Asset management services in Toledo, Ohio

Estate Preservation Agency is a trusted health and insurance agency located at 5510 South Citation Road in Toledo, Ohio, United States. Our dedicated team of professionals is committed to helping individuals and families protect their assets and secure their future through comprehensive estate planning and insurance solutions. With a focus on personalized service and attention to detail, we strive to ensure that our clients have peace of mind knowing that their loved ones and assets are safeguarded. Contact us today to learn more about how Estate Preservation Agency can help you plan for tomorrow.

Gluckle Insurance Agency, located at 4768 Broadview Road in Cleveland, Ohio, is a trusted insurance agency dedicated to providing the best coverage at the best price. With a wide range of insurance and financial products from over 30 providers, Gluckle Insurance Agency ensures that clients receive tailored solutions for their specific needs. Specializing in auto insurance, home insurance, business insurance, life insurance, and agribusiness insurance, Gluckle Insurance Agency is committed to protecting what matters most to you. Their team of licensed agents conducts annual policy reviews to ensure accurate coverage and maximize discounts for clients.

Edelman Financial Engines is a leading finance institution located at 475 West Dussel Drive in Maumee, Ohio, United States. With a focus on providing expert financial planning and investment management services, Edelman Financial Engines helps individuals and families achieve their financial goals. Their team of experienced advisors offers personalized solutions tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for a major purchase, or seeking to grow your wealth, Edelman Financial Engines is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Wright Financial Group, LLC is a finance and insurance agency located at 5911 Renaissance Place in Toledo, Ohio, United States. Our specialty is generating income from investments to help you achieve the retirement you deserve. We offer tailor-made personalized financial portfolios and custom retirement planning services to individuals and families in the Toledo area. Our team of experienced financial advisors and planners will work with you to understand your unique situation and develop a custom plan that meets your specific goals. We will help you identify your financial needs and select the appropriate investment options to achieve your retirement goals. Our goal is to help you grow your wealth and achieve financial security.

Platinum Wealth Solutions of Ohio is a finance institution located at 2750 Centennial Road in Toledo, Ohio, United States. They offer securities and investment advisory services through Osaic Wealth, Inc., a member of FINRA/SIPC. Osaic Wealth, Inc. is separate from other entities and marketing names referenced here. The institution is strongly committed to diversity and equal opportunity. For more information, contact them at (419) 794-7761.

Seiple Financial Group is a renowned finance institution located at 4560 Heatherdowns Boulevard in Toledo, Ohio, United States. With a team of experienced financial advisors, Seiple Financial Group offers a wide range of financial services including wealth management, retirement planning, investment strategies, and estate planning. Their personalized approach to financial planning ensures that each client receives tailored solutions to meet their unique financial goals. Trust Seiple Financial Group to provide expert guidance and support in navigating the complexities of the financial world.

Beacon Financial LLC is a reputable finance institution located at 5746 Park Center Court in Toledo, Ohio, United States. With a commitment to providing top-notch financial services, Beacon Financial LLC offers a wide range of solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Beacon Financial LLC has the expertise and experience to guide you towards financial success. Visit us today and let us help you secure your financial future.

Neil Garrison - Raymond James is a finance institution located at 7261 Central Avenue, Toledo, Ohio, United States. They offer trustworthy advice, steadfast support, and lasting peace of mind to help clients make intentional decisions for generational wealth. Their advisors act as a voice of reason, putting together all the pieces of the financial puzzle, providing practical guidance, and identifying blind spots and opportunities. They provide attentive, personal service and view wealth holistically, crafting comprehensive plans that address every aspect of the financial world. Utilizing cutting-edge technology and world-class resources, they deliver a next-level planning experience. With over three decades of experience, they help clients cut through the noise and make intentional decisions with their wealth, ensuring they act with purpose and confidence. The institution has rebranded to Hyperion Wealth Group, offering new capabilities and resources while maintaining the same level of excellence. Contact them at 419-214-4000 or visit their office at 7261 W Central Ave, Toledo, OH 43617 for more information.

Edward Jones - Financial Advisor: Aaron M Stark, CFP®|CPWA®|CEPA®|AAMS™|CRPS™ is a reputable financial institution located at 2262 Centennial Road in Toledo, Ohio, United States. Specializing in finance, they offer a wide range of services to help clients achieve their financial goals. With a team of experienced professionals led by Aaron M Stark, who holds multiple certifications including Certified Financial Planner (CFP®), Certified Private Wealth Advisor (CPWA®), Certified Exit Planning Advisor (CEPA®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Plans Specialist (CRPS™), clients can trust in their expertise and personalized approach to financial planning. Whether you are planning for retirement, investing for the future, or managing your wealth, Edward Jones - Financial Advisor: Aaron M Stark, CFP®|CPWA®|CEPA®|AAMS™|CRPS™ is dedicated to helping you navigate the complexities of the financial world.

