Toler Financial Group provides diverse families and individuals with professional, independent financial management to help them navigate through life's risks and rewards. Our team's mission is to help you live a life of prosperity by creating greater economic certainty and opportunity for you and those you love. We start with financial planning that helps you understand how your existing plan is working (or not working) for you, and what strategies will shift your future towards your goals. Our responsible and sustainable investing program helps us fulfill your personalized strategic plan with investments that align with your values. Securities offered through Registered Representatives of Rossby Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Rossby Financial Advisors, Inc., a Registered Investment Adviser. Toler Financial Group and Rossby are not affiliated.
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Toler Financial Group Questions
The Toler Financial Group annual revenue was $872000 in 2026.
Frances Toler is the Financial Advisor, CEO of Toler Financial Group.
6 people are employed at Toler Financial Group.
Toler Financial Group is based in Silver Spring, Maryland.
The NAICS codes for Toler Financial Group are [5239, 523, 52, 52393].
The SIC codes for Toler Financial Group are [62, 628].
Top Toler Financial Group Employees
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Frances Toler
Financial Advisor, CEO at Toler Financial Group
Silver Spring, MD, US35+ -
Lillian McMath
Marketing Manager at Toler Financial Group
Dubois, WY, US12 -
Guli Fager
Financial Advisor at Toler Financial Group
Washington, DC, US31 -
Sophie Toler-Smith
Financial Planning Assistant at Toler Financial Group
Silver Spring, MD, US33 -
Suzanne Ury
Client Services Associate at Toler Financial Group
Rockville, MD, US31
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