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APPOINTMENT

TMB Financial Solutions

Financial Services – Insurance –  Wealth Management

REQUEST AN APPOINTMENT

What We Do

We do a detailed review of your finances, identify where you are now, and develop a comprehensive plan for the future.

What We Offer

Full access to all the financial products, tools, and resources to help keep your financial life in balance.

Why Choose Us

We promise you an objective opinion, honest answers, and a personal relationship with our team of advisors.

Services

At TMB Financial Solutions, we know that the savings and investment decisions you make today will impact your financial future.

Investment & Insurance Services:

Investment Guidance • Retirement Planning • College Savings Retirement Plans for Businesses • Investment Advisory • Insurance: Life & Long Term Care

Products available Included:

Mutual Funds • Annuities • Stocks • REITs • Bonds • IRAs • Structured CDs

Our Process

We help people protect, accumulate, utilize and transfer their wealth (assets) in order to achieve their goals and objectives. As your advisors, we can create a custom financial plan tailored to achieve those goals. In addition, we can also provide the insurance and investment solutions needed to implement that plan.

REVIEW

At TMB Financial Solutions, we start by listening. What is it you want to accomplish? We aim to understand your current situation, goals and potential obstacles.

PLAN

Once we have a clear understanding of your specific needs, we will create a letter of understanding outlining how to accomplish your objectives, satisfy your expectations, and define our relationship going forward.

IMPLEMENT

After accepting our letter of understanding, we will develop and implement a realistic investment strategy to help you reach your destination.

MAINTAIN

We will regularly review and monitor your portfolio and changing needs. We may propose changes and make adjustments with your approval.

Get Started

QUESTIONAIRES

Please print and complete the following questionaires:
Customer Profile
Risk Tolerance

SCHEDULE APPOINTMENT

Let’s start a conversation. Schedule a no-obligation consultation.

Contact Us

Account Access

Coming soon! Access your brokerage accounts, financial planning portal, and TMBFS Financial Solutions statements. Your source for consolidated account information and in-depth reports.

Brokerage accounts held at Pershing LLC

Brokerage accounts held at Pershing LLC

Financial Planning Portal

Mutual Funds • Annuities • Stocks • REITs • Bonds • IRAs • Structured CDs
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Jorge-Santiago

Gray Peckham

Osaic Institutions Financial Advisor
  • 203) 783-5753
  • 51 Roses Mill Road Milford, CT 06460
CONTACT NOW

Gray Peckham

Osaic Institutions Financial Advisor
  • 203) 783-5753
  • 51 Roses Mill Road Milford, CT 06460
CONTACT NOW

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MESSAGE FROM TMB

It has come to our attention that some customers have received phishing phone calls claiming to be from “The Milford Bank Security Department.” Please remember: The Milford Bank will never ask you to share personal or confidential information. If something feels off, hang up and call us directly at (203) 783 5700.