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Best Financial Advisors in Toledo

2024

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Toledo, OH
  • Estate Planning
  • Retirement Planning
  • Investment Management
  • Financial Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Toledo, OH

Why choose this provider?

Need help contacting a Financial Advisor in Toledo? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
3130 Executive Parkway, 2F, Toledo, OH 43606
  • Private Wealth Advisor
  • Retirement Planning
  • Finance Planning
  • Investment Advisor

Why choose this provider?

True Alpha Wealth Management is a boutique, fee-based fiduciary firm that offers financial planning and investment management services for individuals, businesses, and non-profit organizations in the Toledo metro. The firm of Certified Financial Fiduciaries helps individuals build, manage, and preserve their wealth. It utilizes institutional solutions not available to retail investors without fiduciary guidance. It provides personalized financial plans to help determine a client’s benchmark and goals. Its founding partner, Brian C. Duterra, has been in the industry for over three decades.

Reputation:

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.
5.0
Facebook
5.0 / 5 (8)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3061 Shoreland Avenue, Toledo, OH 43611-1251
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
432 N. Superior Street, Toledo, OH 43604
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Croak Asset Management caters to residents of Toledo. Its team of fiduciary advisors assists with financial, retirement, and education planning. It works with BlackRock, Fidelity, Morningstar, and TD Ameritrade to help clients manage their investment portfolios. CEO and founder Tim Croak is a Chartered Life Underwriter and a Chartered Financial Consultant, and wealth management vice president Eric Croak is a Certified Financial Planner. The team of Croak Asset Management has a combined investment experience of more than 50 years.

License Verified:

License: 297666

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (45)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3150 Dustin Road Suite 2, Oregon, OH 43616
  • Certified Financial Planner (CFP)

Why choose this provider?

Since 2006, S&D Capital Financial Advisors has been serving clients in the Toledo area. Its financial professionals guide individuals, families, and small businesses in terms of retirement planning, investing, and insurance selection. They give updates regarding stock market happenings to further support clients with their investments. A member of the Financial Services Institute, the firm's co-founder, Frank J. Dobnikar, also offers health and life insurance products. As a way of giving back to the community, S&D Capital supports nine different school districts located in multiple areas.

License Verified:

License: 4672955

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
4.9
Facebook
4.9 / 5 (53)
Google
5.0 / 5 (8)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
14 North Erie Street, Toledo, OH 43604
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
4041 West Sylvania Avenue, Toledo, OH 43623
  • Estate Planning
  • Retirement Planning

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
7150 Central Avenue, Toledo, OH 43617
  • Certified Financial Planner (CFP)

Why choose this provider?

Skylight Financial Group is an independently owned financial planning firm serving the Toledo metro and its surrounding areas. It offers customized plans unique to clients' situations, whether they are insuring health, accumulating wealth, or managing retirement. The company caters to individuals, families, people with special needs, and the LGBTQ community. President and CEO Paul A. Fox serves as an officer in the MassMutual General Agents Association. He is also registered as a principal of MML Investors Services.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
2.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
3335 Meijer Drive Suite 100 Suite 300, Toledo, OH 43617
  • Retirement Planning

Why choose this provider?

AssetDynamics Wealth Management offers comprehensive financial planning solutions to clients in and around Toledo. Its financial advisors assist in planning and preparing for clients' short-term and long-term financial goals, helping clients figure out what to do and what to get from their money. The firm focuses on three key areas: implementing goals-based investment strategies, defining and developing a retirement income distribution plan, and implementing risk-based portfolio strategies. President and founder Don Roork, CFP, CKA, has been quoted in the Huffington Post, Forbes, U.S. News, and CNBC.

License Verified:

License: 403675

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
111 South Huron Street, Toledo, OH 43604
  • Estate Planning
  • Retirement Planning
  • Insurance Products

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1700 Woodlands Drive, Maumee, OH 43537
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
5520 Monroe Street, Suite B, Sylvania, OH 43560
  • Retirement Planning

Why choose this provider?

Venture Visionary Partners carries out financial advisory work for individuals and businesses in and around Toledo. Its services range from financial planning, credit solutions, and charitable giving strategies, to business services planning, investment consulting, and wealth management. Its investment process covers asset allocation, portfolio monitoring, periodic rebalancings, and regular consultations. Its team of investment advisors and financial specialists design and implement tailor-made plans to address its clients' needs and legacy goals. Venture Visionary was named to the 2021 Forbes Top 250 Wealth Advisors List.

License Verified:

License: 304237

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
655 Beaver Creek Circle, Maumee, OH 43537
  • Certified Financial Planner (CFP)
  • Tax Preparation
  • Tax Planning

Why choose this provider?

Serving Toledo and the surrounding communities, Savage and Associates is a financial advisory firm that helps individuals identify their money-related goals through a wide variety of services. It offers investment, retirement, trust, estate, and tax planning. It handles wealth management, employer-sponsored retirement plans, education planning, and financial wellness. Savage and Associates was founded by John Savage back in 1957. The firm's current president and CEO, J.R. Toland has been with the company since 1984.

