Everett Financial Group

HistoryMy practice began with my love for income taxes (the government necessity) and the enjoyment of working with people to find solutions to everyday issues. After 12 years of doing income taxes, I realized that people trusted me but they needed additional services that I was not providing. So in 1989 I began getting insurance and securities licensed and pursuing the appropriate education to further serve a client in matters that encompassed a complete and successful financial program. My practice today still provides the tenets of wealth management and tax compliance with an emphasis on seniors.SpecialtiesWealth Management and Tax Compliance for individuals and small businesses.

Timothy Brooks Norman is a Licensed Financial Representative with Primerica serving DALLAS and its surrounding areas.

Freedom Investments, a wholly owned subsidiary of Oppenheimer Co. Inc., offers reliable discount brokerage services designed to empower individuals to take control of their financial future. With options to diversify through stocks and flexible pricing structures, the firm provides a straightforward approach to managing investments. While Freedom Investments facilitates various investment opportunities, it clarifies that it does not provide personalized investment advice or recommendations. Customers are encouraged to make decisions based solely on their individual financial situations, investment objectives, and risk tolerance. Generated from the website