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Finest Retirement Services
Home
Client Login
Corporate Client Login
Police Officers / NYPD
Military Members
Business Owners
Video Center
Elite Access
Our Team
More
  • Home
  • Client Login
  • Corporate Client Login
  • Police Officers / NYPD
  • Military Members
  • Business Owners
  • Video Center
  • Elite Access
  • Our Team
  • Home
  • Client Login
  • Corporate Client Login
  • Police Officers / NYPD
  • Military Members
  • Business Owners
  • Video Center
  • Elite Access
  • Our Team

Our Team

Timothy Frohberg, MBA

Timothy Frohberg, MBA

Timothy Frohberg, MBA

President

Lead Financial Advisor


Tim focuses on pension planning, asset allocation, security analysis, and business planning. Tim is a retired NYPD Sergeant, and has an intimate understanding of the unique challenges that civil servants face when planning for retirement!


Schedule a Consultation with TIm

John Surace

Timothy Frohberg, MBA

Timothy Frohberg, MBA

Chief Strategic Officer

Senior Financial Advisor


John focuses on risk management, estate planning, business planning, life insurance, and complex strategic planning. His illustrious career and skill set speak for themselves!




Schedule a Consultation with John

Kelly Powers

Timothy Frohberg, MBA

Kelly Powers

Chief Retirement Planner

Senior Financial Advisor


Kelly Powers focuses on financial planning and complex portfolio design. She has 30 years of experience designing customized asset allocations for hundreds of clients!




Schedule a Consultation with Kelly

  Asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment losses.  Investments are subject to market risks including the potential loss of principal invested. 


  

 

Avantax affiliated Financial Professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment Services Inc , Member , , Investment Advisory services offered through Avantax Advisory Services Inc , Insurance services offered through an Avantax affiliated  insurance agency.  3200 Olympus Blvd., Suite 100, Dallas, TX  75019. 972-870-6000.

The Avantax family of companies exclusively provide financial products and services through its financial representatives. Although Avantax Wealth Management® does not provide or supervise tax or accounting services, Avantax representatives may offer these services through their independent outside business. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management® or its subsidiaries. Avantax Wealth Management® is not responsible for and does not control, adopt, or endorse any content contained on any third party website.

This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences 

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