Financial services firm in Toledo, OH
36 results found
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Creative Financial Partners
● ClosedCreative 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.
2222 Centennial Rd, Toledo, OH 43617, United States -
ESD - IT Consulting | Rooted in Healthcare
● ClosedESD - IT Consulting is a leading technology consulting firm specializing in the healthcare industry. Located at 4352 West Sylvania Avenue in Toledo, Ohio, our team of experts is dedicated to providing innovative IT solutions tailored to the unique needs of healthcare organizations. With a deep understanding of the challenges and opportunities in the healthcare sector, we are rooted in healthcare and committed to helping our clients achieve their goals through cutting-edge technology and personalized service. Contact us today to learn more about how ESD - IT Consulting can help your healthcare organization thrive in the digital age.
4352 W Sylvania Ave M, Toledo, OH 43623, United States -
Matthew S. Snyder Financial Adviser
● OpenMatthew S. Snyder Financial Adviser is a trusted financial institution located at 2760 Centennial Road in Toledo, Ohio. As a leading finance firm in the United States, we provide expert financial advice and services to help our clients achieve their financial goals. With a team of experienced professionals, we offer personalized solutions tailored to each client's unique needs. Whether you are planning for retirement, investing for the future, or managing your wealth, Matthew S. Snyder Financial Adviser is dedicated to helping you secure a stable financial future. Contact us today to schedule a consultation and take the first step towards financial success.
2760 Centennial Rd, Toledo, OH 43617, United States -
Skylight Financial Group
● ClosedSkylight Financial Group is a finance and insurance agency located at 3 Cincinnati Dayton Road in Olde West Chester, Ohio. Led by experienced financial advisor Rich, the institution offers comprehensive individualized planning to help clients achieve their long-term financial goals. Rich works closely with clients to develop strategies that encompass maximizing cash flow, building portfolios, managing taxes, protecting lifestyles, preparing for retirement, and leaving a legacy. He is dedicated to helping people with retirement planning and saving for college, and conducts regular meetings with clients for reviews. Rich graduated from The College of Wooster with a BA in Business Economics and holds series 6 and 63 securities registrations. He is also an LUTC Graduate of The American College. Outside of work, Rich is a devoted husband and father, volunteering in his community and church.
8833, 3 Cincinnati Dayton Rd, West Chester Township, OH 45069, United States -
Arthur Law Firm Co., LPA
● ClosedArthur 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.
901 Ralston Ave, Defiance, OH 43512, United States -
Jones&Company, LLC: CPA Accounting, Tax & Consulting Toledo, OH
● ClosedJones&Company, LLC is a premier CPA accounting, tax, and consulting firm located in Toledo, Ohio. With a second office in Maumee, Ohio, our team of experienced professionals provides a wide range of services including business tax preparation, bookkeeping, and consulting. Serving clients in Maumee, Toledo, and Sylvania areas, we are dedicated to helping businesses achieve financial success and compliance. Contact us today for all your accounting and finance needs.
5533 Southwyck Blvd #101, Toledo, OH 43614, United States -
Charmed Consumer Consultants Tax Firm
● ClosedCharmed Consumer Consultants Tax Firm is a reputable financial institution located at 1720 West Alexis Road in Toledo, Ohio, United States. Specializing in tax consulting services, our team of experienced professionals is dedicated to providing personalized solutions to meet the unique needs of each client. Whether you are an individual or a business owner, our firm is committed to helping you navigate the complexities of the tax system and maximize your financial opportunities. Trust Charmed Consumer Consultants Tax Firm to provide expert guidance and support for all your tax-related concerns.
