Tom Thacker Ii

Services Offered

• Investment management
• Insurance strategies
• Holistic financial planning

About

Tom Thacker is a financial consultant based in Beachwood, Ohio, affiliated with Oppenheimer. He specializes in holistic financial planning and the design of investment and insurance strategies tailored to each client's unique goals and values. Tom employs an in-depth discovery process to understand his clients' specific situations, time horizons, and risk tolerances. He focuses on serving high net worth individuals, families, corporate executives, and businesses, helping them grow and protect their assets while addressing complex financial issues.

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