News

Please mark your calendars for the morning of Saturday, April 25th; this will be our annual Client Appreciation Day brunch which will be held again at The Golf Club at Lansdowne. 2019 has closed out and the markets had an exceptional year despite the persistent concerns caused by the US-China Tariff dispute that lasted most […]

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 […]