News

We are continuing the rollout of our secure online Client Portal to all clients. The Toth Financial Client Portal will allow for the daily viewing of portfolio values, secure document exchange, net worth reporting and future enhancements. This new offering will be available online using your desktop or mobile device. The desktop experience can be […]

We are excited to announce that we will begin the roll out of our secure online Client Portal starting in Q3 2019. The Toth Financial Client Portal will allow for the daily viewing of updated portfolio values, secure document exchange, net worth reporting and future enhancements. This new offering will be available online using your […]

Reminder that April 27, 2019 is our annual Client Appreciation Day brunch at Lansdowne Country Club. The speaker this year is Jeff Skiles, Co-Pilot of U.S. Airways Flight 1549, “The Miracle on the Hudson”. Starting this summer, we will begin rolling out our secure online client portal to all clients. This will allow for daily […]