Asset Protection — Estate Planning — Pension Planning
Platinum Level Partner
Douglas Moxham, CFP
Vice President & Sr. Relationship Manager
Office: 856-638-4601
Cell: 609-668-8164
Fax: 856-638-4855
E-mail
PNC Bank, N.A., a leading provider for healthcare professionals and hospitals, offers innovative solutions to help meet your specialized needs for banking, credit, investment, trust, and estate services. We also offer services for hospitals, including banking, investment and insurance solutions for your employees.
As a healthcare professional you spend the majority of your time helping others. With a busy schedule and days spent “on-call,” finding the time and energy to manage your banking and investment accounts is not always easy. Recognizing this, we are pleased to provide physicians and healthcare executives and professionals with access to comprehensive financial services. And, to help make your life easier, you’ll be assigned a dedicated Relationship Manager who will be your one-stop point of contact for all your banking and wealth management needs.
Total Financial Concepts, Inc.
1090 King Georges Post Road, Suite 1107
Edison, NJ 08837
www.totalfinancialconcepts.com
Contact: Robert J. Tuzzo, President, at 732.225.7404
Total Financial Concepts, Inc. is dedicated to providing clients with excellence in integrated financial services. Understanding our client's goals and objectives and helping meet their unique needs is our number one priority. We use a discovery process, which leads to sound financial planning* through alliances formed with providers of financial products and services we specialize in the areas of Protection, Wealth Accumulation, Retirement Planning, Estate Planning, Business Planning, and Asset Management*. With more than 25 years in the financial services profession, Total Financial Concepts, Inc. is uniquely positioned to assist a defined segment of the population to help achieve their economic, and hence, their personal goals.
Read more about
Individual Disability Income (DI) Insurance.
For more information about the MSNJ Corporate Partner Program, please contact Sharon Kakas-Cosma at
scosma@msnj.org.