Bull and Bear Financial Outfitters
Financial Advising
Why pick this one
Bull and Bear Financial Outfitters provides retirement, tax, estate, and 401(k) planning, plus daily active managed accounts through Cambridge affiliations.
Best for
- retirement planning
- comprehensive planning covering investments, taxes, retirement, and estates
- 401(k) and IRA guidance
- investors seeking daily active management and defined loss limits
- clients seeking financial education alongside implementation
Look elsewhere if
- investors specifically seeking a traditional buy-and-hold and reallocation strategy
Specialties
- retirement planning
- wealth preservation
- money management
- comprehensive financial planning
- investment advisory services
- tax planning
- estate planning
- asset allocation
- 401(k) advice
- IRA planning
- daily active managed accounts
Certifications
- Cambridge Investment Research, Inc. registered representative
- Cambridge Investment Research, Inc., FINRA/SIPC member
- Cambridge Investment Research Advisors, Inc. Registered Investment Advisor
What makes them different
- Thomas A. Ren has worked in financial services since 1996
- Thomas A. Ren conducted more than 250 financial education workshops in Jefferson County and the metro Denver area
- Offers daily active managed accounts using established loss limits and market-based allocation decisions
- Provides a no-cost, no-obligation initial consultation
- Independent financial planning business with access to a wide range of investment products through Cambridge
- Serves
- Denver
Distilled from this business's own website.
Contact & Location
- Address
- 494 Old Bridge Rd, Roaring River, NC 28669
- Phone
- +13032151313
- Website
- http://www.bullandbearfinancial.com/
- tren@bullandbearfinancial.com
Services
- financial planning
- investment management
- retirement planning
- tax planning
- estate planning
- insurance planning
- cash management
- financial education workshops