TOP 30 Best Individual financial plans in Toledo, Ohio

Jackson Hewitt Tax Service located at 20 East Alexis Road in Toledo, Ohio, United States is a finance institution that offers expert tax preparation services. While their tax advance loans have ended for the year, their Tax Pros are still available to help you maximize your refund. Whether you prefer in-person appointments, drop-off services, or assistance with IRS letters, Jackson Hewitt has you covered. You can easily schedule an appointment online or by calling (419) 269-1040. Walk-ins are also welcome at their office on E Alexis Rd. Trust Jackson Hewitt to handle your taxes accurately and efficiently – because when every dollar matters, it matters who does your taxes.

Top Tax is a leading finance institution located at 3345 Monroe Street in Toledo, Ohio, United States. With a team of experienced professionals, Top Tax specializes in providing top-notch tax preparation and financial services to individuals and businesses. Whether you need help with filing your taxes or managing your finances, Top Tax is dedicated to providing expert guidance and support to help you achieve your financial goals. Visit us today to experience the top-tier service and expertise that sets us apart from the rest.

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.

H&R Block is a renowned accounting and finance institution located at 3329 Secor Road in Toledo, Ohio, United States. With a team of skilled professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Clients can expect personalized assistance and expert advice to help them navigate the complexities of tax laws and financial regulations. Whether you are an individual looking to maximize your tax refund or a business in need of strategic financial guidance, H&R Block is dedicated to helping you achieve your financial goals.

H&R Block is a renowned accounting and finance institution located at 4925 Jackman Road in Toledo, Ohio, United States. With a reputation for providing expert tax preparation services and financial guidance, H&R Block has been serving the community for years. Whether you need assistance with tax filing, financial planning, or other accounting needs, the professionals at H&R Block are here to help. Trust in their expertise and experience to ensure your financial affairs are in order.

Jackson Hewitt Tax Service is a finance institution located at 5821 Central Avenue in Toledo, Ohio, United States. Our Tax Pros are ready to help you maximize your refund, even though our tax advance loans have ended for this year. You can conveniently drop off your tax documents and have a Tax Pro take care of the rest, including a final review and e-signing over a quick call. Located inside Walmart, you can get your taxes done while you shop, with a guaranteed biggest refund. Refund Advance loans, which are repaid with your tax refund, were available at select locations until February 11, 2024. We offer appointments for in-person tax preparation, drop-off services, and assistance with IRS letters. Book an appointment online or call us at (419) 269-1040 to reserve time with a Tax Pro. Our Tax Pros speak English and are ready to assist you in getting the most out of your tax return. Trust Jackson Hewitt Tax Service for all your tax needs, because when every dollar matters, it matters who does your taxes™.

Just Like Home Mediterranean Mart is a one-stop shop for all your Mediterranean grocery needs in Toledo, Ohio. Located at 1250 Flaire Drive, this institution offers a wide variety of authentic Mediterranean products, from spices and condiments to fresh produce and baked goods. Whether you're looking to cook a traditional Mediterranean meal at home or craving a delicious meal on the go, Just Like Home Mediterranean Mart has you covered. With a warm and welcoming atmosphere, you'll feel just like you're at home as you browse the aisles and enjoy the flavors of the Mediterranean.

All Pro Tax and Accounting Services is a reputable finance institution located at 1260 West Sylvania Avenue in Toledo, Ohio, United States. With a team of experienced professionals, we offer a wide range of tax and accounting services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, payroll services, or financial planning, our dedicated staff is here to provide expert guidance and support. Trust All Pro Tax and Accounting Services for all your financial needs.

The Laser Group, LLC is a reputable accounting and finance institution located at 4334 Central Avenue in Toledo, Ohio, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our services include tax preparation, bookkeeping, financial planning, and more. We are committed to helping our clients achieve their financial goals and navigate the complexities of the financial world with ease. Visit us today to learn more about how we can assist you in managing your finances effectively.

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.

