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Steven Toto

100 Overlook Center, 2nd floor






About Me
Workshops Offered

Estate Planning
Exploring Your Options for a Quality Retirement
Getting Fiscally Fit
Getting Your Financial House in Order
Social Security Explained
Investment Concerns in a Fragile Market
Strategies for a Sustainable Income in Retirement
Understanding 401k Rollovers
Financial Behavior

Steven has been assisting individuals with their financial planning needs for over thirty-six years. Steven is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement. He got his start in the financial services industry in 1987 and started his own financial services firm in 2002. He treats his clients and prospective clients like family and truly enjoys helping people feel confident about their financial future.

Steven is a member of The Society for Financial Awareness, a national non-profit organization that promotes public education. Through this association, Steven has held informative talks at local libraries and community colleges educating individuals on “Taxes in Retirement”, “Social Security” and “Proactive Estate Planning”. Steven is also a member of the Financial Planning Association (FPA) and the Philadelphia Estate Planning Council, the oldest and largest estate planning council in the United States.

Steven lives in New Hope, Pennsylvania with his wife Nina, of more than 30 years. They have two adult-age children. In his free time, Steve enjoys traveling with his family, playing golf, and bike riding.

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