About TFS Advisors, LLC
Reviews for TFS Advisors, LLC
Write a reviewHours
Monday: 8 AM - 5 PM
Tuesday: 8 AM - 5 PM
Wednesday: 8 AM - 5 PM
Thursday: 8 AM - 5 PM
Friday: 8 AM - 5 PM
Saturday: ClosedSunday: Closed
Terwedo Financial Services (TFS) is a financial advising firm that emphasizes building partnerships with its clients. Referred by a trusted attorney, small business owners seeking financial guidance found TFS to be a valuable resource. TFS provided a personalized strategy for managing both business and personal finances, including planning for retirement. Recognizing the unique challenges faced by business owners, TFS introduced the clients to a specialized accountant and tax strategist, improving their financial management. TFS is commended for its responsiveness, expertise, and accessibility. The firm's team, including Dale, Aaron, and Dessie, is praised for promptly addressing client inquiries and providing clear direction. Their guidance has instilled confidence in clients' ability to achieve their financial goals. Beyond financial expertise, TFS cultivates strong relationships with its clients, fostering a sense of trust and friendship. The firm's dedication to understanding individual client needs extends to researching complex topics like long-term care insurance and offering support during personal challenges. This personalized approach has led to client referrals, including from family members, further solidifying TFS's reputation as a trusted financial partner.
In 2015, we made the decision to partner with Terwedo Financial Services (TFS), and it has been a successful venture ever since. I use the term "partnership" because that is exactly what it is with TFS - a true partnership.We were in search of a financial advisor and were referred to TFS by a highly respected attorney. As small business owners, it was important for us to find an advisor who had our best interests at heart. We needed someone who could guide us in making smart decisions for our business and personal finances and help us plan for our future retirement. TFS provided us with a roadmap on how to navigate our finances and achieve our life goals. Being a business...read full review
In 2015, we made the decision to partner with Terwedo Financial Services (TFS), and it has been a successful venture ever since. I use the term \\\"partnership\\\" because that is exactly what it is with TFS - a true partnership. We were in search of a financial advisor and were referred to TFS by a highly respected attorney. As small business owners, it was important for us to find an advisor who had our best interests at heart. We needed someone who could guide us in making smart decisions for our business and personal finances and help us plan for our future retirement. TFS provided us with a roadmap on how to navigate our finances and achieve our life goals. Being a business owner requires a unique strategy, and TFS understood that. Though they are experts in helping people grow their money and achieve long-term goals in any scenario, we specifically wanted someone who understood the challenges of owning a business. TFS also suggested a specialized accountant and tax strategist for small businesses, which was exactly what we needed. Our previous accountant fell short in meeting our requirements. Thanks to them, we now have an exceptional team of professionals who prioritize our goals above their own. Dale, Aaron, and Dessie have been instrumental in guiding us through various financial stages over the years. Their promptness in responding to emails and phone calls is unparalleled, and they are always available to address any queries we may have. Their expertise and direction have instilled confidence in us that we will be able to retire when we choose to. I highly recommend them for their outstanding services.
In 2007 we became clients with Terwedo Financial Services. In 2008 the bottom fell out of the financial world. We'll here we are in 2022 and we are still very happy clients. It's not just a business relationship, it's a friendship as well. Dale and Aaron listen to our questions, things that are important to our future and our feelings about investing. The entire staff has also done massive research when we had questions about long term care insurance. Aaron was also very helpful with guidance when a relative was hospitalized. We are very confident that TFS will successfully guide us through whatever the future brings . The entire staff tries very hard to get to know...read full review