Estate Preservation Agency is a trusted health and insurance agency located at 5510 South Citation Road in Toledo, Ohio, United States. Our dedicated team of professionals is committed to helping individuals and families protect their assets and secure their future through comprehensive estate planning and insurance solutions. With a focus on personalized service and attention to detail, we strive to ensure that our clients have peace of mind knowing that their loved ones and assets are safeguarded. Contact us today to learn more about how Estate Preservation Agency can help you plan for tomorrow.

State Farm Insurance is a trusted health insurance agency located at 3520 Heatherdowns Boulevard in Toledo, Ohio. With a reputation for exceptional customer service and comprehensive coverage options, State Farm is committed to helping individuals and families protect their health and financial well-being. Whether you are looking for individual health insurance or group coverage for your business, State Farm has the expertise and resources to meet your needs. Contact us today to learn more about our insurance solutions and how we can help you secure a healthier future.

Oswald Companies, located at 5671 Main Street in Sylvania, Ohio, is a full-service insurance agency dedicated to serving the 17 counties of Northwest Ohio since 2014. Specializing in risk management and insurance brokerage, Oswald Toledo offers a range of services including Property & Casualty Insurance, Employee Benefits, Life Insurance, and Retirement Planning. With a team of employee-owners committed to advising organizations on traditional and emerging risks in various industries, Oswald Companies strives to provide personalized solutions to meet clients' needs. In addition to their professional services, the Toledo branch is actively involved in giving back to the community through partnerships with organizations such as The Thomas M. Wernert Center, Family and Child Abuse Prevention Center, Susan G. Komen Foundation of Northwest Ohio, and The Leukemia and Lymphoma Society. For more information, contact Oswald Companies at 567.200.2572 or email mcasey@oswaldcompanies.com.

Equilibrium Insurance Partners is an independent insurance agency located at 27100 Oakmead Drive in Perrysburg, Ohio. Our purpose is to reduce financial uncertainty and make accidental loss manageable for individuals and businesses. We offer cutting-edge, tailored insurance solutions to clients in Perrysburg and surrounding areas, including Bowling Green, Maumee, Oregon, Rossford, Sylvania, Toledo, and Waterville. As a proud representative of West Bend Mutual Insurance Company, we provide business insurance, insurance by industry, and personal insurance solutions to protect what matters most to you. Whether you need commercial general liability insurance, commercial property insurance, contractors' equipment insurance, builders risk and installation insurance, workers' compensation, business auto insurance, or commercial umbrella insurance, we have you covered. Our philosophy of balance, integrity, and innovation guides us in creating a work environment that prioritizes exceptional service. We invite you to visit our Service Center or contact us to learn more about how we can help secure your business and personal life. Cheers to serving you at Equilibrium Insurance Partners!

Romie Brown - State Farm Insurance Agent is a trusted insurance agency located at 1843 West Alexis Road in Toledo, Ohio. Romie Brown, a former University of Toledo Rocket Football player, is dedicated to providing personalized insurance solutions for individuals and families. With a background in public relations and a strong commitment to the community, Romie offers a range of insurance products including life insurance, annuities, and pet insurance. As an experienced insurance professional, Romie can help you navigate the complexities of insurance coverage and find the right policy to meet your needs. Visit Romie Brown - State Farm Insurance Agent today for expert advice and quality service.

Edward Jones is a reputable finance institution located at 4400 Heatherdowns Boulevard in Toledo, Ohio, United States. With a focus on providing personalized financial services and investment advice, Edward Jones is dedicated to helping individuals and families achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, the experienced team at Edward Jones is committed to providing tailored solutions to meet your needs. Visit us today to learn more about how we can help you secure your financial future.

Brangham & Associates Inc is a financial accounting and tax planning institution located at 6465 Wheatstone Court, Maumee, Ohio, United States. Our dedicated team provides services for Toledo businesses and individuals, helping them navigate the complexities of accounting and finance. Our office hours are Monday-Thursday from 8:30AM to 6:00PM, Friday from 8:30AM to 5:00PM, and Saturday from 9:00AM to 3:00PM. We are closed on Sundays and daily for lunch from 12:00PM to 1:00PM. To schedule a consultation or learn more about our services, please contact us at (419) 872-2221 or email us at admin@branghamcpa.com. Please note that we prioritize the health and safety of our clients and staff, so we kindly ask that you refrain from visiting our office if you are feeling unwell or have been exposed to COVID-19.

