Toledo Regional Chamber of Commerce | Toledo, OH

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  • Toledo Chamber
    • Covid19
    • About the Chamber >
      • Vision, Mission, History
      • Diversity Statement
      • Key Objectives
      • GEO Program
      • Board
      • Staff
      • Directions to Office
    • Become a Member >
      • Membership Application
    • Benefits of Membership >
      • MEWA
      • Products and Services >
        • COSEMEWA
      • Creating Networks
      • Advocacy and Public Policy
      • Growth Opportunities
      • Talent Attraction & Retention
    • Events Calendar
    • Membership Directory
    • Newsroom >
      • Member News
      • Newsletter Archives
    • Members Only Portal
    • Contact Us
  • Reboot
    • Member Resources
    • Webinars
    • PPE Suppliers
  • Business Resources
    • Small Business Development Center >
      • Learning Center
      • Client Counseling Request
    • Ohio SBDC Export Assistance Network >
      • Export Success
    • Toledo Area Small Business Association
    • Business Development Resources
    • Business Connect Submit
    • Emergency Preparedness Resources >
      • CoronaVirus Communication SignUp
  • Advocacy & Public Policy
    • Public Policy Agenda
    • Regional Elected Officials
    • Campaign Central
    • Institute for Leadership & Advocacy
    • Boards and Commissions
    • Veterans Resources
  • Talent & Workforce
    • Chamber Recruiting Services
    • EPIC
    • Now Hiring
    • Opportunity Accelerator
    • REDI
    • Summer In the City
    • Talent Attraction
    • Workforce Development
  • Toledo Region
    • Regional Information
    • Visiting
    • Relocating
    • Job Board
    • Community Calendar
  • Toledo Region Data Center
    • Industry Employment
    • Industry Forecast
    • Unemployment
    • Median Income
    • Migration
    • Occupation Forecast
    • Employment by Occupation
    • Average Industry Pay
    • Firm Size
    • Per Capita Income
    • Per Capita GDP
    • Poverty
  • Site Map
  • Blog
  • Job Bank

TransAmerica Financial Advisors, Inc./TransAmerica Financial Group Division

TransAmerica Financial Advisors, Inc./TransAmerica Financial Group Division

 
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Finance & Insurance >> Financial Services

TransAmerica Financial Advisors, Inc./TransAmerica Financial Group Division

3410 Briarfield Blvd, Ste A
Maumee, OH 43537 | map | directions
Andy & Stacey Hudak, Dave & Rachel Barkholz Andy & Stacey Hudak, Dave & Rachel Barkholz
(419) 482-5590

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Our process is centered on building a trust relationship with you – our client. Before we get into anything about us, we need to deeply understand what is most important to you regarding money. Once we discover this, we will want to take account of your current financial position and then use analytic software to help illustrate the current course you are on. We will then educate you on some sound financial fundamentals we believe are vital to long-term financial independence. Finally, we will walk you through the specific solutions we feel are most appropriate to address your financial goals. You can expect this process to unfold over the course of at least three separate meetings. We like to break things up so you have a chance to digest the specific information we cover in each meeting, as well as give you time to develop questions as the meetings progress. Once you are comfortable with the recommendations we are making, only then will we proceed with the necessary paperwork to implement our recommendations. Once we have completed this initial process, we encourage our clients to consider it the end of the beginning – rather than the beginning of the end. Once our strategies are implemented, our ongoing relationship will consist of semi-annual to annual reviews in person, along with various other forms of communication throughout each year. As your life evolves and changes, we want to stay in-step with you to make sure we are making the proper adjustments when necessary. We believe the value we deliver to our clients is best measured over time. In fact, most of our referrals to new clients tend to come from our clients we have served the longest.
Member Since: 2013
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 (Date: 1/25/2021)
 

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300 Madison Avenue, Ste. 200  |  Toledo, OH 43604
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