Best financial services for individuals in Toledo, OH
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Vedo Candiello - Financial Advisor, Ameriprise Financial Services, LLC
● OpenVedo 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.
5954 Renaissance Pl Ste D, Toledo, OH 43623, United States -
Brian Becker - Financial Advisor, Ameriprise Financial Services, LLC
● OpenBrian Becker is a Financial Advisor at Ameriprise Financial Services, LLC, located at 6060 Renaissance Place in Toledo, Ohio, United States. Brian 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®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Brian's expertise in asset management, estate planning, retirement planning, investment strategies, and more. As a trusted financial advisor, Brian is dedicated to providing comprehensive and personalized financial guidance to individuals, retirees, small business owners, and high net worth clients. Contact Brian Becker today for all your financial planning needs.
6060 Renaissance Pl Ste H, Toledo, OH 43623, United States -
Integrated Financial Resources
● ClosedIntegrated Financial Resources is a leading finance institution located at 7261 Central Avenue in Toledo, Ohio, United States. Our team of experienced professionals provides comprehensive financial services to help individuals and businesses achieve their financial goals. Whether you need help with investments, retirement planning, insurance, or any other financial need, we are here to assist you every step of the way. Trust Integrated Financial Resources for all your financial needs and secure your financial future today.
7261 Central Ave #2, Toledo, OH 43617, United States -
Tina S Jordan - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedTina 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.
2727 N Holland Sylvania Rd # K, Toledo, OH 43615, United States -
Patrick R Convery - Financial Advisor, Ameriprise Financial Services, LLC
● OpenPatrick R Convery is a Financial Advisor at Ameriprise Financial Services, LLC located at 6060 Renaissance Place in Toledo, Ohio, United States. He holds several 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®. Patrick specializes in asset management, retirement planning, estate planning, investment strategies, and financial planning for individuals, retirees, small business owners, and high net worth clients. He is dedicated to providing expert advice and guidance to help clients achieve their financial goals.
6060 Renaissance Pl Ste H, Toledo, OH 43623, United States -
Edward Jones - Financial Advisor: Brandon E Rodriguez
● ClosedEdward Jones - Financial Advisor: Brandon E Rodriguez is a trusted financial institution located at 20 North Saint Clair Street in Toledo, Ohio. As a dedicated financial advisor, Brandon E Rodriguez provides personalized financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing top-notch customer service, Edward Jones is committed to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for education, or investing for the future, Brandon E Rodriguez is here to provide expert guidance and support every step of the way. Visit us today to learn more about how we can help you secure your financial future.
20 N St Clair St, Toledo, OH 43604, United States -
Premier Planning Group, Toledo
● ClosedPremier Planning Group in Toledo is a leading financial institution located at 114 South Superior Street in Toledo, Ohio. We specialize in providing top-notch financial planning services to individuals and businesses in the United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you need help with retirement planning, investment management, or estate planning, Premier Planning Group is here to guide you every step of the way. Visit us today to learn more about how we can help you take control of your financial future.
114 S Superior St, Toledo, OH 43604, United States -
Premise Financial Group
● ClosedPremise Financial Group, located at 413 Washington Street in Toledo, Ohio, is a finance institution dedicated to providing custom financial guidance to help individuals enjoy today and have peace for tomorrow. Whether you are uncertain about your financial future or looking to maximize opportunities, our team at Premise Financial Group offers personalized solutions to protect your wealth and family. We provide practical education and step-by-step guidance to help you better understand your finances and make informed decisions. Our team, including agents Kate Kelley and Jay Hanson, are licensed to sell insurance and offer securities products and services through New York Life Insurance Company and NYLIFE Securities LLC. We are here to support you in every phase of your financial journey, offering hands-on assistance and tailored recommendations to suit your individual needs and objectives. Trust Premise Financial Group to help you build a secure, meaningful future and live your best life now and in the future.
413 Washington St Suite 2, Toledo, OH 43604, United States -
Edward Jones - Financial Advisor: Nick Puhl Jr, ChFC®|AAMS™
● ClosedEdward 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.
