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TOP 30 Corporate financial management in Toledo, OH
9 results found
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Indicator Advisory Corporation
Indicator Advisory Corporation is a finance institution located at 3061 Shoreland Avenue in Toledo, Ohio, United States. Founded by Bob Kneisley in 1986, the firm specializes in providing investment advice and consulting services to help clients build wealth successfully. Bob Kneisley, with his extensive experience in the field, has earned various designations and is a respected member of the finance community. The firm stands out for its unique approach to investment management, offering a proprietary ranking system for leading money managers. These managers, licensed to display the firm's "Direct Management Strategy ®" trademark, focus on eliminating mutual fund costs and tax inefficiencies to enhance investment performance for clients. The firm also ensures transparency in fee structures and uses independent third-party bank custodians to hold client assets, ensuring their safety.
Mid-America Financial Corporation
Mid-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.
Sean Savage
Sean Savage is a financial institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Specializing in finance, Sean Savage, CFP®, offers wealth advisory services to individuals and retirement/benefit plan services to corporations. As a fiduciary, Sean provides strategic and objective advice focused on delivering results to his clients. With a client-centered approach, Sean utilizes fee-based wealth management services with a minimum requirement of $700,000. Sean is the creator of The Sean E. Savage Professional Wealth Management Process™, which guides clients from initial financial meetings to the implementation of financial objectives and ongoing support through regular strategic meetings. Serving clients in northwest Ohio, southeast Michigan, and across the country, Sean also manages a Concierge Service Program for niche clients with over five million dollars in assets. Ranked 16th in production out of 2,400 registered representatives nationally for Osaic Wealth, Sean was voted the best investment advisor in The Toledo Blade Readers’ Choice Award in 2021. A lifelong resident of northwest Ohio, Sean has been actively involved in the community through various initiatives. Notably, he founded The V Project to support the COVID-19 vaccination effort in northwest Ohio and received the keys to the city of Toledo in recognition of his work. Sean has also been involved in fundraising efforts for community projects such as St. Joseph Sylvania’s east campus development and coordinating campaigns for injured veterans.
Adam Glaser
Adam Glaser is a finance institution located at 655 Beaver Creek Circle, Maumee, Ohio, United States. Adam Glaser specializes in investment advisory for individuals and corporations, utilizing a scientific and academically researched approach to portfolio management. Adam holds a BS in Finance and a Master’s of Economics from the University of Toledo, and has securities designations including AIF® Accredited Investment Fiduciary and Life and Health License. Adam Glaser is a part of Savage and Associates, Inc., offering securities and investment advisory services through Osaic Wealth, Inc. They operate in multiple states and provide services such as retirement income planning through Monte Carlo simulations. Adam Glaser is actively involved in charity events, playing squash, supporting The University of Toledo Rockets, and traveling with his family in his free time.
Controller Consulting Services
Controller Consulting Services is a leading institution located at 72 U.S. 24, Toledo, Ohio, United States. With over 15 successful GSE applications executed, we specialize in guiding clients through the complete GSE application process with proven results. Our track record includes delivering an initial pool within 90 days of engagement and our current portfolio boasts 32 GNMA issuers and growing. We offer interim CFO or Corporate Controller services for independent mortgage bankers, with a strong presence in California. Our quality underwriting and pre-funding QC services are delivered with economy and efficiency from our global support centers. Our QC Guru brings 30 years of experience to ensure clients meet GSE requirements and succeed with Quality Control Reports.
Titus & Urbanski Inc CPAs
Titus & 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.
Doner Bookkeeping & Payroll Services, LLC
Doner Bookkeeping & Payroll Services, LLC is a reputable accounting and finance institution located at 6030 Westacre Lane in Toledo, Ohio, United States. With a team of experienced professionals, they offer a wide range of bookkeeping and payroll services to help businesses manage their financial records accurately and efficiently. Whether you are a small business owner or a large corporation, Doner Bookkeeping & Payroll Services, LLC is committed to providing personalized and reliable financial solutions tailored to meet your specific needs. Contact them today to learn more about how they can help streamline your financial processes and improve your bottom line.
Ernst & Young
Ernst & Young (EY) is a global institution located at 1 Seagate, Toledo, Ohio, United States, specializing in accounting and finance services. They offer insights and quality services to build trust and confidence in the capital markets and economies worldwide. EY is a leader in assurance, consulting, strategy and transactions, and tax services. The institution focuses on developing outstanding leaders who work together to deliver promises to stakeholders, playing a critical role in building a better working world for people, clients, and communities. EY provides a range of services such as assurance, consulting, strategy and transactions, and tax services. They also offer information on how companies can ensure privacy, transparency, and accountability when implementing AI. Additionally, EY conducts surveys and reports on various topics such as health equity, LGBTQ workplace inclusion, and government modernization. The institution aims to provide valuable insights and services to help businesses thrive in today's dynamic environment.
Graystone Apartments
Graystone Apartments, located at 1637 East 29th Street in Lorain, Ohio, is a part of the Cornerstone Managed Property community. We pride ourselves on providing high-quality, value-driven rental properties in Toledo, Akron, Lorain, Elyria, Maumee, and North Canton. From the moment you step foot on our grounds, you'll notice the difference that sets us apart. Our team is dedicated to exceeding expectations and providing the best-in-class experience for our residents. We prioritize the needs of property owners, financial institutions, tenants, and communities to ensure a harmonious living environment.
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