Welcome, at Toddy & Associates, Inc. we understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow by focusing on your needs and wants. We work with our clients to help grow their investments, provide retirement income strategies, manage wealth, mitigate risk and taxes… guided through a balanced strategic plan.
Jim Toddy has 20 yrs. experience in the financial services industry. He can help you address your needs and concerns. He looks forward to hearing from you to see if Toddy & Associates, Inc. might be a good fit for you and your planning needs, please call (800) 940-0469 to schedule your complimentary portfolio review.