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FINANCIAL ADVISEMENT PHILOSOPHY

At the core of our financial advisement and wealth management services is the belief that true understanding of each individual is where the journey begins.

 

With empathetic listening, we strive to comprehend the unique aspirations, worries, and values tied to your financial matters. We consider it a privilege to earn your trust and utilize our expertise to provide a clear vision and a successful roadmap, aligning your goals with a path that leads to financial achievement.

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Camy Toth, CFP®
Founder, Springbrook Financial, LLC

Camy Toth, CFP® has a vision to provide highly personalized financial services to those seeking to take control of their finances and to help them act with purpose to make their money work for them to achieve their life’s goals. She believes setting goals and creating a solid plan is the foundation for a better financial future and strives to help others obtain the success they deserve. With over 20 years of experience guiding individuals through their financial journey, she brings enthusiasm and energy to every opportunity and challenge.

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About Camy

Camy lives in Bozeman, Montana with her husband, Andy and children, Anna (17) and Michael (14).

 

After living in Bozeman from 1996-1998, she and Andy relocated to Denver, Colorado, and moved back to Bozeman in 2002 to raise their family. Camy has over 20 years of experience working in the financial services industry for companies such as Merrill Lynch, Smith Barney, Waddell & Reed and NorthFork Financial, LLC. 

 

As a long-time Bozeman resident, Camy strives to give back to the community, having held positions as Treasurer of Irving School Parents Advisory Council, a Board member of the youth softball organization, and donating numerous hours to the Gallatin Valley Food Bank.

 

Camy and her family enjoy all that Bozeman has to offer, from skiing at Bridger and Big Sky, to rafting the Yellowstone River, and hiking whenever the teenagers will allow.

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Certified Financial Planner™

College of Financial Planning

Denver, Colorado, 2002

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Series 65 Securities License

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BA, Psychology

Trinity College

Hartford, Connecticut, 1995

GET IN TOUCH
MAILING ADDRESS
OPENING HOURS

Email: info@springbrookfinancial.com
Phone: 406-581-3668

Springbrook Financial, LLC
P.O. Box 1750

Bozeman, Montana   59771

Mon - Fri: 8am - 5pm

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Disclaimers:

Springbrook Financial, LLC (“Springbrook” or the “Firm”). The Firm is an state registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The publication of Springbrook’s web site on the Internet should not be construed by any consumer or prospective client as the Firm’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the internet. A copy of Springbrook’s current written disclosure statement as set forth on Form ADV, discussing the Firm’s business operations, services, and fees is available from the Firm upon written request. Springbrook does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. 


The information contained herein is based upon certain assumptions, theories and principles that do not completely or accurately reflect your specific circumstances. Springbrook makes no representation as to whether investment in any security or strategy mentioned herein was profitable or would have been profitable for any person in the past. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable. Should there be an forward-looking statements that indicate future possibilities, there is no guarantee that any views and opinions expressed herein will come to pass. Due to known and unknown risks, other uncertainties and factors, actual results may differ materially. Past performance is no guarantee of future results.


ACCESS TO THIS WEB SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE OR ANY THIRD-PARTY WEB SITE LINKED TO THIS WEB SITE.
 

© 2023 by Springbrook Financial, LLC

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