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Complimentary Consultation

Good for 1.5 hours in office meeting to go over any questions or concerns you have concerning your current portfolio.

Must present this coupon. Not valid with any other offer or prior service.

Expires November 17, 2018

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Toddy & Associates Inc.

Legal & Financial in Scottsdale,AZ

Securing Your Financial Future

8655 E. Via De Ventura, Suite G-200
Scottsdale, AZ, 85258
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About This Business

For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

That’s where my firm comes in.

Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.

My personal goal is to provide you with guidance that can help you understand and better define your financial goals. I work hard to create a mutually beneficial and respected long-term relationship with my clients and their families.

Being in the financial services for 20 yrs, I take pride in knowing that I have helped many people pursue the type of financial future they dreamed about.

For more information about my firm and our services, please call me. I would enjoy learning more about your goals and challenges that need to be addressed.

Hours of Operation

  • Monday:
    9:00am - 5:00pm
  • Tuesday:
    9:00am - 5:00pm
  • Wednesday:
    9:00am - 5:00pm
  • Thursday:
    9:00am - 5:00pm
  • Friday:
    9:00am - 5:00pm

Services

  • 401k Rollover
  • Annuities
  • Income strategies
  • Investment strategies
  • Life Insurance
  • Long Term Care
  • Multi-Generational IRA
  • Risk Mitigagtion
  • Roth IRA
  • Wealth Preservation

Specials

  • Complimentary portfolio review

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