TOP 30 Certified financial planners in Toledo, Ohio

18 results found

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

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.

Richard Desautels - Financial Advisor, Ameriprise Financial Services, LLC, located at 5911 Renaissance Place in Toledo, Ohio, is a finance institution offering a wide range of services to meet the needs of individuals seeking expert financial advice. Richard Desautels 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 ensure that Richard Desautels is equipped with the knowledge and expertise to provide comprehensive financial planning and investment advice to clients. Whether you are looking for retirement planning, estate planning, investment management, or advice on specific financial products such as annuities, Richard Desautels has the expertise to guide you through the process. With a commitment to ethical practices and ongoing education, Richard Desautels is dedicated to helping clients achieve their financial goals.

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

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.

Kenneth Close, a Financial Advisor at Ameriprise Financial Services, LLC, located at 6011 Renaissance Place in Toledo, Ohio, offers a range of financial services to meet the needs of individuals and businesses. Kenneth Close 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 Kenneth Close's 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 in need of specialized financial planning, Kenneth Close can provide personalized financial advice tailored to your unique needs. Contact Kenneth Close at Ameriprise Financial Services, LLC for expert financial guidance and support.

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.

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.

Brian 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.

Edward Jones - Financial Advisor: Scott M Brown, CFP®|AAMS™ is a reputable finance institution located at 2273 South Byrne Road in Toledo, Ohio, United States. With a focus on providing personalized financial planning and investment services, Scott M Brown, a Certified Financial Planner and Accredited Asset Management Specialist, is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for education, or building wealth, Scott M Brown and his team at Edward Jones are committed to providing expert advice and guidance to help you navigate the complexities of the financial world. Contact them today to schedule a consultation and take the first step towards securing your 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.

John Timothy Harris Jr is a Registered Practice Associate at Ameriprise Financial Services, LLC located at 2244 Centennial Road in Toledo, Ohio, United States. John 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®, 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®. With expertise in asset management, investment strategies, estate planning, retirement planning, and more, John provides comprehensive financial services to individuals and small business owners. John is committed to upholding the highest standards of professionalism and ethics in the finance industry.

Patrick 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.

Ian 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.

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.

Wholehan Wealth Advisors, CFP is a prestigious financial institution located at 2720 Centennial Road in Toledo, Ohio, United States. As a Certified Financial Planner (CFP), they offer expert financial advice and wealth management services to individuals and families looking to secure their financial future. With a team of experienced professionals, Wholehan Wealth Advisors, CFP provides personalized financial planning strategies tailored to each client's unique goals and needs. Whether you are planning for retirement, investing for the future, or seeking to grow your wealth, Wholehan Wealth Advisors, CFP is dedicated to helping you achieve financial success.

Noble Wealth Partners is a finance institution located at 14 North Erie Street in Toledo, Ohio, United States. As a family run business with decades of experience, we specialize in helping wealthy individuals and families simplify their financial lives. Our team of experts will work closely with you to create a comprehensive financial plan tailored to your specific goals and values. With a Certified Financial Planner designation and over 40 years of experience, we have the knowledge and insights to improve your financial well-being. Our approach is personal and objective, always prioritizing your best interests. We are committed to providing you with the right solutions for your every need.

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