Jim Toddy
1-800-940-0469
Jim@ToddyandAssociates.com
For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance - the decisions can be overwhelming.
That is where my practice comes in...
If you are a business owner or individual looking for advanced planning strategies, I have the tools and the experience to provide the services you need.
My goal is to provide you with the best possible solutions for your specific needs. I work hard to create a mutually beneficial and respected long-term relationship with my clients and their families.
Being in financial services since 1994, I take pride in knowing that I have helped many people pursue the type of financial future they dream about.
For more information about my practice and my services, please contact me at 800-940-0469. I would enjoy learning more about your goals and challenges that need to be addressed.