Smart Decisions, Smart Goals
Services Offered by Heidi
Retirement Income Strategies
Schedule a Complimentary, No Obligation Appointment with Heidi
Our Success is Built on Yours
TFA empowers entrepreneurs to advance their practice and make a difference in the lives of clients through providing wealth and investment strategies. With access to our robust platform, diverse product portfolio, ongoing education and training, it's possible to build a holistic financial services practice. Whether you're new to this business or a seasoned professional, TFA is centered around fueling your growth as you build a legacy for yourself and help others do the same.
Frequently Asked Questions
- 9/17/215 out of 5Rating 5.0Excellent knowledge and great customer service. Heidi always keeps in touch and give updates on our investment portfolio.
- 9/13/215 out of 5Rating 5.0I have entrusted her with my family’s life by following her recommendations on which plans to get ( for life insurance, retirement and other future things to invest on). She is an expert at what she does and I highly recommend her!
- 8/21/215 out of 5Rating 5.0Provides excellent service satisfaction to client. The agent is personable, competent, helpful, flexible, professional, knowledgeable, thoughtful, respectful and knows how to respond to the needs of the client in a timely manner.
- 8/13/215 out of 5Rating 5.0Brilliant
- 8/11/215 out of 5Rating 5.0Miss Segovia is an exceptional financial professional. She follows good work ethics , takes time to listen and focus on your goals and go the extra mile to illustrate, educate, teach and let you understand your portfolio. She always avail herself through phone calls, emails and zoom meetings. Most specially, she is trustworthy and a fiduciary adviser.
- 8/11/215 out of 5Rating 5.0Great all-around customer service. She will try to help you with anything you may need.
- 8/11/215 out of 5Rating 5.0Very personable
- 8/11/215 out of 5Rating 5.0assisted us very well.
About Heidi's Office
|Day of the Week||Hours|
|Monday||9:00 AM - 7:00 PM|
|Tuesday||9:00 AM - 7:00 PM|
|Wednesday||9:00 AM - 7:00 PM|
|Thursday||9:00 AM - 7:00 PM|
|Friday||9:00 AM - 7:00 PM|
|Saturday||9:00 AM - 7:00 PM|
|Sunday||9:00 AM - 7:00 PM|