Ryan Sopko has established himself as a top-tier financial advisor within the ranks of Primerica. He embarked on his career at Primerica in 2008, and since then, he has consistently demonstrated his expertise and commitment to his clients. Primerica operates as a financial services company catering to individuals at various stages of their investment journey, including those who are just embarking on it and those who are already in retirement. Through their affiliation with PFS Investments Inc., Primerica grants access to an extensive array of solutions and services from globally renowned companies. With its diverse range of products and programs, Primerica ensures that there is an investment solution available for everyone, tailored to their unique needs and goals.
Best Financial Services in Toledo
Handpicked 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.
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RYAN SOPKO - PRIMERICA REVIEWS
My wife and I are happy overall with Primerica. Our agent Ryan Sopko was very precise and professional. We’ve had life insurance now for 8 plus years. We recently utilized Primerica and Ryan to refinance our home a year ago. Again everyone was professional. If you’re hesitant about anything at all give Ryan a call. He’ll help make you comfortable making a lifelong decision for yourself and/or your family.
I believe we were one of Ryan Sopko's first clients when he joined the Primerica organization. It has been a pleasure to see him being rewarded for all of his hard work. We have been very happy with Primerica's products and customer service. They make it so easy to understand the options for guaranteeing your family's financial well being throughout your lifetime and beyond. All with no pressure. Thank you Ryan and Primerica for taking such good care of us.
My time with Primerica has been a blessing to me. Every member of the teams I've worked with have been highly knowledgeable, and taken the time to listen to my situation to be able to address any concerns I have about my finances. Financial literacy is a subject I believe everybody should be highly educated on, and the Primerica family can help supply or supplement that education.
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Wright Financial Group, LLC is a financial firm in Toledo. The firm strongly emphasizes providing conservative investment options that promote reliable portfolio growth and security. They provide services for individuals and families to achieve their immediate and long-term financial goals. They empower clients to make informed decisions regarding their fixed-income portfolios, encouraging intelligent and sound choices. The firm is deeply committed to instilling confidence and a sense of security in its clients regarding their financial future. Through education, they equip their clientele with the knowledge necessary for strategic retirement planning and effective utilization of wealth management tools. As a financial advisory firm, they uphold a fiduciary responsibility, always acting in the best interest of their clients and serving them with the utmost care.
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WRIGHT FINANCIAL GROUP, LLC REVIEWS
The focus and care you receive by David, and the ways in which he can improve your financial needs and goals, are the reasons why I got into this business in the first place. Seeing his clients faces, and the smile and relief they have as they watch their goals come true is awesome to witness. He is comfortable in working with you and helping you improve in any area specific to you, only when he knows you feel comfortable and trust working with him, sharing your own private information.
Dave and his staff are wonderful people. He always keeps me informed and up to date. Highly recommend.
David and his Team hold the Gold standard in financial services and client support!
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Melanie Connelly has been an esteemed financial advisor at Edward Jones for over a decade, starting her journey with the company in 2008. With a particular focus on tax-advantaged investments and individual retirement planning, she brings specialized knowledge and expertise to her clients. Edward Jones prides itself on having a team of professionals with extensive experience and deep expertise in various specialized areas. These professionals collaborate with your advisor to cater to your needs and goals. The firm emphasizes the importance of building a diversified portfolio, incorporating different types of investments that perform distinctively over time. Whether you seek to build and preserve wealth, manage cash flow in preparation for retirement, or require assistance with complex financial situations, Edward Jones is equipped to assist you. To get started, reach out to them and request an appointment for personalized guidance.
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MELANIE CONNELLY - EDWARD JONES REVIEWS
We've had a great experience with Melanie. We expected we'd be SOL for retirement after being low income for quite a while, but she helped us work within our comfort zone to make a plan that will take care of our retirement needs. She's very knowledgeable, has a passion for helping people do well financially, and gets to know her clients so she can suggest options they might like to consider. I'd definitely recommend her.
It is so refreshing to see a financial advisor who has their client's best interest at heart! Melanie goes above and beyond to ensure her clients have the best retirement planning, college saving, and invest options available. She is very knowledgeable and highly responsive.
Love, love, love this lady! So passionate about her job and helping people realize their financial needs and goals. Love her secretary Kellie as well, super customer service!!!
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