Toler Financial Group

J Harris 

on Google

a month ago

I’ve been working with Fran and Hazel who have provided me with the financial education I have been missing out on. They’ve really taught me how to look at money differently and helped me develop a plan for financial freedom. They’ve also made me consider things I hadn’t even thought about previously. I would highly recommend! 

Jules 

on Google

5 months ago

Great financial planning that is tailored to your individual circumstances. Guli was very helpful in looking at where we are and what is needed to reach a goals. 

Tatyana Telnikova 

on Google

6 months ago

I had high hopes for working with Toler financial but came out pretty disappointed. I hired them , and another financial adviser firm, and also had a self directed account. After a year I compared the results. Compared to my other financial adviser - they didn't really checked in with me throughout the year, which is fine, but I did appreciate the attention and the desire of my other adviser to explain to me what he was doing and why. And for course most importantly - the returns on investment I got with Toler were terrible!... read more

Ariana Barth 

on Google

a year ago

I had a great experience with Toler Financial Group. I was looking for a financial planner who could give personalized recommendations and educate me in the process, without being intimidating, and Guli delivered on all of these goals. She is responsive and fun to work with.