Edward Jones - Financial Advisor: Mike Bilik is a reputable finance institution located at 7255 Crossleigh Court in Toledo, Ohio, United States. With a focus on providing personalized financial advice and services, Mike Bilik helps clients achieve their financial goals through tailored investment strategies and comprehensive financial planning. Whether you are looking to grow your wealth, save for retirement, or plan for your children's education, Edward Jones - Financial Advisor: Mike Bilik is dedicated to helping you navigate the complexities of the financial world and secure your financial future.

Edward Jones - Financial Advisor: Lori M Cannon, AAMS™ is a reputable finance institution located at 7103 Central Avenue in Toledo, Ohio, United States. Lori M Cannon, a knowledgeable and experienced financial advisor, holds the Accredited Asset Management Specialist™ (AAMS) designation, demonstrating her expertise in managing assets and providing sound financial advice to clients. With a commitment to personalized service and a focus on helping individuals achieve their financial goals, Edward Jones - Financial Advisor: Lori M Cannon, AAMS™ is a trusted partner for those seeking professional financial guidance.

Edward Jones - Financial Advisor: Melanie Connelly, CFP®|AAMS™ is a reputable financial institution located at 4029 Central Avenue in Toledo, Ohio, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, Melanie Connelly offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Melanie Connelly, CFP®|AAMS™ is committed to providing exceptional service and guidance in the ever-changing world of finance.

Morgan Stanley is a renowned financial institution located at 7311 Crossleigh Court in Toledo, Ohio, United States. As a leading global financial services firm, Morgan Stanley offers a wide range of investment banking, asset management, and wealth management services to clients around the world. With a strong reputation for excellence and innovation, Morgan Stanley is dedicated to helping individuals, businesses, and institutions achieve their financial goals.

Fifth Third Private Bank - James Bingle is a prestigious financial institution located at 550 North Summit Street in Toledo, Ohio, United States. Specializing in private banking services, this institution offers personalized financial solutions tailored to meet the unique needs of high-net-worth individuals and families. With a focus on building long-term relationships and providing expert advice, Fifth Third Private Bank - James Bingle is dedicated to helping clients achieve their financial goals and secure their financial future.

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.

France Law Group, LLC is a reputable law firm located at 6545 Central Avenue in Toledo, Ohio, United States. Specializing in bankruptcy law, our experienced attorney Scott France has over 13 years of experience in helping clients protect themselves from creditors and start fresh financially. Our service area covers most of Northwest Ohio and Southeast Michigan, including cities like Toledo, Findlay, and Monroe. Our team of Toledo Attorneys are well-versed in Ohio Bankruptcy Law and can assist you with overwhelming debt, wage garnishment, foreclosure threats, and more. We offer personalized service to help you make informed decisions about filing for bankruptcy and finding financial relief.

Margie's Cleaning & Liquidations is a finance institution located at 1368 Matzinger Road in Toledo, Ohio. We specialize in providing comprehensive cleaning and liquidation services for individuals and businesses. Our experienced team is dedicated to helping our clients efficiently manage their assets and maximize their financial returns. Whether you need assistance with cleaning out a property or liquidating assets, Margie's Cleaning & Liquidations is here to help. Contact us today to learn more about our services.

Welcome to Forder Bridge River Access, a serene park located in Antwerp, Ohio, 45813. This beautiful natural haven is part of the Black Swamp Conservancy's ongoing commitment to preserving and enhancing the natural habitats of northwest Ohio, ensuring that everyone can enjoy clean water and lush landscapes for generations to come. Forder Bridge River Access provides a perfect escape into nature, offering visitors the opportunity to immerse themselves in the tranquil surroundings of the Maumee River. Whether you're looking to paddle, play, or simply enjoy a peaceful day outdoors, this park is the ideal destination.

Cap Averill II & Associates Inc. is a reputable finance institution located at 2600 North Reynolds Road in Toledo, Ohio, United States. With a strong track record of success, they offer a wide range of financial services to meet the needs of their clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, their team of experienced professionals is dedicated to helping you achieve your financial goals. Trust Cap Averill II & Associates Inc. for expert guidance and personalized solutions to secure your financial future.

Signature Bank is a reputable financial institution located at 4607 West Sylvania Avenue in Toledo, Ohio. As a full-service bank, Signature Bank offers a wide range of financial services to individuals, businesses, and organizations in the local community. With a focus on personalized service and tailored financial solutions, customers can trust Signature Bank to help them achieve their financial goals. Whether you need a checking account, a loan, or investment advice, the experienced team at Signature Bank is dedicated to providing top-notch service and support. Visit us today to experience the difference that a community-focused bank can make in your financial life.

Edward Jones - Financial Advisor: Isaac D Demarest, CFP®|ABFP™|AAMS™ is a reputable financial institution located at 4400 Heatherdowns Boulevard in Toledo, Ohio, United States. As a Certified Financial Planner, Accredited Behavioral Financial Professional, and Accredited Asset Management Specialist, Isaac D Demarest offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized service and comprehensive financial planning, clients can trust Edward Jones to provide them with the guidance and support they need to secure their financial future.

