TDC Companies

TFO Wealth Partners is a wealth management firm built to help families and businesses define and achieve their unique goals. The firm's team combines this focus of aligning each client's wealth, goals, and values with an academically-based investment philosophy, portfolio development, and a fiduciary standard of care. Together, TFO Wealth Partners strives to provide the advice, resources, and education they believe families need so they may focus on what is most important in their lives.

Beebe Financial Services, located in Maumee, OH, specializes in a collaborative approach to wealth management, ensuring that clients' financial teams—including bankers, attorneys, stockbrokers, and accountants—work in unison to achieve their financial objectives. Their comprehensive services encompass personal solutions, business services, estate strategies, and insurance planning, all designed to provide clients with peace of mind and optimal outcomes. The firm is led by Megan Evans, a licensed agent with New York Life Insurance Company and a Registered Representative offering securities products through NYLIFE Securities LLC. Additionally, Evans is a Financial Adviser with Eagle Strategies LLC, providing advisory services tailored to clients residing in multiple states. Generated from the website