Toledo Region Financial Services

Toledo Region Financial Services

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Caputo & Associates
Caputo & Associates
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5580 Monroe St., Ste 102
Sylvania, OH 43560
Mr. Matthew CaputoMr. Matthew Caputo
Work Phone: (419) 537-5588(419) 537-5588
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Equity Planning Group
Equity Planning Group
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4041 Sylvania Ave., Ste. 200
Toledo, OH 43623
Mr. Craig A. JosephMr. Craig A. Joseph
Work Phone: (419) 842-3311(419) 842-3311
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Financial Design Group
Financial Design Group
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3230 Central Park West Dr., Suite 100
Toledo, OH 43617
Mrs. Hyfah HilouMrs. Hyfah Hilou
Work Phone: (419) 843-4737(419) 843-4737
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Focus CFO
Focus CFO
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26441 Pin Oak Ct
Perrysburg, OH 43551
Work Phone: (419) 388-3849(419) 388-3849
New Member
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Gregory Fockler
Gregory Fockler
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4159 N. Holland Sylvania #104
Toledo, OH 43623
Mr. Gregory FocklerMr. Gregory Fockler
Work Phone: (419) 885-8384(419) 885-8384
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Jason Harsh Ameriprise Financial
Jason Harsh Ameriprise Financial
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6011 Renaissance Place, Ste 2
Toledo, OH 43623
Mr. Jason S. HarshMr. Jason S. Harsh
Work Phone: (419) 882-1948(419) 882-1948
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Kathleen S. Kawczynski–Agent for Skylight Financial Group
Kathleen S. Kawczynski–Agent for Skylight Financial Group
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7150 W. Central Ave, Ste 100
Toledo, OH 43617
Ms. Kelley L. GibbonsMs. Kelley L. Gibbons
Work Phone: (419) 887-6243(419) 887-6243
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KMG Fiduciary Partners LLC
KMG Fiduciary Partners LLC
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7530 Kings Pointe Road
Toledo, OH 43617
Mr. Aaron MechlingMr. Aaron Mechling
Work Phone: (419) 517-8040(419) 517-8040
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Lawrence M. Tomczak, Special Care Planner
Lawrence M. Tomczak, Special Care Planner
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7150 W. Central Ave. Ste. 100
Toledo, OH 43617 9400
Mr. Lawrence Tomczak CLU, ChFC, CLTCMr. Lawrence Tomczak CLU, ChFC, CLTC
Work Phone: (419) 893-9759(419) 893-9759
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Lexington Capital Partners LLC
Lexington Capital Partners LLC
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6012 Renaissance Place, Suite A
Toledo, OH 43623
Mr. Richard T. BohnMr. Richard T. Bohn
Work Phone: (419) 260-5911(419) 260-5911
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New York Life Insurance Company
New York Life Insurance Company
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1684 Woodlands Dr., Ste. 100
Maumee, OH 43537
Mr. Umihiko SaitoMr. Umihiko Saito
Work Phone: (419) 887-4700(419) 887-4700
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Patrick Convery Franchise
Patrick Convery Franchise
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5954 Renaissance Pl., Ste. B
Toledo, OH 43623
Mr. Patrick R. ConveryMr. Patrick R. Convery
Work Phone: (419) 725-9219(419) 725-9219
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Raymond James Financial Svcs NWQ Wealth Partners LLC
Raymond James Financial Svcs NWQ Wealth Partners LLC
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6012 Renaissance Place Suite AB
Toledo, OH 43623
Mr. David J. SattlerMr. David J. Sattler
Work Phone: (419) 517-7001(419) 517-7001
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Regan Financial LLC
Regan Financial LLC
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2940 Centennial Rd.
Toledo, OH 43617 1833
Mr. Martin Regan Jr.Mr. Martin Regan Jr.
Work Phone: (419) 885-4813(419) 885-4813
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Seymour & Associates
Seymour & Associates
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7150 W Central Ave
Toledo, OH 43617 1117
Mr. Dale Seymour Mr. Dale Seymour
Work Phone: (419) 517-7079(419) 517-7079
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Skotynsky Financial Group, LLC
Skotynsky Financial Group, LLC
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213 Louisiana Ave
Perrysburg, OH 43551
Mr. Matt Skotynsky, AAMSMr. Matt Skotynsky, AAMS
Work Phone: (419) 873-1400(419) 873-1400
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Skylight Financial Group
Skylight Financial Group
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7150 W. Central Ave., Suite 100
Toledo, OH 43617
Ms. Mary GenslerMs. Mary Gensler
Work Phone: (419) 887-6285(419) 887-6285
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Snyder Financial Management
Snyder Financial Management
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1302 Brim Rd. Ste. 1
Bowling Green, OH 43402
Mr. Nick SnyderMr. Nick Snyder
Work Phone: (419) 806-4412(419) 806-4412
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The Retirement Group LLC
The Retirement Group LLC
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407 Washington St. #1A
Toledo, OH 43604
Mr. Ryan KelleyMr. Ryan Kelley
Work Phone: (419) 593-0044(419) 593-0044
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TransAmerica Financial Advisors, Inc./TransAmerica Financial Group Division
TransAmerica Financial Advisors, Inc./TransAmerica Financial Group Division
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3410 Briarfield Blvd, Ste A
Maumee, OH 43537
Andy & Stacey Hudak, Dave & Rachel BarkholzAndy & Stacey Hudak, Dave & Rachel Barkholz
Work Phone: (419) 482-5590(419) 482-5590
Teach people to achieve financial freedom by building and protecting recurring income
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Vantage Financial Group-Toledo
Vantage Financial Group-Toledo
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5800 Monroe Street, Building A, Suite 4
Sylvania, OH 43560
Daniel N. Steinberg, CLU, ChFC, AIFDaniel N. Steinberg, CLU, ChFC, AIF
Work Phone: (567) 408-7622(567) 408-7622
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Western & Southern Financial Group
Western & Southern Financial Group
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1745 Indian Wood Circle Ste 140
Holland, OH 43537 4170
Mr. Jesse CarnicomMr. Jesse Carnicom
Work Phone: (419) 865-3421(419) 865-3421
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