TOP 30 Best Individual financial plans in Toledo, Ohio

Lori Vajdich - State Farm Insurance Agent is located at 9930 Johnnycake Ridge Road in Mentor, Ohio. Lori Vajdich is an award-winning Insurance Agent providing coverage for individuals, families, and businesses in Lake & Geauga Counties and the surrounding areas. With a Bachelor's Degree from the University of Toledo and an MBA from Cleveland State University, Lori has been in the insurance industry since 2008. The office offers personalized insurance and financial services with friendly customer service available 24/7. They provide discounts to help customers save on auto insurance and offer assistance with combining insurance policies to lower costs. Services include notary public, small business, and life insurance options, as well as new driver maneuverability cones for rent.

Wholehan Wealth Advisors, CFP is a prestigious financial institution located at 2720 Centennial Road in Toledo, Ohio, United States. As a Certified Financial Planner (CFP), they offer expert financial advice and wealth management services to individuals and families looking to secure their financial future. With a team of experienced professionals, Wholehan Wealth Advisors, CFP provides personalized financial planning strategies tailored to each client's unique goals and needs. Whether you are planning for retirement, investing for the future, or seeking to grow your wealth, Wholehan Wealth Advisors, CFP is dedicated to helping you achieve financial success.

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.

Croak Capital, located at 432 North Superior Street in Toledo, Ohio, is a finance institution specializing in wealth management, tax, and insurance solutions for affluent investors. With unrivaled expertise in the industry, our team offers personalized, fiduciary guidance to help clients achieve financial excellence with absolute transparency. Our exclusive clientele benefits from our innovative approaches and decades of experience, ensuring long-term prosperity and unwavering security. At Croak Capital, we prioritize your best interests and deliver exceptional concierge service throughout your financial journey. Our dynamic wealth management strategies are tailored to maximize your wealth potential, mitigate risks, and ensure lasting financial security. With comprehensive tax services for high net worth clients, we help you unlock the rewards of your accomplishments while safeguarding your financial future.

Taxshield Service is a reputable accounting and finance institution located at 2839 Monroe Street in Toledo, Ohio, United States. With a team of highly skilled professionals, Taxshield Service specializes in providing expert tax preparation, planning, and consulting services to individuals and businesses. Whether you need assistance with filing your taxes, maximizing deductions, or resolving tax-related issues, Taxshield Service is dedicated to helping you navigate the complex world of taxation with ease and confidence. Trust Taxshield Service to provide reliable and personalized financial solutions to meet your specific needs.

Evans Insurance, located at 115 North Main Street in Bowling Green, Ohio, is a trusted insurance agency that specializes in providing home loans and various types of insurance including car, home, business, and life insurance. Serving clients throughout Ohio, including Bowling Green, Perrysburg, and Toledo, Evans Home Loans and Insurance has been serving the community for over 15 years. They offer superior protection and rates by comparing options from various insurance companies and lenders. With a focus on excellent customer service, Evans Home Loans and Insurance customizes plans for each individual to meet their personal and business needs. Whether you need an insurance quote or assistance with a home purchase or refinance, they are dedicated to building relationships and treating each client as an individual. As Financial Literacy Month approaches in April, Evans Insurance also provides financial literacy resources for small business owners to help them manage their finances effectively. Additionally, they offer insurance tips for home remodel projects and debunk myths about life insurance to help clients make informed decisions. Experience the personalized service and expertise of Evans Insurance for all your insurance needs.

Stapleton Insurance Group, located at 7250 Crossleigh Court in Toledo, Ohio, is a trusted insurance agency committed to providing customized solutions to all clients. The institution is pleased to announce Aaron Moore as the new President, bringing over 20 years of industry experience to lead client service, sales teams, and business operations. With a focus on risk management and insurance solutions, Stapleton Insurance Group aims to give individuals, businesses, and communities peace of mind in protecting their future. As a local, family-owned business with over 95 years of service in northwest Ohio and southeast Michigan, Stapleton is dedicated to offering long-term support and personalized service to help clients achieve financial growth, stability, and security.

Dan Calmes - State Farm Insurance Agent is a reputable insurance agency located at 406 South Wheeling Street in Oregon, Ohio, United States. Established in 2006, the agency is led by Dan Calmes, a dedicated professional with a Bachelor of Business Administration from the University of Toledo. Dan and his experienced team are committed to providing caring and professional service to both current and potential customers. With a strong belief in being accessible to customers, Dan ensures that his agency is always there to meet their insurance needs. Whether it's home, car, renters, boat, RV, motorcycle, business, or life insurance, Dan and his team cover all of Ohio, including Lucas, Wood, and Ottawa counties, as well as SE Michigan.

