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Herbert (Tom) Wolf, MBA, LUTCF

Herbert (Tom) Wolf, MBA, LUTCF

Financial Advisor

 

BUSINESS PHILOSOPHY

 

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my clients’ established goals. My personal goal is to become a lifetime resource for each and every client. 

Tom has been a resident of Lake Grove, NY for the past 40 years with his wife and two children. In his spare time enjoys cross country skiing. Tom received his BA in History and his MBA in Management from St. John’s University. Tom also obtained his LUTCF designation through The American College of Financial Services.

He currently supports the following organizations:

  • Pre-Cana program – Assumption Parish
  • Hauppauge Industrial Association
  • NAIFA

I am licensed to sell Insurance Products in the following jurisdictions: 

NY, NJ, CT, CA, NC, SC, AZ, OH

I am licensed to sell Securities Products in the following jurisdictions:  NY

 

Insurance Representative of Massachusetts Mutual Life Insurance Company (MassMutual) and affiliates * Springfield MA 01111-0001 Registered Representative of and securities products, investment advisory and financial planning services offered through MML Investors Services, Inc. a MassMutual subsidiary * Supervisory Office: 6800 Jericho Turnpike Suite 202W Syosset NY  11791 (516) 364-4203. Center for Wealth Preservation, LLC Gary Ranftle, General Agent.

 

CRN202205-265378

Contact Info

Center for Wealth Preservation, LLC

2929 Expressway Dr N, Suite 200

Hauppauge, NY 11749

O: (631) 851-5623

Main: (631) 851-5700

Email: HerbertWolf@FinancialGuide.com 

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