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Benefits & Services
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Toledo Region
Toledo Region Financial Planning Consultants
Toledo Region Financial Planning Consultants
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Name
City
Camelot Portfolios, LLC
_
1700 Woodlands Dr., Ste. 100
Maumee
,
OH
43537
Mr. Darren Munn
(419) 794-0536
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Citizen Advisory Group
_
770 Commerce Dr.
Perrysburg
,
OH
43551 43551
(419) 872-0204
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Clemens J. Szymanowski
_
1070 Commerce Drive, Building 3
Perrysburg
,
OH
43551
Mr. Clemens (C.J.) Szymanowski
419-873-8500
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Daniel J Rudski Financial
_
5746 Park Center Court
Toledo
,
OH
43615
Mr. Daniel J Rudski
(419) 725-1503
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Freedom Wealth Management
_
1207 South Defiance Street
Archbold
,
OH
43502
Mr. Michael A Short
(419) 446-2900
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Generations Financial Group
_
301 River Road
Maumee
,
OH
43537
Ms. Cathy Fair
(419) 887-1745
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Hartmann Bogan Financial Planning
_
6635 West Central Ave.
Toledo
,
OH
43617-1029
Ms. Donna Bogan
419-841-5331
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LUIS E RAMIREZ
_
655 Beaver Creek Cir
Maumee
,
Ohio
43537-1738
(419) 725-7341
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Malhoit & Associates, Ameriprise Financial Svcs, Inc.
_
5954 Renaissance Place, Ste. A
Toledo
,
OH
43623
Ms. Barbara Malhoit
(419) 725-9213
Retirement planning, asset management, family finances
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McDonald Partners
_
One Seagate Ste. 1825
Toledo
,
OH
43604
Ms. Rita Mansour
(419) 740-6100
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McIntire Retirement Services
_
900 W. South Boundary St., Bldg. 3A
Perrysburg
,
OH
43551
Mr. Christopher McIntire
(419) 874-2015
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Nolan C. Dill LLC
_
745 Haskins Rd.
Bowling Green
,
OH
43402
(567) 413-4479
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One Digital
_
1645 Indian Wood Cir., Ste. 203
Maumee
,
OH
43537
Ms. Sherri Rutter
(419) 897-1001
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Pat Pawlecki
_
10304 Bridgewood Rd.
Perrysburg
,
OH
43551 3612
Mr. Pat Pawlecki
(419) 874-0905
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R L Wealth Advisory Solutions
_
6011 Renaissance Pl. Ste. 1
Toledo
,
OH
43623
Mr. Richard D. Luedtke
(419) 841-5405
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Savage & Associates
_
655 Beaver Creek Circle
Maumee
,
OH
43537
Mr. J.R. Toland
(419) 475-8665
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SES Financial & Benefits Consulting LLC
_
655 Beaver Creek Circle
Maumee
,
OH
43537
Mr. Sean Savage
(419) 725-7272
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SWEENEY WEALTH ADVISORS LLC
_
6012 Renaissance Pl Suite C
Toledo
,
OH
43623
Mr. Chris Sweeney
(419) 885-0555
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Transamerica Financial Advisors
_
3410 Briarfield Blvd.
Maumee
,
OH
43537
Mr. Tyson Moore
(419) 290-3050
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Wholehan Wealth Advisors, CFP®
_
2720 Centennial Rd Suite #100
Toledo
,
OH
43617
(419) 473-2323
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Wilcox Financial
_
3400 Executive Pkwy.
Toledo
,
OH
43606 1396
Mr. Michael Wilcox
(419) 537-9407
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