Thomas M. Carey, CLU, ChFC
Phone: (855) 350-3566
Welcome to my Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.
My name is Tom Carey. I began my career with Equitable Advisors in 1977 after I graduated from the University of Notre Dame. In 1980 and 1983 respectfully, I received my Chartered Life Underwriter (CLU) and Chartered Financial Consultant's (ChFC) designations from the AmericanCollege in Bryn Mawr, Pennsylvania. My licenses and qualifications include Life, Health and variable insurance products and FINRA Series 1, 7, 24, 53, 63, and 65. I attend advanced planning sessions as well as continuing education classes on a regular basis. Today I provide professional insurance and financial advice to individuals, families and businesses in 18 different states. I work with clients in the same manner as I would like other professionals to work with me. I feel it is important to maintain a strong professional foundation, complemented by community and family involvement. Currently my professional and community commitments include the following:
- Member of Equitable's Retirement Benefits Group
- National Association of Insurance and Financial Advisors
- MDRT
Our services
Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.
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We are here for you
- To understand your situation – The most important work we do is getting to know who you are.
- To respect your assets – We listen, learn, and build on your existing assets – respecting the choices you’ve already made.
We work alongside you
- To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.
- To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.
We evolve with you
- To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
- To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.