About Tom Falter
Tom Falter is the Founder and President of North American Financial LLC, which was established in 1981, serving WV, OH, and PA. In 2015, Tom partnered with Rick Prosser, Vice President, and together they have a combined experience of over 30 years in the financial services industry.
Tom and Rick have worked with Weirton Steel, National Steel, and Arcelor Mittal employees, guiding them with 401k rollovers, retirement strategies, and employee stock ownership plans from when the steel mills were booming. They have worked with every age group through the years, concentrating in helping pre-retirees and those retired build and preserve wealth through asset management, tax strategies, and estate planning.
Seniors face many challenges these days, from changing tax laws, minimum distribution and other complicated issues. The senior market has a need for guidance in navigating the pitfalls that retirement presents. Tom and Rick strongly believe in taking care of seniors as they would take care of their own parents and together have provided hundreds of seniors with the help they need.
North American Financial is dedicated to educating the community with workshop topics relating to conservative alternatives.
Tom resides in New Cumberland, WV and Rick resides in Weirton, WV.
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