Toledo Region Financial Planning Consultants

Toledo Region Financial Planning Consultants

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Balhoff Wealth Advisors, Inc.
Balhoff Wealth Advisors, Inc.
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7135 Sylvania Ave. Suite 2B
Sylvania, OH 43560
Vicki J BalhoffVicki J Balhoff
Work Phone: (419) 824-8200(419) 824-8200
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Buganski & Gallagher - Skylight Financial
Buganski & Gallagher - Skylight Financial
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1760 Manley Rd.
Maumee, OH 43537
Mr. Michael BuganskiMr. Michael Buganski
Work Phone: (419) 376-2028(419) 376-2028
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Camelot Portfolios, LLC
Camelot Portfolios, LLC
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1700 Woodlands Dr., Ste. 100
Maumee, OH 43537
Mr. Ryan ZeebMr. Ryan Zeeb
Work Phone: (419) 794-0536(419) 794-0536
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Daniel J Rudski Financial
Daniel J Rudski Financial
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5746 Park Center Court
Toledo, OH 43615
Mr. Daniel J RudskiMr. Daniel J Rudski
Work Phone: (419) 725-1503(419) 725-1503
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Generations Financial Group
Generations Financial Group
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301 River Road
Maumee, OH 43537
Mr. Nicholas DavisMr. Nicholas Davis
Work Phone: (419) 887-1745(419) 887-1745
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Hartmann & Associates
Hartmann & Associates
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6635 West Central Ave.
Toledo, OH 43617-1029
Ms. Donna BoganMs. Donna Bogan
Work Phone: 419-841-5331419-841-5331
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Malhoit & Associates, Ameriprise Financial Services, Inc.
Malhoit & Associates, Ameriprise Financial Services, Inc.
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5954 Renaissance Place, Ste. A
Toledo, OH 43623
Ms. Barbara MalhoitMs. Barbara Malhoit
Work Phone: (419) 725-9213(419) 725-9213
Retirement planning, asset management, family finances
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McDonald Partners
McDonald Partners
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One Seagate Ste. 1825
Toledo, OH 43604
Ms. Rita MansourMs. Rita Mansour
Work Phone: (419) 740-6100(419) 740-6100
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McIntire Retirement Services
McIntire Retirement Services
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900 W. South Boundary St., Bldg. 3A
Perrysburg, OH 43551
Mr. Christopher McIntireMr. Christopher McIntire
Work Phone: (419) 874-2015(419) 874-2015
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MPM Wealth Advisors
MPM Wealth Advisors
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7429 International Dr., Ste. A
Holland, OH 43528
Mr. G. Thomas DamascoMr. G. Thomas Damasco
Work Phone: (419) 861-1400(419) 861-1400
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Pat Pawlecki
Pat Pawlecki
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10304 Bridgewood Rd.
Perrysburg, OH 43551 3612
Mr. Pat PawleckiMr. Pat Pawlecki
Work Phone: (419) 874-0905(419) 874-0905
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Richard D. Luedtke, CFP
Richard D. Luedtke, CFP
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4159 N. Holland-Sylvania Road
Toledo, OH 43623
Mr. Richard D. LuedtkeMr. Richard D. Luedtke
Work Phone: (419) 841-5405(419) 841-5405
New Member
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Salem Financial Group, LLC
Salem Financial Group, LLC
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13 N. St. Clair St.
Toledo, OH 43604
Mr. Nadeem SalemMr. Nadeem Salem
Work Phone: (419) 214-5694(419) 214-5694
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Savage & Associates
Savage & Associates
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655 Beaver Creek Circle
Maumee, OH 43537
Mr. J.R. TolandMr. J.R. Toland
Work Phone: (419) 475-8665(419) 475-8665
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SES Financial & Benefits Consulting LLC
SES Financial & Benefits Consulting LLC
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4427 Talmadge Rd.
Toledo, OH 43623
Mr. Sean SavageMr. Sean Savage
Work Phone: (419) 725-7272(419) 725-7272
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The Ashley Group
The Ashley Group
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1645 Indian Wood Cir., Ste. 203
Maumee, OH 43537
Mr. Carroll AshleyMr. Carroll Ashley
Work Phone: (419) 897-1001(419) 897-1001
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Transamerica Financial Advisors
Transamerica Financial Advisors
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3410 Briarfield Blvd.
Maumee, OH 43537
Mr. Tyson MooreMr. Tyson Moore
Work Phone: (419) 290-3050(419) 290-3050
New Member
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UBS Financial Services Inc. Touchstone Wealth Partners
UBS Financial Services Inc. Touchstone Wealth Partners
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5757 Monroe St.
Sylvania, OH 43560
Ms. Lauren DouglasMs. Lauren Douglas
Work Phone: (419) 318-5500(419) 318-5500
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Wagoner, Wagoner & Associates
Wagoner, Wagoner & Associates
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5954 Renissance Pl. Ste. D
Toledo, OH 43623
Colleen WagonerColleen Wagoner
Work Phone: (419) 283-3677(419) 283-3677
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Wilcox Financial
Wilcox Financial
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3400 Executive Pkwy.
Toledo, OH 43606 1396
Mr. Michael Wilcox Mr. Michael Wilcox
Work Phone: (419) 537-9407(419) 537-9407
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