Welcome to the TCF! Site – We’re Glad That You Have Joined Us Here
See JoanPerry.com too – and sign up for the StreetSmart Financial Grists Newsletter covering Make, Invest, Grow and Protect Your Dollars to learn more.
This Website is about our Firm – and for Our Clients to Access Financial Information and Resources for Their Accounts.
Take Charge Financial! is a full service Money Manager and Broker Dealer – here to serve your interests for Your Money. The firm is a member of FINRA, SIPC and a licensed Financial Advisor.
TCF! provides Financial Services dedicated to helping you Take Charge of Your Money. We Manage Assets and Provide Seminars, and Other Education about Money — and Joan Perry is available as a KeyNote Speaker to your Group.
The firm is an Asset Manager – and is a Financial Education Source, Investment Strategy Indicator, Financial Advisor and Financial Planner – to assist all of the aspects of your financial security, health and well-being.
Our Financial Services are all about You and the growth of Your Money – which requires new and innovative tools for creating wealth in today’s markets. Take Charge Financial! keeps you up to speed with Financial Services in these historic times for the investment of Your Money.
Financial Services require partnership, planning and execution for Your Financial Livelihood. Whether you are managing IRA, 401(K), RRSP, or other money – Making, Investing, Growing and Protecting You Money is your objective – the Keys to Your Financial Success. Our Asset Management and Education Programs guide your Financial Management – and include the perspectives of all sizes of Investors, Women and Men.
Visit us at our Office Building, known as the ‘Castle’, read Joan Perry’s Book, and sign up for the Newsletter at Joan Perry.com.
Take Charge Financial! acknowledges You for taking the time to visit our Website, choosing our Financial Services and Taking Charge of Your Money.
Call Take Charge Financial! at (408) 399-6600 for a personal consultation – and let us know how we can join with you in Financial Services to enhance your Wealth Strategies. Our Office is at 315 University Ave. in Los Gatos, California.