3234 Executive Pkwy Unit 109, Toledo, OH 43606, United States -
Freedom Financial of Ohio Inc
● OpenFreedom Financial of Ohio Inc is a finance institution located at 5215 Monroe Street in Toledo, Ohio, United States. We specialize in providing financial solutions and services to individuals and businesses in the area. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking for assistance with investments, retirement planning, or loans, we are here to help. Contact us today to schedule a consultation and see how Freedom Financial of Ohio Inc can help you achieve financial freedom.
5215 Monroe St, Toledo, OH 43623, United States -
Merrill Lynch Financial Advisor Shane Ewbank
● ClosedAs a financial advisor at Merrill Lynch, Shane Ewbank and his team are dedicated to providing personalized and trustworthy service to help clients achieve their financial goals. Located at 4908 Whiteford Road in Toledo, Ohio, they offer a range of services tailored to each individual's needs and priorities. By starting with a conversation, they aim to understand what matters most to you and your family, whether it's planning for retirement, saving for a home, or passing wealth to future generations. With access to the resources of Merrill and Bank of America, they can develop a personalized plan to address your financial needs and help you pursue your goals. Through ongoing communication and adjustments as needed, they strive to keep you on track and help you navigate changes in the market and in your life. With a focus on building strong client relationships and providing customized solutions, Merrill Lynch Financial Advisor Shane Ewbank is committed to helping you achieve financial success.
4908 Whiteford Rd, Toledo, OH 43623, United States -
UBS Financial Services Inc.
● OpenUBS 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.
5757 Monroe St, Sylvania, OH 43560, United States -
Gregory Wagoner - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedGregory 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.
5954 Renaissance Pl Ste D, Toledo, OH 43623, United States -
Merrill Lynch Financial Advisor Daniel M McHugh
● ClosedMerrill Lynch Financial Advisor Daniel M McHugh is a finance institution located at 4908 Whiteford Road, Toledo, Ohio, United States. Our team consists of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. We focus on your family, goals, and priorities, adapting as they change over time. Through conversations, we identify and prioritize your most important goals, whether it's transferring wealth, pursuing passions, or planning for the future. Our Investment Personality Assessment helps us understand your investing preferences and customize a financial approach tailored to your needs. With access to Merrill's investment insights and Bank of America's banking solutions, we develop strategies to address your financial goals. Our mission is to understand you and your priorities to help you achieve financial success. We offer personalized plans, regular check-ins, and adjustments to ensure you stay on track. Let us help you reach your goals and live your best financial life.
4908 Whiteford Rd, Toledo, OH 43623, United States -
Merrill Lynch Financial Advisor Wendy Lamberg Greeley
● ClosedMerrill Lynch Financial Advisor Wendy Lamberg Greeley, located at 4908 Whiteford Road, Toledo, Ohio, United States, is a finance institution dedicated to providing exemplary client service. Wendy has been recognized by Forbes for her outstanding work in the financial industry, ranking as one of the "Best-in-State Wealth Advisors," "America's Top Women Wealth Advisors," and "Top Women Wealth Advisors Best-in-State." With a deep understanding of clients' financial goals and priorities, Wendy creates personalized wealth management strategies tailored to individual needs. Supported by the global resources of Merrill, Wendy's team is committed to building strong client relationships based on trust and personalized service. By focusing on clients' aspirations and financial goals, Wendy helps manage, grow, and preserve wealth through a customized approach designed to address financial needs. With access to investment insights from Merrill and banking solutions from Bank of America, Wendy provides comprehensive financial guidance to help clients achieve their goals. Whether planning for retirement, purchasing a home, or funding education, Wendy works closely with clients to create a financial approach that reflects their personality and priorities. As a Merrill Lynch Wealth Management Advisor, Wendy is dedicated to helping clients navigate the complexities of their financial lives and build a customized investment approach to pursue their goals. With a focus on personalized investment strategies and comprehensive financial solutions, Wendy is committed to putting clients first and guiding them along their financial journey.
