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TOP 30 Business advisors in Toledo, OH
119 results found
Search for local businesses, places and services near you
Jamilynn Fox: Allstate Insurance
Jamilynn Fox: Allstate Insurance is a trusted insurance agency located at 5415 Secor Road in Toledo, Ohio, United States. With a commitment to providing top-notch insurance products and personalized customer service, our team is dedicated to helping you protect what matters most. Whether you're looking for auto, home, life, or business insurance, we have the knowledge and expertise to find the right coverage for your needs. Contact us today to learn more about how we can help you safeguard your assets and loved ones.
Rex Sims - State Farm Insurance Agent
Rex Sims - State Farm Insurance Agent is a trusted insurance agency located at 111 North Reynolds Road in Toledo, Ohio. With over 37 years of experience, Rex Sims and his team are dedicated to protecting what matters most to you and planning for your future. They offer a wide range of insurance and financial services, including auto, home, renters, motorcycle, boat, commercial, business, and life insurance. The team at Rex Sims State Farm is committed to providing professional guidance and recommendations to ensure you have the right coverage and discounts you deserve. Whether you're an existing customer or looking for a quote, their knowledgeable team members are ready to assist you. Contact their office today for a free quote and experience the personalized service that has made them a preferred choice for insurance in Ohio and Michigan.
Robert Griffey Jr: Allstate Insurance
Robert Griffey Jr: Allstate Insurance is a trusted insurance agency located at 6049 Renaissance Place in Toledo, Ohio. With a strong commitment to providing exceptional coverage and personalized service, our team is dedicated to helping clients protect what matters most. Whether you're looking for auto, home, life, or business insurance, we have the expertise to find the right policy for your needs. Contact us today to learn more about how we can help you safeguard your assets and loved ones.
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.
Jeff Traudt - State Farm Insurance Agent
Jeff Traudt - State Farm Insurance Agent is a reputable insurance agency located at 2828 Central Avenue in Toledo, Ohio. Jeff Traudt has been a State Farm agent since 1980 and is a Lifetime Member of the State Farm President's Club. He is also a University of Toledo Foundation Board Member Emeritus and a past President of the University of Toledo Alumni Association. Jeff Traudt focuses on transfers to the Toledo area, Sylvania, and is a member of the University of Toledo Rocket Fund. With 40 consecutive years as an Ambassador Travel Qualifier, Jeff Traudt offers fast and accurate insurance quotes for life, auto, home, and business insurance in Toledo, Sylvania, and Michigan. Customers can rely on Jeff Traudt for expert advice on changes to life insurance policies after divorce, and tips on DIY auto maintenance to combat rising repair costs. For personalized service, customers can contact Jeff Traudt at (419) 473-3276. Securities are distributed by State Farm VP Management Corp, and life insurance and annuities are issued by State Farm Life Insurance Company. Deposit products are offered by U.S. Bank National Association, and credit card services are provided by U.S. Bank National Association under a license from Visa U.S.A. Inc. Rocket Mortgage, LLC, offers mortgage services in 50 states, with licenses and regulatory information available on their website. State Farm VP Management Corp is a separate entity from State Farm banking and insurance entities, and customers are advised to consult with tax and legal advisors for personalized advice.
Scott Wood - State Farm Insurance Agent
Scott Wood - State Farm Insurance Agent is a reputable insurance agency located at 4802 North Summit Street in Toledo, Ohio. With over 65 years of combined State Farm Team experience, we are dedicated to providing excellent service to residents in Toledo, Northwest Ohio, and Southeast Michigan. Our focus is on Auto Insurance, Homeowner’s Insurance, Renter’s Insurance, Life Insurance, and Business insurance in counties including Lucas, Wood, Sandusky, Ottawa, Fulton, Williams, Monroe, and Lenawee. As a State Farm Insurance Agent since 1987, I am committed to helping clients with their insurance needs. I am a member of the Point Place Business Association and an active church member. My agency consistently ranks as one of the top State Farm agencies in Northwest Ohio. With achievements such as Legion of Honor/Bronze Tablet Qualifier, National convention Qualifier, and Ambassador Travel Qualifier, I strive to provide the best service to my clients.
