| Thomas Borkowski is the Director of Personal Trust at Amboy Bank. Mr. Borkowski has more than 25 years experience providing financial planning, estate planning and income tax advice to individuals, estates, trusts, partnerships and corporations. His diverse and extensive background includes five years in the tax department of KPMG, ten years practicing as an attorney in estate and business law, and fifteen years at Amboy Bank providing personal and retirement investment advice to individuals and businesses.
As the Director of Personal Trust for Amboy Bank, Mr. Borkowski provides financial planning and asset allocation advice to clients seeking to fund their retirement, college education, estate tax and survivorship needs. He also has developed training program materials for Amboy Bank’s thirty person sales staff on various topics including investments, annuities, sales ideas, and current product and regulatory developments.
Mr. Borkowski has presented seminar programs to clients and the general public regarding Asset Allocation, Investment Strategies, Medicare and Medicaid Planning, Income in Retirement Strategies for Seniors, Saving for Retirement, 529 Plans and Market Volatility. He wrote and presented seminars on Investing in Real Estate using IRA and 401(k) investments and on Trust Administration. He also made NJ approved CLE presentations to attorneys for both the Middlesex and Monmouth County Bar Associations.
Mr. Borkowski is a Certified Financial Planner. He obtained his undergraduate degree in accounting and finance from Rider University, graduating cum laude. He was awarded his Juris Doctor from Rutgers University School of Law and he holds a Master of Laws degree in Taxation from New York University. |