Connie M. Walsh Toler,  CFP<sup>&reg;</sup> - Financial Advisor

Connie M. Walsh Toler, CFP®

Adirondack Retirement Strategies

7 Robert Rogers Avenue
Moreau, NY 12828

General

Connie Walsh Toler is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Adirondack Retirement Strategies in Moreau, NY and the surrounding communities.

Financial Advisor Overview

Solo, Independent, Woman-owned

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Financial Advisor Experience

Personally invested my entire adult life; professional investor since 2017. Career changer: Senior Management in Public Company, Business Teacher, Investment Advisor/Certified Retirement Counselor/Certified Financial Planner/Business Owner

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Retirement Counselor® (CRC®)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Job Loss, Life Planning, Retirement, Stocks & Bonds, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources