Michael R. Toole
Michael R. Toole, AIF® is a Financial Advisor at Pioneer Financial Group located in Warwick, RI. He is a registered representative and investment advisor representative of Securian Financial Services, Inc. He works with individuals and families to help determine personal financial strategies for clients and aids in the implementation of those strategies. Everyone’s economic and life situation is unique, and Mike keeps that in mind when providing financial advice. He believes that personalized service is essential when working with clients to help achieve their dreams. As a financial advisor to his clients, Mike is dedicated to learning more about their life goals and values the journey toward those goals.
Mike feels strongly for the importance of continuing education and holds the Series 7 and 66 registrations as well as his Life, Accident and Health producers’ license. He is registered in MA, RI and CT. Most recently, Mike earned his Accredited Investment Fiduciary (AIF®) professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh. Through the AIF® designation, he has received formal training in investment fiduciary responsibility.
Mike is also the instructor of a six-hour retirement planning class (Passport to Retirement®) held at the New England Institute of Technology in East Greenwich, RI. The class focuses on providing financial planning strategies to couples and individuals as they prepare for retirement. Please see www.neit.edu/retirement for more information.
He earned his Bachelor of Science Degree in Business Administration from Northeastern University, graduating magna cum laude. Mike completed internship programs at three financial institutions in Boston, including The Hartford Financial Services, John Hancock Funds and Pioneer Investments. He also spent time studying in Gold Coast, Australia. Mike resides in Westport, MA.
Securities and Investment Advisory Services offered through Securian Financial Services. Member FINRA/SIPC. Pioneer Financial Group is independently owned and operated.117 Metro Center Blvd, Suite 2008 Warwick, RI 02886 PH: 401-244-3200. Website: www.pioneer-financial.com. 1882191-9-1-17