Toler Financial Group

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
Industry
Financial Services
Employees
7
Founded
2012
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary 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 Contact
Frances Toler Financial Advisor, CEO Toler Financial
Email Phone
Sophie Toler-Smith Financial Planning Assistant at Toler
View
Lillian Mcmath Marketing and SEO at Mcmath Marketing
Email Phone
Guli Fager, Cfp® Financial Self-care Evangelist
Email

Employees by Management Level

Individual contributor 3 profiles
Executive 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 2 2 0

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