Retirement investment advice in Toledo, Ohio
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Northwestern Mutual Toledo
Northwestern Mutual Toledo is a reputable finance and insurance agency located at 148 North Summit Street in Toledo, Ohio, United States. With a strong presence in the community, they offer a wide range of financial services and insurance products to help individuals and businesses achieve their financial goals and protect their assets. Their team of experienced professionals is dedicated to providing personalized solutions and exceptional customer service. Whether you are looking for retirement planning, investment advice, or insurance coverage, Northwestern Mutual Toledo is committed to helping you secure a stable financial future.
WealthWave Toledo
WealthWave Toledo is a premier financial institution located at 3410 Briarfield Boulevard in Maumee, Ohio, United States. Specializing in finance, WealthWave Toledo offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, WealthWave Toledo provides expert financial advice and personalized solutions to meet the unique needs of each client. Whether you are looking to invest, plan for retirement, or manage your wealth, WealthWave Toledo is dedicated to helping you secure a prosperous financial future.
Treece Investment Advisory
Treece Investment Advisory is a leading finance institution located at 6800 Central Avenue in Toledo, Ohio, United States. With a team of experienced financial advisors, we specialize in providing personalized investment strategies and financial planning services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our dedicated team is here to help you every step of the way. Trust Treece Investment Advisory to provide you with expert financial guidance and support to secure your financial future.
Vantage Financial Group - Toledo
Vantage Financial Group - Toledo is a finance institution located at 5800 Monroe Street in Sylvania, Ohio, United States. We provide a range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions and expert advice to our clients. Whether you need assistance with investments, retirement planning, or insurance, Vantage Financial Group is here to help you navigate the complex world of finance with confidence. Visit us today to learn more about how we can help you secure your financial future.
Premier Planning Group, Toledo
Premier Planning Group in Toledo is a leading financial institution located at 114 South Superior Street in Toledo, Ohio. We specialize in providing top-notch financial planning services to individuals and businesses in the United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you need help with retirement planning, investment management, or estate planning, Premier Planning Group is here to guide you every step of the way. Visit us today to learn more about how we can help you take control of your financial future.
Retirement Group
Retirement Group is a finance institution located at 607 Monroe Street in Toledo, Ohio, United States. Our dedicated team of financial experts is committed to helping individuals plan for a secure and comfortable retirement. We offer a range of services and products tailored to meet the unique needs and goals of our clients, including retirement planning, investment management, and wealth preservation strategies. Whether you are just starting to save for retirement or are already enjoying your golden years, Retirement Group is here to provide personalized guidance and support every step of the way. Visit us today to start planning for a brighter future.
Kingsview Partners Toledo Office
Kingsview Partners Toledo Office is a leading finance institution located at 3130 Executive Parkway in Toledo, Ohio, United States. Our team of expert financial advisors is dedicated to providing top-notch services to help our clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, our experienced professionals are here to assist you every step of the way. Contact us today to schedule a consultation and start building a brighter financial future with Kingsview Partners Toledo Office.
City of Toledo 401k
City of Toledo 401k is a financial institution located at 111 South Huron Street in Toledo, Ohio, United States. This institution offers retirement savings plans for employees of the city of Toledo, providing a secure and reliable way for individuals to save for their future. With a focus on helping employees achieve their long-term financial goals, City of Toledo 401k is dedicated to providing excellent customer service and expert financial guidance. Whether you are just starting to save for retirement or are looking to optimize your existing savings, City of Toledo 401k is here to help you every step of the way.
Toledo Metro Federal Credit Union
Toledo Metro Federal Credit Union is a financial institution located at 1212 Adams Street in Toledo, Ohio. As a credit union, it offers a range of financial services to its members, including savings accounts, loans, and ATM access. With a commitment to serving the local community, Toledo Metro Federal Credit Union provides personalized financial solutions and strives to help members achieve their financial goals.
New York Life Insurance
New York Life Insurance is a reputable finance and insurance agency located at 3295 Levis Commons Boulevard in Perrysburg, Ohio. With a long-standing history of providing reliable insurance solutions to individuals and families, New York Life Insurance is committed to helping clients protect their financial future. Whether you are looking for life insurance, retirement planning, or investment options, the knowledgeable agents at New York Life Insurance are dedicated to helping you find the best coverage that meets your needs. Visit their office in Perrysburg today to discuss your insurance options and start securing your future.
Skyway Financial Group LLC
Skyway Financial Group LLC is a reputable insurance agency located at 6800 Central Avenue in Toledo, Ohio, United States. Specializing in health insurance, they provide a range of insurance products and services to meet the needs of individuals and families. With a team of experienced professionals, Skyway Financial Group LLC is dedicated to helping clients find the right insurance coverage to protect their health and financial well-being. Whether you are looking for health insurance for yourself or your family, Skyway Financial Group LLC is committed to providing personalized service and tailored solutions to meet your specific needs.
Sean Devins - State Farm Insurance Agent
Sean Devins - State Farm Insurance Agent is a reputable insurance agency located at 16930 Detroit Avenue in Lakewood, Ohio, United States. With over 40 years of experience serving the community, Sean Devins is a dedicated professional who is committed to providing top-notch insurance services to his clients. As a member of the University of Toledo - Economics and Million Dollar Round Table President's Club, Sean Devins is well-versed in the insurance industry and strives to offer the best coverage options for his clients. He is also actively involved in the community, serving as a member of the National Association of Insurance and Legion of Honor, as well as coaching youth soccer, baseball, and basketball teams. At Sean Devins - State Farm Insurance Agent, clients can expect personalized service and expert advice on a wide range of insurance products, including life insurance, annuities, and pet insurance. Sean Devins takes the time to understand each client's unique needs and offers tailored solutions to help protect their assets and loved ones. With a focus on building long-term relationships, Sean Devins is dedicated to providing peace of mind and financial security to his clients.
Kevin Cox - State Farm Insurance Agent
Kevin Cox - State Farm Insurance Agent is a trusted insurance agency located at 245 North Main Street in Springboro, Ohio, United States. With over 30 years of experience in the industry, Kevin Cox began his career at State Farm in 1989 and has been serving clients as an agent since 1997. As a graduate of the University of Toledo with advanced insurance designations, Kevin and his team are dedicated to helping clients with their insurance and financial service needs. Whether you need coverage for Life, Auto, Home, Renters insurance, or assistance with Retirement planning, Kevin Cox - State Farm Insurance Agent is here to help. They offer personalized service, full reviews of your current coverage, and can help identify any additional needs you may have.
Deca Health
Deca Health is a cutting-edge institution located at 5151 Monroe Street in Toledo, Ohio, United States. Specializing in both finance and health services, Deca Health offers a unique and comprehensive approach to improving overall well-being. With a team of experienced professionals, state-of-the-art facilities, and a commitment to excellence, Deca Health is dedicated to providing top-notch care and financial solutions to its clients. Whether you are seeking financial advice or looking to improve your health, Deca Health is the place to go for all your needs.
Sean Savage
Sean Savage is a financial institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Specializing in finance, Sean Savage, CFP®, offers wealth advisory services to individuals and retirement/benefit plan services to corporations. As a fiduciary, Sean provides strategic and objective advice focused on delivering results to his clients. With a client-centered approach, Sean utilizes fee-based wealth management services with a minimum requirement of $700,000. Sean is the creator of The Sean E. Savage Professional Wealth Management Process™, which guides clients from initial financial meetings to the implementation of financial objectives and ongoing support through regular strategic meetings. Serving clients in northwest Ohio, southeast Michigan, and across the country, Sean also manages a Concierge Service Program for niche clients with over five million dollars in assets. Ranked 16th in production out of 2,400 registered representatives nationally for Osaic Wealth, Sean was voted the best investment advisor in The Toledo Blade Readers’ Choice Award in 2021. A lifelong resident of northwest Ohio, Sean has been actively involved in the community through various initiatives. Notably, he founded The V Project to support the COVID-19 vaccination effort in northwest Ohio and received the keys to the city of Toledo in recognition of his work. Sean has also been involved in fundraising efforts for community projects such as St. Joseph Sylvania’s east campus development and coordinating campaigns for injured veterans.
