Whetro Wealth Management
4169 North Holland Sylvania Road, Toledo, OH 43623
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Whetro Wealth Management, located at 4169 North Holland Sylvania Road in Toledo, Ohio, is a finance institution dedicated to providing personalized financial planning services to help clients achieve their goals. With the Whetro Service Standard, clients can expect a commitment to going above and beyond in creating a customized plan tailored to their individual needs.
Led by Tim Whetro and his experienced team, Whetro Wealth Management offers nearly 35 years of expertise in financial planning, investment planning, insurance planning, and tax planning. By building strong relationships with clients based on knowledge and understanding, the team aims to help clients better comprehend their wealth, investments, and long-term financial goals.
Through continual financial and investment planning, Whetro Wealth Management helps clients stay on track to grow their finances and achieve financial freedom. By developing realistic short and long-term goals, the team works with clients to build wealth and secure their financial future.
Affiliated with Capital Investment Advisory Services, LLC and Capital Investment Group, Inc., Whetro Wealth Management operates with a fiduciary duty to always serve the best interests of its clients. Clients can expect personalized care, expert advice, and a commitment to providing the resources necessary to make informed financial decisions.
Whether you're looking to enhance your lifestyle, leave a lasting legacy, or grow your assets, the team at Whetro Wealth Management is dedicated to helping you achieve your financial goals. Contact them today for a free consultation and start planning for a secure financial future.
Reviews
"Always good and caring service!"
"They are the best!!"
"Tim has been our advisor for years. He helped us transition from working and 401K to retirement life. Everyone is welcoming and very helpful. Great ROI"
"We have used Whetro Financial for many years and they have been wonderful to us! Tim Whetro, owner, and his entire staff are the best! Honest, courteous, trustworthy, and efficient is how we would describe this team!! We trust Tim to make all the important decisions and he has enabled us to enjoy retirement."
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