Bud Moody - State Farm Insurance Agent
Bud Moody - State Farm Insurance Agent is an insurance agency located at 1751 West Sylvania Avenue in Toledo, Ohio, United States. They offer tips to avoid the dangers of drinking and driving, guidance on online safety for teens, and advice on managing finances when adult children move back home. It is important to protect sensitive personal information and for those with accessibility needs, a phone number is provided. They offer life insurance and annuities through State Farm entities, as well as deposit products through U.S. Bank National Association. Credit cards are issued by U.S. Bank National Association under a license from Visa U.S.A. Inc. State Farm VP Management Corp. is a separate entity from the banking and insurance products offered. Investing involves risk and tax or legal advice should be sought from a professional advisor.
Bruce Pasch
Bruce Pasch is a renowned doctor located at 3400 Meijer Drive in Toledo, Ohio, United States. Specializing in health and wellness, Dr. Pasch offers top-notch medical care and expertise to patients in need. With a commitment to providing personalized and compassionate care, Bruce Pasch is dedicated to helping individuals achieve optimal health and well-being. Visit this institution for all your healthcare needs and experience the highest quality of medical services.
Rajat Kaul
Rajat Kaul is a renowned doctor specializing in health and wellness located at 2142 North Cove Boulevard in Toledo, Ohio. With years of experience and expertise in the field, Dr. Kaul provides top-notch medical care and personalized treatment plans to his patients. Whether you're in need of a routine check-up or seeking treatment for a specific health issue, Dr. Kaul is dedicated to helping you achieve optimal health and well-being. Visit his practice today to experience compassionate care and professional medical services.
Judy Stuart
Judy Stuart is a reputable health institution located at 635 North Erie Street in Toledo, Ohio, United States. Specializing in providing top-notch medical care, Judy Stuart is a trusted name in the healthcare industry. With a team of experienced doctors and healthcare professionals, patients can expect personalized and compassionate treatment for a wide range of health issues. Whether you are in need of a routine check-up or seeking treatment for a specific medical condition, Judy Stuart is dedicated to helping you achieve optimal health and well-being. Visit us today for quality healthcare services you can trust.
Dan Finkel
Dan Finkel is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. As a member of Savage and Associates since 1999, Dan specializes in helping clients build wealth through retirement savings and protecting that wealth with life, health, and disability insurance. He is dedicated to keeping investment fees and expenses low compared to others in the industry. Dan encourages clients to have a monthly savings goal leading up to retirement and a sustainable withdrawal rate in retirement. In addition, he assists those in retirement with Medicare plans and Medicare Supplement insurance. Dan is a graduate of Miami University with a Bachelor of Science degree in business. He is registered in multiple states for securities and holds designations such as AIF®, LUTCF®, ChFC®, and CFP®. In his free time, Dan enjoys practicing Aikido, bicycling in the summer, and participating in charity events like the MS Bike to the Bay. He is an active member of the Toledo’s Historic Old West End neighborhood.
Scott Toland
Scott Toland is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Scott's main focus is on helping clients plan for their future by creating specific financial plans tailored to each individual's goals. He provides strategies such as tax-saving methods and prioritizes structure over rate of return to help maximize income during retirement. Scott is a graduate of Toledo’s Central Catholic High School and Siena Heights University, where he studied business and history. A Maumee native, Scott enjoys spending time with his family in Northern Michigan during the summer. He is a dedicated fan of the University of Michigan, Dallas Cowboys, and Detroit Tigers. In his free time, Scott enjoys outdoor activities, traveling, playing the piano, and learning about history.
Brian McCabe
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
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.
Jeff Turner
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.