Dan Finkel
Dan Finkel is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. As a member of Savage and Associates since 1999, Dan specializes in helping clients build wealth through retirement savings and protecting that wealth with life, health, and disability insurance. He is dedicated to keeping investment fees and expenses low compared to others in the industry. Dan encourages clients to have a monthly savings goal leading up to retirement and a sustainable withdrawal rate in retirement. In addition, he assists those in retirement with Medicare plans and Medicare Supplement insurance. Dan is a graduate of Miami University with a Bachelor of Science degree in business. He is registered in multiple states for securities and holds designations such as AIF®, LUTCF®, ChFC®, and CFP®. In his free time, Dan enjoys practicing Aikido, bicycling in the summer, and participating in charity events like the MS Bike to the Bay. He is an active member of the Toledo’s Historic Old West End neighborhood.
Scott Toland
Scott Toland is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Scott's main focus is on helping clients plan for their future by creating specific financial plans tailored to each individual's goals. He provides strategies such as tax-saving methods and prioritizes structure over rate of return to help maximize income during retirement. Scott is a graduate of Toledo’s Central Catholic High School and Siena Heights University, where he studied business and history. A Maumee native, Scott enjoys spending time with his family in Northern Michigan during the summer. He is a dedicated fan of the University of Michigan, Dallas Cowboys, and Detroit Tigers. In his free time, Scott enjoys outdoor activities, traveling, playing the piano, and learning about history.
Mark Smith
Mark Smith is a finance institution located at 655 Beaver Creek Circle, Maumee, Ohio, United States. Since joining Savage and Associates in 1990, Mark Smith has been dedicated to helping individuals achieve their financial goals. With a talent for simplifying complex financial matters, Mark motivates his clients to make positive decisions for their futures. Licensed in multiple states, Mark has clients all across the country. Mark's background includes serving in the U.S. Marine Corps and working as a training instructor for the 180th Fighter Wing of the Air National Guard in Ohio. He holds an Associate degree in Marketing from the University of Toledo. Alongside his wife, Janet, Mark has three children and nine grandchildren.
Scott Walsh
Scott Walsh is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. With over 30 years of experience in the employee benefits industry, Scott has a deep understanding of the challenges his clients face. He works to manage their health and welfare plans while balancing cost, control, and the value they provide to employees and their families. Scott has built strong relationships with his clients, some of whom have been with him for over two decades. He and his staff strive to simplify their clients' lives by navigating the complexities and regulatory hurdles of managing benefit plans for both for-profit and not-for-profit organizations of all sizes. Scott graduated from the University of Toledo with a degree in human resource management, which has equipped him to understand sophisticated plan designs and funding arrangements. He and his wife Denise reside in Holland, Ohio, and Scott is actively involved in various community organizations, serving on boards such as the Toledo Junior Golf Association and Leadership Toledo.
Premier Wealth Management Group
Premier Wealth Management Group, located at 7659 Kings Pointe Road in Toledo, Ohio, is a finance institution dedicated to helping clients achieve their financial goals. What sets us apart is our commitment to understanding what truly matters to you. With over 80 years of combined experience, our team of professionals will work with you to develop a personalized financial strategy tailored to your needs. We believe in transparency and collaboration, ensuring that you are fully informed and involved every step of the way. As registered representatives of MML Investors Services, LLC, we adhere to the highest standards of integrity and professionalism. Your financial well-being is our top priority, and we are here to support you on your journey to financial success. Visit us today to learn more about how we can help you secure your financial future.
Creative Financial Partners
Creative Financial Partners is a finance institution located at 2222 Centennial Road in Toledo, Ohio, United States. As an independent agency, we take a holistic approach to your financial situation, ensuring that we consider all aspects of your financial well-being. Our independence allows us to prioritize your needs above all else, without any ties to banks, insurance companies, or investment firms. Navigating the world of financial planning can be overwhelming, but our team at Creative Financial Partners is here to simplify the process for you. With our years of experience, we can help you set and achieve your financial goals, whether it's planning for retirement, saving for your child's education, or any other financial objective you may have.
Wholehan Wealth Advisors, CFP
Wholehan Wealth Advisors, CFP is a prestigious financial institution located at 2720 Centennial Road in Toledo, Ohio, United States. As a Certified Financial Planner (CFP), they offer expert financial advice and wealth management services to individuals and families looking to secure their financial future. With a team of experienced professionals, Wholehan Wealth Advisors, CFP provides personalized financial planning strategies tailored to each client's unique goals and needs. Whether you are planning for retirement, investing for the future, or seeking to grow your wealth, Wholehan Wealth Advisors, CFP is dedicated to helping you achieve financial success.
