TOP 10 Financial education in Toledo, OH
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Educational Community Alliance Credit Union
Educational Community Alliance Credit Union is a financial institution located at 3845 Angola Road in Toledo, Ohio. As a credit union, we are dedicated to serving the educational community by providing a wide range of financial services, including savings accounts, loans, and ATM access. Our mission is to support the financial well-being of our members and help them achieve their financial goals. Visit us today to learn more about how we can help you manage your finances and plan for the future.
The University of Toledo
The University of Toledo is a renowned public research university located at 2801 Bancroft Street in Toledo, Ohio, United States. With a rich history dating back to 1872, the university offers a wide range of academic programs and opportunities for students to excel in their chosen fields. Known for its strong emphasis on research and innovation, The University of Toledo is a hub of intellectual activity and creativity. The institution is committed to providing a vibrant and inclusive learning environment that fosters academic excellence and personal growth. With state-of-the-art facilities and a dedicated faculty, students at The University of Toledo are equipped with the knowledge and skills needed to succeed in today's competitive world.
Pregnancy Center of Greater Toledo
The Pregnancy Center of Greater Toledo is a health institution located at 716 North Westwood Avenue in Toledo, Ohio. Our center offers support and resources for individuals facing unplanned pregnancies, providing compassionate care and guidance in a nonjudgmental environment. Our services include pregnancy testing, ultrasounds, counseling, parenting classes, and referrals for medical care and community resources. We are dedicated to helping individuals make informed decisions about their pregnancies and providing support throughout the process.
University of Toledo Fed Cu
The University of Toledo Federal Credit Union (UTFCU) is located at 2801 West Bancroft Street in Toledo, Ohio, United States. As an institution offering ATM, finance, and university services, UTFCU provides a wide range of financial products and services to its 6,700 members nationwide. UTFCU partners with Savage Mortgage Services, LTD to assist with home purchases and refinancing, offers signature loans for personal expenses, and provides credit cards with low APR and fraud protection. Membership is limited to UT faculty, staff, students, physicians, Alumni Association members, and their families. UTFCU also offers a mobile app with convenient authentication options. Visit the app store to download the UTFCU Mobile App today. Please note that rates are subject to change and terms may vary based on creditworthiness.
University of Toledo Foundation Board of Trustees
The University of Toledo Foundation Board of Trustees is a governing body responsible for overseeing the financial management and fundraising efforts of the University of Toledo in Toledo, Ohio. The board is comprised of dedicated individuals who work to secure financial support for the university and ensure that resources are allocated effectively to further the institution's mission of providing quality education and research opportunities. Located at 4510 Dorr Street, the board plays a crucial role in advancing the university's academic and research initiatives.
University of Toledo FCU
University of Toledo FCU, located on the H S Campus in Toledo, Ohio, is a full-service financial institution offering a range of services including ATMs, financing options, and credit cards. With over 6,700 members nationwide, UTFCU provides a wide variety of financial products to meet the needs of its members. The institution is dedicated to helping members navigate the home-buying process with confidence, offering resources and partnerships to make the experience smoother. UTFCU also offers signature loans with fixed rates and terms for personal expenses, as well as credit cards with low APR and fraud protection. Membership is exclusive to UT faculty, staff, students, physicians, Alumni Association members, and their families. Additionally, UTFCU offers the convenience of MACO authentication through their mobile app. Explore the benefits of joining University of Toledo FCU today!
University of Toledo Federal Credit Union
University of Toledo Federal Credit Union, located at 5248 Hill Avenue in Toledo, Ohio, is a trusted financial institution offering a wide range of services to its members. With over 6,700 members nationwide, UTFCU provides a full spectrum of financial products, including personal loans, credit cards, and mortgage services through their partner, Savage Mortgage Services, LTD. UTFCU offers a signature loan with a fixed rate and term, perfect for various needs such as home repairs or vacations. Their credit cards come with low APR and the Visa Zero Liability Policy, ensuring peace of mind against fraud.
