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Wealth management expertise in Sylvania, Ohio

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5 1
#1

Platinum Wealth Solutions of Ohio

● Open
2750 Centennial Rd, Toledo, OH 43617, United States
419-794-7761
pwsohio.com

Platinum Wealth Solutions of Ohio is a finance institution located at 2750 Centennial Road in Toledo, Ohio, United States. They offer securities and investment advisory services through Osaic Wealth, Inc., a member of FINRA/SIPC. Osaic Wealth, Inc.

Financial Service
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5 4
#2

Whetro Wealth Management

● Open
4169 N Holland Sylvania Rd Suite 103, Toledo, OH 43623, United States
419-824-3300
whetroadvisors.com

Whetro Wealth Management, located at 4169 North Holland Sylvania Road in Toledo, Ohio, is a finance institution dedicated to providing personalized financial planning services to help clients achieve their goals.

Photo of Whetro Wealth Management - 4169 North Holland Sylvania Road, Toledo, OH 43623 Photo of Whetro Wealth Management - 4169 North Holland Sylvania Road, Toledo, OH 43623 Photo of Whetro Wealth Management - 4169 North Holland Sylvania Road, Toledo, OH 43623
Financial Service
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5 1
#3

Sequoia Capital Management

● Open
7640 W Bancroft St, Toledo, OH 43617, United States
419-841-9021
sequoiacapmgt.com

Sequoia Capital Management is a financial institution located at 7640 West Bancroft Street in Toledo, Ohio.

Details
3 2
#4

Jason Harsh - Private Wealth Advisor, Ameriprise Financial Services, LLC

● Open
6011 Renaissance Pl # 2, Toledo, OH 43623, United States
419-882-1948
ameripriseadvisors.com

Jason Harsh is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 6011 Renaissance Place in Toledo, Ohio, United States.

Photo of Jason Harsh - Private Wealth Advisor, Ameriprise Financial Services, LLC - 6011 Renaissance Place, Toledo, OH 43623 Photo of Jason Harsh - Private Wealth Advisor, Ameriprise Financial Services, LLC - 6011 Renaissance Place, Toledo, OH 43623
Financial Service
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#5

Kevin Bush - Associate Manager, Ameriprise Financial Services, LLC

● Open
2244 Centennial Rd, Toledo, OH 43617, United States
419-843-3840
ameripriseadvisors.com

Kevin Bush is an Associate Manager at Ameriprise Financial Services, LLC, located at 2244 Centennial Road in Toledo, Ohio, United States. Kevin holds several prestigious certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more.

Photo of Kevin Bush - Associate Manager, Ameriprise Financial Services, LLC - 2244 Centennial Road, Toledo, OH 43617 Photo of Kevin Bush - Associate Manager, Ameriprise Financial Services, LLC - 2244 Centennial Road, Toledo, OH 43617
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#6

Touchstone Wealth Partners - UBS Financial Services Inc.

● Open
5757 Monroe St, Sylvania, OH 43560, United States
419-318-5100
advisors.ubs.com

Touchstone Wealth Partners - UBS Financial Services Inc. is a premier financial institution located at 5757 Monroe Street in Sylvania, Ohio, United States. As a branch of UBS Financial Services Inc.

Financial Service
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#7

Barbara G Malhoit - Private Wealth Advisor, Ameriprise Financial Services, LLC

● Open
5954 Renaissance Pl A, Toledo, OH 43623, United States
419-725-9213
ameripriseadvisors.com

Barbara G Malhoit is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 5954 Renaissance Place, Toledo, Ohio, United States.

Photo of Barbara G Malhoit - Private Wealth Advisor, Ameriprise Financial Services, LLC - 5954 Renaissance Place, Toledo, OH 43623 Photo of Barbara G Malhoit - Private Wealth Advisor, Ameriprise Financial Services, LLC - 5954 Renaissance Place, Toledo, OH 43623
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#8

Pino Holly Wealth Management

● Open
4159 N Holland Sylvania Rd #204, Toledo, OH 43623, United States
419-861-9838
brileywealth.com

Pino Holly Wealth Management, located at 4159 North Holland Sylvania Road in Toledo, Ohio, is a finance institution that offers a world-class wealth management and financial planning platform. Backed by parent company B.

Photo of Pino Holly Wealth Management - 4159 North Holland Sylvania Road, Toledo, OH 43623
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#9

Tina S Jordan - Private Wealth Advisor, Ameriprise Financial Services, LLC

● Open
2727 N Holland Sylvania Rd # K, Toledo, OH 43615, United States
419-842-8428
ameripriseadvisors.com

Tina S Jordan - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 2727 North Holland Sylvania Road, Toledo, Ohio, United States, is a finance institution offering a wide range of services to meet the diverse needs of its clients.

