Croak Capital

"Writing as both a client and now a member of the CAM team, I can say that this organization cares genuinely about their clients, their needs and how to best position them to be successful in the next steps in life as well as caring about the community in which we live and serve. The teams wisdom, guidance, expertise, and array of avenues to best connect clients is of the highest quality. In addition, the organization cares about this community, their neighbors and does the very best to be a beacon of light for Toledo. Proud be a client and proud to be a member of the team."

"Croak Asset Management has been great to my wife and I. Jim Burnor makes it his mission to make sure we understand everything that is going on in our investments and future. He takes the time to get to know you on a personal level and it shows how much he loves helping people. We could not say enough good things about Croak and Jim!"

"So many good things to say about Croak Asset Management! Tim and his team have done an excellent job guiding me as I save for the future and plan for my retirement. I really appreciate their expertise and support. Their communication is clear and consistent, and they go above and beyond to make sure all of my questions are answered in a timely manner. I also work with Connor on with my annual taxes. He is very knowledgeable and has been a huge help to me. I highly recommend Croak Asset Management!"

"The team at Croak Asset Management provides a detailed and personalized financial management experience that I recommend to anyone interested in seeking financial advisement services. Their holistic approach to investment strategy and financial planning gives me full confidence that my financial future is in good hands. I greatly appreciate their interactive team approach, which helped me take charge of my financial well-being knowing support was only a phone call away. I also appreciate CAM’s philanthropic vision, focusing on community engagement and improvement. If you’re like me, financial planning can be a bit daunting, but CAM made the whole process easy and understandable. My account manager, Chad Rutkowski is extremely responsive, knowledgeable, and all around a pleasure to work with."

"Professional, courteous, knowledgeable, helpful, loyal, trustworthy, and friendly are just a few ways to describe the Croak Asset Management team. I have been working with Jeremy Hartle and he has been such a delight to work with. His expertise and knowledge about finances in helping setup me for future goals and making sure I understand what is going on within the market is first class. Croak Asset Management is the best around."