RBI Insurance Agency & Financial Services
RBI Insurance Agency & Financial Services, located at 3421 North Holland Sylvania Road in Toledo, Ohio, has been providing insurance solutions to businesses and individuals since 2008. They believe in empowering their clients by educating them about their insurance options, allowing them to choose the coverage that best suits their needs. As a trusted insurance partner, RBI Insurance Agency will guide you through preparing for the unexpected and planning for the predictable. They offer a range of services, including life insurance, homeowners insurance, and liability coverage. Whether you need to protect your home from fire damage, ensure coverage for valuable possessions, or safeguard against liability risks, RBI Insurance Agency is here to help. They also specialize in providing insurance for collector or classic vehicles, as well as wine collections. With RBI Insurance Agency & Financial Services, you can have peace of mind knowing that you are adequately protected.
Creative Financial Partners
Creative Financial Partners is a finance institution located at 2222 Centennial Road in Toledo, Ohio, United States. As an independent agency, we take a holistic approach to your financial situation, ensuring that we consider all aspects of your financial well-being. Our independence allows us to prioritize your needs above all else, without any ties to banks, insurance companies, or investment firms. Navigating the world of financial planning can be overwhelming, but our team at Creative Financial Partners is here to simplify the process for you. With our years of experience, we can help you set and achieve your financial goals, whether it's planning for retirement, saving for your child's education, or any other financial objective you may have.
Financial Design Group
Financial Design Group is a premier finance institution located at 3230 Central Park West in Toledo, Ohio, United States. Specializing in financial planning, investment management, and wealth preservation, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Financial Design Group is committed to providing personalized solutions tailored to your individual needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Brandon Perry - Financial Advisor, Ameriprise Financial Services, LLC
Brandon Perry - Financial Advisor at Ameriprise Financial Services, LLC, located at 5954 Renaissance Place in Toledo, Ohio, is dedicated to helping clients get closer to their retirement goals. Specializing in investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance, Brandon works closely with clients to track progress, adjust strategies as needed, and provide secure access to accounts and information. With a focus on multi-generational financial planning, Brandon ensures that every family member's unique goals and priorities are addressed. By emphasizing financial literacy and empowering each generation to make informed decisions, Brandon helps families create personalized strategies for education, retirement, and personal investments.
B Colleen Wagoner - Financial Advisor, Ameriprise Financial Services, LLC
B Colleen Wagoner, a financial advisor at Ameriprise Financial Services, LLC, is dedicated to helping clients achieve their financial goals. Located at 5954 Renaissance Place in Toledo, Ohio, United States, B Colleen Wagoner offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With regular meetings to review progress and adjust strategies as life changes, clients can track their investments and accounts securely from any device. Background and qualification information can be found on FINRA's BrokerCheck website, and clients can access the Ameriprise Financial Services, LLC Client Relationship Summary Disclosure. B Colleen Wagoner is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website.
Parker T Wall - Financial Advisor, Ameriprise Financial Services, LLC
Parker T Wall - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2244 Centennial Road, Toledo, Ohio, United States. They offer a range of certifications and designations to ensure their advisors are well-equipped to provide expert financial advice to their clients. From the AAMS™ certification focusing on asset management to the APMA™ designation covering portfolio management, their advisors have the knowledge and skills to address various financial needs. Additionally, they offer specialized certifications such as the Certified Divorce Financial Analyst and Chartered Life Underwriter Designation® to cater to specific client requirements. With a commitment to ethics and ongoing education, Parker T Wall - Financial Advisor, Ameriprise Financial Services, LLC is dedicated to providing top-notch financial services to individuals and businesses in Toledo, Ohio.
Edward Jones - Financial Advisor: Mike Bilik
Edward Jones - Financial Advisor: Mike Bilik is a reputable finance institution located at 7255 Crossleigh Court in Toledo, Ohio, United States. With a focus on providing personalized financial advice and services, Mike Bilik helps clients achieve their financial goals through tailored investment strategies and comprehensive financial planning. Whether you are looking to grow your wealth, save for retirement, or plan for your children's education, Edward Jones - Financial Advisor: Mike Bilik is dedicated to helping you navigate the complexities of the financial world and secure your financial future.
