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Michael R. Toole

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Michael R. Toole, CFP®, AIF®
Phone: 
401-244-3200 ext. 216
Mobile: 
508-717-1678
Fax: 
401-244-3223
E-mail: 
michael.toole@pioneer-financial.com
Financial Advisor
Field Director

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

 

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117 Metro Center Boulevard, Suite 2008
Warwick, Rhode Island
02886 United States

  •  Tel: 401-244-3200
  •  Toll Free: 866-514-0261
  •  Fax: 401-244-3223

Pioneer Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with  Pioneer Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Pioneer Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.  3100994 DOFU 07/2020

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