TOP 10 Business management consulting in Toledo, Ohio
113 results found
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Kathleen Lawrence
● OpenKathleen Lawrence is a reputable finance institution located at 5911 Lewis Avenue in Toledo, Ohio, United States. With a focus on providing top-notch financial services to individuals and businesses, Kathleen Lawrence is known for its expertise in financial planning, investment management, and wealth management. Clients can trust in the institution's experienced team of professionals to help them achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or manage your investments, Kathleen Lawrence is dedicated to providing personalized and comprehensive financial solutions to meet your needs.
5911 Lewis Ave, Toledo, OH 43612, 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 -
Ian Malhoit - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedIan Malhoit is a Financial Advisor at Ameriprise Financial Services, LLC located at 5954 Renaissance Place in Toledo, Ohio, United States. Ian holds multiple certifications including the 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, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Ian's expertise in asset management, retirement planning, estate planning, investment management, and more. Whether you are a retiree, small business owner, or high net worth individual, Ian can provide personalized financial advice tailored to your unique needs.
5954 Renaissance Pl A, 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 -
Fifth Third Private Bank - Jennifer Witt
● ClosedFifth 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.
550 N Summit St, Toledo, OH 43604, 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 James C Happ
● ClosedLocated at 4908 Whiteford Road in Toledo, Ohio, Merrill Lynch Financial Advisor James C Happ is a finance institution dedicated to providing clients with financial well-being. The goal of the institution is to simplify and help clients pursue "the rest of their lives", whether it be related to their business, career, family, or personal passions. The Happ Adam Darah Group serves the wealth management needs of families and closely held businesses, focusing on education, responsibility, and integrity to provide the quality of service and performance clients need and deserve. The institution takes pride in serving generations of families and views financial matters from a family perspective. Clients are considered as "households", reflecting the institution's approach to understanding the situations and ambitions of all stakeholders. The team at The Happ Adam Darah Group acts as primary financial resources for clients, providing ongoing value and acting as sounding boards and confidants on a variety of topics.
4908 Whiteford Rd, Toledo, OH 43623, United States -
Merrill Lynch Financial Advisor Matthew Darah
● ClosedMerrill Lynch Financial Advisor Matthew Darah, located at 4908 Whiteford Road in Toledo, Ohio, United States, is a finance institution dedicated to providing clients with financial well-being. Their goal is to simplify and help clients pursue the rest of their lives, whether it be in their business, career, family, or passions. The institution serves the wealth management needs of families and closely held businesses with a focus on education, responsibility, and integrity to provide quality service and performance. The team at The Happ Adam Darah Group values long-term relationships with clients, viewing them as households and taking a family perspective on financial matters. They strive to understand the situations and ambitions of all stakeholders to provide personalized family wealth planning. With a history of managing clients' money through market volatility, the institution prides itself on mitigating investment risk and helping clients prosper from new opportunities. The team at The Happ Adam Darah Group begins each client relationship by understanding their goals, dreams, and concerns to create fully customized financial strategies for meaningful outcomes. They also work to identify gaps in clients' financial picture and build strategic relationships with their other advisors to create comprehensive wealth management plans. With a dedication to increasing the probability of a client's financial success and emotional well-being, the team at The Happ Adam Darah Group aims to help clients enjoy their lives and passions.
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 -
Fifth Third Private Bank - Fulton Wick
● ClosedFifth Third Private Bank - Fulton Wick is a prestigious financial institution located at 550 North Summit Street in Toledo, Ohio. As a private bank, they offer personalized wealth management services to high-net-worth individuals, families, and businesses. With a focus on building long-term relationships, their team of experienced professionals provides tailored financial solutions to help clients achieve their financial goals. Whether it's investment management, estate planning, or private banking services, Fifth Third Private Bank - Fulton Wick is dedicated to providing exceptional service and expertise to their clients.
