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Michael Toole
Financial Advisor & Field Director at Pioneer Financial
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Work Experience
Financial Advisor & Field Director
2013 - Present · 11 years and 11 months
Company Details
11-50 Employees
Founded in 1999, Pioneer Financial Group takes pride in continuing our development of a leading Independent Wealth Management Firm within the New England area. As of end of Q1 2024, we have over $782 million in assets under administration and over $1.1 billion of life, DI and LTC Insurance in force for our clients. For 22 years our organization has provided a growing number of professional & business clients with a broad range of services and products specifically designed to help meet their financial needs. We offer comprehensive line of products from Financial Planning, Investment Advisory Services, Investment & Insurance Products, Estate Planning, Business Succession, & Employee Benefits Planning. Our process is education-based with a team approach. We know that education leads to empowerment and trust and believe that an informed client is a satisfied and loyal client. Securities offered through Cetera Advisor Networks, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Pioneer Financial Group is independently owned and operated.
Year Founded
1999
Social Media
LinkedinFacebook
Industry
Financial Services, Agencies, Brokerages, and Other Insurance Related Activities, Finance and Insurance, Retirement & Financial Planning
HQ Location
117 Metro Center Blvd Suite 2008 Warwick, RI 02886, US
Keywords
Financial PlanningInvestment AdvisoryInvestments & Insurance ProductsBusiness Succession PlanningEstate PlanningLong Term Care Planning & InsuranceDisability Insurance ProtectioCollege Funding401k & Employee Benefits PlanningKey Person Planning
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