1720 W Alexis Rd, Toledo, OH 43613, United States -
Wayne Milewski
● ClosedWayne Milewski is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Wayne, a native of Cleveland, Ohio, is a graduate of St. Ignatius High School and John Carroll University. After serving in the United States Army, Wayne joined Savage founder John F. Savage at the firm. He now focuses on serving medium and large-sized businesses, with a strong belief in giving back to the community. Wayne has served on several nonprofit boards, including the Make-A-Wish Foundation of Northwest Ohio and the Susan G. Komen Breast Cancer Foundation of Northwest Ohio. He is also involved with Toledo St. John’s Jesuit High School. Wayne is married to Linda for over 40 years and has two children, Renee and Stephen, who is also an associate at Savage and Associates. Securities and investment advisory services are offered through Osaic Wealth, Inc., with securities available in multiple states. It's important to note that when visiting external websites linked on their page, you are leaving the Wayne Milewski website.
655 Beaver Creek Cir, Maumee, OH 43537, United States -
Allegiant Global Consulting
● OpenAllegiant Global Consulting is a leading consulting firm located at 7361 Kings Park Road in Toledo, Ohio, United States. Our team of experienced consultants offers a wide range of services to help businesses achieve their goals and overcome challenges. From strategic planning to operational improvements, we work closely with our clients to develop customized solutions that drive success. With a commitment to excellence and a track record of delivering results, Allegiant Global Consulting is the trusted partner for businesses looking to thrive in today's competitive market.
7361 Kings Park Rd, Toledo, OH 43617, United States -
Caliber Investments
● ClosedCaliber 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.
1351 S Reynolds Rd Suite A, Toledo, OH 43615, United States -
The Cameron Company, LLC
● ClosedThe Cameron Company, LLC is a finance and law firm located at 2216 Pemberton Drive in Toledo, Ohio, United States. They specialize in asset allocation, liquidity, risk management, wealth building, and legacy transfer. Their focus is on building trusted relationships with clients to improve understanding of investment opportunities and objectives. They are registered representatives of Berthel Fisher & Company Financial Services, Inc. and offer investment advisory services through BFC Planning, Inc. Please note that different types of investments involve varying degrees of risk and there is no guarantee of profitability. The Cameron Company, LLC serves residents of AR, CO, KY, MA, FL, IN, MI, OH, and TN.
2216 Pemberton Dr, Toledo, OH 43606, United States -
Michael W. Cryan, CPA
● ClosedMichael W. Cryan, CPA is a reputable accounting and finance institution located at 5858 Secor Road in Toledo, Ohio, United States. With years of experience and expertise in the field, Michael W. Cryan, CPA offers a wide range of services including tax preparation, financial planning, and auditing. Their team of professionals is dedicated to providing top-notch financial solutions tailored to meet the unique needs of each client. Whether you are an individual or a business owner, you can trust Michael W. Cryan, CPA to handle all of your accounting and finance needs with precision and care.
5858 Secor Rd, Toledo, OH 43623, United States -
The Northwestern Mutual - Bradley Patterson
● OpenThe Northwestern Mutual - Bradley Patterson is a finance institution located at 148 North Summit Street in Toledo, Ohio, United States. As a trusted financial planning firm, we are dedicated to helping our clients achieve their financial goals and secure their future. Our experienced team, led by Bradley Patterson, provides personalized financial solutions tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or protect your assets, we are here to guide you every step of the way. Contact us today to schedule a consultation and take the first step towards a secure financial future.
148 N Summit St, Toledo, OH 43604, United States -
Morgan Stanley
● OpenMorgan Stanley is a renowned financial institution located at 7311 Crossleigh Court in Toledo, Ohio, United States. As a leading global financial services firm, Morgan Stanley offers a wide range of investment banking, asset management, and wealth management services to clients around the world. With a strong reputation for excellence and innovation, Morgan Stanley is dedicated to helping individuals, businesses, and institutions achieve their financial goals.
7311 Crossleigh Ct, Toledo, OH 43617, United States -
Sequoia Capital Management
● OpenSequoia 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.
7640 W Bancroft St, Toledo, OH 43617, United States -
G Stephens Inc
● OpenLocated at 104 North Summit Street in Toledo, Ohio, G Stephens Inc is a finance institution specializing in Construction Management services. Founded in 1992, G Stephens Inc prides itself on its core values of honesty, integrity, and accountability. Serving clients in Ohio, Pennsylvania, and Michigan, the firm takes a hands-on approach to ensure projects are completed on time and within budget. By understanding the specific goals of each client, G Stephens Inc tailors its management approach to meet their needs while always considering the end user. With a dedicated team of experienced staff members, the firm utilizes the latest technology to provide seamless software integration and deliver high-quality results. G Stephens Inc is committed to treating each project as their own, ensuring the greatest return on investment for their clients.
