Toddy & Associates Inc. Employee Directory

Financial ServicesArizona, United States0-1 Employees

Toddy & Associates Inc. operates in the financial services sector, offering guidance on retirement planning, investment growth, retirement income strategies, wealth management, and risk and tax mitigation within a balanced strategic framework. The firm emphasizes tailoring its approach to individual needs and goals, aiming to clarify the process of preparing for both present and future financial circumstances. Based in Scottsdale, Arizona, the company presents its founder, Jim Toddy, as having two decades of experience in the financial services industry. The business appears to serve individuals seeking structured planning and portfolio reviews, with a stated willingness to provide a complimentary portfolio review to prospective clients. While the firm’s stated capacity is small in scale, its service focus aligns with personal financial planning and asset management within the local market.

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