The O'Toole Group
900 Fox Valley Drive, Longwood, FL 32779
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Location & Phone number
About the Business
The O'Toole Group is a finance institution located at 900 Fox Valley Drive in Longwood, Florida, United States. We are a unique financial positioning firm that helps clients organize and visualize their financial life. Instead of creating a traditional financial plan, we focus on positioning our clients for success using a comprehensive economic model. This model allows clients to analyze, test, and verify products or strategies before committing, with the ultimate goal of achieving financial stability and growth. At The O'Toole Group, we are dedicated to providing personalized and effective financial solutions for our clients.
Reviews
"I struggled with financial planning on my own for years. I came to Sean, and he cut through all the distractors, and created a plan that is simple, easy and very doable. I love this Group, and you will too. If financial management is not one of your strengths? Call The O'Toole group and put a great plan into action with Sean or his team. Great folks."
"Sean O'Toole takes the mystery out of your finances. He speaks to the point and doesn't distract you with nonsense. I recommend The O"Toole Group to all my friends and family."
"Sean is extremely knowledgeable and it is clear from his actions that he has the best interest of his clients in mind. I highly recommend consulting with Sean and The O'Toole Group to ensure a strong financial future."
"Great financial advisor who you can trust. He is very sensitive to others needs and looks for the best path for one’s financial situation."
"Sean is fantastic at making difficult financial choices very simple. He is incredibly structured in his approach and makes sure that your finances are sound in any type of financial environment. I would recommend Sean to anyone who wants a partner to navigate their major financial decisions."
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