Auditing and financial analysis in Toledo, Ohio

Masterpiece Financial Services is a leading finance institution located at 7590 Kings Pointe Road in Toledo, Ohio, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients, helping them achieve their financial goals and secure their future. Whether you need assistance with investments, retirement planning, or estate planning, we are here to help. Trust Masterpiece Financial Services to provide you with expert advice and personalized solutions tailored to your unique financial needs. Contact us today to schedule a consultation and take the first step towards financial success.

Merrill Lynch Financial Advisor Patrick Mollenkamp is a leading finance institution located at 4908 Whiteford Road in Toledo, Ohio, United States. The Mollenkamp and Sullinger Group at Merrill Lynch is dedicated to helping families achieve their financial goals and enjoy their lives. With over 40 years of experience, the team takes a holistic and hands-on approach to financial planning, leveraging the resources of Merrill and Bank of America to develop personalized plans for each client. The team is committed to transparency, communication, and providing expert advice to help clients navigate the complexities of the financial world. As Merrill Lynch Wealth Management Advisors, the team at the Mollenkamp and Sullinger Group offers personalized investment strategies tailored to each client's unique needs and goals. They work closely with clients to understand their financial situation, priorities, and life goals, providing ongoing support and guidance to help them stay on track. With access to the latest investment insights and strategies, clients can feel confident in their financial decisions and work towards achieving their long-term objectives.

Merrill Lynch Financial Advisor William J Stevens, located at 4908 Whiteford Road, Toledo, Ohio, United States, is a trusted institution specializing in finance. Stevens believes that managing your wealth begins with a deep understanding of your full financial picture. By creating a personalized strategy tailored to your goals and priorities, he can help you navigate today's changing market conditions. With access to the investment insights of Merrill and the banking solutions of Bank of America, Stevens offers personalized wealth management strategies to help you pursue your financial goals. As a Merrill Lynch Wealth Management Advisor, Stevens is committed to participating in the communities he serves by volunteering with local organizations. Through the Merrill Personal Wealth Analysis™, he can create a personalized plan focused on your goals and aspirations. By understanding your investment personality and preferences, Stevens can customize a financial approach to help you pursue what matters most to you.

Merrill Lynch Financial Advisor Jeffrey P Levesque is a reputable finance institution located at 4908 Whiteford Road in Toledo, Ohio, United States. With a focus on providing personalized financial advice and solutions, Jeffrey P Levesque and his team offer expert guidance to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Jeffrey P Levesque is dedicated to helping you navigate the complexities of the financial world with confidence and ease.

Merrill Lynch Financial Advisor Anthony T Adamshick is a finance institution located at 4908 Whiteford Road, Toledo, Ohio, United States. Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, Anthony can help create a strategy as flexible as today's changing market conditions, and provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. He works to help you pursue your goals through personalized wealth management strategies. Anthony follows the deep-seated Merrill tradition of participating in the communities he serves, volunteering with organizations in the community. The Merrill Personal Wealth Analysis™ can help build and document a personalized plan centered on your goals. At Merrill Lynch Wealth Management, Anthony focuses on the things you care about most - family, goals, and priorities - even as they change over the years. Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. He believes that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. By gaining a deeper understanding of how you think and feel about investing through the Investment Personality Assessment, Anthony can customize the financial approach to help you pursue what matters most to you. Let Anthony help you achieve your financial goals through a personalized approach designed to address your needs and aspirations. With a focus on potential solutions that can turn goals into reality, he is dedicated to helping you stay on track to achieve what's most important to you.

Salem Financial Group, located at 413 Washington Street in Toledo, Ohio, is a finance institution dedicated to serving professional advisors. Nadeem S. Salem, a licensed agent with New York Life Insurance Company, offers insurance services in multiple states and is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser. Additionally, Nadeem is a Registered Representative of NYLIFE Securities LLC, offering securities products and services. Kate L. Kelley, another agent with New York Life, provides insurance and advisory services in several states as well. Matthew "Jay" Hanson, also licensed with New York Life, offers insurance and securities products in multiple states. Salem Financial Group is not owned or operated by NYLIFE Securities LLC or its affiliates. Customers can check the background of these investment professionals for more information.

Prudential Accounting and Bookkeeping Services LLC is a professional accounting and finance institution located at 1160 Brookview Drive in Toledo, Ohio, United States. With a team of experienced and dedicated professionals, they offer a wide range of services including bookkeeping, tax preparation, financial reporting, and consulting. Whether you are a small business owner or an individual in need of financial assistance, Prudential Accounting and Bookkeeping Services LLC is committed to providing top-notch solutions tailored to your specific needs. Trustworthy, reliable, and efficient, they are the go-to choice for all your accounting and finance needs.

