Toler Financial Group
Financial Services
1100 Wayne Ave
7 employees
- Employees
- 7
- Contacts
- 3
- Emails
- 3
- Phones
- 2
Toler Financial Group Overview
- Headquarters
- 1100 Wayne Ave
- Phone Number
- Available in AeroLeads
- Website
- tolerfinancialgroup.com
- Industry
- Financial Services
- Employees
- 7
- Founded
- 2012
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Toler Financial Group
Toler Financial Group provides diverse families and individuals with professional, independent financial management to help them navigate through life's risks and rewards. Our team's mission is to help you live a life of prosperity by creating greater economic certainty and opportunity for you and those you love. We start with financial planning that helps you understand how your existing plan is working (or not working) for you, and what strategies will shift your future towards your goals. Our responsible and sustainable investing program helps us fulfill your personalized strategic plan with investments that align with your values. Securities offered through Registered Representatives of Rossby Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Rossby Financial Advisors, Inc., a Registered Investment Adviser. Toler Financial Group and Rossby are not affiliated.
Toler Financial Group Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Toler Financial Group Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Frances Toler | Financial Advisor, CEO Toler Financial | Silver Spring, Maryland, United States |
Email
Phone
|
| Sophie Toler-Smith | Financial Planning Assistant at Toler | Seattle, Washington, United States |
View
|
| Lillian Mcmath | Marketing and SEO at Mcmath Marketing | Dubois, Wyoming, United States |
Email
Phone
|
| Guli Fager, Cfp® | Financial Self-care Evangelist | Baltimore, Maryland, United States |
Email
|
Employees by Management Level
Individual contributor
3 profiles
Executive
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 2 | 2 | 0 |
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