Verified recordFinancial Services

Tom Laporte

Managing Director Investments - Stifel at Stifel Financial Corp

Based in Phoenix, United States

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Seniority

C-Team

Department

Finance & Accounting

Location

Phoenix

Industry

Financial Services

Company size

7.3K

Contact information

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Email

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t•••••••@stifel.com

Phone

5 credits

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Background

About Tom Laporte

I seek to help business owners and professionals pursue their financial goals. I provide my clients with a process first before any products. Confidence can be built after we sequentially define, understand, implement, and help you manage your financial goals. I have been in practice for over 40 years. Over that period of time, my team has developed areas of expertise that form an overall comprehensive plan. We focus on developing wealth strategies that help to mitigate your taxes during both the accumulation and distribution stages of your life, including estate issues, business retirement plans, and insurance. You can reach me at (480) 500-2320 or laportet@stifel.com Specialties through Stifel: Wealth Management | Financial Planning | Employer Retirement Plans | Issues Surrounding Estate Planning | Retirement Planning Strategies | Insurance | Asset Allocation | Mutual Funds | Stocks | Bonds | Stock Options. Stifel does not provide legal or tax advice. You should consult with your legal or tax advisor regarding your particular Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms:

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