WRIGHT FINANCIAL GROUP, LLC
5911 Renaissance Place, Suite C, Toledo, OH 43623
Since 2004
Fixed Income, Retirement Planning, Wealth Management, Generational Income, Estate Planning, Income Tax Strategies, Philanthropy, Mutual Funds, Bonds, Investment & Cash Flow Management
They are committed to helping you feel confident and secure about your financial future, which means focusing on investment options that will provide an increase in protection and security ● Focus on getting to know the individual first
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MELANIE CONNELLY
4029 West Central Avenue, Toledo, OH 43606
Since 2008
EDWARD JONES - Wealth Management, Social Security, Retirement Income and Retirement Savings Strategies, Estate and Legacy Planning, College Savings, Investment Portfolio, Insurance & Annuities
Offers a group of professionals with deep expertise and extensive experience in specialized areas that will work with your advisor to meet your needs ● Whether you are looking to build and preserve wealth, manage cash flow before or during retirement or need help managing complex situations
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INFORMATIVE FINANCIAL SERVICES
4159 Holland Sylvania, Suite 104, Toledo, OH 43623
Since 1982
Retirement Plans and Employee Benefits, Business Solutions, Valuation and Succession Planning, Tax Reduction Strategies, Financial Strategy, Insurance & Protection
Focus on wealth management ● Offer unique products & services tailored for Individuals, Families and Businesses ● They want to help you achieve your goals today and in the future through an educational approach and management of your resources
TBR® Inspection Report