TOP 30 Financial planning company in Toledo, Ohio

80 results found

Rachel Beranek - State Farm Insurance Agent is a dedicated insurance agency located at 2007 North Holland Sylvania Road, Toledo, Ohio. Rachel Beranek, a mother of three and financial counselor since 2015, became an agent in 2018 and is also a small business owner. Born in South Dakota but raised in Toledo, Rachel is committed to helping individuals understand the importance of insurance in protecting their families and assets, as well as achieving their goals. She serves the city of Toledo and surrounding areas, including Maumee, Sylvania, Perrysburg, and Bowling Green. Rachel and her team aim to help the local community manage risks, recover from the unexpected, and realize their dreams. They offer a range of insurance and banking services, making them the preferred choice for all your insurance needs. Whether you need assistance with life insurance, annuities, or pet insurance, Rachel Beranek - State Farm Insurance Agent is here to help.

McCain Insurance and Casualty is a reputable insurance agency located at 5660 Southwyck Boulevard in Toledo, Ohio, United States. With a strong commitment to providing personalized and comprehensive insurance solutions, McCain Insurance and Casualty offers a wide range of insurance products and services to meet the needs of individuals and businesses alike. Their team of experienced agents is dedicated to helping clients find the right coverage at competitive rates, ensuring peace of mind and financial security. Whether you are looking for auto, home, life, or business insurance, McCain Insurance and Casualty is the go-to agency for all your insurance needs.

Vince Davis - State Farm Insurance Agent is an insurance agency located at 3344 Secor Road in Toledo, Ohio, United States. Situated next to Scrambler Marie's and just a plaza over from Whole Foods, the agency offers a range of insurance services including auto, home, and life insurance. Owned by Vince Davis, a Toledo Community Advocate, the agency is dedicated to serving the community and ensuring families are protected in times of tragedy. With over 40 years of experience, Vince and his team provide free analysis of insurance and financial service needs, with a focus on life insurance as a way to protect the financial future of loved ones.

Cole Johnson: Allstate Insurance is a trusted insurance agency located at 5415 Secor Road in Toledo, Ohio. Our experienced team is dedicated to providing personalized insurance solutions to meet the unique needs of each of our clients. Whether you are looking for auto, home, life, or business insurance, we are here to help you protect what matters most. Contact us today to learn more about our comprehensive coverage options and exceptional customer service.

Farmers Insurance - Nicholas Chupp is an insurance agency located at 2338 West Laskey Road, Toledo, Ohio, United States. As a lifelong resident of Toledo, Ohio, Nicholas Chupp is proud to be your local Farmers® agent. He helps customers identify insurance coverage that best fits their needs, whether it's auto, home, renters, life, business insurance, and more. With over 80 years of experience, Farmers® provides comprehensive coverage and competitive rates with multi-line insurance discounts. Nicholas Chupp can help you create a plan to provide financial support for your loved ones through life insurance policies. Additionally, he offers renters insurance, business insurance, condo insurance, and recreational insurance options for various outdoor activities. For added protection, a Personal Umbrella insurance policy is available to cover assets and future earnings. Contact Nicholas Chupp at Farmers Insurance for a personalized financial plan and secure future.

Jamie Mauntler - State Farm Insurance Agent is an insurance agency located at 3065 West Bancroft Street in Toledo, Ohio, United States. Jamie Mauntler, the State Farm Agent, has a Bachelor's degree from the University of Toledo and has been serving the community since 2013. With a background as a former Golf Coach at the University of Toledo and a member of Christ the King Parish, Jamie Mauntler is dedicated to providing excellent service to his clients. Whether you are driving on rural roads or planning a move, Jamie Mauntler - State Farm Insurance Agent is here to help. They offer tips on safe driving in the countryside and guidance on choosing the right moving option for your needs. Additionally, they provide long term care insurance policies to help cover the costs associated with chronic medical conditions.

Farmers Insurance Group- Stephen Darrington Jr is an insurance agency located at 239 North Erie Street in Toledo, Ohio, United States. As your local Farmers® agent, Stephen Darrington Jr helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance Group offers a range of insurance products including auto, home, renters, business insurance, and more. Stephen Darrington Jr can help you understand your coverage options and customize a plan that suits your budget and requirements. Whether you need comprehensive coverage, collision coverage, or medical payments, Farmers Insurance Group has you covered. They also offer competitive rates with multi-line insurance discounts. Additionally, Farmers Insurance Group provides life insurance, renters insurance, condo insurance, and umbrella insurance policies to protect your assets and future earnings. Contact Stephen Darrington Jr today for a personalized insurance quote and start securing your financial future.

Gleaner Life Insurance Society is an insurance agency located at 2600 North Reynolds Road in Toledo, Ohio. As a trusted provider of life insurance, Gleaner Life Insurance Society offers a range of policies to meet the unique needs of individuals and families. With a commitment to excellent customer service and financial security, this institution is dedicated to helping clients protect their loved ones and plan for the future. Contact Gleaner Life Insurance Society today to learn more about their insurance options and how they can assist you in securing your financial well-being.

