Tola Financial Group

Tola Financial Group is a company based in Austin, Texas, specializing in providing trust and financial counseling services. As a small business with 11 employees, Tola Financial Group has generated $50 million in revenue. The company focuses on serving employees of public institutions, offering lead generation services that connect agents and partners with highly qualified, pre-scheduled appointments. This eliminates the need for partners to spend time prospecting, allowing them to focus on assisting clients with their retirement planning. Tola Financial Group distinguishes itself through its integrated approach to financial planning. They utilize a range of high-quality investment vehicles, insurance firms, and other providers to create consolidated financial plans that work together effectively. Tola Financial Group can be reached through their website at tolafinancial.com.