Tongue/Gerner Financial Services
The Dentist’s Retirement, Wealth Management, and Financial Planning Resource
Tongue | GERNER Financial Services, LLC (TGFS) was founded in by 2009 as the financial planning affiliate of R. K. Tongue Co., Inc. TGFS advisors have the flexibility to operate as either a broker or a fiduciary advisor—we place the interests of our clients first, regardless. Dentists deserve to work with an advisor who has holistic, dental-specific, finance knowledge that can only be acquired from working with thousands of dentists in matters that involve insurance, investments, tax, and business/personal planning. Dentists find that Advisor at TGFS.
Our product and service expertise includes:
Retirement Plans
- 401(k)
- Profit Sharing
- SEP
- SIMPLE
- Cash-Balance
- IRA
Annuities
Cash-Value Life Insurance
- Variable
- Indexed
- Whole
- Universal
Wealth Management
- Managed Accounts
- Mutual Funds
- Brokerage Accounts
- Alternative Investments
- Tax Shelters
Financial Plans
Education Savings Accounts
- 529 plans
410.752.4008
http://www.tgadvisor.com/
575 S. Charles St., #205 | Baltimore, MD 21201
To learn more about the professional history of this financial advisor(s), please visit FINRA's BrokerCheck
Neither Woodbury Financial Services, Inc., nor its registered representatives or employees provide tax or legal advice. As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice.
Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA/SIPC and Registered Investment Adviser. Additional Insurance Services offered through R.K. Tongue Co., Inc., independent of Woodbury Financial. Tongue | GERNER Financial Services, LLC and Woodbury Financial Services, Inc., are not affiliated entities. Commonwealth Transitions is not affiliated with Woodbury Financial Services, Inc., Tongue | GERNER Financial Services, Inc., or R. K. Tongue Co., Inc.