550 N Summit St, Toledo, OH 43604, United States -
Point Credit Solutions
● ClosedPoint Credit Solutions is a finance institution located at 425 Jefferson Avenue in Toledo, Ohio, United States. They specialize in managing delinquent accounts receivable to help businesses accelerate their cash flow. With a user-friendly online dashboard, clients can easily place and update accounts, view status reports, and track statistics all in one place. Clients rave about Point Credit Solutions, praising them for their effectiveness in collecting payments and their compassionate approach towards customers or patients. The institution has received high praise for their ease of use, efficiency, and ability to significantly increase collection rates while reducing costs.
425 Jefferson Ave #700, Toledo, OH 43604, United States -
Skylight Financial Group
● OpenSkylight 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 -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 6819 Central Avenue in Toledo, Ohio, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and small business accounting. Whether you need help with your personal taxes or managing your company's finances, H&R Block is dedicated to providing expert guidance and support to help you achieve your financial goals. Visit us today to learn more about how we can assist you with all your accounting and finance needs.
6819 Central Ave, Toledo, OH 43617, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 5237 Dorr Street in Toledo, Ohio, United States. With a reputation for excellence in tax preparation and financial services, H&R Block offers expert advice and personalized solutions to help individuals and businesses manage their finances effectively. Whether you need help with tax filing, financial planning, or other accounting services, H&R Block has a team of skilled professionals ready to assist you. Visit us today to experience the difference that our expertise and dedication can make in achieving your financial goals.
5237 Dorr St Ste 151, Toledo, OH 43615, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 3338 Glendale Avenue in Toledo, Ohio, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to providing expert advice and assistance to help you manage your finances effectively. Visit us today to experience top-notch financial services tailored to meet your specific needs.
3338 Glendale Ave Ste 166 Ste H3, Toledo, OH 43614, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 3820 West Alexis Road in Toledo, Ohio, United States. With a team of highly skilled professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal taxes or a business in need of comprehensive financial management, H&R Block is dedicated to providing expert guidance and support to help you achieve your financial goals.
3820 W Alexis Rd, Toledo, OH 43623, United States -
Liberty Tax
● ClosedLiberty Tax is a finance institution located at 4026 Secor Road in Toledo, Ohio, United States. We specialize in providing professional tax preparation services to individuals and businesses, helping you navigate the complexities of tax laws and maximize your refunds. Our experienced team of tax professionals is dedicated to providing top-notch customer service and ensuring that your financial needs are met with precision and efficiency. Trust Liberty Tax to help you with all your tax-related concerns and ensure that you are in good hands when it comes to managing your finances.
4026 Secor Rd Suite 2, 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 -
Fitzgerald Sharon A
● OpenFitzgerald Sharon A is a reputable law firm located at 2343 Old Stone Court in Toledo, Ohio, United States. Specializing in various areas of law, including but not limited to family law, estate planning, and personal injury, the firm is dedicated to providing top-notch legal services to clients in need. With a team of experienced lawyers led by Sharon A. Fitzgerald, clients can expect personalized attention and expert guidance throughout their legal proceedings. Trust Fitzgerald Sharon A to handle your legal matters with professionalism, integrity, and compassion.
2343 Old Stone Ct # 7, Toledo, OH 43614, United States -
Greenfield Killam & Frank Ltd: Greenfield R Kevin
● OpenGreenfield Killam & Frank Ltd: Greenfield R Kevin is a reputable law firm located at 3450 Central Avenue in Toledo, Ohio, United States. Specializing in various legal matters, attorney Greenfield R Kevin and his team provide expert legal services to clients in need of professional representation. With a focus on personalized attention and dedicated advocacy, Greenfield Killam & Frank Ltd is committed to achieving the best possible outcomes for their clients. Whether you are facing a complex legal issue or simply need guidance on a legal matter, you can trust Greenfield R Kevin to provide reliable and effective legal counsel.
