhancing the website. None of them are photographs of current or former clients. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.