Phil Reddick - State Farm Insurance Agent is an insurance agency located at 2530 Perrysburg Holland Road, Maumee, Ohio, United States. The agency is dedicated to serving the insurance needs of customers in Ohio, with a main focus on Toledo and its surrounding areas. The team at Phil Reddick - State Farm Insurance Agent has over 8 years of experience in providing car insurance, home insurance, life insurance, health insurance, small business insurance, flood insurance, and more. The agency's mission is to protect the income, assets, lifestyle, and loved ones of everyone they serve. Whether you are looking for insurance for your home, car, or business, Phil Reddick - State Farm Insurance Agent is here to help. Stop by their office or give them a call to see how they can assist you with your insurance needs.

Liberty Tax is a finance institution located at 4054 Airport Highway in Toledo, Ohio, United States. Specializing in tax preparation services, Liberty Tax is dedicated to helping individuals and businesses navigate the complexities of tax laws and maximize their financial returns. With a team of knowledgeable professionals, Liberty Tax provides personalized assistance and reliable solutions to ensure clients receive the most accurate and beneficial tax outcomes. Whether you're filing for yourself or your business, Liberty Tax is committed to providing top-notch service and expertise to meet your financial needs.

Waterford Bank, N.A. is a premier financial institution located at 3900 North McCord Road in Toledo, Ohio. As a trusted bank, Waterford offers a wide range of banking and financial services to individuals and businesses in the United States. With a commitment to providing exceptional customer service and innovative financial solutions, Waterford Bank, N.A. is dedicated to helping clients achieve their financial goals. Whether you're looking for personal banking services, business loans, or investment opportunities, Waterford Bank, N.A. is here to help you navigate the world of finance with confidence and peace of mind.

Witness Riches is a leading finance institution located at 3454 Oak Alley Court in Toledo, Ohio, United States. With a team of experienced professionals, Witness Riches is dedicated to helping individuals and businesses achieve financial success. Whether you are looking for investment opportunities, financial planning services, or wealth management solutions, Witness Riches is committed to providing personalized and tailored services to meet your specific needs. Trust Witness Riches to help you navigate the complexities of the financial world and secure your financial future.

Liberty Tax is a finance institution located at 1722 West Laskey Road in Toledo, Ohio, United States. Our professional team of tax experts are dedicated to providing top-notch financial services to individuals and businesses in the Toledo area. With years of experience and a commitment to excellence, we are here to help you navigate the complexities of taxes and ensure you receive the maximum refund possible. Trust Liberty Tax for all your tax needs and experience the freedom of stress-free finances.

Liberty Tax is a finance institution located at 515 Dorr Street in Toledo, Ohio. With a commitment to providing exceptional tax preparation services and financial advice, Liberty Tax is dedicated to helping individuals and businesses maximize their financial potential. Whether you need assistance with tax filing, financial planning, or investment strategies, the knowledgeable professionals at Liberty Tax are here to guide you every step of the way. Trust in Liberty Tax for all your financial needs and experience the freedom of financial success.

Mariner Finance is a leading financial institution located at 4038 Talmadge Road in Toledo, Ohio. Specializing in personal loans, auto loans, and home improvement loans, Mariner Finance offers flexible and affordable financing options to meet the diverse needs of its customers. With a reputation for excellent customer service and competitive rates, Mariner Finance is dedicated to helping individuals achieve their financial goals. Whether you're looking to consolidate debt, make a big purchase, or fund a home renovation project, Mariner Finance is here to help you every step of the way. Visit us today to learn more about our services and how we can assist you in reaching your financial objectives.

Rezbanyay Insurance Agency is a trusted insurance provider located at 505 Main Street in Toledo, Ohio, United States. Our agency offers a wide range of insurance products and services to meet the needs of individuals, families, and businesses. With a team of experienced professionals, we are committed to providing personalized and reliable insurance solutions to protect what matters most to our clients. Whether you are looking for auto, home, life, or business insurance, Rezbanyay Insurance Agency is here to help you find the right coverage at the right price. Contact us today to learn more about how we can help you secure your future.