Brandon Perry - Financial Advisor at Ameriprise Financial Services, LLC, located at 5954 Renaissance Place in Toledo, Ohio, is dedicated to helping clients get closer to their retirement goals. Specializing in investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance, Brandon works closely with clients to track progress, adjust strategies as needed, and provide secure access to accounts and information. With a focus on multi-generational financial planning, Brandon ensures that every family member's unique goals and priorities are addressed. By emphasizing financial literacy and empowering each generation to make informed decisions, Brandon helps families create personalized strategies for education, retirement, and personal investments.

Douglas Pyle - Financial Advisor at Ameriprise Financial Services, LLC, located at 2244 Centennial Road, Toledo, Ohio, United States, offers a wide range of financial services. Douglas Pyle holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment management, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Douglas Pyle can provide personalized financial advice to help you achieve your financial goals.

Parker T Wall - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2244 Centennial Road, Toledo, Ohio, United States. They offer a range of certifications and designations to ensure their advisors are well-equipped to provide expert financial advice to their clients. From the AAMS™ certification focusing on asset management to the APMA™ designation covering portfolio management, their advisors have the knowledge and skills to address various financial needs. Additionally, they offer specialized certifications such as the Certified Divorce Financial Analyst and Chartered Life Underwriter Designation® to cater to specific client requirements. With a commitment to ethics and ongoing education, Parker T Wall - Financial Advisor, Ameriprise Financial Services, LLC is dedicated to providing top-notch financial services to individuals and businesses in Toledo, Ohio.

RL Wealth Advisory Solutions - Ameriprise Financial Services, LLC is a finance institution located at 6011 Renaissance Place in Toledo, Ohio, United States. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch. The institution offers one-to-one financial advice and exceptional client service. Their financial advisors are individually registered in certain U.S. states. By visiting the Retirement InteractiveSM tool, you can explore important issues that could impact your retirement income. The institution also provides information on stock prices, market trends, and retirement planning. Ameriprise Financial Services, LLC cannot guarantee future financial results. They are a member of FINRA and SIPC, and users of their website agree to be bound by their terms and regulations. Privacy and security are a top priority for the institution, and they offer an Online Security Guarantee. Feel free to refer your friends or family members to help them achieve their financial goals.

Jason Harsh is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 6011 Renaissance Place in Toledo, Ohio, United States. Specializing in finance, Jason Harsh holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Jason Harsh is committed to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and veterans.

Jeffrey J Johnson, a Financial Advisor at Ameriprise Financial Services, LLC, located at 6011 Renaissance Place in Toledo, Ohio, offers a wide range of financial services to individuals looking to secure their financial future. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Jeffrey J Johnson is well-equipped to provide expert advice on asset management, retirement planning, estate planning, investment strategies, and more. Whether you are a retiree, small business owner, high net worth individual, or someone looking to plan for the future, Jeffrey J Johnson has the knowledge and expertise to help you achieve your financial goals. Contact Jeffrey J Johnson today to schedule a consultation and take the first step towards a secure financial future.

Barbara G Malhoit is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 5954 Renaissance Place, Toledo, Ohio, United States. Barbara holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Barbara's expertise in wealth management, retirement planning, estate planning, investment management, and financial planning. As a Certified Military Financial Advisor®, Barbara is also trained to serve veterans and military personnel. With a strong commitment to ethical standards and ongoing education, Barbara provides comprehensive financial advice to clients, helping them achieve their financial goals and secure their financial future.

Vedo Candiello, a financial advisor at Ameriprise Financial Services, LLC, located at 5954 Renaissance Place in Toledo, Ohio, United States, offers personalized financial advice to help clients prepare for their future goals. With a focus on understanding what is truly important to each individual, Vedo helps clients save for college, plan for retirement, make smart investments, and more. Background and qualification information can be found on FINRA's BrokerCheck website. By taking the time to assess each client's unique financial situation, Vedo aims to provide confidence, connection, and control over their financial lives. Whether discussing stock market trends or creating a comprehensive financial plan, Vedo is dedicated to helping clients achieve their goals. Vedo Candiello is registered to conduct securities business in select states, as listed on FINRA's BrokerCheck website.

Richard Luedtke - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 6011 Renaissance Place, Toledo, Ohio, United States, is a finance institution offering a wide range of services to meet the individual needs of clients. The institution is proud to have professionals with various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications ensure that clients receive expert advice and guidance in areas such as asset management, retirement planning, estate planning, investment strategies, risk management, and more. The institution is dedicated to providing comprehensive and personalized financial planning services to help clients achieve their financial goals.

Suzanne Martin is a financial advisor at Ameriprise Financial Services, LLC located at 6011 Renaissance Place in Toledo, Ohio. With a focus on helping clients achieve their financial goals, Suzanne offers expert advice on stock prices and market trends. She is registered to conduct securities business in select states and provides an initial consultation to discuss financial planning concepts. Clients can trust in Ameriprise Financial's guarantee of future financial results. For more information on Suzanne's background and qualifications, visit FINRA's BrokerCheck website. Contact Suzanne today to start planning for a secure financial future.

