TOP 30 Managed portfolios in Toledo, Ohio

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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.

Malhoit & Associates - Ameriprise Financial Services, LLC is a finance institution located at 5954 Renaissance Place in Toledo, Ohio, United States. They offer investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients can access their investments and accounts securely from any device. The institution provides complimentary initial consultations to discuss financial planning concepts. Ameriprise financial advisors are registered to do business in certain U.S. states. They cannot guarantee future financial results. The institution values referrals and is dedicated to helping friends and family achieve their financial goals. Members of Ameriprise Financial Services, LLC are also part of FINRA and SIPC.

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.

Fifth Third Private Bank - Cynthia Roepke is a prestigious financial institution located at 550 North Summit Street in Toledo, Ohio, United States. Specializing in private banking services, they offer personalized financial solutions tailored to meet the unique needs and goals of their clients. With a team of experienced professionals, including Cynthia Roepke, they provide expert advice and guidance to help clients manage and grow their wealth. Whether you are looking to invest, plan for retirement, or protect your assets, Fifth Third Private Bank is dedicated to helping you achieve your financial objectives.

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.

A & M Strategy Investment is a trusted car repair and gas station located at 350 West Bancroft Street in Toledo, Ohio. Our experienced team of mechanics and technicians are dedicated to providing top-notch service for all your automotive needs. Whether you need a routine oil change, brake repair, or engine diagnostics, we have you covered. Stop by today and experience our commitment to quality and customer satisfaction.

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.

Financial Express is a reputable institution located at 5355 Southwyck Boulevard in Toledo, Ohio, United States. Specializing in accounting, finance, and insurance services, Financial Express is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a team of experienced professionals, they offer expert advice and personalized strategies to help clients achieve their financial goals. Whether you need help with tax preparation, investment planning, or insurance coverage, Financial Express is here to assist you every step of the way. Visit their office today to learn more about how they can help you secure a stable financial future.

Eastgate Apartments, located at 2340 Eastgate Road in Toledo, Ohio, is a trusted and reliable property management institution with a proven track record of excellence. Clients rave about the diligent, responsive, and creative approach of Beal Properties in working with inspectors, contractors, and tenants. With a portfolio of over 30 properties in Warren and more than 100 properties in Detroit, Beal Properties stands out as a company that is not afraid to work in challenging markets. The onsite maintenance manager, David Sanders, is praised for his friendly and conscientious approach to managing condo complexes. The Beal Properties Team is highly regarded for their quick and professional responses to any inquiries or requests. Residents appreciate the timely maintenance and management's commitment to safety and comfort. Beal Properties is known for their investment in communities, even during tough economic times. With a focus on maintaining high standards in property management and improving surroundings, Beal Properties is a top choice for tenants and clients alike. Trust Beal Properties to make your rental experience smooth and hassle-free, just like many others have done for years.

The Cedars Apartments, located at 2705 Central Avenue in Toledo, Ohio, United States, is a highly respected institution in the property management industry. With a strong focus on client satisfaction, The Cedars Apartments, managed by Beal Properties, has received glowing reviews from tenants and property owners alike. Clients appreciate the diligent, responsive, and creative approach that Beal Properties takes when working with inspectors, contractors, and tenants. With a portfolio of over 30 properties in Warren and over 100 properties in Detroit, Beal Properties has shown a commitment to managing properties in various cities, including those that other property managers may avoid.

DreamSquad Financial Services, LLC is a premier finance institution located at 4227 Monroe Street in Toledo, Ohio, United States. We specialize in providing top-notch financial services to help our clients achieve their dreams and financial goals. Our team of experienced professionals is dedicated to providing personalized solutions and expert advice to meet the unique needs of each individual or business. Whether you are looking for investment opportunities, retirement planning, or assistance with tax preparation, DreamSquad Financial Services, LLC is here to help. Contact us today to learn more about how we can assist you in reaching your financial aspirations.

ODW Logistics, located at 1260 West Laskey Road in Toledo, Ohio, United States, offers integrated 3PL services that can help you realize 20-30% savings. Specializing in the health and beauty industry, we provide scalable e-commerce solutions, retail consolidation services, and vendor compliance processes for mass retailers. We also work with prominent food and beverage labels, offering frozen/cold, temp-controlled, and ambient/dry storage for efficient shipping to major food retailers. In addition, we partner with fast-moving retail brands in various sectors such as footwear, apparel, and small electronics. Our strategic solutions are customized to meet the unique requirements of industrial and automotive sectors. From corporate carve-outs to management buyouts, we have experience scaling supply chains for private equity firms and their portfolio companies.

Double A Solutions is a software development company located in Toledo, Ohio, United States. Our focus is on providing cutting-edge software and software as a service products to automate daily work activities, making life easier for our clients. Our mission is to develop innovative SaaS software that allows companies to automate manual tasks and improve efficiency. With years of experience in software programming, our team listens to your needs, creates a plan, and builds solutions to solve your business challenges. We offer a range of products, including Blitz Sales Software for sales automation, Call Logic for efficient calling processes, Janitorial Manager for cleaning operations management, and Aline Phone Systems for modern business communication. If you have an idea but no team to bring it to market, we can help with both software development and marketing strategies.

Welcome to NAI Harmon Group - Defiance Office, your trusted partner in commercial real estate solutions. Located at 815 East 2nd Street, Defiance, Ohio, we are proud to serve the Defiance community with the same dedication and expertise that has made us a leading real estate agency since our inception. Founded in 2013 as Industrial Developers and joining the NAI Global network in 2016, our family-owned business is committed to integrity, expertise, and innovative problem-solving. We offer a comprehensive range of commercial real estate services not only in Toledo but nationwide, including brokerage, 3PL, and construction services. Our affiliation with NAI Global connects us to a network of over 5,800 professionals across 65 countries, allowing us to deliver exceptional solutions tailored to your needs.