Legacy Financial Partners
Legacy Financial Partners is a leading finance institution located at 3454 Oak Alley Court in Toledo, Ohio, United States. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment services to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Legacy Financial Partners is committed to helping individuals and businesses secure their financial future. Contact us today to schedule a consultation and start planning for tomorrow.
Wright Financial Group, LLC
Wright Financial Group, LLC is a finance and insurance agency located at 5911 Renaissance Place in Toledo, Ohio, United States. Our specialty is generating income from investments to help you achieve the retirement you deserve. We offer tailor-made personalized financial portfolios and custom retirement planning services to individuals and families in the Toledo area. Our team of experienced financial advisors and planners will work with you to understand your unique situation and develop a custom plan that meets your specific goals. We will help you identify your financial needs and select the appropriate investment options to achieve your retirement goals. Our goal is to help you grow your wealth and achieve financial security.
Structured Wealth Management
Structured Wealth Management is a finance institution located at 2778 Centennial Road, Toledo, Ohio, United States. We specialize in comprehensive financial services for soon-to-be-retired and retired residents in Northwest Ohio and Southeast Michigan. Our team helps clients effectively plan and prepare for their retirement journey, taking into account their unique requirements and risk tolerances. At Structured Wealth Management, we provide customized financial strategies to help clients achieve their long-term goals and enjoy a more secure retirement. Our services include income strategies for guaranteed lifetime income, wealth management plans, tax strategies, Medicare and long-term care planning, as well as legacy and estate planning.
Masterpiece Financial Services
Masterpiece Financial Services is a leading finance institution located at 7590 Kings Pointe Road in Toledo, Ohio, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients, helping them achieve their financial goals and secure their future. Whether you need assistance with investments, retirement planning, or estate planning, we are here to help. Trust Masterpiece Financial Services to provide you with expert advice and personalized solutions tailored to your unique financial needs. Contact us today to schedule a consultation and take the first step towards financial success.
Seiple Financial Group
Seiple Financial Group is a renowned finance institution located at 4560 Heatherdowns Boulevard in Toledo, Ohio, United States. With a team of experienced financial advisors, Seiple Financial Group offers a wide range of financial services including wealth management, retirement planning, investment strategies, and estate planning. Their personalized approach to financial planning ensures that each client receives tailored solutions to meet their unique financial goals. Trust Seiple Financial Group to provide expert guidance and support in navigating the complexities of the financial world.
Beacon Financial LLC
Beacon Financial LLC is a reputable finance institution located at 5746 Park Center Court in Toledo, Ohio, United States. With a commitment to providing top-notch financial services, Beacon Financial LLC offers a wide range of solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Beacon Financial LLC has the expertise and experience to guide you towards financial success. Visit us today and let us help you secure your financial future.
Neil Garrison - Raymond James
Neil Garrison - Raymond James is a finance institution located at 7261 Central Avenue, Toledo, Ohio, United States. They offer trustworthy advice, steadfast support, and lasting peace of mind to help clients make intentional decisions for generational wealth. Their advisors act as a voice of reason, putting together all the pieces of the financial puzzle, providing practical guidance, and identifying blind spots and opportunities. They provide attentive, personal service and view wealth holistically, crafting comprehensive plans that address every aspect of the financial world. Utilizing cutting-edge technology and world-class resources, they deliver a next-level planning experience. With over three decades of experience, they help clients cut through the noise and make intentional decisions with their wealth, ensuring they act with purpose and confidence. The institution has rebranded to Hyperion Wealth Group, offering new capabilities and resources while maintaining the same level of excellence. Contact them at 419-214-4000 or visit their office at 7261 W Central Ave, Toledo, OH 43617 for more information.
Holmes Financial Partners
Holmes Financial Partners is a leading finance institution located at 5748 Park Center Court in Toledo, Ohio, United States. With a team of experienced financial experts, Holmes Financial Partners offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for assistance with investments, retirement planning, or estate planning, Holmes Financial Partners is committed to providing personalized solutions tailored to your specific needs. Trustworthy, reliable, and dedicated, Holmes Financial Partners is your partner in financial success.
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