Your Financial Resource Advisor
These firms work behind the scenes to provide back-office support and service regarding the technical and regulatory requirements of handling client accounts. The Investment Center, Inc. is the Broker-Dealer and IC Advisory Services, Inc. is the Registered Investment Advisor. The Investment Center, Inc. is a member of both the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC).
An independent full-service financial firm with back office services through The Investment Center, Inc.
As the client, it all begins with you. I’ll work one-to-one with you to understand your financial goals and needs. Through a long-term relationship based on personalized, knowledgeable advice, I’ll provide financial solutions in an attempt to help meet your needs at every stage of life. You’ll enjoy the added confidence of knowing that in addition to my professional experience, I am surrounded by the support of other professionals.
Toussaint Financial Services™ is the entity through which we provide our clients wealth management services in an unbiased environment – where the only factor in our decision making is what is best for you. Our experience, coupled with the extensive resources of The Investment Center, Inc. will allow us to provide you with the best possible guidance and personal service you expect and deserve.
Board Certified Financial Planning Professional®
FINRA S-7 General Securities (GS)
FINRA S-6 Investment Company / Variable
FINRA S-65 Uniform Investment Advisor Law Exam (IR)
FINRA S-63 Uniform Securities Agent Law Exam (AG)
NJ Life & Health Insurance 9577737
Member of the Financial Services Institute (FSI)
FINRA Registered with 10 U.S. states and territories
Arizona, Connecticut, Florida, Maryland, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas