Our Partners
Baksy & Associates
CONTACT:
(540) 368-5115
tibor.baksy@lpl.com
221 Princess Anne St. Suite 300-1, Fredericksburg, Virginia, 22401
Tibor L. Baksy
Financial Advisor
Tibor Baksy is a Financial Advisor with Baksy & Associates in Fredericksburg, Virginia. Tibor graduated from the University of Maryland’s College of Business and Management with a degree in finance. He started his career with E.F. Hutton in 1987, worked with PaineWebber as an investment executive and with Raymond James as an Associate VP. In 1999 he started Baksy & Associates to provide independent investment advice to his clients. With 37 years’ experience in the investment field, Tibor works with both individuals and institutions to provide comprehensive financial management. His licenses include Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Examination), and Series 65 (Uniform Investment Advisor Law Examination) all held with LPL Financial. Along with Life and Health Insurance Licenses in several states including Virginia. His expertise lies in the areas of retirement planning, financial management for non-profit organizations, estate planning and individual wealth management.
Tibor lives in Stafford, Virginia with his wife Bridget and their six children. In addition to Baksy & Associates, Tibor has served on the board of the Safe Harbor Child Advocacy Center, Stafford County Electoral Board, and vice-chair of the Stafford County Crime Solvers. From 2003 to 2011 Tibor was appointed to the board of directors of the County of Stafford and City of Staunton Industrial Development Authority (IDA) where he held positions of Vice-Chair and Chairman of the Board. During his tenure, the IDA financed projects totaling over $750 million on behalf of local governments across the Commonwealth of Virginia. In 2007 Tibor co-founded FileHouse Offsite Record Storage Company and oversaw its’ acquisition by Iron Mountain in 2013. He is a graduate of the FBI Citizens Academy in Quantico, VA, received the Carl T. Earles Memorial Community Service Award in 2007 and has lectured in the Stafford County School systems on matters of economics.
Our Services
How We Work
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Investments
Bonds
Common Stock
Educational IRA
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Brokerage Accounts
Treasury Bills
Government Securities
Treasury Notes
Variable Annuity
Financial Planning
Retirement Plans
Tax Planning Strategies
401(k) Planning
403(b) Planning
College Funding Strategies
Estate Plans
Money Purchasing Plans
Profit Sharing Plans
Insurance
Disability Income Insurance
Life Insurance
Long-Term-Care Insurance