4908 Whiteford Rd, Toledo, OH 43623, United States -
Cathy Snyder - Financial Advisor, Ameriprise Financial Services, LLC
● OpenCathy Snyder - Financial Advisor at Ameriprise Financial Services, LLC, located at 5954 Renaissance Place in Toledo, Ohio, provides expert financial advice and services to individuals seeking asset management solutions. Cathy Snyder holds multiple certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating her expertise in estate planning, investment strategies, and retirement planning. With a focus on client assessment, risk management, and investment performance, Cathy Snyder is dedicated to helping clients achieve their financial goals. Whether you are a retiree, small business owner, or high net worth individual, Cathy Snyder can provide personalized financial guidance tailored to your specific needs. Contact Cathy Snyder today to start planning for a secure financial future.
5954 Renaissance Pl Ste B, Toledo, OH 43623, United States -
Mid-America Financial Corporation
● OpenMid-America Financial Corporation is a leading finance institution located in Toledo, Ohio, United States. With a focus on providing a wide range of financial services, Mid-America Financial Corporation is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for assistance with loans, investments, or wealth management, the experienced professionals at Mid-America Financial Corporation are here to help. Visit their office at 2400 North Reynolds Road to learn more about how they can help you secure your financial future.
2400 N Reynolds Rd A, Toledo, OH 43615, United States -
City of Toledo 401k
● OpenCity of Toledo 401k is a financial institution located at 111 South Huron Street in Toledo, Ohio, United States. This institution offers retirement savings plans for employees of the city of Toledo, providing a secure and reliable way for individuals to save for their future. With a focus on helping employees achieve their long-term financial goals, City of Toledo 401k is dedicated to providing excellent customer service and expert financial guidance. Whether you are just starting to save for retirement or are looking to optimize your existing savings, City of Toledo 401k is here to help you every step of the way.
111 S Huron St, Toledo, OH 43604, United States -
Skylight Financial Group
● ClosedSkylight Financial Group is a finance and insurance agency located at 3 Cincinnati Dayton Road in Olde West Chester, Ohio. Led by experienced financial advisor Rich, the institution offers comprehensive individualized planning to help clients achieve their long-term financial goals. Rich works closely with clients to develop strategies that encompass maximizing cash flow, building portfolios, managing taxes, protecting lifestyles, preparing for retirement, and leaving a legacy. He is dedicated to helping people with retirement planning and saving for college, and conducts regular meetings with clients for reviews. Rich graduated from The College of Wooster with a BA in Business Economics and holds series 6 and 63 securities registrations. He is also an LUTC Graduate of The American College. Outside of work, Rich is a devoted husband and father, volunteering in his community and church.
8833, 3 Cincinnati Dayton Rd, West Chester Township, OH 45069, United States -
Toledo Tax Express
● ClosedToledo 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.
5333 Secor Rd #11, Toledo, OH 43623, United States -
All Pro Tax And Accounting Services
● ClosedAll Pro Tax and Accounting Services is a reputable finance institution located at 1260 West Sylvania Avenue in Toledo, Ohio, United States. With a team of experienced professionals, we offer a wide range of tax and accounting services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, payroll services, or financial planning, our dedicated staff is here to provide expert guidance and support. Trust All Pro Tax and Accounting Services for all your financial needs.
1260 W Sylvania Ave, Toledo, OH 43612, United States -
Tamara Dye Professional Tax Services
● OpenTamara Dye Professional Tax Services is a highly reputable accounting and finance institution located at 2015 Woodbridge Road in Toledo, Ohio, United States. With years of experience in the industry, our team of experts is dedicated to providing top-notch tax services for individuals and businesses alike. From tax preparation to financial planning, we strive to ensure our clients receive the best possible outcomes. Trust Tamara Dye Professional Tax Services for all your accounting and finance needs.
2015 Woodbridge Rd, Toledo, OH 43615, United States -
Tax Assistance Group - Toledo
● ClosedTax Assistance Group - Toledo is a reputable institution located at 1715 Indian Wood Circle in Maumee, Ohio, United States. Specializing in accounting, finance, and legal services, our team of experts are dedicated to helping individuals with tax debt problems. Our satisfied clients have praised us for our professionalism, friendliness, and knowledge in resolving their tax issues. Whether you need assistance with tax relief or collection work, our experienced attorneys, CPA’s, and enrolled agents are here to help. Trust Tax Assistance Group - Toledo, a MoneySolver company, to provide you with the support and guidance you need to achieve financial freedom. Contact us today to learn more about our services and how we can assist you with your tax problems.
