Indicator Advisory Corporation
3061 Shoreland Avenue, Toledo, OH 43611
Hours open
Monday:
10:00 AM - 4:00 PM
Tuesday:
10:00 AM - 4:00 PM
Wednesday:
10:00 AM - 4:00 PM
Thursday:
10:00 AM - 4:00 PM
Friday:
10:00 AM - 4:00 PM
Saturday:
10:00 AM - 4:00 PM
Sunday:
10:00 AM - 4:00 PM
Photos
Location & Phone number
3061 Shoreland Ave, Toledo, OH 43611, United States
About the Business
Indicator Advisory Corporation is a finance institution located at 3061 Shoreland Avenue in Toledo, Ohio, United States. Founded by Bob Kneisley in 1986, the firm specializes in providing investment advice and consulting services to help clients build wealth successfully. Bob Kneisley, with his extensive experience in the field, has earned various designations and is a respected member of the finance community.
The firm stands out for its unique approach to investment management, offering a proprietary ranking system for leading money managers. These managers, licensed to display the firm's "Direct Management Strategy ®" trademark, focus on eliminating mutual fund costs and tax inefficiencies to enhance investment performance for clients. The firm also ensures transparency in fee structures and uses independent third-party bank custodians to hold client assets, ensuring their safety.
Indicator Advisory Corporation offers personalized consulting services to match clients with the most suitable investment strategies based on their individual circumstances, risk tolerance, and financial goals. Since 1986, the firm has been helping clients create successful portfolios and financial plans to achieve long-term objectives.
Whether clients have questions about investments, taxes, retirement, or estate planning, the team of credentialed professionals at Indicator Advisory Corporation is ready to assist. By starting with clients' goals and objectives, the firm develops customized financial plans that include investment portfolios, retirement planning, tax strategies, and insurance needs. It's never too early to start planning for the future, and the firm is dedicated to helping clients achieve their financial goals. Contact Bob at 419-246-1871 to get started on a personalized wealth-building plan.
Reviews
"Good, solid financial consult."
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