Personal investment planning in Toledo, Ohio

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.

Merrill Lynch Financial Advisor Dan Herzig, located at 4908 Whiteford Road, Toledo, Ohio, United States, offers insights, observations, and personalized financial strategies to help clients achieve their goals. Specializing in retirement planning, market volatility, and personalized wealth management, Dan Herzig focuses on understanding each client's unique financial picture and goals. By utilizing the Merrill Personal Wealth Analysis® tool, he can create a customized plan centered on the client's aspirations. With access to investment insights from Merrill and banking solutions from Bank of America, Dan works to help clients manage, grow, and preserve their wealth. Committed to community involvement, Dan follows the deep-seated Merrill tradition of giving back. Through ongoing conversations and personalized financial approaches, Dan helps clients navigate life changes and achieve their financial goals. As a registered financial advisor in multiple states, Dan Herzig is dedicated to providing personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.

Cathy Snyder - Financial Advisor at Ameriprise Financial Services, LLC, located at 5954 Renaissance Place in Toledo, Ohio, provides expert financial advice and services to individuals seeking asset management solutions. Cathy Snyder holds multiple certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating her expertise in estate planning, investment strategies, and retirement planning. With a focus on client assessment, risk management, and investment performance, Cathy Snyder is dedicated to helping clients achieve their financial goals. Whether you are a retiree, small business owner, or high net worth individual, Cathy Snyder can provide personalized financial guidance tailored to your specific needs. Contact Cathy Snyder today to start planning for a secure financial future.

Mid-America Financial Corporation is a leading finance institution located in Toledo, Ohio, United States. With a focus on providing a wide range of financial services, Mid-America Financial Corporation is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for assistance with loans, investments, or wealth management, the experienced professionals at Mid-America Financial Corporation are here to help. Visit their office at 2400 North Reynolds Road to learn more about how they can help you secure your financial future.

Fifth Third Private Bank - Fulton Wick is a prestigious financial institution located at 550 North Summit Street in Toledo, Ohio. As a private bank, they offer personalized wealth management services to high-net-worth individuals, families, and businesses. With a focus on building long-term relationships, their team of experienced professionals provides tailored financial solutions to help clients achieve their financial goals. Whether it's investment management, estate planning, or private banking services, Fifth Third Private Bank - Fulton Wick is dedicated to providing exceptional service and expertise to their clients.

Fifth Third Private Bank - Maureen Brown is a prestigious financial institution located at 550 North Summit Street in Toledo, Ohio, United States. Specializing in private banking services, Maureen Brown and her team provide personalized financial solutions tailored to the individual needs of their clients. With a commitment to excellence and a reputation for trustworthiness, Fifth Third Private Bank is a top choice for those seeking expert financial advice and management. Contact Maureen Brown and her team today to experience the difference of private banking at its finest.

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.

"Notarized by Melody LLC" is a reputable finance institution located at 3178 Republic Boulevard North in Toledo, Ohio, United States. Specializing in notarization services, they ensure that all legal documents are properly authenticated and certified by their experienced professionals. With a commitment to accuracy and efficiency, "Notarized by Melody LLC" is the go-to choice for individuals and businesses seeking reliable notary services in the Toledo area.

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 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.

Pamela Miller - Morgan Stanley is a reputable financial institution located at 7311 Crossleigh Court in Toledo, Ohio, United States. With a focus on providing top-notch financial services, Pamela Miller - Morgan Stanley offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. The experienced team of professionals at this institution is dedicated to providing personalized advice and guidance to help clients navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Pamela Miller - Morgan Stanley is committed to helping you secure a solid financial future.

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.

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.

Ciolek LTD. | Scott A. Ciolek is a reputable finance and law firm located at 901 Washington Street in Toledo, Ohio, United States. With a focus on providing expert financial and legal services, the institution is dedicated to helping clients navigate complex financial matters and legal issues. Led by experienced professionals, Ciolek LTD. offers personalized solutions tailored to meet the unique needs of each client. Whether you are in need of financial planning, investment advice, or legal representation, Ciolek LTD. | Scott A. Ciolek is committed to delivering top-notch services with integrity and excellence.

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.

R A Higgins & Associates is a renowned accounting and finance institution located at 3171 Republic Boulevard North in Toledo, Ohio, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment strategies, R A Higgins & Associates has the expertise to guide you towards financial success. Trustworthy, reliable, and dedicated to their clients' financial well-being, this institution is a go-to destination for all your accounting and finance needs.