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.

Michael Mahnke is a Registered Practice Associate at Ameriprise Financial Services, LLC located at 2244 Centennial Road, Toledo, Ohio, United States. As a finance institution, Michael focuses on understanding your financial goals, whether it's retirement planning, education funding, or purchasing a second home. He provides personalized investment recommendations based on your risk tolerance and regularly reviews your progress to make necessary adjustments as life changes. Through secure online access, you can track your investments and goals anytime, anywhere. If you're interested in learning more about how Michael can help you achieve your financial goals, schedule a complimentary initial consultation. He is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Your friends or family members can also benefit from Michael's expertise, so feel free to refer them for a consultation. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, committed to safeguarding your financial information and providing a secure online experience.

Financial Visions Group is a leading finance institution located at 6000 Renaissance Place in Toledo, Ohio, United States. With a team of experienced financial experts, we provide a wide range of services including financial planning, investment management, retirement planning, and wealth management. Our goal is to help our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you reach your financial visions.

John R Lung is a financial advisor at Ameriprise Financial Services, LLC, located at 6060 Renaissance Place in Toledo, Ohio, United States. If you are not already a client of Ameriprise, you can schedule a complimentary initial consultation to take the first step towards a more secure financial future. During the consultation, you will receive an overview of financial planning concepts. Please note that no written analysis or recommendations will be provided at this time. John R Lung enjoys spending time with family and friends, as well as appreciating fine cars and meals. He looks forward to starting a family someday. Investment products offered by Ameriprise Financial Services, LLC are not insured by the FDIC, NCUA, or any federal agency, and involve investment risks including possible loss of principal.

Edward Jones - Financial Advisor: Nick Puhl Jr, ChFC®|AAMS™ is a reputable finance institution located at 3234 Executive Parkway in Toledo, Ohio, United States. As a certified Chartered Financial Consultant and Accredited Asset Management Specialist, Nick Puhl Jr offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on providing top-notch customer service and tailored solutions, Edward Jones is a trusted partner for individuals and businesses seeking to secure their financial future.

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.

Gregory Wagoner is a Financial Advisor at Ameriprise Financial Services, LLC located at 5954 Renaissance Place in Toledo, Ohio, United States. Gregory holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Gregory's expertise in various financial areas such as asset management, retirement planning, estate planning, investment analysis, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Gregory Wagoner has the knowledge and experience to help you achieve your financial goals. Contact him today for personalized financial advice tailored to your specific needs.

Merrill Lynch Financial Advisor Dan Herzig, located at 4908 Whiteford Road, Toledo, Ohio, United States, offers insights, observations, and personalized financial strategies to help clients achieve their goals. Specializing in retirement planning, market volatility, and personalized wealth management, Dan Herzig focuses on understanding each client's unique financial picture and goals. By utilizing the Merrill Personal Wealth Analysis® tool, he can create a customized plan centered on the client's aspirations. With access to investment insights from Merrill and banking solutions from Bank of America, Dan works to help clients manage, grow, and preserve their wealth. Committed to community involvement, Dan follows the deep-seated Merrill tradition of giving back. Through ongoing conversations and personalized financial approaches, Dan helps clients navigate life changes and achieve their financial goals. As a registered financial advisor in multiple states, Dan Herzig is dedicated to providing personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.

Toledo Tax Express is a trusted institution located at 5333 Secor Road in Toledo, Ohio, United States. Specializing in accounting and finance services, our experienced team is dedicated to providing top-notch tax preparation, financial planning, and consultation services to individuals and businesses in the Toledo area. With a commitment to professionalism and accuracy, Toledo Tax Express is your go-to destination for all your accounting and finance needs. Visit us today and let us help you navigate the complexities of taxes and finances with ease.

Integrated Financial CPA/MBA is a renowned institution located at 3178 Republic Boulevard North in Toledo, Ohio, United States. Specializing in accounting and finance, this institution offers comprehensive programs that combine the expertise of Certified Public Accountants (CPAs) with the knowledge and skills of Master of Business Administration (MBA) professionals. Students at Integrated Financial CPA/MBA receive top-notch education and training in financial management, auditing, taxation, and other key areas of the accounting and finance industry. With a strong emphasis on practical application and real-world experience, graduates of this institution are well-equipped to excel in their careers and make a significant impact in the field of finance.

Custom Accounting and Tax Services is a reputable institution located at 5752 Secor Road in Toledo, Ohio, United States. Specializing in accounting and finance, our dedicated team of professionals offers personalized services tailored to meet the unique needs of each client. Whether you are an individual or a business owner, our expertise in tax preparation, bookkeeping, and financial planning will help you achieve your financial goals. Trust Custom Accounting and Tax Services to provide reliable and accurate solutions for all your accounting and tax needs.

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.