Thomas Ostrosky is a seasoned financial professional and the Principal at Beacon Financial Partners, LLC, a firm he founded in 2005. With nearly two decades of experience in the financial services industry, Tom has cultivated a wealth of expertise that spans various sectors, including investments,...
Thomas Ostrosky is a seasoned financial professional and the Principal at Beacon Financial Partners, LLC, a firm he founded in 2005. With nearly two decades of experience in the financial services industry, Tom has cultivated a wealth of expertise that spans various sectors, including investments, retirement planning, and estate planning. His foundational experience at the Federal Reserve Bank in New York City and Northwestern Mutual provided him with a robust understanding of the financial landscape, enabling him to address the increasingly complex financial needs of his clients.
At Beacon Financial Partners, Tom focuses on delivering tailored financial solutions that encompass fixed annuities, long-term care, and comprehensive wealth management strategies. His commitment to client success is underscored by his Series 6 and Series 63 licenses, which allow him to offer a wide range of investment products and services. Tom's holistic approach to financial planning ensures that each client's unique goals and circumstances are met with personalized strategies that promote long-term financial health.
Key projects under Tom's leadership include developing innovative retirement planning frameworks that integrate life, disability, and long-term care insurance, ensuring that clients are well-prepared for all stages of life. His ability to navigate the intricacies of financial regulations and market dynamics positions him as a trusted advisor in the industry. As a member of the FINRA/SIPC through Kestra Investment Services, LLC, Tom remains committed to upholding the highest standards of integrity and professionalism, making him a valuable asset to both his clients and the broader financial community.
