Certified Financial Planner, Investment Management, Investment Advisor
Keywords: Thomas J. McAllister, Financial Planning, Indianapolis, indiana, www.tommcallister.com
Interview Q&A
How long have you been in business?
42 years
What is your primary product or service?
Registered Investment Adviser
Certified Financial Planning
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
Merrill Lynch, Pierce, Fenner and Smith offered me a deal I could not turn down.
How do you differentiate yourself from other businesses in your category and area?
I am a 35 year volunteer regulator with the National Association of Securities Dealers and its successor the Financial Industry Regulatory Association.
How many locations do you have and do you have plans to expand?
One. No.
Provide detailed directions to your location
400 yards due west of the Palladium Music Hall. 1098 Timber Creek Dr., Carmel, IN 46032
What type of payments do you accept?
Checks
Which areas do you service?
Nationwide financial planning and investment advice.
Who owns your company or runs daily operations?
I do, Thomas Jay McAllister, Sr.
What are your hours of operation?
Weekdays 8-4
What is the best compliment anyone can give you?
You care for your clients in all ways
What is your favorite quote or Bible verse?
God be with you!