Tola Financial Group

Tola Financial Group has enjoyed a long tradition of providing superior trust and financial counseling services to the employees of public institutions. Our goal, as the premier lead generation company within the education marketplace is to provide our agents and partners an avenue to receive the highest qualified pre-scheduled appointments with employees of public institutions. We eliminate the need for our partners to spend their time prospecting, thereby allowing them to spend 100% of their efforts helping clients retire successfully. Tola takes an integrated approach from an extensive product and services mix by utilizing high quality investment vehicles, insurance firms and other providers. This allows our clients to consolidate their financial planning into a single relationship, using a focused, integrated plan so the products and strategies work in symphony. We choose our field agents to leverage their existing knowledge, combined with extensive training, to assure that they are properly equipped to accommodate our client’s needs. In this way, we provide the best service to the best customers.