Laurels

Best Financial Advisors in Toledo
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Toledo Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 79 52 12

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Ameriprise Financial

  • Retirement Planning
  • Certified Financial Planner (CFP)

Ameriprise Financial Services, LLC, offers guidance and advisory to clients in Toledo and neighboring cities. Its financial advisors handle financial planning, estate planning, and tax analysis, as well as investment management and advisory. They assist clients with varying goals and priorities targeted at retirement, education, health and insurance, and wealth preservation. They provide options such as insurance, banking, cash management solutions, and investment strategies. The company strives to present goal-based and personalized financial advice strategies that match its client's unique situation.

413 Superior Street
Rossford, OH 43460

Website

Beacon Financial

  • Certified Financial Planner (CFP)

Beacon Financial, LLC, is a firm based in Toledo that guides clients through the wealth management process. It is headed by Gregory Kopan, the founding president whose professional experience as an investment advisor dates back to 1985. Kopan and his team of financial consultants provide specialized financial services that address the client's investment, insurance, and retirement needs. In addition, Beacon Financial offers various financial calculators, resources on tax rates and strategies, magazine-style flipbooks, and short animations on key financial concepts.

5746 Park Center Court
Toledo, OH 43615

Website

Equity Planning Group

  • Estate Planning
  • Retirement Planning

Equity Planning Group is an independent diversified financial consulting firm that provides personalized services in Toledo. Its team of experienced financial consultants and paraplanners is committed to helping clients achieve their long-term goals. The team adopts a holistic and hands-on approach to money management and wealth preservation. It offers services in the areas of investment, insurance, and financial planning, which include estate and retirement plans. In addition, the firm offers tools and resources for tax management. Financial consultant Craig Joseph is an Accredited Investment Fiduciary.

4041 West Sylvania Avenue
Toledo, OH 43623

Website

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