{{ group }}
-
{{ item.name }}
{{ item.address }} {{ item.name }}
- {{ item.properties.formatted }}
“Jeff and the team at Citizen Advisory Group are premier investment advisors. We're treated like family. From Mountain Top special events to casual Euchre parties the folks at CAG certainly earn our respect. Highly recommend. 😎✌”
“Tim has helped my husband and I navigate multiple different financial situations and has brought us both peace of mind when making important financial decisions. He and the staff at Whetro Wealth Management are always very kind, personable, and enjoyable to work with. Highly recommended!”
“Masterpiece Financial Partners are very professional and knowledgeable. At the same time, we have experienced great care and concern for our finances, our life goals, and our investments. We would wholeheartedly, without any doubt, recommend Heather, Griffin, and the rest of the MFP staff to you.”
“It’s always a joy to spend time with Adam at The Fourth Dimension Financial Group. He has a way of making me feel valued by showing interest in my personal life first before he asks about the concerns I have about my finances. If Adam doesn’t have the answer at that moment, he will respond later by email. He has great advice and I trust him fully.”
Closed
2262 Centennial Rd, Toledo
Financial Advising
“It took us about 2 year after meeting Aaron to commit to making the financial aspect of our lives a priority. We have been with Aaron about 3 years and couldn't be more pleased! He has set us on the right path, not only for retirement, but for our current lives! Aaron and Angela couldn't be nicer or more professional. My only regret is that we didn't take advantage of his services sooner.”
“Abbey and I met about a year ago, and I found her recommended through Facebook. To make a long story short, I had a financial advisor in the past who made me feel TERRIBLE for spending any money on anything… when I met Abbey, we bonded instantly over coffee and got to break the ice/get to know each other. Abbey has helped me climb out of debt (I’m proud to say I am debt free outside of student loans and a few recent medical bills). She checks in once a month or so, LOVES getting updates of successes(I hope, I send a lot of them🤣), supports through the tough times if something comes up, and sets goals with you all while still budgeting for fun-coffee, concerts, clothes, and vacations. Since working with Abbey, SO many doors have opened for me. I am not kidding when I say I started my journey with Abbey in the trenches of debt hell, but she has helped guide and support me to see the light at the end of the tunnel. I love working with her and am so excited to continue growing in my financial journey with her by my side!”
“We met with Jaimee Streacker to discuss investment & 401k options after my husband started his own business, and she was incredibly helpful. She was extremely knowledgeable, thoughtfully answered all of our questions about the options available to us, and never once made us feel pressured to take a certain path. I would highly recommend Jaimee & Charles Schwab to anyone seeking trusted guidance on their wealth management journey.”
“I've been working with Wurz Financial Services for close to a decade now and can guarantee your needs will be met. These guys are top notch professionals and will go above and beyond your expectations.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“I have been a client of this firm for 10 years now. I could not recommend anyone more than Don Meeker to handle investments and retirement planning. You certainly get a sense of what someone is about when they are handling your livelihood in terms of retirement savings. Don is patient, easy to understand, quite stable, very knowledgeable and has a wonderful outlook. He even has a sense of humor when appropriate. Looking for a place to start or park your current retirement account? This is a great one.”