Thomas Reidy
My vision is to help your business become more competitive and profitable.

Discover the 'Transition Method' to Getting Clients for Your Estate Planning, Tax or Financial Advisory Services

Hi, my name is Tom Reidy. 

I help independent financial advisers and attorneys, whose top priority is rapidly building a loyal client base with a unique 3-step system to attracting and retaining clients with urgent wealth management issues.  

 Discover how you can rapidly...

  • Increase your new business cash flow.
  • Improve your client acquisition and retention.
  • Cure hidden sales and marketing flaws.
MY MISSION is to help you implement the best marketing and sales practices for rapidly building a preeminent and highly profitable financial advisory business.

 SATISFACTION GUARANTEED: After the completion of your competitive analysis, we will build a client acquisition campaign and run it for 30 days FREE ($3,500 value). If you are not completely satisfied cancel the billing and you owe nothing. Plus, you keep the leads generated during the 30-day preview.


START HERE: If your website traffic is not generating enough appointments then please download your free wealth advisors website checkup guide...    

Wealth Advisors Website Mistakes 

...for tips on how to immediately improve your online competitive edge and profitability.



"I am impressed with Tom's dedication to ongoing service and communication. I would never hesitate to consult with him whenever his services could benefit our bank." Christopher Gagas, Chairman, President, CEO, Oswego City Savings Bank
"Over the years, Tom Reidy  has been a tremendous help to me in terms of executive compensation." Robert H. Cole, President, Bath National Bank
"Before I enrolled in the program, my lead conversion, from first appointment to sale, was about 33%. Now my conversion percentage is at 56% and climbing. I have all the business I can handle. My average sale is about $4,000. This year has been a breakthrough year for me in expanding my business." John Winkler, President, SITE Technology, Inc. 

Thomas Reidy, Inc.
24 Columbine Circle
Fairport, NY 14450

Phone: (585) 223-5407

Hours: Call (585) 223-5407 for an appointment.

Questions or comments? Get in touch with us at:

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