Broker Check

Jim Toddy


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.