Richard Toni

RICP®
Financial Planner
Investment Advisor Representative
Financial Services Representative A major focus is retirement planning.

lify your financial life so that you have more time to do the things you like to do. From accelerating and maximizing savings to asset distribution strategies to retirement income generation, I work with clients at each phase of their work and retirement lives. I conduct seminars on various financial issues of importance to employees at major corporations in the tri-state area. I provide valuable insights and strategies to help pre-retirees take the steps necessary to best position themselves now for life after full-time employment. I consistently earn high marks from participants for the way I explain complicated topics in a simplified way, making it easy for my audience to understand and take appropriate action. A number of participants in this program have become my clients. My commitment to education extends to my own practice. I am currently completing coursework to obtain other professional designations. I received a Bachelor of Science degree in business management from Skidmore College. An avid athlete, I earned a number of all-state awards during my high school basketball years and continued to play while at Skidmore. I am an overall fitness enthusiast and enjoy lifting weights, boxing, and hiking. I am also an active community volunteer for a number of worthwhile causes. I currently reside in Fairfield County, Connecticut. Securities and investment advisory services offered through MML Investors Services, LLC. Member SIPC, www.sipc.org. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000

Address

Stamford, CT
06905

Telephone

+12036581964

Website

http://Www.M3Barnum.com/

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Our Story

As a financial planner, I provide my clients with a full complement of wealth services for individuals and their families. My approach is both personal and comprehensive, integrating investment management and asset protection. A hallmark of my practice is my commitment to delivering a top-tier service experience to each of my clients. I work as your financial advocate, helping to organize and simplify your financial life so that you have more time to do the things you like to do. A major focus is retirement planning. From accelerating and maximizing savings to asset distribution strategies to retirement income generation, I work with clients at each phase of their work and retirement lives. I conduct seminars on various financial issues of importance to employees at major corporations in the tri-state area. I provide valuable insights and strategies to help pre-retirees take the steps necessary to best position themselves now for life after full-time employment. I consistently earn high marks from participants for the way I explain complicated topics in a simplified way, making it easy for my audience to understand and take appropriate action. A number of participants in this program have become my clients. My commitment to education extends to my own practice. I am currently completing coursework to obtain other professional designations. I received a Bachelor of Science degree in business management from Skidmore College. An avid athlete, I earned a number of all-state awards during my high school basketball years and continued to play while at Skidmore. I am an overall fitness enthusiast and enjoy lifting weights, boxing, and hiking. I am also an active community volunteer for a number of worthwhile causes. I currently reside in Fairfield County, Connecticut. Securities, investment advisory and financial planning services offered through MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000