John D. Toliuszis, IAR
Independent Advisor Representative
You should know that I am a financial coach dedicated to providing you with quality independent financial services and products.
John D. Toliuszis – My Story
I started in the family business, Toliuszis Delicious Bakery where of course my 1929 Depression Inspired father taught me about the “school of hard knocks”. And yes I apprenticed as a Baker and for a while ran the family business. I graduated from Miami Dade College in Accounting and Florida International University with a Degree in Psychology. Now I have 40 Years as a Business Owner, Salesperson, Manager, Corporate Executive, Facilitator, Consultant, Trainer as well as husband, father and grandfather.
My passion is my partner Maria, Dancing and Golf/Sports. A mouthful for sure and a life filled with all the ups and downs to make me a financial planner with a humble empathy and appreciation for all I serve.
Our affiliation with Money Concepts International is essential to provide access to products and technology that helps me be efficient in the day to day activities. But most important they also provide a support network of education and experience which helps to sharpen my skills ultimately benefiting you.
“Hope is not a plan!”
Why Work With Me?
Our affiliation with Money Concepts International is essential to provide access to products and technology that helps me be efficient in the day to day activities. But most important they also provide a support network of education and experience which helps to sharpen my skills ultimately benefiting you.
I also add to client services, as a fully Licensed Independent Insurance Agent, the ability to provide clients with Life, Health, Home, Auto, and Business Insurance.
Next, you should know that I am a fiduciary, that means that clients’ interests come first and I’m bound by that. So, all my recommendations, advice, and fees need to be in the best interest of the clients I serve. My livelihood resides in the satisfaction of my clients. I will strive to make you pleased with my service and I will work diligently to help you reach the financial goal that has brought you here to me. My door, my e-mail address, and my phone are always open.
Please take the time to contact me at your convenience to learn more.
Thank you again for your time and remember it is up to you to make it a great day!
Qualifications & Awards
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Education
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Experience
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Recognition
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What I Can Do For Your Business
Visioning
Branding
Coaching
Marketing
Research
Hiring
Networking
Operations
Contact
Phone
(239) 297-9501
jtoliuszis@moneyconcepts.com