Best Financial Advisors in Toledo

2021

We scored 79 Financial Advisors in Toledo, OH and Picked the Top 12

Here are the Picks:

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.

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

Last Updated: October 25, 2021

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.

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413 Superior Street
Rossford, OH 43460

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(419) 666-4941 Website

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.

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5746 Park Center Court
Toledo, OH 43615

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(419) 725-1501 Website

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.

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4041 West Sylvania Avenue
Toledo, OH 43623

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(419) 842-3300 Website

Certified Financial Planner (CFP)

Financial Design Group is an independent wealth management firm that offers a wide range of financial planning services and products for individuals and businesses throughout Toledo. The firm offers risk management and insurance strategies, estate planning, business problem solving, and retirement income strategies. It also provides personal and business planning for business owners and assists families who are facing major life events such as a death in the family or wealth inheritance. Financial Design Group has multiple offices in various states, including Illinois, Arizona, Indiana, and Kentucky.

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3230 Central Park West
Toledo, OH 43617

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(419) 843-4737 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Certified Financial Planner (CFP)
Tax Planning

Since 2008, the Gould Ruma Financial Advisors has been serving individuals and families from Toledo. Its advisors provide guidance with financial planning. It also provides wealth and asset management solutions where clients are assisted in choosing the right investment portfolio to match their financial status and goals. The specialists also handle tax and social security planning. Co-founder Pete Ruma is a lead financial advisor who brings 30 years of experience in financial planning.

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3231 Central Park West
Toledo, OH 43617

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(419) 841-0060 Website

Certified Financial Planner (CFP)

Indicator Advisory Wealth Management is a registered investment advisor that manages and preserves the wealth of individuals in Toledo. Its financial advisors aim to provide money management solutions using cost-effective strategies. They manage different types of accounts, such as joint, corporate, trust, and individual accounts. Other services include financial planning and investment process. The company's CEO and founder, Bob Kneisley, is a veteran financial advisor who offers results-oriented financial planning services. He wrote various investment books, including The Wall Street Casino and The Indicator.

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235 14th Street
Toledo, OH 43604

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(419) 726-9000 Website

Certified Financial Planner (CFP)

Munn Wealth Management is an independent investment management and wealth consulting firm that has been serving individuals in the Toledo area for over 20 years. It provides financial services such as philanthropic strategies, education planning, estate planning, risk management, and tax reduction strategies. David Munn, the president of Munn Wealth Management, has been in the financial services industry since 2006. He is a Certified Financial Planner and has been featured in several publications, including the Wall Street Journal.

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1700 Woodlands Drive
Maumee, OH 43537

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(419) 794-0536 Website

Certified Financial Planner (CFP)

Noble Wealth Partners is an independent investment management firm that serves Toledo clients through financial planning. Its financial advisors help individuals and families through retirement planning, education planning, investment management, tax strategy, and trust management. They also assist business owners through liability planning, incentive compensation guidance, and corporate retirement plan design. Founding partner Philip Noble has been in the business for more than 40 years. He is dedicated to helping clients solve financial hurdles and achieve long-term goals through Noble Wealth Partners' services.

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14 North Erie Street
Toledo, OH 43604

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(419) 930-9480 Website

Estate Planning
Insurance Products
Retirement Planning

Premier Planning Group - Toledo, OH, provides financial advice to residents within the Toledo area. It offers family and business wealth management assistance including retirement, insurance, investment, executive compensation strategies, and employee benefit programs. The company identifies and helps accomplish the financial and lifestyle goals of individuals, retirees, and business owners. Its website is equipped with a digital vault and an e-evaluator that allows for 24/7 web-based interactive transactions. It also serves clients through its various locations including Cincinnati, Hickory, and Phoenixville.

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111 South Huron Street
Toledo, OH 43604

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(419) 725-9520 Website