Insurance portfolio review in Toledo, OH
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Skylight Financial Group
β OpenSkylight Financial Group is a leading finance institution located at 1 Maritime Plaza in Toledo, Ohio, United States. With a team of experienced professionals, Skylight Financial Group offers a wide range of financial services including investment management, retirement planning, insurance solutions, and wealth management. Whether you are an individual looking to secure your financial future or a business in need of strategic financial advice, Skylight Financial Group is dedicated to providing personalized solutions to help you achieve your financial goals. Visit us today to learn more about how we can help you navigate the complexities of the financial world.
1 Maritime Plaza 4th floor, Toledo, OH 43604, United States -
Skylight Financial Group
β 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 -
Sunforest
β ClosedSunforest, located at 3912 Sunforest Court in Toledo, Ohio, is an insurance agency specializing in the unique needs of the trucking industry. The Sunforest team has recently joined forces with Breckenridge to offer even greater capabilities for trucking insurance. With underwriting leadership averaging 30 years of experience, the team at Sunforest is dedicated to providing informed insurance solutions tailored to diverse trucking operations. The team at Sunforest has established relationships with top-rated carriers to ensure that your insureds receive the best coverage for their needs. Current Sunforest agents can rest assured that their appointments remain active, and all paid policies are still in force. Transportation insurance specialist Kevin Rettberg leads the team at Sunforest, now part of Breckenridge Insurance.
3912 Sunforest Ct, Toledo, OH 43623, United States
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