ECM Transport LLC is a moving company located at 5200 Stickney Avenue, Toledo, Ohio, United States. Despite some technical difficulties with online tracking, customers can still access their shipment information by following a simple workaround. With eight terminals and 18 drop yard locations, ECM Transport offers reliable truckload services for regional and multi-regional transportation needs. With over 30 years of experience, ECM has evolved to provide a range of asset and non-asset-based solutions for customers across the contiguous 48 states and Canadian provinces. The company is dedicated to providing exceptional, claims-free on-time pickup and delivery performance, exceeding 98% annually. ECM's customer-centric philosophy focuses on delivering high-value, cost-effective transportation solutions to meet the toughest challenges in the supply chain.

Mouch Insurance Associates, Inc. is a trusted insurance agency located at 3132 West Sylvania Avenue in Toledo, Ohio. With a commitment to providing personalized service and comprehensive insurance solutions, we strive to protect our clients' assets and financial well-being. Our team of experienced agents is dedicated to finding the best coverage options for each individual or business, ensuring peace of mind and security. Contact us today to learn more about our services and how we can help you with your insurance needs.

Fifth Third Private Bank - Jennifer Witt is a premier financial institution located at 550 North Summit Street in Toledo, Ohio, United States. Specializing in private banking services, Jennifer Witt and her team provide personalized financial solutions to high-net-worth clients. With a focus on wealth management, investment strategies, and estate planning, Fifth Third Private Bank offers top-tier expertise and tailored services to help clients achieve their financial goals. Visit us today to experience the difference of working with a trusted advisor at Fifth Third Private Bank - Jennifer Witt.

Brenda A Ray, Esq., CPA is a highly experienced lawyer and certified public accountant with over 30 years of experience in business and tax advising. Located in the Tolson Building at 6591 W. Central Avenue, Suite 204 in Toledo, Ohio, Brenda offers a unique blend of legal and tax services to businesses, business owners, and individuals. Specializing in areas such as business, tax, estate planning, and asset protection strategies, Brenda is licensed to practice law in Ohio and Michigan and is a licensed CPA in the State of Ohio. She has been recognized with prestigious awards such as the Top Estate Planner Award in Toledo and being named one of the Top 3 Tax Attorneys in Toledo in 2020. With a reputation for credibility, experience, availability, and professionalism, Brenda A Ray, Esq., CPA is dedicated to providing top-notch legal and tax services to her clients. Contact her office at (419) 517-2009 or visit www.raytaxlaw.com for more information.

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.

Brian McCabe is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Brian specializes in helping clients create a strategic plan for their financial future, with a focus on maximizing opportunities for retirement. Brian holds a bachelor's degree in business administration with a concentration in management from Colorado Technical University. In addition to his work at Brian McCabe, he is also the co-owner of McCabe Outdoor Power, a Toro dealership in Grand Rapids, Ohio.

Mike Snyder is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Mike Snyder has been a part of Savage and Associates since 1994, working with individuals, small business owners, and professionals to address their insurance and investment needs. With a bachelor's degree in administrative services from the University of Toledo, Mike's knowledge, experience, and personal skills have helped him build a large, loyal, and diverse client base. Mike holds the LUTCF® (Life Underwriter Training Council Fellow) securities designation and lives in downtown Toledo, Ohio with his wife, Darlene. Securities and investment advisory services are offered through Osaic Wealth, Inc., a member of FINRA/SIPC. Mike Snyder offers securities in multiple states and provides information as a courtesy, with a disclaimer that users are leaving the website when clicking on external links.

Mark Smith is a finance institution located at 655 Beaver Creek Circle, Maumee, Ohio, United States. Since joining Savage and Associates in 1990, Mark Smith has been dedicated to helping individuals achieve their financial goals. With a talent for simplifying complex financial matters, Mark motivates his clients to make positive decisions for their futures. Licensed in multiple states, Mark has clients all across the country. Mark's background includes serving in the U.S. Marine Corps and working as a training instructor for the 180th Fighter Wing of the Air National Guard in Ohio. He holds an Associate degree in Marketing from the University of Toledo. Alongside his wife, Janet, Mark has three children and nine grandchildren.

Jeff Turner is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Specializing in wealth management, Jeff Turner offers personalized solutions for high net worth individuals to help them achieve their investment and retirement income goals. As a licensed Ohio attorney, Jeff provides thoughtful analysis and a unique perspective on common financial issues. Serving as a fiduciary, Jeff's primary focus is always on the best interest of his clients, treating them like family members. With over 20 years of experience in investment management, risk management, wealth planning, and trust asset management, Jeff has the expertise to help individuals and businesses navigate the complexities of financial planning. In addition to his finance services, Jeff also collaborates with Savage team members to provide comprehensive health insurance programs for employers, individuals, and retirees. Jeff Turner is registered as an investment advisor and a registered representative in over a dozen states, as well as a licensed Life, Health, Disability, and Long-term Care Insurance agent. He is an inactive member of the Ohio Bar Association and holds a Juris Doctorate degree from the University of Toledo College of Law. Please note that securities and investment advisory services are offered through Osaic Wealth, Inc., a separate entity from Savage and Associates, Inc. and Jeff Turner.