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Who We Are?

One of the major benefits to you is our "Fiduciary Status". Unlike our friends at traditional Wall Street firms - that are exempt from the Fiduciary Standard - Toole, Kinney & Company, Inc. - as a Fiduciary - is legally required to act in your best interests at all times. Brokers on the other hand, are simply required to offer what their Broker Dealer firm deems suitable for you - and them. Are you working with a broker or a fiduciary? To schedule an initial conversation, kindly contact our founder Mark Kinney, CFP® at or call us toll-free at 1.800.958.6653

Blogs & Articles


While it’s not surprising anytime celebrities divorce, it’s never fun to watch. The tabloids will have a field day with the divorce proceedings for Angelina Jolie and Brad Pitt. Their fame, fortune, and family will make this a particularly difficult split, but the same is true for any couple going through divorce. Division of assets during the divorce proceedings can be difficult and stressful, and if you’re not familiar with the extent of your holdings,… continue reading.

pension payment

Imagine if you were negligent in your banking executive job, which resulted in your bank being fined $185 million, and when you decide to retire, the company hands you $125 million. That’s the scenario playing out at Wells Fargo, where the head of consumer banking, Carrie Tolstedt, gets to walk away with a huge payday to get her through retirement. If only the rest of us could be so lucky. You and I have to… continue reading.

Why your IRA is likely at risk....and how to correct it

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