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. We work together, using various checks and balances on each other, to provide a high level of service. 

As a team of financial professionals with a strong support staff, we help you combine your values with your finances to achieve your goals. Through a range of products and services, we can help you: 

• Strengthen your financial position in preparation for retirement. 

• Invest tax-efficiently. 

• Preserve and pass on your estate. 

• Prepare for long-term care expenses.