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Tom Hart CPA

Tom Hart CPA

Investment Advisor Representative

As a professional Investment Advisor Representative for 35 years, Tom Hart enjoys working with clients to define their financial and retirement objectives.  Tom creates a strategy for his clients to assist in achieving those goals and objectives through recommended investment choices.  He truly believes that the best way to conduct business is with integrity and loyalty. Tom also seeks to develop long term trusting relationships with his clients, their families, and friends. Above all else, the most rewarding part of his career is doing what is best for his clients.

Education, financial planning, and frequent reviews are an integral part of Tom’s strategy for helping clients successfully reach their financial goals while reducing market risk in their portfolios. Tom has presented educational group meetings to hundreds of employees on a variety of topics. 

Tom works out of our Toledo, OH office and is a graduate of Michigan State University and a licensed CPA. He truly enjoys playing golf and tennis in his spare time.