TOP 30 Financial strategy development in Toledo, Ohio

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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.

Wright Financial Group, LLC is a finance and insurance agency located at 5911 Renaissance Place in Toledo, Ohio, United States. Our specialty is generating income from investments to help you achieve the retirement you deserve. We offer tailor-made personalized financial portfolios and custom retirement planning services to individuals and families in the Toledo area. Our team of experienced financial advisors and planners will work with you to understand your unique situation and develop a custom plan that meets your specific goals. We will help you identify your financial needs and select the appropriate investment options to achieve your retirement goals. Our goal is to help you grow your wealth and achieve financial security.

Merrill Lynch Financial Advisor Patrick Mollenkamp is a leading finance institution located at 4908 Whiteford Road in Toledo, Ohio, United States. The Mollenkamp and Sullinger Group at Merrill Lynch is dedicated to helping families achieve their financial goals and enjoy their lives. With over 40 years of experience, the team takes a holistic and hands-on approach to financial planning, leveraging the resources of Merrill and Bank of America to develop personalized plans for each client. The team is committed to transparency, communication, and providing expert advice to help clients navigate the complexities of the financial world. As Merrill Lynch Wealth Management Advisors, the team at the Mollenkamp and Sullinger Group offers personalized investment strategies tailored to each client's unique needs and goals. They work closely with clients to understand their financial situation, priorities, and life goals, providing ongoing support and guidance to help them stay on track. With access to the latest investment insights and strategies, clients can feel confident in their financial decisions and work towards achieving their long-term objectives.

Merrill Lynch Financial Advisor William J Stevens, located at 4908 Whiteford Road, Toledo, Ohio, United States, is a trusted institution specializing in finance. Stevens believes that managing your wealth begins with a deep understanding of your full financial picture. By creating a personalized strategy tailored to your goals and priorities, he can help you navigate today's changing market conditions. With access to the investment insights of Merrill and the banking solutions of Bank of America, Stevens offers personalized wealth management strategies to help you pursue your financial goals. As a Merrill Lynch Wealth Management Advisor, Stevens is committed to participating in the communities he serves by volunteering with local organizations. Through the Merrill Personal Wealth Analysis™, he can create a personalized plan focused on your goals and aspirations. By understanding your investment personality and preferences, Stevens can customize a financial approach to help you pursue what matters most to you.

The Small Business Development Center located at 300 Madison Avenue in Toledo, Ohio, is a valuable resource for aspiring entrepreneurs and small business owners. Our experienced advisors provide free one-on-one consulting, training workshops, and access to resources to help businesses start, grow, and succeed. Whether you need help with business planning, marketing strategies, financial management, or anything in between, our center is here to support you every step of the way. Visit us today to take your business to the next level.

Richard Luedtke - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 6011 Renaissance Place, Toledo, Ohio, United States, is a finance institution offering a wide range of services to meet the individual needs of clients. The institution is proud to have professionals with 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 clients receive expert advice and guidance in areas such as asset management, retirement planning, estate planning, investment strategies, risk management, and more. The institution is dedicated to providing comprehensive and personalized financial planning services to help clients achieve their financial goals.

Kingsview Partners Toledo Office is a leading finance institution located at 3130 Executive Parkway in Toledo, Ohio, United States. Our team of expert financial advisors is dedicated to providing top-notch services to help our clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, our experienced professionals are here to assist you every step of the way. Contact us today to schedule a consultation and start building a brighter financial future with Kingsview Partners Toledo Office.

Wilcox Financial | Wilcox Sports Management is a leading finance institution located at 3400 Executive Parkway in Toledo, Ohio, United States. Our team of experienced professionals specializes in providing comprehensive financial services and sports management solutions to our clients. Whether you are looking for investment advice, financial planning, or sports contract negotiation, our dedicated team is here to help you achieve your goals. Trust Wilcox Financial | Wilcox Sports Management to provide you with the expertise and personalized service you need to succeed in the world of finance and sports management.