Dave Slater - State Farm Insurance Agent is an insurance agency located at 1510 East State Street in Fremont, Ohio, United States. Founded in 1991 by Dave Slater, a local resident and University of Toledo graduate, the agency has been serving the insurance needs of the Fremont and Sandusky County community for over 30 years. With a team boasting 70 years of combined experience, Dave Slater and his staff are dedicated to providing top-notch auto, home, farm, financial, life, and business insurance services. At Dave Slater - State Farm Insurance Agent, the focus is on helping clients manage everyday risks, recover from unexpected events, and achieve their dreams. The agency offers a wide range of insurance products, including auto, home, life, farm, and business insurance, tailored to fit the unique needs of each individual or family.

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.

H&R Block is a reputable accounting and finance institution located at 5236 North Summit Street in Toledo, Ohio, United States. With a team of knowledgeable professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing top-notch services to help you achieve your financial goals.

H&R Block is a renowned accounting and finance institution located at 525 East Manhattan Boulevard 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 bookkeeping. Whether you are an individual looking for help with your taxes or a business in need of financial guidance, H&R Block is here to assist you with all your accounting and finance needs. Trustworthy, reliable, and dedicated, H&R Block is committed to helping you achieve your financial goals.

Liberty Tax is a trusted financial institution located at 646 Main Street in Toledo, Ohio, United States. Specializing in tax preparation and financial services, our experienced professionals are dedicated to helping individuals and businesses navigate the complexities of tax laws and maximize their financial opportunities. With a commitment to providing accurate and reliable services, Liberty Tax is your go-to destination for all your financial needs. Visit us today and experience the freedom of financial success with Liberty Tax.

Superior Credit Union, located at 1381 North Perry Street in Ottawa, Ohio, is a trusted institution with over seven decades of experience helping individuals with all their financial needs. From ATM services to finance solutions, Superior Credit Union offers a range of services to its members. One of the highlights of being a member of Superior Credit Union is the 1.5% cash back on ALL purchases with a Superior VISA Rewards Credit Card. Additionally, members can take advantage of free tax preparation and e-filing services during tax season, provided by certified credit union employees.

Superior Credit Union, located at 39 Oak Street in Amelia, Ohio, is a trusted institution that has been serving its members for over seven decades. Specializing in ATM services and finance, Superior Credit Union offers a wide range of financial solutions to meet your needs. With a Superior VISA Rewards Credit Card, you can enjoy 1.5% cash back on all purchases. The institution also offers free tax preparation and e-filing for members with low to moderate income, as well as online calculators to help with financial planning.

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.

H&R Block is a renowned accounting and finance institution located at 5237 Dorr Street in Toledo, Ohio, United States. With a reputation for excellence in tax preparation and financial services, H&R Block offers expert advice and personalized solutions to help individuals and businesses manage their finances effectively. Whether you need help with tax filing, financial planning, or other accounting services, H&R Block has a team of skilled professionals ready to assist you. Visit us today to experience the difference that our expertise and dedication can make in achieving your financial goals.

H&R Block is a renowned accounting and finance institution located at 3338 Glendale Avenue in Toledo, Ohio, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to providing expert advice and assistance to help you manage your finances effectively. Visit us today to experience top-notch financial services tailored to meet your specific needs.

H&R Block is a renowned accounting and finance institution located at 3820 West Alexis Road in Toledo, Ohio, United States. With a team of highly skilled professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal taxes or a business in need of comprehensive financial management, H&R Block is dedicated to providing expert guidance and support to help you achieve your financial goals.

H&R Block is a renowned accounting and finance institution located at 101 Main Street in Toledo, Ohio, United States. With a reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted partner for individuals and businesses alike. Their team of professionals are dedicated to helping clients navigate the complexities of tax laws and financial planning, ensuring they maximize their financial well-being. Whether you need assistance with tax filing, investment strategies, or retirement planning, H&R Block is committed to providing personalized solutions tailored to your specific needs. Visit their office in Toledo today to experience the expertise and professionalism that sets H&R Block apart in the industry.

H&R Block is a well-known accounting and finance institution located at 240 West Alexis Road in Toledo, Ohio, United States. They specialize in providing tax preparation services, financial planning, and other financial services to individuals and businesses. With a team of experienced professionals, H&R Block is dedicated to helping clients navigate the complexities of tax laws and financial regulations to achieve their financial goals. Visit them today to receive expert advice and assistance with all your accounting and finance needs.

Liberty Tax is a finance institution located at 1641 West Sylvania Avenue in Toledo, Ohio. Our experienced professionals are dedicated to providing top-notch tax preparation services and financial advice to individuals and businesses. With a commitment to accuracy and customer satisfaction, Liberty Tax is your go-to destination for all your financial needs. Visit us today and experience the liberty of stress-free tax preparation and financial planning.