Profile
First Name
Michael
Last Name
Torrey
Professions
Banking & Commercial Lending
Industry
Finance
Chapter
B2B Loudoun
Member Role
B2B Vice President
Member Bio
Financial Advisor with over 20 years of experience workingwith businesses and individuals in the National Capital Region.Hold certifications such as, CFP (R), Accredited InvestmentFiduciary (AIF), and Accredited Small Business Consultant(ASBC).Retired Colonel, U.S. Marine Corps Reserve, 30 years of service, veteran of Operation Enduring Freedom in Afghanistan. B.A. Personnel Administration, University of Kansas 1989.
Contact Details
Company Details
Company Name
TNT Financial Services LLC
Job Title
Financial Advisor
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City:
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About Us
Financial Advisor with over 20 years experience providing small to mid-size employers with, customized retirement plans, key employee incentive plans, and business consulting services designed to enhance operational efficiency while maximizing profit.
Services Provided
-Pension, 401k, Profit Sharing, and SIMPLE IRA plans-Business Succession Planning-Key Employee Incentive Plans-Financial Planning Services for Employees-Employee Benefits Consulting-Trend Analyses to enable business owners to really understand their "numbers" and how they relate to business success
Ideal Customers
Small to mid size law firms, consulting firms and professional service firms
Employee Count of Clients
20-49
Revenue Size of Clients
$1M-$15M