Michael  Tolliver,  CFP<sup>&reg;</sup> - Financial Advisor

Michael Tolliver, CFP®

1147 S Governors Ave
Dover, DE 19904
FINANCIAL ADVISOR'S WEBSITE
(302) 233-9011 CONNECT WITH Michael
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General

Michael Tolliver is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Dover, DE and the surrounding communities.

Financial Advisor Overview

The Tolliver Agency is a one-stop financial shop for all your financial needs. Home and Auto insurance, Life insurance and Retirement Services, as well as Group Benefits and Retirement plans for your business. We truly do it all!

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Financial Advisor Experience

I have been in financial services for over a decade working with business owners and high net worth investors my entire career. Having owned my own practice for the last 3.5 years, I enjoy getting to work with other small business owners to help them with all of their financial needs.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: DE, MD, VA, PA, NJ, WV, FL, UT
  • Property/casualty
  • Fixed annuities: DE, MD, VA, PA, NJ, WV, FL, UT
  • Variable annuities: DE, MD, VA, PA, NJ, WV, FL, UT

Broker-Dealer Affiliation

Allstate Financial Services, LLC

Broker-Dealer Disclaimer

For product disclosures and other information, visit www.allstate.com/miketolliver AFS Customer Relationship Summary (CRS): www.allstate.com/FormCRS

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Corporate Finance, Estate Planning, Investment Management, Employee Benefits, Getting Married, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth

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Helpful Financial Planning Resources