Invested Better
Unclaimed

Unclaimed

Unclaimed

Mary Lynn O'Toole

Diastole Wealth Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Mary? Claim Your Profile

About Mary Lynn O'Toole

Mary Lynn O'Toole is a financial advisor at Diastole Wealth Management. Mary Lynn is registered to provide investment advice in Maine and Ohio. Mary Lynn is a Chartered Financial Analyst and has been in the industry since July 2009. The firm's office is located in Guilford, Connecticut.

Firm Information

Mary O'Toole is currently registered with Diastole Wealth Management. Diastole Wealth Management is an investment advisor based in Guilford, CT, with approximately $386,200,000 in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Diastole Wealth Management serves high-net-worth individuals, pooled investment vehicles, and individuals other than high-net-worth individuals.
Diastole Wealth Management

58 BOSTON STREET

GUILFORD, CT 06437

$386.20M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

advisory consulting

Advisory consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Mary O'Toole’s Registration & Firm History

OH

07/13/2009 - Present

Diastole Wealth Management (CINNCINNATI OH)

Not sure if Mary Lynn O'Toole is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mary Lynn O'Toole.
Not sure if Mary Lynn O'Toole is right for you?