Glenn R. Toussaint
Toussaint Financial Associates
This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: No minimum required
Minimum client income required: No minimum required
Title: Certified Financial Planner/Owner
Offering advice since: 1983
Areas of focus:
- Business planning
- Divorce planning
- Charitable and Planned Giving
- Educational Planning
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Life Planning
- Portfolio Management
- Retirement Planning
- Stocks and Bonds
- Tax Planning
Further information about Glenn R. Toussaint:
Since 1983, Glenn Toussaint has been the President of Toussaint Financial Associates. In addition to managing the firm's operations, his professional responsibilities focus on a variety of areas including investment management, financial and estate planning, qualified retirement plans, insurance and employee benefits.
He holds the following financial designations:
* Certified Financial Planner (CFP(R)); College of Financial Planning 1992
* Chartered Life Underwriter (CLU); American College 1994
* Chartered Financial Consultant (ChFC); American College 1997
* Accredited Asset Management Specialist (AAMS); College of Financial Planning 1999
Glenn has been quoted in newspapers and journals and has published articles on financial and investment strategies. He is a Registered Representative with Hornor, Townsend & Kent, Inc. (HTK) and holds FINRA Series 7, 63 and 65 investment licenses.
He has won numerous industry awards including the prestigious National Quality Award of which he has been a repeat winner. He has been voted one of "America's Best Financial Planners" by Consumers Research Council of America 2004-2007. He is an active member of the Financial Planning Association.
Compensation and Fee Structures:
Fee Based asset management.
Hourly or flat fee for Financial and estate planning.
Certain products compensate advisor with a commission.
Initial complimentary consultation.
Licenses, Certifications & Affiliations:
College of Financial Planning, American College, St.Peters College.
Will provide references upon request?
Further information about Toussaint Financial Associates:
(Size of firm: 0-9 advisors)
We are financial service professionals who specialize in helping business owners and individuals with asset management, comprehensive financial planning and estate planning.
Our team of financial professionals is focused solely on helping our clients meet their financial goals, both immediate and future.
We are intensely aware of the techniques involved in all aspects of financial planning, as well as the issues involved in these important decisions.
Whether working with a closely held family business to ensure its continued viability, or helping a growing family plan for college, we will customize a program to meet your specific goals.
Contact Information for Glenn R. Toussaint
Phone: (732) 417-2419
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Fax: (732) 417-2402
Address for Glenn R. Toussaint:
Raritan Center III
105 Fieldcrest avenue
Edison, NJ, 08837
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