As a financial advisor at Merrill Lynch, Shane Ewbank and his team are dedicated to providing personalized and trustworthy service to help clients achieve their financial goals. Located at 4908 Whiteford Road in Toledo, Ohio, they offer a range of services tailored to each individual's needs and priorities. By starting with a conversation, they aim to understand what matters most to you and your family, whether it's planning for retirement, saving for a home, or passing wealth to future generations. With access to the resources of Merrill and Bank of America, they can develop a personalized plan to address your financial needs and help you pursue your goals. Through ongoing communication and adjustments as needed, they strive to keep you on track and help you navigate changes in the market and in your life. With a focus on building strong client relationships and providing customized solutions, Merrill Lynch Financial Advisor Shane Ewbank is committed to helping you achieve financial success.

Merrill Lynch Financial Advisor Tommy Sullinger is a trusted finance institution located at 4908 Whiteford Road, Toledo, Ohio, United States. At the Mollenkamp and Sullinger Group, their mission is to help families achieve their goals and enjoy their lives by providing comprehensive financial services. With over 40 years of experience, their team takes a holistic and hands-on approach to each client relationship, starting with understanding the client's priorities and goals. Utilizing the tools and expertise of Merrill and Bank of America, they develop personalized financial plans and regularly review and adjust them to ensure they stay on track. Their team is dedicated to being reliable, transparent, and providing clear communication to clients. They offer personalized investment strategies, access to comprehensive financial solutions, and ongoing support to help clients navigate the complexities of their financial lives. With the help of Merrill Lynch Wealth Management Advisors, clients can build customized investment approaches tailored to their needs and goals.

Merrill Lynch Financial Advisor Daniel M McHugh is a finance institution located at 4908 Whiteford Road, Toledo, Ohio, United States. Our team consists of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. We focus on your family, goals, and priorities, adapting as they change over time. Through conversations, we identify and prioritize your most important goals, whether it's transferring wealth, pursuing passions, or planning for the future. Our Investment Personality Assessment helps us understand your investing preferences and customize a financial approach tailored to your needs. With access to Merrill's investment insights and Bank of America's banking solutions, we develop strategies to address your financial goals. Our mission is to understand you and your priorities to help you achieve financial success. We offer personalized plans, regular check-ins, and adjustments to ensure you stay on track. Let us help you reach your goals and live your best financial life.

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, 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.

Skylight 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.

Cardan Montessori Center is a school located at 1555 South Byrne Road in Toledo, Ohio, United States. Our institution offers a hands-on and individualized approach to education, fostering free-thinking and a natural love of learning in children. We believe in providing an environment that frees the child’s potential for self-development, curiosity, and the joy of learning. At Cardan Montessori Center, we strive to make Montessori education accessible to all children and their families, regardless of income. Our low ratios ensure that each child receives the attention they need to succeed. All meals, including fresh, in-season fruits and vegetables, are cooked onsite and included in tuition, with 50% of our meals being organic.

Glass City Academy East is a secondary school located at 1430 Idaho Street in Toledo, Ohio. Our institution provides a supportive and inclusive learning environment for students to thrive academically and personally. With a focus on individualized instruction and personalized support, we strive to help students reach their full potential and achieve their academic goals. Our dedicated staff is committed to providing a high-quality education that prepares students for success in college, career, and beyond. Join us at Glass City Academy East and embark on a journey towards a bright and promising future.

The Ivy Entrepreneur Institute is a prestigious institution located at 420 Madison Avenue in Toledo, Ohio, United States. Our institute is dedicated to fostering the entrepreneurial spirit and providing top-notch education and resources for aspiring business leaders. Our experienced faculty and cutting-edge curriculum ensure that students receive a comprehensive education in entrepreneurship, innovation, and business management. Join us at the Ivy Entrepreneur Institute and embark on a journey towards success in the world of business.

Savage & Associates Business Complex is a prestigious university located at 2905 West Bancroft Street in Toledo, Ohio, United States. The institution offers a wide range of business-focused programs, state-of-the-art facilities, and a supportive learning environment for students. With a strong emphasis on practical skills and real-world experience, Savage & Associates Business Complex prepares students for successful careers in the competitive business world. Join us and take your first step towards a bright future in the business industry.

Whitmer Career and Technology Center is a vocational school located at 5719 Clegg Drive in Toledo, Ohio, United States. The institution offers a wide range of career-focused programs to help students develop the skills and knowledge needed to succeed in their chosen field. With state-of-the-art facilities and experienced instructors, Whitmer Career and Technology Center provides a supportive and hands-on learning environment for students to excel in their chosen career path. Whether students are interested in healthcare, technology, automotive, or other industries, Whitmer Career and Technology Center is dedicated to preparing them for success in the workforce.