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.

Clark, King & Associates is a reputable accounting and finance institution located at 7854 Central Avenue in Toledo, Ohio, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment strategies, Clark, King & Associates is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in managing your finances.

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.

Alan Buckenmeyer Inc is a reputable accounting and finance institution located at 4766 North Summit Street in Toledo, Ohio, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, and financial planning. Their dedication to client satisfaction and attention to detail make them a trusted partner for individuals and businesses seeking expert financial guidance.

Gohm Reifert & Advantage Mtg is a trusted institution located at 4330 Torquay Avenue in Toledo, Ohio. Specializing in accounting, finance, and insurance services, we provide expert guidance and support to our clients. Our experienced team is dedicated to helping individuals and businesses navigate the complexities of financial management and planning. Whether you need assistance with taxes, investments, or insurance coverage, we are here to assist you every step of the way. Visit us today to learn how we can help you achieve your financial goals.

Allen & Co is a reputable accounting and finance institution located at 2509 West Sylvania Avenue in Toledo, Ohio, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation to investment planning, Allen & Co is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized approach sets them apart in the industry. Visit Allen & Co today for all your accounting and finance needs.

McGookey Law Offices is a long-standing institution located at 225 Meigs Street in Sandusky, Ohio. Established in 1973 by Doris and Harry McGookey, the firm has deep roots in the community and has been providing legal services for over four decades. Dan McGookey, a native of Sandusky, has been practicing law since earning his degree from the University of Toledo College of Law in 1979. Alongside his wife Bev, who serves as Judge of Erie County Common Pleas Court, Probate Division, Dan has continued the family legacy of legal service in the area.

Superior Credit Union, located at 950 West Main Street in Coldwater, Ohio, has been serving its members for over seven decades. Specializing in ATM and finance services, Superior Credit Union offers a wide range of financial solutions to meet your needs. With a Superior VISA Rewards Credit Card, you can earn 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. Superior Credit Union also has its own in-house insurance agency, Superior Insurance Services, which offers discounted auto, home, life, and business insurance to members. Whether you are looking for investment advice, financial planning, or insurance solutions, Superior Credit Union is dedicated to helping you take care of yourself and your family.

Superior Credit Union, located at 1303 East 5th Street in Delphos, Ohio, has been serving customers for over seven decades with all their financial needs. With a Superior VISA Rewards Credit Card, you can earn 1.5% cash back on all purchases. The institution offers free tax preparation and e-filing for members with low to moderate income during tax season. They also provide online calculators for loans, budgeting, and more to help you make informed financial decisions. Superior Credit Union has its own insurance agency, Superior Insurance Services, offering discounted auto, home, life, and business insurance to members. They prioritize helping you with investments, financial planning, and insurance. The Small Business Center provides financing options for startups and expansions. As a top mortgage lender in Cincinnati, Toledo, and Lima OH, Superior Credit Union offers personalized experiences to find the best financial solutions for your needs.

Superior Credit Union, located at 202 Willipie Street in Wapakoneta, Ohio, has been serving the community for over seven decades. As an ATM and finance institution, we are dedicated to helping you with all your financial needs. Our Superior VISA Rewards Credit Card offers 1.5% cash back on all purchases, providing you with added benefits. We offer free tax preparation and e-filing for members with low to moderate income during tax season, conducted by certified employees. Our online calculators can assist you with loans, budgeting, and more to make informed financial decisions. Additionally, our in-house insurance agency, Superior Insurance Services (SIS), offers discounted auto, home, life, and business insurance to members.

Superior Credit Union, located at 1205 East Kibby Street in Lima, Ohio, has been serving its members for over seven decades. As a full-service financial institution, Superior Credit Union offers a wide range of services including ATM access and various financial products. One of the standout features of Superior Credit Union is the Superior VISA Rewards Credit Card, which offers 1.5% cash back on all purchases. Additionally, the credit union provides free tax preparation and e-filing services to members with low to moderate income during tax season.

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.

Champion Credit Union, Inc. is a trusted financial institution located at 4140 West Laskey Road in Toledo, Ohio. As a credit union, we offer a wide range of financial services to our members, including savings accounts, loans, and investment options. Our convenient location also features an ATM for easy access to cash withdrawals and deposits. Whether you're looking to save for the future, finance a major purchase, or simply manage your day-to-day banking needs, Champion Credit Union is here to help you achieve your financial goals. Visit us today to learn more about how we can assist you with your financial needs.