Michael R. Toole
Michael R. Toole, CFP®, AIF® is a Financial Advisor and Field Director at Pioneer Financial Group located in Warwick, RI. He is a registered representative and investment advisor representative of Securian Financial Services, Inc. Mike 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, CT, SC, and WV. Mike earned his Certified Financial PlannerTM certification , awarded to those who have fulfilled the certification and renewal requirements of the CFP Board, representing a high level of competency, ethics, and professionalism in comprehensive financial planning. Mike also 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 the instructor of a six-hour retirement planning class (Passport to Retirement®) held at Bryant University in Smithfield, RI, and at the New England Institute of Technology in East Greenwich, RI. The class focuses on providing financial strategies to couples and individuals as they prepare for retirement.
He earned his Bachelor of Science Degree in Business Administration from Northeastern University, graduating magna cum laude. He also spent time studying in Gold Coast, Australia. Mike resides in Westport, MA with his wife Lauren.
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.
3199114 - 8-12-2020