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Firm Philosophy

The Todd Group is an insurance and financial services firm specializing in financial analysis and estate planning. Our plans are uniquely designed to allow each individual client to achieve specific dreams, goals and objectives.

We place the client’s needs above all others and demand uncompromising integrity in every aspect of our business conduct. Our process is not only geared towards planning but also in providing our clients a business experience.

As part of this commitment, our clients enjoy concierge service.We do not have a transactional business. The Todd Group’s business is about relationships.

Stephen Todd’s record of accomplishments is a testimony to his philosophy:

  • Million Dollar Round Table member every year since 1988. Court of the Table every year since 1997.
  • Top of the Table member every year since 2005.
  • Recipient of the National Quality Award every year since 1985 from NAIFA.
  • Recipient of the National Sales Achievement Award every year since 1988 from NAIFA.
  • Recipient of the elite ELIF Award 2006 (Exceptional Level of In Force Business) from MassMutual.
  • Member of the NALU and the Society of Financial Services Professionals.
  • Certified Family Business Specialist.