Services Offered
Personal Financial Planning
Tailored strategies for retirement, savings, and wealth management based on individual goals.
Investment Management
Professional guidance on portfolio diversification and investment options to grow assets.
Retirement Planning
Comprehensive plans to secure financial stability and income for retirement years.
Exit Planning
Specialized advice for business owners on succession and exit strategies using CEPA® expertise.
Financial Consultation
One-on-one sessions to review finances, answer questions, and adjust plans as needed.
Reviews
4.2(5 reviews)
Rating Distribution
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C.Y Jolley
via Google
3 months ago
I’ve had a great experience working with Jim Toft as my financial advisor. He’s genuinely trustworthy, has solid character, and always takes the time to walk through things in a way that actually makes sense. There’s never any pressure, and it’s clear he’s focused on what’s truly best for you long term, not just trying to sell something. I’ve even called him with questions outside of normal work hours and he’s always been there to help, which says a lot about how much he cares about his clients. I feel much more confident about my financial plan having Jim in my corner and would highly recommend him to anyone looking for a reliable, honest advisor.
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Rockland Millervia Google
6 months ago
Jim Toft is an outstanding financial advisor! He takes the time to really listen and explain everything in a way that’s easy to understand. I always feel confident knowing he has my best interests in mind and a clear plan for my financial goals. Professional, knowledgeable, and genuinely cares about his clients highly recommend Jim and the Edward Jones team
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River Eightvia Google
over 4 years ago
Jim Toft #Edward Jone, is a Rude unprofessional man. If you or your business isn't making lots of money, #Jim Toft # Edward Jones employee will Not refer or recomend any other professional to help. JIM Toft would hang up the phone and make one feel so unworthy. # Jim Toft is a financial advisor that looks down upon the little upcoming Professional people. . I could say much more....... but I rather say in other reviews in the future, my experience with a # bad financial adviser Jim Toft
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Greg Gallegosvia Google
about 7 years ago
If your looking for someone you can trust, Jim is that person. He will listen to your needs, he is responsive, involved in the community and overall a great person. He will make sure you are taken care of and is always looking to be the best he can for each person and customer. Worth speaking to! Thanks Jim!
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MLJ Servicevia Google
over 8 years ago
Jim Toft is very professional and extremely knowledgeable! Would highly recommend him!
