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TOP 30 Asset management in Sylvania, OH
10 results found
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Whetro Wealth Management
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.
Pino Holly Wealth Management
Pino Holly Wealth Management, located at 4159 North Holland Sylvania Road in Toledo, Ohio, is a finance institution that offers a world-class wealth management and financial planning platform. Backed by parent company B. Riley Wealth, clients can access a full suite of services including brokerage, investment management, insurance, and tax preparation. Our financial professionals provide consultative investment advice tailored to each client's financial goals, with access to extensive capital market products and services, including award-winning equity research through B. Riley Securities. Whether you are an individual, family, business, or non-profit organization, our team has the expertise, experience, and resources to help you achieve your financial goals.
Rachel Beranek - State Farm Insurance Agent
Rachel Beranek - State Farm Insurance Agent is a dedicated insurance agency located at 2007 North Holland Sylvania Road, Toledo, Ohio. Rachel Beranek, a mother of three and financial counselor since 2015, became an agent in 2018 and is also a small business owner. Born in South Dakota but raised in Toledo, Rachel is committed to helping individuals understand the importance of insurance in protecting their families and assets, as well as achieving their goals. She serves the city of Toledo and surrounding areas, including Maumee, Sylvania, Perrysburg, and Bowling Green. Rachel and her team aim to help the local community manage risks, recover from the unexpected, and realize their dreams. They offer a range of insurance and banking services, making them the preferred choice for all your insurance needs. Whether you need assistance with life insurance, annuities, or pet insurance, Rachel Beranek - State Farm Insurance Agent is here to help.
Sean Savage
Sean Savage is a financial institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Specializing in finance, Sean Savage, CFP®, offers wealth advisory services to individuals and retirement/benefit plan services to corporations. As a fiduciary, Sean provides strategic and objective advice focused on delivering results to his clients. With a client-centered approach, Sean utilizes fee-based wealth management services with a minimum requirement of $700,000. Sean is the creator of The Sean E. Savage Professional Wealth Management Process™, which guides clients from initial financial meetings to the implementation of financial objectives and ongoing support through regular strategic meetings. Serving clients in northwest Ohio, southeast Michigan, and across the country, Sean also manages a Concierge Service Program for niche clients with over five million dollars in assets. Ranked 16th in production out of 2,400 registered representatives nationally for Osaic Wealth, Sean was voted the best investment advisor in The Toledo Blade Readers’ Choice Award in 2021. A lifelong resident of northwest Ohio, Sean has been actively involved in the community through various initiatives. Notably, he founded The V Project to support the COVID-19 vaccination effort in northwest Ohio and received the keys to the city of Toledo in recognition of his work. Sean has also been involved in fundraising efforts for community projects such as St. Joseph Sylvania’s east campus development and coordinating campaigns for injured veterans.
SJS Investment Services
SJS Investment Services, located at 6711 Monroe Street in Sylvania, Ohio, is a finance institution that prides itself on innovative thinking, solution-oriented strategies, and a client-first philosophy. With a focus on the people side of the business, SJS aims to understand what is important to each individual client. The institution hires individuals who prioritize the needs of others and possess outstanding talents that clients value. SJS Investment Services has developed a proprietary investment management process called MarketPlus® Investing, which is a science-based approach to structuring investments and designing portfolios to help clients achieve their specific financial goals. With offices in Sylvania, Ohio; Scottsdale, Arizona; and Chicago, Illinois, SJS has been advising people, families, organizations, and communities since 1995.
Vantage Financial Group - Toledo
Vantage Financial Group - Toledo is a finance institution located at 5800 Monroe Street in Sylvania, Ohio, United States. We provide a range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions and expert advice to our clients. Whether you need assistance with investments, retirement planning, or insurance, Vantage Financial Group is here to help you navigate the complex world of finance with confidence. Visit us today to learn more about how we can help you secure your financial future.
Rick Cocke - UBS Financial Services Inc.
Rick Cocke - UBS Financial Services Inc. is a reputable financial institution located at 5757 Monroe Street in Sylvania, Ohio, United States. With a focus on providing top-notch financial services to clients, Rick Cocke and his team offer personalized investment strategies and wealth management solutions. Whether you are looking to grow your assets, plan for retirement, or secure your financial future, Rick Cocke - UBS Financial Services Inc. is dedicated to helping you achieve your goals. Contact them today to schedule a consultation and start building a strong financial foundation.
Tina S Jordan - Private Wealth Advisor, Ameriprise Financial Services, LLC
Tina S Jordan - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 2727 North Holland Sylvania Road, Toledo, Ohio, United States, is a finance institution offering a wide range of services to meet the diverse needs of its clients. With various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, the institution ensures that its advisors are well-equipped to provide expert financial advice tailored to individual needs. From asset management to retirement planning, estate planning to investment strategies, the team at Tina S Jordan is committed to helping clients achieve their financial goals. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, the advisors at Tina S Jordan have the expertise to guide you through the complexities of financial planning. With a focus on ethics, professionalism, and continuous education, the institution strives to provide the highest level of service to its clients.
UBS Financial Services Inc.
UBS Financial Services Inc. is a finance institution located at 5757 Monroe Street in Sylvania, Ohio, United States. With a strong reputation for providing comprehensive financial services, UBS offers a wide range of investment and wealth management solutions to its clients. Their team of experienced professionals are dedicated to helping individuals and businesses achieve their financial goals through personalized advice and top-notch customer service. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, UBS Financial Services Inc. is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
Nichols Thomas
Nichols Thomas is a reputable insurance agency located at 6616 Monroe Street in Sylvania, Ohio. With a focus on providing personalized insurance solutions to meet the unique needs of their clients, Nichols Thomas is dedicated to ensuring peace of mind and financial security. Their team of experienced professionals offers a wide range of insurance products and services, including auto, home, life, and business insurance. Whether you are looking to protect your assets or secure your family's future, Nichols Thomas is committed to providing exceptional customer service and expert advice. Contact them today to learn more about how they can help you protect what matters most.
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