Who We Are
Tiger Investment Services, LLC is a comprehensive financial services firm dedicated to empowering individuals and families in the Winthrop, MA area to achieve their financial goals. Founded on the principle of personalized service and customized solutions, we guide our clients through every step of their financial journey.
Our Mission
Our mission is to provide a complete approach to each client's investment needs with high-quality advice and service. We offer a client-based approach to the development and ongoing management of your investment portfolio, utilizing comprehensive tools and an objective approach to investment choices.
Wealth Management
- Goal-based financial planning
- Investment portfolio management
- Retirement planning and distributions
- Estate planning and insurance review
Financial Planning
- Comprehensive wealth analysis
- Cash flow management
- Debt management
- Tax planning and optimization
Retirement Planning
- 401(k) rollovers and contributions
- Traditional and Roth IRA planning
- Defined benefit plan consulting
- Distribution strategies and income planning
Additional Services
- College funding planning
- Estate and asset preservation
- Insurance review and risk management
Our Approach
We take a collaborative and personalized approach to understand your unique financial goals and concerns. We work with you to develop a customized plan that aligns with your individual circumstances and aspirations. We regularly review and adjust your portfolio to ensure it continues to meet your needs and goals.
Our Commitment
At Tiger Investment Services, we are committed to:
- Providing a high level of personalized service and responsiveness
- Maintaining open and honest communication
- Delivering transparent and understandable explanations
- Acting in your best interests with integrity and professionalism
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