Photo of Tina S Jordan - Private Wealth Advisor, Ameriprise Financial Services, LLC - 2727 North Holland Sylvania Road, Toledo, OH 43615 Photo of Tina S Jordan - Private Wealth Advisor, Ameriprise Financial Services, LLC - 2727 North Holland Sylvania Road, Toledo, OH 43615
Financial Service
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5 1
#10

Beacon Financial LLC

● Open
5746 Park Center Ct, Toledo, OH 43615, United States
419-725-1501
beaconfinancialusa.com

Beacon Financial LLC is a reputable finance institution located at 5746 Park Center Court in Toledo, Ohio, United States.

Financial Service
Details
5 1
#11

Shaw Wyse Inc

● Closed
6711 Monroe St bldg v, Sylvania, OH 43560, United States
419-882-8485
shawwyse.com

Shaw Wyse Inc is a reputable finance institution located at 6711 Monroe Street in Sylvania, Ohio, United States.

Photo of Shaw Wyse Inc - 6711 Monroe Street, Sylvania, OH 43560
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5 1
#12

Venture Visionary Partners

● Open
5520 Monroe St # B, Sylvania, OH 43560, United States
419-379-1501
venturevp.com

Venture Visionary Partners is a prestigious finance institution located at 5520 Monroe Street, Sylvania, Ohio, United States.

Photo of Venture Visionary Partners - 5520 Monroe Street, Sylvania, OH 43560
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5 6
#13

Edward Jones - Financial Advisor: Aaron M Stark, CFP®|CPWA®|CEPA®|AAMS™|CRPS™

● Open
2262 Centennial Rd, Toledo, OH 43617, United States
419-517-7788
edwardjones.com

Edward Jones - Financial Advisor: Aaron M Stark, CFP®|CPWA®|CEPA®|AAMS™|CRPS™ is a reputable financial institution located at 2262 Centennial Road in Toledo, Ohio, United States.

Photo of Edward Jones - Financial Advisor: Aaron M Stark, CFP®|CPWA®|CEPA®|AAMS™|CRPS™ - 2262 Centennial Road, Toledo, OH 43617
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5 4
#14

Edward Jones - Financial Advisor: Lori M Cannon, AAMS™

● Open
7103 Central Ave, Toledo, OH 43617, United States
419-842-0369
edwardjones.com

Edward Jones - Financial Advisor: Lori M Cannon, AAMS™ is a reputable finance institution located at 7103 Central Avenue in Toledo, Ohio, United States.

Photo of Edward Jones - Financial Advisor: Lori M Cannon, AAMS™ - 7103 Central Avenue, Toledo, OH 43617
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5 1
#15

Kenneth Close - Financial Advisor, Ameriprise Financial Services, LLC

● Open
6011 Renaissance Pl # 2, Toledo, OH 43623, United States
419-882-1948
ameripriseadvisors.com

Kenneth Close, a Financial Advisor at Ameriprise Financial Services, LLC, located at 6011 Renaissance Place in Toledo, Ohio, offers a range of financial services to meet the needs of individuals and businesses.

Photo of Kenneth Close - Financial Advisor, Ameriprise Financial Services, LLC - 6011 Renaissance Place, Toledo, OH 43623 Photo of Kenneth Close - Financial Advisor, Ameriprise Financial Services, LLC - 6011 Renaissance Place, Toledo, OH 43623
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5 1
#16

Morgan Stanley

● Open
7311 Crossleigh Ct, Toledo, OH 43617, United States
419-842-6500
morganstanleybranch.com

Morgan Stanley is a renowned financial institution located at 7311 Crossleigh Court in Toledo, Ohio, United States.

Photo of Morgan Stanley - 7311 Crossleigh Court, Toledo, OH 43617
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5 1
#17

Raymond James Financial Services

● Open
7600 Kings Pointe Rd, Toledo, OH 43617, United States
419-517-7001
wealthatgarrison.com

Raymond James Financial Services, located at 7600 Kings Pointe Road in Toledo, Ohio, is a trusted finance institution that offers reliable advice and steadfast support to help clients achieve lasting peace of mind.

Financial Service
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5 5
#18

The Law Office Of Roger K. Zimmerman

● Open
2735 N Holland Sylvania Rd a2, Toledo, OH 43615, United States
419-550-1564
toledoohlawyer.com

The Law Office of Roger K. Zimmerman is a prestigious institution located at 2735 North Holland Sylvania Road in Toledo, Ohio, United States.

Accounting Service Financial Service Legal Service
Details
5 1
#19

Linda A Velandra, CPA

● Open
5900 Renaissance Pl, Toledo, OH 43623, United States
419-882-1886
vzncpa.com

Linda A Velandra, CPA is a reputable accounting and finance institution located at 5900 Renaissance Place in Toledo, Ohio, United States.

Accounting Service Financial Service
Details
5 1
#20

R A Higgins & Associates

● Open
3171 Republic Blvd N # 202, Toledo, OH 43615, United States
419-350-8570
rahiggins.com

R A Higgins & Associates is a renowned accounting and finance institution located at 3171 Republic Boulevard North in Toledo, Ohio, United States.

