Family wealth planning in Holland, OH
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Pino Holly Wealth Management
● OpenPino Holly Wealth Management, located at 4159 North Holland Sylvania Road in Toledo, Ohio, is a finance institution that offers a world-class wealth management and financial planning platform. Backed by parent company B. Riley Wealth, clients can access a full suite of services including brokerage, investment management, insurance, and tax preparation. Our financial professionals provide consultative investment advice tailored to each client's financial goals, with access to extensive capital market products and services, including award-winning equity research through B. Riley Securities. Whether you are an individual, family, business, or non-profit organization, our team has the expertise, experience, and resources to help you achieve your financial goals.
4159 N Holland Sylvania Rd #204, Toledo, OH 43623, United States -
Carlos Garcia, Bankers Life Agent
● OpenCarlos Garcia, Bankers Life Agent is an insurance agency located at 1657 Holland Road in Maumee, Ohio, United States. As a trusted agent for Bankers Life, Carlos Garcia provides a wide range of insurance products and services to help individuals and families protect their financial future. With a commitment to personalized service and expert advice, Carlos Garcia is dedicated to helping clients find the right insurance solutions to meet their needs. Whether you are looking for life insurance, retirement planning, long-term care coverage, or other insurance products, Carlos Garcia is here to help you navigate the complex world of insurance and secure your financial well-being.
1657 Holland Rd B, Maumee, OH 43537, United States -
Scott Walsh
● ClosedScott Walsh is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. With over 30 years of experience in the employee benefits industry, Scott has a deep understanding of the challenges his clients face. He works to manage their health and welfare plans while balancing cost, control, and the value they provide to employees and their families. Scott has built strong relationships with his clients, some of whom have been with him for over two decades. He and his staff strive to simplify their clients' lives by navigating the complexities and regulatory hurdles of managing benefit plans for both for-profit and not-for-profit organizations of all sizes. Scott graduated from the University of Toledo with a degree in human resource management, which has equipped him to understand sophisticated plan designs and funding arrangements. He and his wife Denise reside in Holland, Ohio, and Scott is actively involved in various community organizations, serving on boards such as the Toledo Junior Golf Association and Leadership Toledo.
655 Beaver Creek Cir, Maumee, OH 43537, United States -
Edward Jones - Financial Advisor: Laura Emerson Slusher, AAMS™
● ClosedEdward Jones - Financial Advisor: Laura Emerson Slusher, AAMS™ is a reputable finance institution located at 7010 Spring Meadows Drive West in Holland, Ohio, United States. Laura Emerson Slusher, a certified AAMS™ financial advisor, offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored investment strategies, Edward Jones is committed to helping individuals and families secure their financial future. Whether you are looking to plan for retirement, save for your child's education, or grow your wealth, Laura Emerson Slusher and the team at Edward Jones are dedicated to providing expert guidance and support every step of the way.
7010 Spring Meadows Dr W #103, Holland, OH 43528, United States
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