Reputation:

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.
5.0
Google
5.0 / 5 (16)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
1.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
3231 Central Park West, Toledo, OH 43617
  • Certified Financial Planner (CFP)
  • Tax Planning

Why choose this provider?

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.

Reputation:

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.
5.0
Yelp
5.0 / 5 (22)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
1700 Woodlands Drive, Maumee, OH 43537
  • Retirement Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

With a fiduciary approach to wealth management, Retirement Guys Formula, LLC, offers clients in Toledo a variety of services to help them retire comfortably. Through the implementation of strategies like dividend kings, protected equities, freedom formula, and the Eisert circuit breaker, the advisors assist clients to plan their investment, strategize tax payments, and manage retirement income. They assess the readiness of clients for retirement and recommend financial solutions. Founder Nolan Baker is a military veteran who holds a designation as an Investment Adviser Representative.

License Verified:

License: 168561

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
5911 Renaissance Place Suite C, Toledo, OH 43623
  • Estate Planning

Why choose this provider?

Wright Financial Group, LLC, is a full-service company that helps Toledo clients secure their income and investments for retirement. Its services include estate planning, arranging long-term care policies, IRA legacy planning, and asset preservation. Its advisors also create customized portfolios of the clients' investments to identify opportunities continuously. David Wright, the founder of Wright Financial Group, has been a financial advisor for more than 30 years. He uses non-stock market financial products to help maximize a client's finances. He is a Chartered Life Underwriter.

License Verified:

License: CRD#: 1540583

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (7)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
6591 W. Central Ave., Suite 108, Toledo, OH 43617
  • Private Wealth Advisor
  • Retirement Planning

Why choose this provider?

Carnegie Investment Counsel serves the Toledo metro and the surrounding communities. It helps clients achieve their financial aspirations by offering planning services. Its process involves defining short and long-term goals, projecting cash flows, assessing risk tolerance, defining an investment strategy, and reviewing and refining the plan when necessary. The firm also provides corporate retirement planning, ESG investing, and investment management. Carnegie Investment Counsel has been in the business since 1974. Shams Afzal, the managing director, holds the Accredited Investment Fiduciary designation.

License Verified:

License: 150488

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
4169 N Holland Sylvania Rd, Suite 103, Toledo, OH 43623
  • Certified Financial Planner (CFP)
  • Tax Preparation

Why choose this provider?

Whetro Advisors is a company that guides individuals in Toledo who are in need of financial advice. Its team is adept at walking the company's clients through budgeting, risk management, and investing, as well as retirement and estate planning. Whetro Advisors' experts calculate tax obligations to prevent overpayment. They also perform tax-loss harvesting which may reduce tax liability. Committed to facilitating its clients' financial growth, the company provides periodical consultations that help achieve short- and long-term financial goals.

License Verified:

License: 149124

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3230 Central Park West, Toledo, OH 43617
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • In Toledo, how are financial professionals paid?

    Transaction and ongoing fees are two main types of compensation investors give financial professionals in Toledo for their services. Transaction fees are one-time charges like commissions, surrender charges, sales loads, and mark-ups. On the other hand, ongoing fees are those charged for the duration of the investor's agreement with the financial expert. This includes annual operating expenses and variable annuity fees.  

  • What sets fiduciaries apart from other investment advisors and retirement planners in Toledo?

    Legal entities in Toledo, known as fiduciaries, have an obligation under both the law and morality to act in the interests of the party they represent. Fiduciaries may face both criminal and civil penalties for their actions if they fail to uphold this legal requirement. Financial planners must satisfy additional applications and legal requirements to be certified as fiduciaries. They are also required to be transparent will all financial transactions undertaken.

  • What are robo-advisors and how much do they cost in Toledo?

    The use of computer algorithms to select and manage an investment portfolio is what robo-advisors do for Toledo investors. Since they are the least expensive option and frequently have low account minimums, beginners choose them over traditional advisors. The fee charged by robo-advisors is between 0.25% and 0.50% of the client's AUM or assets under management.

  • What variables influence financial advisor hiring rates in Toledo?

    The pay of financial advisors in Toledo may be affected by industry credentials and levels of certification. This includes whether the advisor is a certified financial planner, a fiduciary, a registered investment advisor, or a chartered financial analyst as issued and determined by private trade associations. In addition, financial advisors may charge custodial, brokerage, and management fees, as well as other third-party expenses.

  • What are the benefits of consolidating retirement savings for individuals in Toledo?

    Residents in Toledo who consolidate their retirement funds can have a better view of how their investments are allocated among various forms of assets. If they possess a thorough understanding of their assets makes it simple to determine whether periodic rebalancing of allocations is necessary. They can also manage their recordkeeping better and gain valuable time by reducing the number of accounts they need to keep track of.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.