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Dave Toohey is a Certified Financial Planner (CFP) who has worked in the financial planning industry since
1987. It's his mission to help his clients create, manage, and
preserve their wealth and provide them with quality service.
The trusted relationship Dave has with his clients is based on long-term
experience, knowledge in his field, and ethical standards of the CFP
designation. In that effort, he is also a resource for CPAs and
Estate Planning Attorneys.
As an independent CFP, Dave can offer a vast array of financial products
including mutual funds, stocks, bonds, annuities, long-term care, and life
insurance. Whether you would like to have professional advice to
determine if you are on track to reach your retirement goals or need help
managing investment options within your 401(k), Dave is ready to work for
you!
For more information, or to schedule your portfolio review, please call
Dave Toohey today, 763-525-0001.
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