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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies 
  • Risk management 
  • Retirement investing and distribution strategies 
  • Estate conservation issues  

We also can answer your questions, including:

  • What’s the best approach for college savings?  
  • Are my investments working hard enough? 
  • Do I have enough life insurance for my family? 
  • Can I retire early? 
  • What are the elements of a sound estate strategy? 

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Stefany started TorOso Financial Group in January of 2009 with the goal to help people achieve financial success. Whether you are a new family and saving for a new home, or you just had a child and you want to start a college savings...

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