We use our extensive expertise and work diligently to thoroughly understand our clients’ needs, so we can provide smart solutions and precise advice while delivering a high level of service and integrity.
We use our extensive expertise and work diligently to thoroughly understand our clients’ needs, so we can provide smart solutions and precise advice while delivering a high level of service and integrity.
Our Story
At Todd Financial Associates, we work with experienced and inexperienced investors, families, small businesses, retirees and soon- to-be retirees, and people looking to establish a plan for their future. Each client has access to all team members and the expertise each team member provides.
Our team
How we work with you
To best align your plan with what’s important to you, we can help you:
- Understand your current situation and map out your future priorities.
- Set actionable goals based upon your needs, wants and wishes.
- Move forward with confidence to get you where you want to go.
Our solutions
Thrivent membership benefits
When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.
Events
2024-12-05T14:30:00
Al's Bike Drive
Todd Financial Associates supports Al's Bike Drive. Annually, Al's Bike Drive raises funds to purchase new bikes for Toys for Tots. Since its inception, Al's Bike Drive has purchased and donated over 7,000 bicycles. Al's Bike Drive also donates adaptive bikes to Variety, The Children's Charity, partnering with them for the last three years. The event runs from 9:30 AM EST to 1:00 PM EST.
Strong and stable
We are proud to be part of Thrivent, a company with a long heritage of financial strength and fiscal stability. For more than 120 years, Thrivent has helped people build their financial futures and live more generous lives. Today, Thrivent is a Fortune 500 company, offering a full range of expert financial solutions, serving more than 2.4 million clients, as well as the communities in which they live and work.
News and insights
What's happening at Thrivent: Fall 2023
Exciting news at Thrivent this Fall 2023! 🍁 🖥️ Enhanced Online Experience: Thrivent.com has a fresh look, making it easier to manage your accounts. Expect improvements like quick access to actions, simplified Thrivent Choice®️, and more for Mutual Funds. The rollout is ongoing. 🏆 Gold Stevie®️ Award: Thrivent wins Company of the Year for its financial performance and purpose-based approach. 📈 Strength and Stability: Top rating agencies, like AM Best, S&P Global Ratings, and Moody’s Investor’s Service, reaffirm our financial strength. Dive deeper into what's happening at Thrivent this Fall. 👇 #Thrivent #FinancialStability #ClientEmpowerment
Office information
Operating Hours:
M–F: 9 a.m. to 5 p.m.
Operating Hours:
M–F: 9 a.m. to 5 p.m.