1715 Indian Wood Cir Suite 200, Maumee, OH 43537, United States -
Thompson Tax Services
● OpenThompson Tax Services is a reputable accounting and finance institution located at 4643 Gilhouse Road in Toledo, Ohio, United States. With a team of experienced professionals, we offer a wide range of tax services to individuals and businesses. Our dedicated staff is committed to providing accurate and timely financial solutions to help our clients navigate the complexities of tax laws and regulations. Whether you need assistance with tax preparation, planning, or consulting, Thompson Tax Services is here to help you achieve your financial goals. Contact us today to schedule a consultation and experience the difference our expertise can make for your financial success.
4643 Gilhouse Rd, Toledo, OH 43623, United States -
Ron'Nasia's Tax Services
● ClosedRon'Nasia's Tax Services is a reputable accounting and finance institution located at 709 North Reynolds Road in Toledo, Ohio, United States. With a team of experienced professionals, we provide a wide range of tax services to individuals and businesses. Our services include tax preparation, tax planning, bookkeeping, and financial consulting. We are dedicated to helping our clients navigate the complexities of the tax system and achieve their financial goals. Trust Ron'Nasia's Tax Services for all your accounting and finance needs.
709 N Reynolds Rd, Toledo, OH 43615, United States -
Trust Accounting & Tax Service, Inc.
● ClosedTrust Accounting & Tax Service, Inc. is a reputable accounting and finance institution located at 5752 Secor Road in Toledo, Ohio, United States. With a team of experienced professionals, they specialize in trust accounting and tax services for individuals and businesses. Whether you need assistance with tax preparation, financial planning, or investment management, Trust Accounting & Tax Service, Inc. is dedicated to providing personalized and reliable services to help you achieve your financial goals. Contact them today to schedule a consultation and take control of your financial future.
5752 Secor Rd, Toledo, OH 43623, United States -
Boles Tax Service
● OpenBoles Tax Service is a trusted accounting and finance institution located at 817 Dunwood Court in Toledo, Ohio, United States. With years of experience in the industry, our team of professionals is dedicated to providing top-notch tax services to individuals and businesses alike. From tax preparation to financial planning, we are here to help you navigate the complexities of the tax system and maximize your financial success. Contact us today to schedule an appointment and let us take the stress out of tax season for you.
817 Dunwood Ct, Toledo, OH 43609, United States -
Broadway Tax Services
● ClosedBroadway Tax Services is a professional accounting and finance institution located at 1812 Broadway Street in Toledo, Ohio, United States. Our experienced team of experts is dedicated to providing top-notch tax services to individuals and businesses in the area. From tax preparation to financial planning, we strive to help our clients achieve their financial goals and maximize their returns. Trust Broadway Tax Services for all your accounting and finance needs.
1812 Broadway St #3202, Toledo, OH 43609, United States -
Glass City Tax Service
● ClosedGlass City Tax Service is a well-established accounting and finance institution located at 603 Main Street in Toledo, Ohio. With a team of experienced professionals, they offer a wide range of tax services to individuals and businesses in the area. From tax preparation to financial planning, Glass City Tax Service is dedicated to helping their clients navigate the complexities of the tax system and achieve their financial goals. Their convenient location and flexible hours make it easy for clients to access their expertise and receive personalized assistance. Trust Glass City Tax Service to handle all of your tax and financial needs with professionalism and efficiency.
603 Main St, Toledo, OH 43605, United States -
NOL Enterprises Tax Service
● ClosedNOL Enterprises Tax Service is a reputable accounting and finance institution located at 1735 West Sylvania Avenue in Toledo, Ohio, United States. With a team of experienced professionals, we specialize in providing expert tax services to individuals and businesses. Our services include tax preparation, planning, and consulting to help our clients maximize their financial goals. Trust NOL Enterprises Tax Service for all your accounting and finance needs.
1735 W Sylvania Ave, Toledo, OH 43613, United States
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