“I find that by taking a holistic approach through listening and building relationships I am better equipped to help individuals, families, and businesses through their ever evolving and changing financial journey.” – Michelle Tolmoff
Michelle began her career in the financial services industry in 2004. She credits her career success to taking the time to get to know her clients and understand the complexities of their individual situation before making recommendations and then communicating regularly to ensure there are no changes and everything is on track.
Born in Connecticut, she moved to the Tampa Bay area in 2014 and has been with GTE Investment Group ever since. She is a graduate of the University of Hartford, receiving her Bachelors of Science in Economics and Finance. Michelle also received an MBA from University of Phoenix. She is a mother of 2, and a proud stepmother as well. She enjoys traveling and road trips with her family.
Michelle & the GTE Investment Group are here to help you!
In today’s economy, a lot of unpredictable things can happen. If you experience a financial change: job, retirement, marital, family, or business GTE Investment Group is a resource you can count on. Michelle Tolmoff is your local GTE Investment Group Financial Advisor and is ready to assist you with any of your Wealth Management needs, including:
- Retirement Planning
- 401K Rollovers
- Pension Plan options
- Social Security
- RMD and Distribution Assistance
- Income Planning
- Inheritance and Settlement Guidance
- Estate Planning
- Wealth Transfer
- Life Insurance
- Tax Efficiency
- Relocation/New Resident State
- College Savings Options
To schedule a no cost, no obligation financial consultation with Michelle Tolmoff, call 813.414.6152 or email her at [email protected] This link will trigger a popup message.
Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Advisory services are only offered by Investment Adviser Representatives. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency. GTE Investment Group 711 E. Henderson Ave, Tampa, FL, 33602 (888) 972-5257