The Tilson Financial Group, Inc.

Financial ServicesNew Jersey, United States0-1 Employees

The Tilson Financial Group, founded in 1991, is a comprehensive, fee-based, planning and wealth management firm that seeks to help our clients realize their life goals. We serve a broad range of clients (individuals, 401k plans, trusts, and business entities) on both a discretionary and non-discretionary basis. Simplicity, shortened response time, common sense and a particularly open approach to communication with clients are essential strengths in conducting the firm’s business. Our firm’s investment philosophy is based on the belief that risk can be reduced through diversification across numerous investments. This goes hand-in-hand with our other core belief that markets are efficient and that the investor’s returns are determined primarily by asset allocation decisions, rather than market timing or security selection. TFG recommends diversified portfolios, principally through the use of passively managed mutual funds. By maintaining an environment that is free from the sales culture and proprietary products typically found at many other financial service companies, the firm is able to help clients continually make effective financial decisions in an unbiased, conflict-free way. Whether you are interested in comprehensive financial analysis, or advice in a single planning area such as retirement, investments, insurance or taxation strategies, Tilson Financial Group has the skills and experience you need.

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