Skip to main content

Thomas Carreras, ChFC®, CLU®

Financial Adviser

Phone: (561) 798-4565

Fax: (561) 798-5350
Locations:

119 Lake Susan Drive, West Palm Beach, FL

Tom Carreras started out in the insurance business in January of 1968 with Life of Georgia in Fort Lauderdale, Florida. He was promoted to staff manager and eventually district manager of the Miami, Florida district.

In 1980, Tom helped start a life department in a property & casualty company in Pompano Beach, Florida. In 1986, he opened up Broward, Dade County and the West Coast of Florida for Time Insurance Company.

In 2001, he started Carreras Financial Services, a marketing company of life and annuity products to independent agents in South Florida, which he still operates today.

Tom holds Series 6, 7, 24 and 65 securities registrations as well as his life and health insurance license. He holds both Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations.

Tom’s main focus today is to support the independent agents that work with him as well as helping his personal clients with their investment needs.

Monthly Newsletter

Subscribe Today!

Sign up for our monthly newsletter to stay up-to-date on financial matters.

Name(Required)

Subscribe Today!

Sign up for our monthly newsletter to stay up-to-date on financial matters.

Resource Library

At 20/20 Financial Advisers, we give you a library of resources you can use to help bring financial concepts into focus, with articles and videos explaining some of the tools available to help grow and protect your wealth using holistic financial planning and sound wealth management. As you get closer to retirement, understanding strategies like the generation of retirement income from your assets, the potential mitigation of taxes, protection of assets, reduction of risk, and programs like Social Security move to the forefront.

Resources
Featured Videos
Educational Whitepapers
Blog, News & Information

Contact Us

Please contact us to learn more about how we can help you with financial matters, or to set up a complimentary consultation with one of our seasoned financial professionals! We look forward to speaking with you.

20/20 Financial Advisers
A PCIA Company

Loading...