TOP 30 Individual investment advisory in Toledo, Ohio

39 results found

Fifth Third Private Bank - Jennifer Witt is a premier financial institution located at 550 North Summit Street in Toledo, Ohio, United States. Specializing in private banking services, Jennifer Witt and her team provide personalized financial solutions to high-net-worth clients. With a focus on wealth management, investment strategies, and estate planning, Fifth Third Private Bank offers top-tier expertise and tailored services to help clients achieve their financial goals. Visit us today to experience the difference of working with a trusted advisor at Fifth Third Private Bank - Jennifer Witt.

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.

Trust Accounting & Tax Service, Inc. is a reputable accounting and finance institution located at 5752 Secor Road in Toledo, Ohio, United States. With a team of experienced professionals, they specialize in trust accounting and tax services for individuals and businesses. Whether you need assistance with tax preparation, financial planning, or investment management, Trust Accounting & Tax Service, Inc. is dedicated to providing personalized and reliable services to help you achieve your financial goals. Contact them today to schedule a consultation and take control of your financial future.

Broadway Tax Services is a professional accounting and finance institution located at 1812 Broadway Street in Toledo, Ohio, United States. Our experienced team of experts is dedicated to providing top-notch tax services to individuals and businesses in the area. From tax preparation to financial planning, we strive to help our clients achieve their financial goals and maximize their returns. Trust Broadway Tax Services for all your accounting and finance needs.

Signature Bank is a reputable financial institution located at 4607 West Sylvania Avenue in Toledo, Ohio. As a full-service bank, Signature Bank offers a wide range of financial services to individuals, businesses, and organizations in the local community. With a focus on personalized service and tailored financial solutions, customers can trust Signature Bank to help them achieve their financial goals. Whether you need a checking account, a loan, or investment advice, the experienced team at Signature Bank is dedicated to providing top-notch service and support. Visit us today to experience the difference that a community-focused bank can make in your financial life.

Welcome to the official website of the Darke County Commissioners, your local government office dedicated to serving the residents of Darke County, Ohio. Located at 520 South Broadway Street, Greenville, Ohio 45331, our office is committed to ensuring effective governance and the well-being of our community. As one of Ohio's counties, Darke County operates under the general statutory law and does not possess home rule authority. This means that our county officials, including the three county commissioners, act only as authorized by state law to fulfill their responsibilities. The commissioners serve as the county's general administrative body, overseeing tasks such as taxation, budgeting, appropriating, purchasing, and maintaining county property.

Welcome to the Darke County Treasurer's Office Located at 504 South Broadway Street, Greenville, Ohio, the Darke County Treasurer's Office is a vital component of the local government infrastructure. Our office is dedicated to serving the financial and administrative needs of Darke County, ensuring that the county’s fiscal responsibilities are met with transparency, accuracy, and efficiency.

Welcome to the Darke County Engineer's Office, a vital part of the local government infrastructure located at 504 South Broadway Street, Greenville, Ohio. As a cornerstone of county operations, our office is dedicated to maintaining and enhancing the transportation framework and essential public works that serve the residents of Darke County. Our primary responsibilities include planning, designing, constructing, and maintaining the county road system, as well as overseeing the upkeep of county and township bridges. We also manage bridges within municipalities that are on through routes. Our work is crucial for ensuring the safety and efficiency of the local transportation network, and it is funded through dedicated motor vehicle license and gasoline taxes.

Welcome to the official website of the Darke County Coroner's Office, located at 504 South Broadway Street, Greenville, Ohio 45331, United States. As a vital component of the local government, the Darke County Coroner plays a crucial role in the justice system, ensuring thorough investigations into deaths resulting from criminal activity, accidents, or other unusual circumstances. Led by Dr. Tim Kathman, the coroner's office is committed to providing accurate determinations of cause and manner of death. Our work involves collaborating with law enforcement agencies, the county prosecutor, and other relevant parties to prepare cases for trial. We conduct inquests, autopsies, x-rays, and toxicology tests, and often provide expert testimony in court cases.