Broker Check

Tom Maikowski - Addison, TX

 
Call us: (972) 267-7526

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Tom Maikowski

Investment Adviser Representative

972-267-7526

972-267-3863

My educational background includes a B.A. degree in Economics from Fairfield University, a Jesuit college in Connecticut, and a nomination to the U.S. Naval Academy. Since graduation I have always pursued careers in Finance.

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Brett Maikowski, CFP®

Investment Adviser Representative

972-267-7526

972-267-3863

As a CERTIFIED FINANCIAL PLANNER™ professional, I am committed to helping individuals and families optimize their financial lives in order to pursue their short and long term aspirations.

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