104 N Summit St # 102, Toledo, OH 43604, United States -
Indicator Advisory Corporation
● ClosedIndicator 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.
3061 Shoreland Ave, Toledo, OH 43611, United States -
Gallon, Takacs & Boissoneault Co. L.P.A.
● ClosedGallon, Takacs & Boissoneault Co. L.P.A. is a reputable law firm located at 1101 Ralston Avenue in Defiance, Ohio, United States. Specializing in personal injury and wrongful death cases, their team of dedicated trial attorneys have been protecting the rights of injury victims and their families for over 65 years. Serving clients in Ohio, Michigan, and Indiana, Gallon, Takacs & Boissoneault offers free consultations to discuss legal options, case evaluations, and potential compensation. They handle a wide range of legal matters including car accidents, truck accidents, Workers’ Compensation, and Social Security Disability. With a focus on providing peace of mind and financial assistance, their services are provided on a contingency fee basis, meaning no fees are charged unless compensation is recovered for the client. If you are in need of legal representation in personal injury or wrongful death cases in Maumee, Defiance, Fremont, Findlay, Lima, Lorain, Mansfield, Sandusky, Toledo, Monroe, or surrounding areas, Gallon, Takacs & Boissoneault is just a phone call away. Contact them at 419-843-6663 to schedule your free consultation.
1101 Ralston Ave STE A, Defiance, OH 43512, United States -
Legal Aid of Western Ohio, Inc
● ClosedLegal Aid of Western Ohio, Inc. (LAWO) is a non-profit regional law firm located at 545 West Market Street in Lima, Ohio, United States. At a time of economic and health uncertainty, LAWO protects families striving to stay safe and housed by defending the rights of tenants. For over 20 years, LAWO has been advocating for justice for communities of color and people living in poverty who have nowhere else to turn. With 14 out of every 100 people living in poverty in their service area, LAWO addresses civil legal problems affecting over 70% of those in poverty each year, partnering with clients and community organizations to find legal solutions to keep communities out of poverty. LAWO provides high-quality legal assistance in civil matters to eligible low-income individuals and groups in Ohio, helping them achieve self-reliance, equal justice, and economic opportunity. They focus on protecting the rights of individuals and promoting systemic change in civil rights and poverty law. LAWO's services include preventing homelessness, protecting renters, assisting veterans, supporting seniors' independence, ensuring access to healthcare and education, and advocating for fair financial transactions.
545 W Market St #301, Lima, OH 45801, United States -
Mira & Kolena
● ClosedMira & Kolena is a reputable accounting and finance institution located at 4841 Monroe Street in Toledo, Ohio, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, and financial consulting. Their commitment to excellence and personalized service sets them apart from other firms in the industry. Whether you are an individual or a business owner, Mira & Kolena is dedicated to helping you achieve your financial goals.
4841 Monroe St #350, Toledo, OH 43623, United States -
Mahaffey & Associates LLC
● ClosedMahaffey & 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.
3131 Executive Pkwy # 100, Toledo, OH 43606, United States -
Legal Aid of Western Ohio
● OpenLegal Aid of Western Ohio (LAWO) is a non-profit regional law firm located at 1800 North Blanchard Street in Findlay, Ohio, United States. Specializing in civil matters, LAWO provides high-quality legal assistance to eligible low-income individuals and groups in Ohio to achieve self-reliance, equal justice, and economic opportunity. With a focus on protecting the rights of individuals and promoting systemic change in civil rights and poverty law, LAWO has been making justice a reality for over 20 years. In a time of economic and health uncertainty, LAWO works tirelessly to protect families trying to stay safe and housed. With 14 out of every 100 people living in poverty in their service area, LAWO assists over 70% of people living in poverty who face civil legal problems jeopardizing their families. By partnering with clients and community partners, LAWO addresses issues such as preventing homelessness, protecting renters, supporting veterans and seniors, ensuring access to healthcare and education, promoting financial fairness, and amplifying the voices of marginalized communities.
