All offices and departments of The Milford Bank will be closed on Monday, October 9th in observance of Columbus Day. Online services are available 24/7 for your convenience.

Your Financial Future

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Our Process

REVIEW
At TMB Financial Solutions, we start by listening. What is it you want to accomplish? We aim to understand your current situation, goals and potential obstacles.
PLAN
Once we have a clear understanding of your specific needs, we will create a letter of understanding outlining how to accomplish your objectives, satisfy your expectations, and define our relationship going forward.
IMPLEMENT
After accepting our letter of understanding, we will develop and implement a realistic investment strategy to help you reach your destination.
MAINTAIN
We will regularly review and monitor your portfolio and changing needs. We may propose changes and make adjustments with your approval.

Contact me today

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. TMB Financial Solutions is a trade name of The Milford Bank. Infinex and The Milford Bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including possible loss of value.

Your Financial Future

Our Process

Contact me today

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