Kevin Cox - State Farm Insurance Agent is a trusted insurance agency located at 245 North Main Street in Springboro, Ohio, United States. With over 30 years of experience in the industry, Kevin Cox began his career at State Farm in 1989 and has been serving clients as an agent since 1997. As a graduate of the University of Toledo with advanced insurance designations, Kevin and his team are dedicated to helping clients with their insurance and financial service needs. Whether you need coverage for Life, Auto, Home, Renters insurance, or assistance with Retirement planning, Kevin Cox - State Farm Insurance Agent is here to help. They offer personalized service, full reviews of your current coverage, and can help identify any additional needs you may have.

Mickey Rosenberg is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Mickey Rosenberg has been a part of Savage and Associates since 1964, serving as a company owner from 1971 to 2004. With a degree in business administration from the University of Toledo, Mickey specializes in investment planning, corporate supplemental benefits, and executive compensation plans. He holds securities registrations in multiple states and designations including LUTCF, AIF, ChFC, and CLU. Mickey is dedicated to supporting various organizations and charities in Toledo, Ohio, including The University of Toledo and the deaf community. Securities and investment advisory services are offered through Osaic Wealth, Inc., a separate entity from Mickey Rosenberg. Please note that when you visit external websites linked here, you are leaving the Mickey Rosenberg website.

Ajus Consultants-Suoeja Kummar is a well-established accounting and finance institution located at 6029 Renaissance Place in Toledo, Ohio, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, auditing, and financial planning. Whether you are an individual or a business owner, Ajus Consultants-Suoeja Kummar is dedicated to providing personalized and reliable financial solutions to help you achieve your goals. Visit their office today to learn more about how they can assist you with your financial needs.

Gilmore Jasion Mahler, located at 1785 Indian Wood Circle in Maumee, Ohio, is a leading accounting and finance institution. Recently, the GJM team members have joined CLA (CliftonLarsonAllen LLP), further enhancing their expertise and services. At GJM, we offer a comprehensive range of services tailored to help businesses of all sizes become more profitable. Our team goes beyond just providing services - we provide solutions. As your financial problem-solvers, we take a holistic approach to help you make the best decisions for your company.

Caliber Investments is a full-service investment firm located at 1351 South Reynolds Road in Toledo, Ohio. Specializing in multiple asset classes, we offer a wide range of investments from various companies. Our mission is to provide personalized service and customized financial planning to meet the unique investment goals of each client. President David J. Elrod brings over 15 years of experience in the securities and annuity industry, holding various designations including CFS, AIF Fiduciary, and AAMS. He has appeared on Fox Toledo and WSPD, and has been endorsed by Dave Ramsey as a local provider.

Prudential Accounting and Bookkeeping Services LLC is a professional accounting and finance institution located at 1160 Brookview Drive in Toledo, Ohio, United States. With a team of experienced and dedicated professionals, they offer a wide range of services including bookkeeping, tax preparation, financial reporting, and consulting. Whether you are a small business owner or an individual in need of financial assistance, Prudential Accounting and Bookkeeping Services LLC is committed to providing top-notch solutions tailored to your specific needs. Trustworthy, reliable, and efficient, they are the go-to choice for all your accounting and finance needs.

Mockensturm, Ltd. is a reputable institution located at 1119 Adams Street in Toledo, Ohio. Specializing in accounting, finance, and legal services, Mockensturm, Ltd. offers expert advice and support to individuals and businesses in need of financial and legal guidance. With a team of experienced professionals, clients can trust Mockensturm, Ltd. to provide personalized solutions tailored to their specific needs. Whether you require assistance with tax preparation, financial planning, or legal representation, Mockensturm, Ltd. is dedicated to helping you achieve your goals. Contact them today to schedule a consultation and learn more about the services they offer.

Pino 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.

Sequoia Capital Management is a financial institution located at 7640 West Bancroft Street in Toledo, Ohio. With a focus on investment management, the firm provides personalized financial planning and wealth management services to clients in the United States. Their team of experienced advisors offers a range of investment options to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or save for a major purchase, Sequoia Capital Management can provide the guidance and expertise you need to make informed financial decisions.

Retirement Group is a finance institution located at 607 Monroe Street in Toledo, Ohio, United States. Our dedicated team of financial experts is committed to helping individuals plan for a secure and comfortable retirement. We offer a range of services and products tailored to meet the unique needs and goals of our clients, including retirement planning, investment management, and wealth preservation strategies. Whether you are just starting to save for retirement or are already enjoying your golden years, Retirement Group is here to provide personalized guidance and support every step of the way. Visit us today to start planning for a brighter future.

Point 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.

