Toledo Region Financial Services

Toledo Region Financial Services

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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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Megan Savage Rightnowar
Megan Savage Rightnowar
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655 Beaver Creek Circle
Maumee, OH 43537
Mrs. Megan Savage RightnowarMrs. Megan Savage Rightnowar
Work Phone: (419) 725-7201(419) 725-7201
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Raymond James Financial Services NWQ Wealth Partners LLC
Raymond James Financial Services 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
New Member
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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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Morgan Stanley
Morgan Stanley
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7311 Crossleigh Ct. Ste.106
Toledo, OH 43617
Mr. Sanford BennettMr. Sanford Bennett
Work Phone: (419) 842-6500(419) 842-6500
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Skotynsky Financial Group, LLC
Skotynsky Financial Group, LLC
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213 Louisiana Ave
Perrysburg, OH 43551
Mr. Matt SkotynskyMr. Matt Skotynsky
Work Phone: (419) 873-1400(419) 873-1400
Facebook
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Kawczynski, Kathleen S.
Kawczynski, Kathleen S.
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1760 Manley Rd.
Maumee, OH 43537
Kelley L. GibbonsKelley L. Gibbons
Work Phone: (419) 887-6243(419) 887-6243
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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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Northwest Capital, LLC
Northwest Capital, LLC
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7644 Kings Pointe Rd.
Toledo, OH 43617
Mr. Richard ScheichMr. Richard Scheich
Work Phone: (419) 885-0700(419) 885-0700
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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
FacebookTwitterLinkedInInstagram
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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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Nicholas R. Rightnowar
Nicholas R. Rightnowar
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4427 Talmadge Rd
Toledo, OH 43623
Mr. Nicholas RightnowarMr. Nicholas Rightnowar
Work Phone: (419) 725-7216(419) 725-7216
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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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Snyder Financial Management
Snyder Financial Management
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1244 Ridgewood Dr. Ste. 2
Bowling Green, OH 43402
Mr. Nick SnyderMr. Nick Snyder
Work Phone: (419) 806-4412(419) 806-4412
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Ally Financial
Ally Financial
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5012 Equine Lane
Cincinnati, OH 45244
Mr. Brian KlaftMr. Brian Klaft
Work Phone: (877) 247-2559(877) 247-2559
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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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Creative Financial Partners, LLC
Creative Financial Partners, LLC
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1070 Commerce Dr., Bldg. 3
Perrysburg, OH 43551
Ms. Jennifer AlfordMs. Jennifer Alford
Work Phone: (419) 873-8500(419) 873-8500
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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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Focus CFO
Focus CFO
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26441 Pin Oak Ct
Perrysburg, OH 43551
Mr. Fred DannhauserMr. Fred Dannhauser
Work Phone: (419) 388-3849(419) 388-3849
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Seymour & Associates
Seymour & Associates
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1760 Manley Road
Maumee, OH 43537
Mr. Dale Seymour Mr. Dale Seymour
Work Phone: (419) 517-7079(419) 517-7079
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Wurz Financial
Wurz Financial
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6904 Spring Valley drive
Holland, OH 43528
Mr. Travis WurzMr. Travis Wurz
Work Phone: (419) 867-0542(419) 867-0542
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Lawrence M. Tomczak, CLU, ChFC, CLTC
Lawrence M. Tomczak, CLU, ChFC, CLTC
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1760 Manley Rd.
Maumee, OH 43537 9400
Mr. Lawrence Tomczak CLU, ChFC, CLTCMr. Lawrence Tomczak CLU, ChFC, CLTC
Work Phone: (419) 893-9759(419) 893-9759
(419) 887-6234(419) 887-6234
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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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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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LPL Financial
LPL Financial
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7433 Jackman Road
Temperance, MI 48182
Mr. Jeff WilcoxMr. Jeff Wilcox
Work Phone: (734) 224-4640(734) 224-4640
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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) 593-3594(419) 593-3594
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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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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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