wiseradvisor

Lauren D. Toli
Equitable Advisors

Tel: 617-233-4977
93 Worcester Street
Suite 103
Newton, MA 02459
Equitable Advisors | Financial Advisor in Newton ,MA

About Equitable Advisors

Our purpose is to help people build fulfilling futures. Our mission is to help our clients secure their financial well-being so they can pursue long and fulfilling lives. Now and into the future, we can help you face your future with condence.


General Information

Gender:   Male
Insurance License#:   2074862
Name of Broker/Dealer:   LPL Advisors
Number of Years with Current Firm:   3
I work with the following types of clients:   Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided:   Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Planning, Insurance Products & Annuities, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts


Services

Investment Types:   Bonds, Stocks, Mutual Funds, Annuities, Exchange Traded Funds (ETFs), Alternative Investments, Insurance, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via Email, At my office, At your home, Our Offices, Video Conference, Via Phone, At your office


Qualifications & Memberships

Insurance and Annuity Licenses:   Health, Annuity, Accident, Disability, Life, Variable Life, Long Term Care, Variable Annuity


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Commissions, Flat Fee, Based on Assets



Faqs

  • Do you have a customer satisfaction or refund policy? We meet with prospects several times in order to gather information that will allow us to provide us a strong understanding of your financial situation. There is NO cost to all of these meetings. After we present you with our findings you are then able to make a decisin to work with us or not, then the discussion of cost comes up.
  • Why should I choose you as my financial advisor? I have been in the financial industry for over 30+ years and working with a family owned firm that has been serving the New England area for over 60 yrs. Fidelity Investments was where I learned and spent over 20 years honing my skills.
  • What are your qualifications? What is your education background? Our approach to financial planning is simple: we meet, gather financial facts regarding your situation (about 30 minutes of your time) and we create an Asset Map. This map is a financial roadmap to your financial world. This map allows us to move around "pieces" similar to a chess set so you can achieve your financial goals/dreams.
  • How do you charge for your services? Our services involve looking at your whole financial picture. We take into account your mortgage rates, credit card debt, student loan debt, P&C insurance costs.,legal docs: will/poa/hcp. Simply put we feel that all of these financial facts are part of your financial overview. We may not get paid on providing the service, but feel it is more important to provide the client/prospect with a total picture.
  • If you are going to manage my account, will you obtain my permission every time you buy or sell something? We work as a team. You will always have (2) individuals in each meeting and you will have access to specialisits if the need arises.
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Disclaimer

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Lauren D. Toli

Lauren D. Toli

With more than 20 years of experience in the financial services industry, Lauren D. Toli understands that serving clientsfinancial and investment needs begins with building strong, lasting partnerships. She focuses on listening to each client because she believes everyones needs and financial goals for the future are unique.

Lauren worked at Fidelity Investments for 21 years, where she served as Vice President/Trading. She also held the position of Currency Management Officer with State Street. Additionally, she currently holds Series 7, 63 and 55.

Lauren graduated from Stonehill College with a Bachelor of Arts degree in Communications and Business minor. She has taken graduate level business courses toward a Suffolk University MBA. A firm believer in continuing education, Lauren enhances her experience by participating in continuing education courses.

Lauren takes pride in community involvement. She has served as Trustee for the Albanian Archdiocese in America since 1990. She is also a member of the investment committee at St. George Cathedral where she serves as a member of the advising team.

In 2008 Lauren was co-chair of 100th anniversary of the founding of the Archdiocese in America at which 1000 people attended a dinner dance with guest of honor Jim Belushi. Lauren currently resides in Dedham, MA with her husband Michael and daughter Jordan. When Lauren is not working with clients, Lauren enjoys golfing, going to the beach and spending time with her.

My Services

Financial Planning for Individuals

Work with individuals, families and small businesses creating a financial plan that moves you toward your financial goals.

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