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.

Premier Wealth Management Group, located at 7659 Kings Pointe Road in Toledo, Ohio, is a finance institution dedicated to helping clients achieve their financial goals. What sets us apart is our commitment to understanding what truly matters to you. With over 80 years of combined experience, our team of professionals will work with you to develop a personalized financial strategy tailored to your needs. We believe in transparency and collaboration, ensuring that you are fully informed and involved every step of the way. As registered representatives of MML Investors Services, LLC, we adhere to the highest standards of integrity and professionalism. Your financial well-being is our top priority, and we are here to support you on your journey to financial success. Visit us today to learn more about how we can help you secure your financial future.

Derick Gant, located at 5577 Airport Highway in Toledo, Ohio, is a finance institution dedicated to helping high-value women break free from financial uncertainty and build wealth. With a focus on personal empowerment, Derick Gant offers a range of programs and services designed to help individuals take control of their finances and achieve their goals. Through their Create & Build program, members have access to over 65 life, money, and mindset modules, as well as monthly virtual coaching calls. The Realign & Grow program offers private weekly group training sessions to help members shift their financial trajectory and develop new habits. For a more intensive experience, the Immersion program provides unlimited access to personalized planning and coaching over a 90-day period.

Wayne 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.

E-commerce and Fintech SMB Consulting is a leading institution located at 3178 Republic Boulevard North in Toledo, Ohio, United States. We specialize in providing expert consulting services to small and medium-sized businesses in the fields of e-commerce and financial technology. Our team of experienced professionals offers tailored solutions to help SMBs navigate the complex world of online commerce and digital finance. Whether you are looking to optimize your e-commerce platform or implement innovative fintech solutions, we are here to guide you every step of the way. Contact us today to learn more about how we can help your business thrive in the digital age.

Cap Averill II & Associates Inc. is a reputable finance institution located at 2600 North Reynolds Road in Toledo, Ohio, United States. With a strong track record of success, they offer a wide range of financial services to meet the needs of their clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, their team of experienced professionals is dedicated to helping you achieve your financial goals. Trust Cap Averill II & Associates Inc. for expert guidance and personalized solutions to secure your financial future.

Allegiant 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.

True Alpha Wealth Management is a premier financial institution located in Toledo, Ohio, United States. Our team of experienced financial advisors are dedicated to helping our clients achieve their financial goals and secure their financial future. We offer a wide range of services including investment management, retirement planning, estate planning, and more. At True Alpha Wealth Management, we pride ourselves on providing personalized and comprehensive financial solutions tailored to each client's unique needs. Visit us at 3130 Executive Parkway to learn how we can help you reach your financial goals.

Merrill Lynch Wealth Management, located at 4908 Whiteford Road in Toledo, Ohio, is a reputable finance institution dedicated to helping individuals, families, business owners, executives, and institutions navigate the complexities of wealth planning in both stable and volatile markets. The branch's financial advisors prioritize client satisfaction and work closely with clients to identify their personal and professional goals, lifestyle preferences, and multi-generational concerns. By leveraging industry analysts and specialists, the advisors develop tailored financial strategies to meet each client's long-term objectives. In addition to providing expert financial guidance, Merrill Lynch Wealth Management is deeply committed to giving back to the communities it serves through volunteerism and charitable outreach. The branch actively supports local economic, social, and cultural initiatives, fostering vibrant and healthy neighborhoods.

The 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.

Ebee Management Group, located at 4949 Stickney Avenue in Toledo, Ohio, is a finance institution specializing in planning, financing, development, and management of energy-efficient commercial projects. Their experienced energy engineering team conducts assessments to determine efficiency and potential savings for projects involving retrofits, redevelopments, and new construction. Ebee manages the financing process on behalf of clients, working as intermediaries with financial institutions to reduce risk and costs. They identify problem areas, work with industry-leading contractors, and perform capital stack analysis for clients. Ebee makes the complex financing process straightforward, from exploring options to acquiring resources and completing projects. Their expertise in C-PACE financing allows for improvements in HVAC systems, lighting, plumbing, and more. Clients praise Ebee for their attentive listening, roadmap development, and assistance in acquiring grants. With Ebee's help, businesses in industries like cannabis can overcome the challenge of affordable capital for asset development.