1800 N Blanchard St # 109, Findlay, OH 45840, United States -
FRANCE LAW GROUP, LLC
● ClosedFrance 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.
6545 Central Ave #203, Toledo, OH 43617, United States -
Ciolek LTD. | Scott A. Ciolek
● ClosedCiolek LTD. | Scott A. Ciolek is a reputable finance and law firm located at 901 Washington Street in Toledo, Ohio, United States. With a focus on providing expert financial and legal services, the institution is dedicated to helping clients navigate complex financial matters and legal issues. Led by experienced professionals, Ciolek LTD. offers personalized solutions tailored to meet the unique needs of each client. Whether you are in need of financial planning, investment advice, or legal representation, Ciolek LTD. | Scott A. Ciolek is committed to delivering top-notch services with integrity and excellence.
901 Washington St, Toledo, OH 43604, United States -
Eastman & Smith Ltd.
● ClosedEastman & Smith Ltd. is a prestigious law firm located at 550 North Summit Street in Toledo, Ohio, United States. Specializing in various legal services, the firm has a team of experienced lawyers who provide expert advice and representation to clients. Recently, the firm has been in the news for various events such as celebrating International Women's Day and Women's History Month in 2024, as well as the Federal Court declaring the Corporate Transparency Act unconstitutional. Additionally, the Department of Justice has announced an incentive program for whistleblowers, showcasing the firm's commitment to justice and transparency. With a strong reputation and a dedication to serving their clients, Eastman & Smith Ltd. is a trusted institution in the legal community.
One SeaGate, 550 N Summit St #2400, Toledo, OH 43604, United States -
Bourquin & Associates
● OpenBourquin & Associates is a reputable accounting and finance institution located at 3303 North Holland Sylvania Road in Toledo, Ohio. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses in the area. Our commitment to excellence and personalized approach sets us apart from other firms, ensuring that our clients receive the highest level of service and expertise. Whether you need help with tax preparation, financial planning, or business consulting, Bourquin & Associates is here to help you achieve your financial goals.
3303 N Holland Sylvania Rd #3, Toledo, OH 43615, United States -
Haddad Josephine E
● OpenHaddad Josephine E is a reputable accounting and finance institution located at 3450 Central Avenue in Toledo, Ohio, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, Haddad Josephine E is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart from other firms in the area. Contact them today to see how they can assist you with all your accounting and finance needs.
3450 Central Ave, Toledo, OH 43606, United States -
Jones&Company, LLC: CPA Accounting, Tax & Consulting Sylvania, OH
● ClosedJones&Company, LLC is a professional CPA accounting, tax, and consulting firm located in Sylvania, Ohio. Our team of experts is dedicated to providing top-notch financial services to individuals and businesses in the area. With a second office in Maumee, Ohio, we offer a wide range of services including business tax preparation, bookkeeping, and consulting. Whether you are located in Maumee, Toledo, or Sylvania, our experienced team is here to help you navigate the complexities of finance and ensure your financial success. Visit us at 5658 Main Street, Sylvania, Ohio, or at our Maumee location at 1715 Indian Wood Circle, Suite 200.
5658 Main St #105, Sylvania, OH 43560, United States -
Rahe & Co
● ClosedRahe & Co is a reputable accounting and finance institution located at 5355 Southwyck Boulevard in Toledo, Ohio, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses in the area. Our commitment to excellence and personalized approach sets us apart from other firms, making us a trusted partner for all your accounting and financial needs. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Rahe & Co is here to help you achieve your financial goals. Contact us today to learn more about how we can assist you.
5355 Southwyck Blvd, Toledo, OH 43614, United States -
Titus & Urbanski Inc CPAs
● ClosedTitus & 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.
3220 Central Park West, Toledo, OH 43617, United States
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