Toberman Becker Wealth

Craig was fantastic he was helpful, patient, and explained everything thoroughly. I would highly recommend Toberman Becker Wealth to anyone.
Mar 25th, 2024

Feb 22nd, 2024

If you are looking for someone to make you feel comfortable in this uncomfortable financial world, look no further than Craig Toberman and Toberman Wealth. Craig has helped me with financial planning for not only myself, but for my fianc and I's future family.
May 8th, 2023

Setting up a meeting with Craig Toberman was one of the best decisions weve ever made. He has really taken the time to get to know our family and our financial goals. He inquired about retirement planning, expenditures, investments, income, etc. and developed a long-term plan based on our needs/situation. He was able to answer any questions we had and tell us in great detail what our best options were and why. Hes such a genuine, honest, kind-hearted person who truly has the best interest of his clients and is always quick to respond whenever we email him with questions. My parents recommended him based on their experience. He has made the stresses of planning for the future so much easier for my family and my parents. We would definitely recommend him to the rest of our family and friends.
Mar 28th, 2024

I wanted to share my experience with Craig, Having had negative experiences with financial advisors in the past, I approached my meetings with Craig from a wary and skeptical perspective. Craig sought to understand my situation in a very holistic manner. From a financial standpoint he inquired about my investments, expenditures, income and anticipated changes at a level of detail I had not experienced previously. He also took time to really understand my personal and family situation as well as our comfort level with varying levels of risk and the emotional components involved with putting together a retirement plan that made sense for us. I think a sincere interest in truly understanding people, their personalities, and unique circumstances are what sets Craig apart. Throughout our discussions I have felt comfortable with Craig and genuinely believe that he is laser focused on the best interest of his clients. He was very transparent about any fees, which I had not experienced in the past. I consider myself to be reasonably astute in financial matters, but learn something new every time I have met with Craig. A close friend suggested Craig to me based on her experience. I have not been disappointed and will strongly recommend him to friends.
Jan 23rd, 2024