Accounting Service Financial Service
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5 1
#21

Plante Moran

● Open
3434 Granite Cir, Toledo, OH 43617, United States
419-843-6000
plantemoran.com

Plante Moran, located at 3434 Granite Circle in Toledo, Ohio, is a leading institution in the fields of accounting and finance. With a focus on the personal aspect of business, Plante Moran has been dedicated to their clients' success for over 100 years.

Photo of Plante Moran - 3434 Granite Circle, Toledo, OH 43617 Photo of Plante Moran - 3434 Granite Circle, Toledo, OH 43617
Accounting Service Financial Service
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4.9 11
#22

Serious Money Ohio

● Open
6809 Cloister Ct, Sylvania Township, OH 43617, United States
419-495-8700
seriousmoneyohio.com

Serious Money Ohio is a finance institution located at 6809 Cloister Court in Ohio, United States. Our mission is to help retirees maximize their retirement resources and avoid costly financial mistakes.

Photo of Serious Money Ohio - 6809 Cloister Court, Sylvania, OH 43617 Photo of Serious Money Ohio - 6809 Cloister Court, Sylvania, OH 43617 Photo of Serious Money Ohio - 6809 Cloister Court, Sylvania, OH 43617
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4 4
#23

Deca Health

● Open
5151 Monroe St # 104, Toledo, OH 43623, United States
419-843-1369
decahealth.com

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.

Photo of Deca Health - 5151 Monroe Street, Toledo, OH 43623
Financial Service Medical Services
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2.6 16
#24

Wells Fargo Advisors

● Open
7335 Crossleigh Ct, Toledo, OH 43617, United States
419-720-9700
home.wellsfargoadvisors.com

Wells Fargo Advisors is a renowned financial institution located at 7335 Crossleigh Court in Toledo, Ohio, United States.

Financial Service
Details
1 2
#25

Brenda A Ray, Esq., CPA

● Open
Brenda A. Ray Law Offices, 6591 Central Ave #204, Toledo, OH 43617, United States
419-517-2009
raytaxlaw.com

Brenda A Ray, Esq., CPA is a highly experienced lawyer and certified public accountant with over 30 years of experience in business and tax advising. Located in the Tolson Building at 6591 W.

Photo of Brenda A Ray, Esq., CPA - 6591 Central Avenue, Toledo, OH 43617
Legal Service
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#26

Russ Karban

● Open
655 Beaver Creek Cir, Maumee, OH 43537, United States
419-725-7307
savageandassociates.com

Russ Karban is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States.

Photo of Russ Karban - 655 Beaver Creek Circle, Maumee, OH 43537
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#27

Charles Schwab

● Open
5800 Monroe St Bldg F, #10, Sylvania, OH 43560, United States
800-646-4710
client.schwab.com

Charles Schwab is a reputable financial institution located at 5800 Monroe Street in Sylvania, Ohio.

Photo of Charles Schwab - 5800 Monroe Street, Sylvania, OH 43560 Photo of Charles Schwab - 5800 Monroe Street, Sylvania, OH 43560
Financial Service
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#28

Gould Ruma Financial Advisors

● Open
3231 Central Park West #211, Toledo, OH 43617, United States
419-841-0060
gouldruma.com

Gould Ruma Financial Advisors is a leading finance institution located at 3231 Central Park West in Toledo, Ohio, United States.

Photo of Gould Ruma Financial Advisors - 3231 Central Park West, Toledo, OH 43617 Photo of Gould Ruma Financial Advisors - 3231 Central Park West, Toledo, OH 43617 Photo of Gould Ruma Financial Advisors - 3231 Central Park West, Toledo, OH 43617
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#29

Merrill Lynch Financial Advisor Glenn R. Weisner

● Open
4908 Whiteford Rd, Toledo, OH 43623, United States
419-259-2265
fa.ml.com

Merrill Lynch Financial Advisor Glenn R. Weisner is a reputable finance institution located at 4908 Whiteford Road in Toledo, Ohio, United States. With years of experience and expertise in the financial industry, Glenn R.

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#30

Merrill Lynch Financial Advisor Patrick Mollenkamp

● Open
4908 Whiteford Rd, Toledo, OH 43623, United States
419-824-2614
fa.ml.com

Merrill Lynch Financial Advisor Patrick Mollenkamp is a leading finance institution located at 4908 Whiteford Road in Toledo, Ohio, United States.

Photo of Merrill Lynch Financial Advisor Patrick Mollenkamp - 4908 Whiteford Road, Toledo, OH 43623 Photo of Merrill Lynch Financial Advisor Patrick Mollenkamp - 4908 Whiteford Road, Toledo, OH 43623 Photo of Merrill Lynch Financial Advisor Patrick Mollenkamp - 4908 Whiteford Road, Toledo, OH 43623
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