Toscano Financial Group
Finance · New York, United States · 11-50 Employees
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Overview
Headquarters
6900 Jericho Tpke Ste 101, Syosset, New ...Phone Number
(516) 682-7599Revenue
$6.5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Toscano Financial Group
Toscano Financial Group is a wealth advisory firm based in New York that specializes in investment management strategies aimed at maximizing financial potential. They cater to peak career professionals, executives, entrepreneurs, pre-retirees, retirees, and high-net-worth individuals, providing tailored financial plans and wealth-building education. Their services include retirement planning, estate strategy, and comprehensive wealth management, supported by a six-step process to ensure personalized client engagement. The firm emphasizes long-term relationships and open communication to help clients achieve their financial goals.Explore more
Toscano Financial Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Toscano Financial Group
$6.5M
11-50
Private
-
2014
AB
Audrey BryermanServices Manager, Financial Planning
Company Profile Activity
Activity Insights
Toscano Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Toscano Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Toscano Financial Group.
Toscano Financial Group Tech Stack
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Toscano Financial Group is a wealth advisory firm based in New York that specializes in investment management strategies aimed at maximizing financial potential. They cater to peak career professionals, executives, entrepreneurs, pre-retirees, retirees, and high-net-worth individuals, providing tailored financial plans and wealth-building education... Read More
