BEST RATED » TOLEDO OH » FINANCIAL SERVICES

3 Best Financial Services in Toledo, OH

Expert recommended Top 3 Financial Services in Toledo, Ohio. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

WRIGHT FINANCIAL GROUP, LLC

5911 Renaissance Place, Suite C, Toledo, OH 43623 DIRECTIONS

Since 2004

Here’s The Deal:
'Wright Financial Group, LLC' is a Toledo-based financial firm committed to serving individuals and families to meet their immediate and long-term financial goals and objectives. The firm teaches its clients to enjoy reliable portfolio growth and security through conservative investment options. They encourage their clients to make intelligent, sound choices with their fixed-income portfolios. They are committed to assisting their clients in feeling confident and secure about their financial future. They educate their clientele on making strategic retirement planning decisions and utilizing the essentials of wealth management tools. As a financial advisory firm, they carry a fiduciary responsibility to all clients to act and serve with their best interest in mind.

SPECIALTY:
Fixed Income, Financial and Retirement Planning, Wealth Management, Generational Income, Estate Planning, Income Tax Strategies, Philanthropy, Mutual Funds, Bonds, Investment & Cash Flow Management

Schedule Consultation

Send Email

wrightfinancialgroup.com

Reviews | Write a Review

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

MELANIE CONNELLY

4029 West Central Avenue, Toledo, OH 43606 DIRECTIONS

Since 2008

Here’s The Deal:
Melanie Connelly has been a financial advisor with Edward Jones since 2008. She specializes in tax-advantaged investments and individual retirement planning. Edward Jones offers a group of professionals with deep expertise and extensive experience in specialized areas that work with your advisor to meet your needs. They recommend building a portfolio that includes different types of investments that perform differently over time. Whether you are looking to build and preserve wealth, manage cash flow before or during retirement, or need help managing complex situations. Contact them to request an appointment.

SPECIALTY:
EDWARD JONES - Wealth Management, Social Security, Retirement Income and Retirement Savings Strategies, Wealth Transfer to The Next Generation, Estate and Legacy Planning, College Savings, Investment Portfolio, Insurance & Annuities

Request an Appointment

Send Email

edwardjones.com/us-en/fin...

Reviews | Write a Review

Mon-Fri: 8am - 4pm
Sat & Sun: Closed

TBR® Inspection Report:

INFORMATIVE FINANCIAL SERVICES

4159 Holland Sylvania, Suite 104, Toledo, OH 43623 DIRECTIONS

Since 1982

Here’s The Deal:
Informative Financial Services has the freedom to provide you with a wide variety of investment choices to fit your specific needs best. They help you achieve your financial dreams through comprehensive wealth management, tax reduction strategies, and established investment planning. They offer unique products and services tailored to individuals, families, and businesses. They have the means to help you achieve your financial dreams through comprehensive wealth management, tax reduction strategies, and established investment planning. They consider everything from Insurance to retirement and are committed to creating a customized plan designed to take care of your short-term goals and prepare for long-term financial success.

SPECIALTY:
Retirement Plans and Employee Benefits, Tax Reduction Strategies, Business Solutions, Valuation and Succession Planning, Financial Strategy, Insurance & Protection

[email protected]

informativefinancialservi...

Reviews | Play Video

Mon-Fri: 9am - 4pm
Sat & Sun: Closed

TBR® Inspection Report: