The Tanabe and McFarlane Group at Truist Investment Services, Inc. The Tanabe and McFarlane Group at Truist Investment Services, Inc.

The Tanabe and McFarlane Group at Truist Investment Services, Inc.

4 Greenwich Office Park

Greenwich, CT 06831

Thetanabeandmcfarlanegroup@Truist.com

Phone 203-769-2724

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Who we are

The Tanabe and McFarlane Group of Truist Investment Services, Inc. is a dedicated team committed to helping individuals, families, and businesses pursue their financial goals.  By combining 27 years of industry experience with a fresh perspective complemented by 9 years in the financial services industry, we provide clients with the benefits of both seasoned insight and innovative thinking.

Our collaborative approach allows us to deliver personalized financial guidance, thoughtful investment strategies, and attentive client service. Together, we strive to build lasting relationships based on a deep understanding of each client's unique financial journey.
Check the background of this investment professional on FINRA's BrokerCheck

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

The Tanabe and McFarlane Group of Truist Investment Services Inc., follows a diligent and prudent process which prioritizes our clients’ best interest.  We believe successful financial planning begins with listening.  Our four-step process includes Discovery, Analysis, Advise, and Review.  

Discovery: Every client relationship begins with understanding what matters most to you. During the discovery process, we take the time to learn about your financial situation, values, priorities, goals, and concerns. Through meaningful conversations, we seek to understand not only where you are today, but also where you want to be in the future.

Analysis: After gathering information, we conduct a comprehensive analysis of your financial picture. This includes evaluating your assets, liabilities, cash flow, investment holdings, risk tolerance, retirement readiness, estate planning considerations, and other key factors. Our goal is to identify opportunities, uncover potential gaps, and develop a clear understanding of your financial landscape.

Advise: Based on our analysis, we provide personalized recommendations designed to align with your unique goals and circumstances. We explain strategies in a clear and understandable manner, helping you evaluate available options and make informed decisions. Whether the focus is investment management, retirement planning, wealth preservation, or legacy planning, our advice is tailored to your specific needs.

Review: Financial planning is an ongoing process, not a one-time event. We regularly review your progress and your strategy to help ensure it remains aligned with your objectives. As markets change and life events occur, we work proactively to adjust and provide guidance so you can remain focused on achieving your long-term goals.

Special Commentary Timely Economic & Market Insights – October 21, 2026

On deck: Navigating the latter innings of 2026

Timely Economic & Market Insights
10/21/2026
Video
10/21/2026
Timely Economic & Market Insights – October 21, 2026

Special Commentary Timely Economic & Market Insights – October 21, 2026

On deck: Navigating the latter innings of 2026
10/21/2026
Video
10/21/2026
Timely Economic & Market Insights – October 21, 2026

Market Pulse Market Pulse – October 19, 2026

Market views heading into the week highlight what we're watching and important news ahead.

Market views heading into the week of October 19, 2026 highlight what we're watching and important news ahead
10/19/2026
Article
10/19/2026
Market Pulse – October 19, 2026

Market Pulse Market Pulse – October 19, 2026

Market views heading into the week highlight what we're watching and important news ahead.
10/19/2026
Article
10/19/2026
Market Pulse – October 19, 2026

Market Perspective The love-hate relationship with tech continues

Despite five pullbacks, tech has doubled the broader market. Valuations below ChatGPT-launch levels suggest considerable bad news is priced in.

Bumpier path & tech reset
10/19/2026
Article
10/19/2026
Market Perspective – October 19, 2026

Market Perspective The love-hate relationship with tech continues

Despite five pullbacks, tech has doubled the broader market. Valuations below ChatGPT-launch levels suggest considerable bad news is priced in.
10/19/2026
Article
10/19/2026
Market Perspective – October 19, 2026
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    Locations

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