Terrence M. Tormey’s due diligence leads to Gateway partnership
Glastonbury, CT - Gateway Financial Partners announced today that Terrence Tormey, Chartered Financial Consultant and President of Paradise Advanced Planning recently affiliated with Gateway as the firm’s newest financial advisor.
Paradise Advanced Planning is located in Delray Beach, Florida. Terrence began his career in the financial services industry in 1984 and holds a Bachelor of Arts Degree (BA) from LeMoyne College, is a Chartered financial Consultant (ChFC), Chartered life Underwriter (CLUJ, Accredited Estate Planner (AEP) and certified Long Term Care Planner (CLTC).
Terrence focuses on the following areas of financial planning:
- Wealth Management
- Estate Planning
- Business Succession Planning
- Retirement Planning
- Executive Benefits
- Insurance Policy Analysis (P*L *I*A*R)
- Charitable Planning
In addition, he is active in national, state and local financial services communities and is a member of the following professional organizations:
- Society of Financial Service Professionals (SFSP), 1992-Present
- Million Dollar Round Table (MORT), 1986-Present
- National Association of Estate Planning Councils (NAEPC), 1997-Present
- National Association of insurance and Financial Advisors (NAIFA), 1984-2014
About Gateway Financial Partners: Gateway Financial Partners is a growing independent financial services firm headquartered in Glastonbury, Connecticut, with over 70 advisors located nationally. Advisors specialize in financial planning, wealth accumulation, wealth distribution, wealth protection and employee benefits.
More information can be found at http://gatewayfinancialpartners.com/news or www.facebook.com/mygfpartner.
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Contact:
Nicole Marek
Chief Marketing Officer
Gateway Financial Partners
Phone: (860) 652-4360 ext. 229
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
Securities and advisory services offered through NPC of America (NPCOA) Member FINRA/SIPC. A Registered
Investment Adviser. Paradise Advanced Planning and NPCOA are separate and unrelated companies.
