Comprehensive strategies tailored to your goals, including budgeting, savings, and legacy planning.
Personalized investment portfolios with a focus on growth and risk management, including bonds and other assets.
Expert guidance on retirement savings, pension optimization, and long-term financial security.
Services to help reduce tax liabilities and maximize savings through strategic planning.
Assistance in establishing trusts and estate plans to protect and pass on your family legacy.
Providing resources, links, and patient explanations to empower you with financial knowledge.
Empowering Your Financial Future with Trusted Planning and Investment Solutions
No photos available
TOAMS Financial is a dedicated financial services firm in Jacksonville, FL, specializing in personalized financial planning, tax optimization, retirement strategies, and investment management. With a team of knowledgeable advisors like Mario and Kendall, we help individuals and families build secure legacies through sound, transparent advice. Our commitment to client education and professional guidance ensures you make informed decisions for long-term growth and peace of mind.
Working with Mario and his team has been a game changer for me. They help me with my save alot on my taxes and also help me set up a trust for my family legacy. Thank you TOAMS Financial!
I am completely pennyless because of Mario and everything he told me was not true from the very start and I gave him my money, my retirement pension money he invested in bank notes as he calls them, which are bonds that are worthless. I have waited six years for these 32 bonds to start maturing and I am SOL,the bonds are not worth the paper they wrote, practically or no where close to my principal and I had a contract with Mario at zero risk. I did not want my money at risk in anyway, and he promised me that it would not be at risk and I would never lose my principal that is not true everything Mario told me was not true
TOAMS is the best. They are professional and they let you know how your money is invested. They will walk you through anything that you do not know. They provide you with links on different topics and they are always willing to assist you. I just love this financial business. Call them and see for yourself.
Mario has been a tremendous source of help for me with financial planning, investments and definitely retirement planning for the past two years. He is so knowledgeable, positive and patient when explaining and sharing. If you need help with financial planning, I strongly recommend Mario and his Team!
Kendall has made smart and sound investment decisions for me. I trust her knowledge and knowing she is making the best decisions for me. As a single woman she makes the very best moves for my investments and makes sound and solid investments for me that will show growth as well and decisions that help me sleep well at night!
Claim TOAMS Financial to update business info, respond to reviews, and access analytics.