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.

Michael 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.

Michael J Tice & Associates is a reputable accounting and finance institution located at 4841 Monroe Street in Toledo, Ohio, United States. With a team of experienced professionals, they provide a wide range of services to help individuals and businesses manage their finances effectively. Whether you need assistance with tax preparation, financial planning, or bookkeeping, Michael J Tice & Associates is dedicated to providing personalized and high-quality services to meet your financial needs. Trustworthy and reliable, they strive to help their clients achieve their financial goals and secure a stable financial future.

Anar Accounting Services is a reputable accounting and finance institution located at 2927 Lagrange Street in Toledo, Ohio, United States. With a team of experienced professionals, we offer a wide range of accounting services to individuals and businesses. Our services include tax preparation, bookkeeping, financial planning, and more. We are committed to providing personalized and efficient financial solutions to help our clients achieve their goals. Visit us today to learn more about how Anar Accounting Services can help you with your financial needs.

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.

Toledocpas.com is a reputable accounting and finance institution located at 235 14th Street in Toledo, Ohio, United States. With a team of experienced Certified Public Accountants (CPAs), they provide a wide range of financial services to individuals and businesses. From tax preparation and planning to auditing and consulting, Toledocpas.com offers professional and reliable services to help clients achieve their financial goals. Whether you need assistance with bookkeeping, budgeting, or investment strategies, their knowledgeable staff is dedicated to providing personalized solutions tailored to your specific needs. Trust Toledocpas.com for all your accounting and finance needs in Toledo and beyond.

Tamy Pfaff is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Tamy Pfaff, the founder, is dedicated to helping clients achieve their retirement goals through personalized financial planning. She specializes in areas such as long-term care, Medicare, and financial planning for divorce. Tamy is an expert in the individual healthcare market and has served as President and Treasurer of the Toledo chapter of the National Association of Insurance and Financial Advisors. She was also recognized as the Savage and Associates Rising Star in 2016. Tamy graduated from Bowling Green State University in 1986 and is licensed in Life and Health insurance in Ohio. She resides in Perrysburg, Ohio, and is an active volunteer in her community. Securities and investment advisory services are offered through Osaic Wealth, Inc., and Tamy is registered in multiple states. Please note that when you visit external websites linked here, you are leaving the Tamy Pfaff website.

Whetro Wealth Management, located at 4169 North Holland Sylvania Road in Toledo, Ohio, is a finance institution dedicated to providing personalized financial planning services to help clients achieve their goals. With the Whetro Service Standard, clients can expect a commitment to going above and beyond in creating a customized plan tailored to their individual needs. Led by Tim Whetro and his experienced team, Whetro Wealth Management offers nearly 35 years of expertise in financial planning, investment planning, insurance planning, and tax planning. By building strong relationships with clients based on knowledge and understanding, the team aims to help clients better comprehend their wealth, investments, and long-term financial goals.

Morgan 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.

Smart Money Management LLC is a finance institution located at 5577 Airport Highway in Toledo, Ohio, United States. Our team of experts is dedicated to helping individuals and businesses make smart financial decisions to secure their future. We offer a range of services including financial planning, investment management, and retirement planning. With our personalized approach and commitment to excellence, you can trust Smart Money Management LLC 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.

Fidelity Investments is a renowned finance institution located at 5101 Levis Commons Boulevard in Perrysburg, Ohio, United States. With a strong reputation for providing top-notch financial services and investment opportunities, Fidelity Investments is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Fidelity Investments offers a wide range of products and services to meet your needs. Trust in Fidelity Investments to provide expert guidance and support as you navigate the complex world of finance.

Summit Reserve Group is a leading financial institution located at 18 North Saint Clair Street in Toledo, Ohio, United States. We specialize in providing comprehensive financial planning and investment services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to delivering personalized solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Summit Reserve Group is here to help you every step of the way. Contact us today to schedule a consultation and start planning for a secure financial future.