"Notarized by Melody LLC" is a reputable finance institution located at 3178 Republic Boulevard North in Toledo, Ohio, United States. Specializing in notarization services, they ensure that all legal documents are properly authenticated and certified by their experienced professionals. With a commitment to accuracy and efficiency, "Notarized by Melody LLC" is the go-to choice for individuals and businesses seeking reliable notary services in the Toledo area.

Smith Bonds & Surety is a reputable institution located at 108 East Front Street in Findlay, Ohio. With over 40 bail bonds agents in Ohio and Michigan, we are also a registered bonding company in Indiana, Pennsylvania, and soon in West Virginia. Our experienced bail bonds agents are affiliated with professionals across the nation, ensuring that we can provide assistance and advice no matter where you are located. At Smith Bonds & Surety, we believe in sharing our expertise and helping individuals during potentially challenging times. This is why we have launched education initiatives across Ohio, Indiana, and Michigan, training bonding companies and agents on national and state laws. Our commitment to serving people in a respectful and ethical manner is reflected in our ethics courses and dedication to upholding the rights of our clients.

Arthur Law Firm Co., LPA is a trusted institution located at 901 Ralston Avenue in Defiance, Ohio. Specializing in legal services, particularly in the field of personal injury law, the firm serves clients in the Greater Toledo and Northwest Ohio regions. With four convenient locations in Toledo, Defiance, Maumee, and Napoleon, Arthur Law Firm is dedicated to providing personalized service and achieving proven results for their clients. If you have been involved in a car accident or any other type of personal injury incident, the experienced team of car accident lawyers at Arthur Law Firm is here to advocate for you. They understand the physical and financial toll that accidents can take, and will work tirelessly to ensure that you receive the compensation you deserve. Whether you are dealing with medical bills, insurance companies, or legal proceedings, the attorneys at Arthur Law Firm will guide you through the process and keep you informed every step of the way.

H&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.

Yeager Pettit & Associates is a reputable accounting and finance institution located at 5151 Monroe Street in Toledo, Ohio, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust Yeager Pettit & Associates to provide accurate and reliable financial guidance to help them achieve their financial goals.

Joanne F. Gall Attorney at Law, Ltd. is a reputable law firm located at 2828 Central Avenue in Toledo, Ohio. Specializing in various areas of law, including family law, estate planning, and real estate law, Joanne F. Gall provides expert legal advice and representation to clients in the Toledo area. With a commitment to professionalism, integrity, and personalized service, the firm strives to achieve the best possible outcomes for their clients. Whether you are facing a legal issue or planning for the future, Joanne F. Gall Attorney at Law, Ltd. is here to help.

Mahaffey & Associates LLC is a reputable finance and law firm located at 3131 Executive Parkway in Toledo, Ohio, United States. Specializing in providing expert financial and legal services, our team of professionals is dedicated to helping clients navigate complex financial matters and legal issues with ease. With a commitment to excellence and a track record of success, Mahaffey & Associates LLC is the trusted choice for individuals and businesses seeking top-notch financial and legal guidance.

France Law Group, LLC is a reputable law firm located at 6545 Central Avenue in Toledo, Ohio, United States. Specializing in bankruptcy law, our experienced attorney Scott France has over 13 years of experience in helping clients protect themselves from creditors and start fresh financially. Our service area covers most of Northwest Ohio and Southeast Michigan, including cities like Toledo, Findlay, and Monroe. Our team of Toledo Attorneys are well-versed in Ohio Bankruptcy Law and can assist you with overwhelming debt, wage garnishment, foreclosure threats, and more. We offer personalized service to help you make informed decisions about filing for bankruptcy and finding financial relief.

The Law Office of Roger K. Zimmerman is a prestigious institution located at 2735 North Holland Sylvania Road in Toledo, Ohio, United States. Specializing in accounting, finance, and legal services, this establishment is dedicated to providing top-notch expertise and personalized solutions to its clients. With a team of experienced professionals led by Roger K. Zimmerman, clients can expect reliable and efficient assistance in navigating complex legal and financial matters. Whether you need assistance with tax issues, estate planning, or business law, The Law Office of Roger K. Zimmerman is committed to delivering exceptional service and achieving the best possible outcomes for its clients.

The Law Office of Michael E. Bryant, located at 1119 Adams Street in Toledo, Ohio, has been aggressively representing clients in Northwest Ohio since 2009. Specializing in family law and divorce cases, we understand the emotional and financial challenges that come with these situations. Whether your divorce is amicable or contentious, our team of experienced lawyers is dedicated to fighting for your rights and ensuring your needs are met. From simple dissolution to complex shared parenting plans, we work proactively to find the best possible resolution for our clients. Serving Toledo and surrounding areas, including Maumee, Perrysburg, Oregon, Swanton, and Sylvania, we are committed to providing exceptional service to our clients. Please note that this website is for informational purposes only and does not constitute legal advice. An attorney-client relationship is established only after a Fee Agreement is signed and agreed upon funds are paid as a retainer if necessary.

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.