Richard Desautels - Financial Advisor, Ameriprise Financial Services, LLC
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.
Mic Donahue - RBC Wealth Management Financial Advisor
Mic Donahue - RBC Wealth Management Financial Advisor is a reputable finance institution located at 7150 Granite Circle in Toledo, Ohio, United States. As a trusted financial advisor, Mic Donahue provides expert guidance and personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Mic Donahue is dedicated to helping clients navigate the complexities of the financial world and make informed decisions about their investments. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Mic Donahue - RBC Wealth Management Financial Advisor is committed to helping you secure a bright financial future.
Barbara G Malhoit - Private Wealth Advisor, Ameriprise Financial Services, LLC
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.
Edward Jones - Financial Advisor: Scott M Brown, CFP®|AAMS™
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.
Michael Mahnke - Registered Practice Associate, Ameriprise Financial Services, LLC
Michael Mahnke is a Registered Practice Associate at Ameriprise Financial Services, LLC located at 2244 Centennial Road, Toledo, Ohio, United States. As a finance institution, Michael focuses on understanding your financial goals, whether it's retirement planning, education funding, or purchasing a second home. He provides personalized investment recommendations based on your risk tolerance and regularly reviews your progress to make necessary adjustments as life changes. Through secure online access, you can track your investments and goals anytime, anywhere. If you're interested in learning more about how Michael can help you achieve your financial goals, schedule a complimentary initial consultation. He is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Your friends or family members can also benefit from Michael's expertise, so feel free to refer them for a consultation. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, committed to safeguarding your financial information and providing a secure online experience.
Tina S Jordan - Private Wealth Advisor, Ameriprise Financial Services, LLC
Tina S Jordan - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 2727 North Holland Sylvania Road, Toledo, Ohio, United States, is a finance institution offering a wide range of services to meet the diverse needs of its clients. With various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, the institution ensures that its advisors are well-equipped to provide expert financial advice tailored to individual needs. From asset management to retirement planning, estate planning to investment strategies, the team at Tina S Jordan is committed to helping clients achieve their financial goals. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, the advisors at Tina S Jordan have the expertise to guide you through the complexities of financial planning. With a focus on ethics, professionalism, and continuous education, the institution strives to provide the highest level of service to its clients.
Edward Jones - Financial Advisor: Brandon E Rodriguez
Edward Jones - Financial Advisor: Brandon E Rodriguez is a trusted financial institution located at 20 North Saint Clair Street in Toledo, Ohio. As a dedicated financial advisor, Brandon E Rodriguez provides personalized financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing top-notch customer service, Edward Jones is committed to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for education, or investing for the future, Brandon E Rodriguez is here to provide expert guidance and support every step of the way. Visit us today to learn more about how we can help you secure your financial future.
Premise Financial Group
Premise Financial Group, located at 413 Washington Street in Toledo, Ohio, is a finance institution dedicated to providing custom financial guidance to help individuals enjoy today and have peace for tomorrow. Whether you are uncertain about your financial future or looking to maximize opportunities, our team at Premise Financial Group offers personalized solutions to protect your wealth and family. We provide practical education and step-by-step guidance to help you better understand your finances and make informed decisions. Our team, including agents Kate Kelley and Jay Hanson, are licensed to sell insurance and offer securities products and services through New York Life Insurance Company and NYLIFE Securities LLC. We are here to support you in every phase of your financial journey, offering hands-on assistance and tailored recommendations to suit your individual needs and objectives. Trust Premise Financial Group to help you build a secure, meaningful future and live your best life now and in the future.
