Our first priority is helping you meet your financial needs
It’s our responsibility to evaluate and assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances; we also understand the importance of priorities, family and confidence in your financial future.
Meet Ed Whitaker
My goal is to stay in step with your changing circumstances and goals, the availability of new products, varying conditions in the financial markets and changes in tax law. Our main focus is working with clients who are approaching or beginning retirement, helping them not only get to retirement, but through retirement. I have many years of experience working with local retirees of such companies as Caterpillar and Keystone.
We Have Experience In These Financial Products and Services:
At Tremont First Financial Services, we can offer you the following products and services: