Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Bodin is a financial advisor with over 20 years of experience in the industry. Thomas has a background in law and has held positions at the Indiana Attorney General's office. Thomas is a Certified Financial Planner and a Chartered Financial Analyst, which demonstrates Thomas's commitment to providing clients with the highest level of financial advice. Thomas currently works for Buckingham Strategic Wealth, LLC and The Colony Group, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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07/02/2018 - Present
Buckingham Strategic Wealth, LLC (INDIANAPOLIS IN)
Active
Inactive
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