Legacy Financial Partners
Legacy Financial Partners is a leading finance institution located at 3454 Oak Alley Court in Toledo, Ohio, United States. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment services to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Legacy Financial Partners is committed to helping individuals and businesses secure their financial future. Contact us today to schedule a consultation and start planning for tomorrow.
Beacon Financial LLC
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.
Roberts Financial Group
Roberts Financial Group is a leading finance institution located at 4149 North Holland Sylvania Road in Toledo, Ohio, United States. With a strong reputation for providing expert financial services, Roberts Financial Group offers a wide range of solutions to meet the unique needs of its clients. From investment planning and wealth management to retirement savings and insurance services, the experienced team at Roberts Financial Group is dedicated to helping individuals and businesses achieve their financial goals. Visit their office today to learn more about how they can assist you in securing a stable financial future.
Holmes Financial Partners
Holmes Financial Partners is a leading finance institution located at 5748 Park Center Court in Toledo, Ohio, United States. With a team of experienced financial experts, Holmes Financial Partners offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for assistance with investments, retirement planning, or estate planning, Holmes Financial Partners is committed to providing personalized solutions tailored to your specific needs. Trustworthy, reliable, and dedicated, Holmes Financial Partners is your partner in financial success.
RM Wade & Company, Ltd.
RM Wade & Company, Ltd. is a reputable finance institution located at 6012 Renaissance Place in Toledo, Ohio, United States. With a strong focus on providing top-notch financial services, RM Wade & Company, Ltd. offers a wide range of financial solutions to individuals and businesses. Whether you are looking for investment advice, wealth management, or financial planning services, the experienced professionals at RM Wade & Company, Ltd. are dedicated to helping you achieve your financial goals. Trustworthy, reliable, and customer-focused, RM Wade & Company, Ltd. is committed to delivering exceptional financial services to clients in the Toledo area and beyond.
Wayne Milewski
Wayne Milewski is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Wayne, a native of Cleveland, Ohio, is a graduate of St. Ignatius High School and John Carroll University. After serving in the United States Army, Wayne joined Savage founder John F. Savage at the firm. He now focuses on serving medium and large-sized businesses, with a strong belief in giving back to the community. Wayne has served on several nonprofit boards, including the Make-A-Wish Foundation of Northwest Ohio and the Susan G. Komen Breast Cancer Foundation of Northwest Ohio. He is also involved with Toledo St. John’s Jesuit High School. Wayne is married to Linda for over 40 years and has two children, Renee and Stephen, who is also an associate at Savage and Associates. Securities and investment advisory services are offered through Osaic Wealth, Inc., with securities available in multiple states. It's important to note that when visiting external websites linked on their page, you are leaving the Wayne Milewski website.
TWDS Group
TWDS Group is a leading finance institution located at 7150 Granite Circle in Toledo, Ohio, United States. With a focus on providing top-notch financial services and solutions, TWDS Group is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, our team of experts is here to help. Trust TWDS Group to provide you with the guidance and support you need to secure your financial future.
Lauren Myers
Lauren Myers is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Founded on the principles of saving instilled by Lauren Myers's father, the institution focuses on financial wellness and planning for individuals and families. Specializing in creating tax-efficient retirement income and wealth accumulation strategies, Lauren aims to empower clients to make informed decisions about their financial future. With a Bachelor's degree in business administration with a specialization in finance from Bowling Green State University, Lauren is dedicated to building lifelong relationships with clients and their families. In her free time, she enjoys outdoor activities like biking and walking through Metropark Toledo's Oak Openings, as well as spending summers on the lake with her family. Securities and investment advisory services are offered through Osaic Wealth, Inc., with securities available in various states across the U.S. Please note that any information provided is for courtesy only, and leaving the website will not guarantee the accuracy of information on external sites.
