Todd Financial Associates
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
About Thrivent
Thrivent is a member-owned financial services organization offering advice, investments, insurance, banking and generosity programs to help clients make an impact on the people, causes and communities they love.
Where Money Means More™
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
2026-04-11T19:00:00
5 Keys to Retiring Fearlessly
You already know your retirement should be a priority. But will you have enough income to last in retirement?
Watch 5 Keys to Retiring Fearlessly to learn insights that can help you figure out what steps to take next.
- Will I have enough to retire?
- Will my retirement income last?
- Are my assets protected?
To celebrate National Financial Literacy Month, the Thrivent Member Network – Northeast is pleased to offer this broadcast. The financial education workshop is now available on demand through April 30.
No products will be sold. 27878-8M R6-20
2026-04-11T19:00:00
Financial Foundations: Your Blueprint to Thrive
What can you do to help ensure a stable financial future while managing your savings, expenses and credit? How can you be prepared to handle financial setbacks?
Join us as we welcome Thrivent expert, John Cecchino, to discuss the foundational steps you can take to help set yourself up for financial stability.
To celebrate National Financial Literacy Month, the Thrivent Member Network – Northeast is pleased to offer this broadcast. The financial education workshop is now available on demand through April 30.
No products will be sold. 6491244.1
2026-05-05T17:00:00
Where There's a Will There is a Way
Tuesday, May 5 at 1:00 p.m.
Tuesday, May 5 at 7:30 p.m.
Legacy Planning Is Not About the Money.
Find out how to stop putting off creating a will and other key documents and hear stories that will motivate you to take action. Estate planning isn't about how much you have but how you manage it over your lifetime. Find out why it's important at any age to stop putting off creating a will and other key documents from Washington Post personal finance columnist Michelle Singletary. Her stories will motivate you to take action.
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See Thrivent.com/social for additional disclosures. 6034756.2
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
20 Ways to Clean Up Your Finances This Spring
Spring Cleaning Your Finances: A Simple Check-In for Your Financial Well-Being 🌸 As temperatures rise, now is the perfect time to review your finances. From assessing spending and savings to reevaluating goals, a quick financial check-in can help you stay confident and on track for the months ahead. For disclosure information, see Thrivent.com/social.
Office information
Operating Hours:
M–F: 9 a.m. to 5 p.m.
Operating Hours:
M–F: 9 a.m. to 5 p.m.
Operating Hours:
M-F: 9 a.m to 5 p.m.