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Newsletter Archives
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Expand Your Talent Pool
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Starting/Growing Your Business
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Export Success
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Institute for Leadership & Advocacy
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Institute for Leadership and Advocacy 2023
Supporting Veterans & Families
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Toledo Region
Toledo Region Financial Services
Toledo Region Financial Services
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Name
City
Equity Planning Group
_
4041 Sylvania Ave., Ste. 200
Toledo
,
OH
43623
Mr. Craig A. Joseph
(419) 842-3311
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Raymond James Financial Svcs NWQ Wealth Partners LLC
_
6012 Renaissance Place Suite AB
Toledo
,
OH
43623
Mr. David J. Sattler
(419) 517-7001
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Caputo & Associates
_
5580 Monroe St., Ste 102
Sylvania
,
OH
43560
Mr. Matthew Caputo
(419) 537-5588
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Jeffrey M Caputo
_
5580 Monroe Street
Sylvania
,
OH
43560
(419) 787-1766
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The Retirement Group LLC
_
607 Monroe Street
Toledo
,
OH
43604
Mr. Ryan Kelley
(419) 593-0044
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KMG Fiduciary Partners LLC
_
7530 Kings Pointe Road
Toledo
,
OH
43617
Mr. Aaron Mechling
(419) 517-8040
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Seymour & Associates
_
7150 W Central Ave
Toledo
,
OH
43617 1117
Mr. Dale Seymour
(419) 517-7079
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Patrick Convery Franchise
_
6060 Renaissance Place
Toledo
,
43623
Mr. Patrick R. Convery
(419) 725-9219
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Vantage Financial Group-Toledo
_
5800 Monroe Street, Building A, Suite 4
Sylvania
,
OH
43560
Daniel N. Steinberg, CLU, ChFC, AIF
(567) 408-7622
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Maplehurst Capital
_
2721 Jodore Ave
Toledo
,
OH
43606
(567) 343-1340
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Ohio Tuition Trust Authority
_
35 E. Chestnut St.
Columbus
,
OH
43215
Ms. Janet Smith
(614) 949-9472
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KF2020 LLC
_
137 W 3rd Street
Perrysburg
,
OH
43551
(419) 354-1948
finance
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Focus CFO
_
26441 Pin Oak Ct
Perrysburg
,
OH
43551
(419) 388-3849
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Regan Financial LLC
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2940 Centennial Rd.
Toledo
,
OH
43617 1833
Mr. Martin Regan Jr.
(419) 885-4813
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Kathleen S. Kawczynski–Agent for Skylight Financial Group
_
6711 Monroe St, Bldg V
Sylvania
,
OH
43560
Ms. Kelley L. Gibbons
419.290.7401
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Skotynsky Financial Group, LLC
_
213 Louisiana Ave
Perrysburg
,
OH
43551
Mr. Matt Skotynsky, AAMS
(419) 873-1400
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The Corn City State Bank
_
201 W. Main Street
Deshler
,
OH
43516
(419) 278-0015
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Gregory Fockler
_
4159 N. Holland Sylvania #104
Toledo
,
OH
43623
Mr. Gregory Fockler
(419) 885-8384
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TransAmerica Financial Advisors, Inc./TransAmerica Financial Group Division
_
3410 Briarfield Blvd, Ste A
Maumee
,
OH
43537
Andy & Stacey Hudak, Dave & Rachel Barkholz
(419) 482-5590
Teach people to achieve financial freedom by building and protecting recurring income
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Wyse Financial Group
_
201 Ditto Street
Archbold
,
OH
43502
(567) 444-5540
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Snyder Financial Management
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1302 Brim Rd. Ste. 1
Bowling Green
,
OH
43402
Mr. Nick Snyder
(419) 806-4412
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Lawrence M. Tomczak, Special Care Planner
_
7150 W. Central Ave. Ste. 100
Toledo
,
OH
43617 9400
Mr. Lawrence Tomczak CLU, ChFC, CLTC
(419) 893-9759
(419) 887-6234
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