Testimonials

“Mary is an indispensable resource for our company. Her writing is crisp, accessible, and crystal clear. Financial products are by definition a challenging field for a writer. Final products are highly regulated and often need to reach both laymen and professionals. Mary’s writing bridges this chasm with ease and aplomb. So, her craft is exceptional.

As a partner, she is incomparable. All things promised are completed. All deadlines respected. All expectations met. There is nothing more that can be said. She is in a category by herself.”

— Founder, Annuity distribution firm

Mary is the perfect blend of creative thinker, subject matter expert and business professional. In the world of financial writing it is rare to be able to write something that requires few edits. Mary does this consistently, which not only saves our clients money but ensures the project is on time. She has become one of our most important client resources.

President, Financial training company

“Mary has been a trusted writer for our firm for years. She has filled many functions, including writing white papers, blog posts, and bylined articles for senior executives. Mary has a wealth of knowledge about the financial services industry which has been invaluable. Mary has always been able take complex ideas and products and make them easy to read and relatable for institutional and consumer audiences. Mary delivers projects clean and on time, and she is a pleasure to work with.”

– Director, Financial services firm

“When you work with Mary, it’s clear that she cares about delivering the best quality product. She asks the kind of questions that demonstrate she’s thinking critically about her work and cares about having a thorough understanding of client requirements. And on top of having a top-notch skill set, Mary is just a pleasure to work with.”

– Client Manager, Financial communications firm

“Mary is creative, clever, and always delivers our message on point. But, what matters most is what our clients think. The real indication of Mary’s success is seen in the positive responses we continue to get to our newsletters and web site. We could not be more pleased.”

Director of Marketing, Financial services company

“Mary is an invaluable resource for our team and our clients. We have great appreciation for her in-depth industry knowledge, and her ability to deliver high-quality content under tight deadlines. We know we can trust her to get the job done right.”

– Managing Director, Financial communications firm

“Mary’s work for my publication has been exemplary. She has a can-do, enthusiastic attitude. Her copy is fresh, concise, accurate, and inviting. She’s always on or ahead of schedule. She even helps me do a lot of the ground-work thinking and development planning with regard to her articles; an above-and-beyond effort for a financial writer,  in my view. I think of her as my secret weapon!”

Senior Editor, Investment management firm

Mary adds significant value to every idea she captures in writing. We always look forward to seeing how she transforms our issues and hot topics into entertaining, accurate, fact-filled pieces that help our financial representatives and investors.

– Chief Marketing Officer, Broker-dealer & registered investment advisor

“Over the years, I’ve worked with Mary on projects ranging from brochures and internal documentation to feature stories for employee publications. Her great flexibility is one of her strong suits – she gets up to speed fast on anything I send her way! I also rely on her professional discipline; I can always count on her to give me just what I need and on deadline. I’m always delighted with the results, and I recommend her wholeheartedly.

– Senior Managing Editor, Financial services company

“Mary Toole is a seasoned and versatile financial writer who is well versed in the world of financial communications. I have brought Mary on board for several important projects ranging from wealth management marketing brochures to financial training materials on advanced topics to leadership development. She is a highly competent financial writer and inspires confidence at the start of each project by asking the right questions, demonstrating her organizational skills as the project proceeds, and offering helpful suggestions along the way to fulfilling her assignments to a “T.” Stakeholders and creative teams enjoy working with Mary, and often ask for her by name when their next project comes along.

– Editorial Consultant, Financial services company