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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!

Croak Capital - Toledo, OH Financial Services - Professional Portrait Image
Croak Capital - Toledo, OH Financial Services - Portrait
Croak Capital - Toledo, OH Financial Services - Office Image
Best Financial Services in Toledo OH - Croak Capital video
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CROAK CAPITAL

(4.9 Score)
432 North Superior Street,
Toledo, OH 43604 Directions

Since 2018

Specialty:

✓ Tax Services ✓ Life Insurance ✓ Disability Income Insurance ✓ Long-Term Care Insurance ✓ Estate Planning ✓ Financial Planning ✓ Wealth Management

“2026 Update: Croak Capital has been committed to prioritizing your best interests and delivering exceptional, personalized concierge service throughout your financial journey. Tim Croak is the CEO and Founder of Croak Capital. He earned his BA History from the University of Toledo. He has been recognized as the youngest life member of the prestigious Million Dollar Round Table. He is the member of Blue Key National Honor Fraternity, Board member of Red Cross of Northwest Ohio and former member of Ameritas Investment Corp Presidents Club. Croak Capital help clients elevate their financial success and redefine wealth management based on their own specific goals and ideals.”

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License CRD #297666

Price:

Fixed Fee For Financial Planning Services
From $250
Up to $10,000
Hourly Fee For Financial Planning Services Upto $300

Contact:

(419) 464-7000

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

TBR® Inspection Report:

Ryan Sopko - Toledo, OH Financial Services - Portrait
Ryan Sopko - Toledo, OH Financial Services - Company Logo
Best Financial Services in Toledo OH - Ryan Sopko - PRIMERICA video
3+ YEARS IN TBR
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RYAN SOPKO

(4.8 Score)
PRIMERICA 3601 West Alexis Road, Suite 101-A,
Toledo, OH 43623 Directions

Since 2008

Specialty:

✓ Mutual Funds ✓ Annuities ✓ Investment Services ✓ Managed Investments ✓ Traditional IRA and Roth IRA ✓ 403(b) and 403(b)(7) Plans ✓ College Savings Plans and Retirement Planning

"Ryan Sopko is a licensed financial representative at Primerica. His top priority is to provide value and peace of mind to his clients. He helps you find the financial solutions in financial services, investment services, or term life insurance that meet your needs. Ryan Sopko takes pride in offering excellent customer service to everyone who visits his office. He is dedicated to treating every customer with the same respect and integrity that he would expect for himself. He invites Toledo residents to contact or visit his office to discover how he can assist them in reaching their financial goals and aspirations.

2026 Update: Ryan Sopko conducts a Financial Needs Analysis (FNA) to create a customized and comprehensive strategy for your financial security, including income protection, retirement protection, and debt solutions. Primerica was recognized as America's Best Financial Services by Times in 2026."

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License #2011585

Contact:

(419) 913-1819 (419) 344-2417

Mon-Fri: 9am - 5pm
Sat : 9am - 12pm
Sun: Closed

TBR® Inspection Report:

Northwestern Mutual - Toledo, OH Financial Services - Company Logo
Best Financial Services in Toledo OH - Northwestern Mutual video
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NORTHWESTERN MUTUAL

(4.8 Score)
148 North Summit Street,
Toledo, OH 43604 Directions

Since 1857

Specialty:

✓ College Savings Plans ✓ Disability Insurance ✓ Financial Planning ✓ Investment Strategies ✓ Retirees ✓ Life Insurance ✓ Long-Term Care Planning ✓ Retirement Planning ✓ Wealth Management ✓ Cash Flow Analysis ✓ Trust Services ✓ Disability Income ✓ Retirement ✓ Estate Planning ✓ Tax Planning ✓ Business Risk Management ✓ Education Funding

"Northwestern Mutual Toledo follows a process-driven model designed to identify and address their clients' goals and concerns effectively. Their clients span various industries and generations nationwide, from retirees to high-ranking corporate executives, medical professionals, business owners, licensed professionals, and affluent families. Northwestern Mutual systematically plans according to the complexity and uniqueness of each particular situation. They know the questions to ask, life's transitions to anticipate, and the potential issues to plan for when developing and executing a financial plan designed to adapt to your evolving needs. They look forward to putting their passion and collective experience to work for you.

2026 Update: Northwestern Mutual provides personalized strategies to help grow your money while making sure everything's protected, so you know the right moves to make today and later on. Their dedicated team of advisors will create a personalized plan with the right insurance and investment strategies, so you can do what matters most, with the people who matter most."

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TIME's America's Best Financial Services list in 2026
Training Magazine MVP Award in 2026
Forbes one of America’s best large employers in 2023
FORTUNE Magazine Most Admired Company in 2017
License #0H73734

Contact:

(419) 473-2270

Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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CROAK CAPITAL REVIEWS

So many good things to say about Croak Asset Management! Tim and his team have done an excellent job guiding me as I save for the future and plan for my retirement. I really appreciate their expertise and support. Their communication is clear and consistent, and they go above and beyond to make sure all of my questions are answered in a timely manner. I also work with Connor on with my annual taxes. He is very knowledgeable and has been a huge help to me. I highly recommend Croak Asset Management.

I highly recommend Croak Asset Management for all your financial planning and investment needs. I have been working with Jim Burnor for almost two years now. He has taught me so much about saving for retirement as well as how this all works. I trust him and everyone in the office to manage my assets and help to multiply them. Their communication, support, and attention to you as a client is top notch. I have several friends and family who have begun working with CAM and they are all very happy as well.

When it comes to having someone manage your money, trust is the most important factor for me. From the monthly updates to the on-demand one on one advisor time, it's hard not to trust Croak Asset Management.

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RYAN SOPKO REVIEWS

I sought many investors when I was going to retire and I have to say Primerica, along with Ryon Sopko gave me the confidence to take my retirement and invest with them !! He came to the house and explained everything in detail on what we were lacking and what we needed to do. I appreciate everything that he and his company has done for me and would highly recommend you seak out the important information before you choose to invest.

The manager of my account is great! He has been very personable, has clear communication and makes sure you understand how everything is moving. Solid option if you’re looking to invest and save.

Very helpful with anything I need. Is very prompt when I need something done. Makes you feel comfortable through the process.

NORTHWESTERN MUTUAL REVIEWS

We highly recommend Northwestern Mutual. Their team demonstrated exceptional expertise in creating a personalized financial plan for our team and the staff members that opted for it. From retirement planning to investment strategies to business planning, their comprehensive approach gave us confidence. They have clear communication and commitment to client success.

I have been with this company for several years and they have been very accommodating to me and my needs. I’m confident in knowing that my retirement plan is in good hands.

Best around! Jonathon Wheeler is extremely knowledgeable and very professional. I really appreciate his help. Thank you.

TBR® Inspection Score Report

CROAK CAPITAL Total Inspection Points: 117/120
Reviews Study: 8
Experience: 9
Business Images: 10
Complete Info: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy of : 10
Website Source: 10

TBR® Inspection Score Report

RYAN SOPKO Total Inspection Points: 115/120
Acknowledgments: 8
Business Images: 9
Complete Info: 9
Experience: 9
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Multiple Branches: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

NORTHWESTERN MUTUAL Total Inspection Points: 114/120
Acknowledgments: 8
Business Images: 8
Current Evaluation: 8
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Video: 10
Website Source: 10
Website Standard: 10