Edward Jones - Financial Advisor: Jennifer A Panczyszyn, ABFP™|CRPC™
Edward Jones - Financial Advisor: Jennifer A Panczyszyn, ABFP™|CRPC™ is a trusted financial institution located at 4646 Nantuckett Drive in Toledo, Ohio, United States. With a focus on personalized financial planning and investment strategies, Jennifer A Panczyszyn, ABFP™|CRPC™ offers expertise and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for education, or building wealth, Jennifer A Panczyszyn, ABFP™|CRPC™ provides tailored solutions to meet your individual needs. With a commitment to integrity and professionalism, this institution is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.
Informative Financial Services
Informative Financial Services is a reputable finance institution located at 4159 North Holland Sylvania Road in Toledo, Ohio, United States. Our dedicated team of financial experts is committed to providing clients with comprehensive and reliable financial services. From investment planning to retirement strategies, we offer a wide range of services tailored to meet the unique needs and goals of each individual. With a focus on transparency and education, we strive to empower our clients to make informed financial decisions. Visit us today to learn more about how we can help you achieve your financial goals.
Merrill Lynch Financial Advisor James C Happ
Located 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.
Merrill Lynch Financial Advisor Matthew Darah
Merrill 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.
Merrill Lynch Financial Advisor Wendy Lamberg Greeley
Merrill Lynch Financial Advisor Wendy Lamberg Greeley, located at 4908 Whiteford Road, Toledo, Ohio, United States, is a finance institution dedicated to providing exemplary client service. Wendy has been recognized by Forbes for her outstanding work in the financial industry, ranking as one of the "Best-in-State Wealth Advisors," "America's Top Women Wealth Advisors," and "Top Women Wealth Advisors Best-in-State." With a deep understanding of clients' financial goals and priorities, Wendy creates personalized wealth management strategies tailored to individual needs. Supported by the global resources of Merrill, Wendy's team is committed to building strong client relationships based on trust and personalized service. By focusing on clients' aspirations and financial goals, Wendy helps manage, grow, and preserve wealth through a customized approach designed to address financial needs. With access to investment insights from Merrill and banking solutions from Bank of America, Wendy provides comprehensive financial guidance to help clients achieve their goals. Whether planning for retirement, purchasing a home, or funding education, Wendy works closely with clients to create a financial approach that reflects their personality and priorities. As a Merrill Lynch Wealth Management Advisor, Wendy is dedicated to helping clients navigate the complexities of their financial lives and build a customized investment approach to pursue their goals. With a focus on personalized investment strategies and comprehensive financial solutions, Wendy is committed to putting clients first and guiding them along their financial journey.
INTEGRATED FINANCIAL CPA/MBA
Integrated 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.
Toledo Opera Guild
The Toledo Opera Guild, located at 425 Jefferson Avenue in Toledo, Ohio, is dedicated to promoting opera awareness, education, company service, and financial support for Toledo Opera. The Guild values diversity and believes that a diverse membership strengthens its ability to achieve its goals. The Guild is offering a performance of Opera On Wheels' production of Who's Afraid of the Big Bad Wolf? on Friday, March 15 at the Toledo Club. The evening includes a pizza buffet and dessert, followed by a 45-minute performance suitable for grades K-6. Tickets are $18 for children (8-16) and $26 for adults, with children 7 and under free. Seating is limited, so reserve your tickets today!
Mercy College of Ohio-St Elizabeth Campus
Mercy College of Ohio-St Elizabeth Campus, located at 1044 Belmont Avenue in Youngstown, Ohio, is a health-focused university institution. Scholarships are available to cover up to $4000 of tuition for programs such as Community Health Worker, Polysomnographic Technologist, and Paramedic. The Nurse Corps Scholarship Program application deadline is May 2, 2024. The institution aims to foster connections with the local community and deepen understanding of social justice issues. FAFSA eligibility information will be provided in March 2024. The institution's leadership, including Dr. Wajert, is committed to providing students with opportunities for growth and professional development. The campus in Toledo will be closed on January 13 and will reopen on January 15. The Early Career Decision program offers nursing students compensated clinical experience. Mercy College of Ohio emphasizes humanitarian values and a global perspective in healthcare education. Partnering with leading healthcare facilities, the institution prepares students to lead and serve in the global community.
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