KMG Fiduciary Partners
KMG Fiduciary Partners is a trusted finance institution located at 7530 Kings Pointe Road in Toledo, Ohio, United States. Our team of experienced professionals provides expert fiduciary services to help individuals and businesses manage their finances and investments with confidence. Whether you need assistance with estate planning, trust management, or investment advisory services, KMG Fiduciary Partners is committed to helping you achieve your financial goals. Contact us today to learn more about how we can help you secure your financial future.
Ajus Consultants-Suoeja Kummar
Ajus Consultants-Suoeja Kummar is a well-established accounting and finance institution located at 6029 Renaissance Place in Toledo, Ohio, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, auditing, and financial planning. Whether you are an individual or a business owner, Ajus Consultants-Suoeja Kummar is dedicated to providing personalized and reliable financial solutions to help you achieve your goals. Visit their office today to learn more about how they can assist you with your financial needs.
Brangham & Associates Inc
Brangham & Associates Inc is a financial accounting and tax planning institution located at 6465 Wheatstone Court, Maumee, Ohio, United States. Our dedicated team provides services for Toledo businesses and individuals, helping them navigate the complexities of accounting and finance. Our office hours are Monday-Thursday from 8:30AM to 6:00PM, Friday from 8:30AM to 5:00PM, and Saturday from 9:00AM to 3:00PM. We are closed on Sundays and daily for lunch from 12:00PM to 1:00PM. To schedule a consultation or learn more about our services, please contact us at (419) 872-2221 or email us at [email protected]. Please note that we prioritize the health and safety of our clients and staff, so we kindly ask that you refrain from visiting our office if you are feeling unwell or have been exposed to COVID-19.
J.R. Toland
J.R. Toland is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Under the leadership of President and CEO J.R. Toland, the institution continues the unique culture established by founder John Savage. J.R. provides overall leadership, communication of vision, strategy, and direction, grounded in core values of integrity, client focus, accountability, excellence, and balance. J.R. joined Savage and Associates in 1984, focusing on assisting small business owners and corporate executives with retirement plans and tax-efficient business succession plans. He is actively involved in community causes and is a member of industry study groups. J.R. graduated from the University of Toledo with a degree in finance. Securities and investment advisory services are offered through Osaic Wealth, Inc., and the institution offers securities in multiple states. J.R. enjoys spending time with his family, watching football, and reading.
Gilmore Jasion Mahler
Gilmore Jasion Mahler, located at 1785 Indian Wood Circle in Maumee, Ohio, is a leading accounting and finance institution. Recently, the GJM team members have joined CLA (CliftonLarsonAllen LLP), further enhancing their expertise and services. At GJM, we offer a comprehensive range of services tailored to help businesses of all sizes become more profitable. Our team goes beyond just providing services - we provide solutions. As your financial problem-solvers, we take a holistic approach to help you make the best decisions for your company.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 4908 Whiteford Road in Toledo, Ohio, is a reputable finance institution dedicated to helping individuals, families, business owners, executives, and institutions navigate the complexities of wealth planning in both stable and volatile markets. The branch's financial advisors prioritize client satisfaction and work closely with clients to identify their personal and professional goals, lifestyle preferences, and multi-generational concerns. By leveraging industry analysts and specialists, the advisors develop tailored financial strategies to meet each client's long-term objectives. In addition to providing expert financial guidance, Merrill Lynch Wealth Management is deeply committed to giving back to the communities it serves through volunteerism and charitable outreach. The branch actively supports local economic, social, and cultural initiatives, fostering vibrant and healthy neighborhoods.
Michael W. Cryan, CPA
Michael W. Cryan, CPA is a reputable accounting and finance institution located at 5858 Secor Road in Toledo, Ohio, United States. With years of experience and expertise in the field, Michael W. Cryan, CPA offers a wide range of services including tax preparation, financial planning, and auditing. Their team of professionals is dedicated to providing top-notch financial solutions tailored to meet the unique needs of each client. Whether you are an individual or a business owner, you can trust Michael W. Cryan, CPA to handle all of your accounting and finance needs with precision and care.
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