3450 Central Ave #370, Toledo, OH 43606, United States -
RCO Law
● OpenRCO Law is a prestigious law institution located at 433 North Summit Street in Toledo, Ohio, United States. Specializing in a wide range of legal matters, from simple wills to complex international business transactions, our team of experienced lawyers provides tailored solutions to meet your specific needs. We understand the ever-changing business environment and offer strategic advice to help you navigate challenges and seize opportunities. Our team of attorneys at RCO Law is dedicated to helping you manage risks, plan for the future, and achieve your goals. With a focus on practical guidance and clear communication, we strive to make the legal process easy to understand and less overwhelming. Whether you need assistance with business law, estate planning, or any other legal issue, we are here to provide comprehensive solutions.
433 N Summit St, Toledo, OH 43604, United States -
INTEGRATED FINANCIAL CPA/MBA
● OpenIntegrated 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.
3178 Republic Blvd N, Toledo, OH 43615, United States -
Reinbolt Accounting & Tax Services
● OpenReinbolt Accounting & Tax Services is a trusted institution located at 3601 West Alexis Road in Toledo, Ohio, United States. Specializing in accounting and finance, our team of professionals provides expert services to individuals and businesses alike. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and financial management. Whether you need assistance with bookkeeping, tax preparation, or financial planning, Reinbolt Accounting & Tax Services is here to help you achieve your financial goals. Trust us to handle your accounting needs with precision and care.
3601 W Alexis Rd # 202A, Toledo, OH 43623, United States -
EMS Bookkeeping & Tax Co Inc
● OpenEMS Bookkeeping & Tax Co Inc is a trusted accounting and finance institution located at 1305 South Detroit Avenue in Toledo, Ohio. Our team of experienced professionals is dedicated to providing top-notch bookkeeping and tax services to individuals and businesses in the area. Whether you need help with managing your finances or preparing your taxes, we are here to help. Contact us today to learn more about how we can assist you with all of your accounting needs.
1305 S Detroit Ave, Toledo, OH 43614, 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 -
Nowicki William C CPA
● OpenNowicki William C CPA is a reputable accounting and finance institution located at 5900 Renaissance Place in Toledo, Ohio, United States. With years of experience and expertise in the field, they offer a wide range of services including tax preparation, financial planning, and auditing. Their team of certified public accountants is dedicated to providing personalized and professional services to individuals and businesses alike. Whether you need help with tax compliance or financial management, Nowicki William C CPA is the trusted partner you can rely on.
5900 Renaissance Pl, Toledo, OH 43623, United States -
Clark, King & Associates
● OpenClark, King & Associates is a reputable accounting and finance institution located at 7854 Central Avenue in Toledo, Ohio, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment strategies, Clark, King & Associates is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in managing your finances.
7854 Central Ave, Toledo, OH 43617, United States -
Plante Moran
● OpenPlante Moran, located at 3434 Granite Circle in Toledo, Ohio, is a leading institution in the fields of accounting and finance. With a focus on the personal aspect of business, Plante Moran has been dedicated to their clients' success for over 100 years. They offer services such as growth strategy, tax optimization, risk management, and more, always considering the impact on staff, customers, investors, and the community. As professionals in audit, tax, consulting, and wealth management, Plante Moran understands that behind every number is a person with a unique story. They work closely with their clients to provide personalized advice and creative solutions. Whether you are looking for an internship or a full-time career, Plante Moran offers opportunities to help you grow both professionally and personally.
3434 Granite Cir, Toledo, OH 43617, United States -
Titus & Urbanski Inc CPAs
● OpenTitus & Urbanski Inc CPAs is a reputable accounting and finance institution located at 3220 Central Park West in Toledo, Ohio, United States. With a team of experienced and knowledgeable Certified Public Accountants, they provide a wide range of services including tax preparation, financial planning, and auditing. Their commitment to excellence and client satisfaction sets them apart as a trusted partner for individuals and businesses seeking professional financial services.
3220 Central Park West, Toledo, OH 43617, United States
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