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Toledocpas.com

(47)

Business Services, Commercial Services, Bookkeeping

“Free advice: Our call was about foundational issues regarding a new Llc I'm forming and I had some pointed questions about how the structure should be laid out.”

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Croak Capital

(41)

Advisor
Questions
Company

“A true family atmosphere every time you walk in the building, from Kathleen at the front desk to Tim and Eric Croak, a great group to trust with your financial future!”

FAQs

What are the fees?

Our fees range from .95% to 1.35% per year, depending on account size, type, and complexity. Financial Planning starts at just $250 for our tailored financial plans and that price increases with additional complexity or needs. Transparency is one of our most vital assets and we believe financial planners should always be up front with their fee structure.

Do I need a lot of money to get started with investing/retirement planning?

The short answer is no. Investing and planning for your retirement is something everyone should do, regardless of your income. Planning earlier in life makes it much easier to make those goals a reality. We want to work around your lifestyle so you can enjoy your time today and in the future.

Can I just start planning for retirement when I get older?

You can start planning whenever you want, there is no right or wrong age. The good news about starting earlier is that time and compound interest will be on your side, which means your money will be worth more later in life, and you can save less now. It may be uncomfortable, but it will make retiring much easier the earlier you start saving.

Other questions that you might have are answered on the FAQ page of our website.

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Derick Gant

(39)

“Having worked with Derick for decades his vast knowledge of finance, future estate planning, getting the best out of yourself personally make him one of the best in the field.”

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Masterpiece Financial Services

Education Planning, Tax Planning, Investment Planning

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Buckeye Tax & Accounting Enterprises

(10)

Financial Planning For Businesses, Cash Flow Management, Business Valuation

“Dan is very professional and personable..”

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Wholehan Wealth Advisors, CFP

(18)

Retirement
Feel
Company

“I am retired and they have been excellent concerning my need for my retirement fund to last my lifetime yet provide for an enjoyable retirement as worry free as possible.”

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Whetro Wealth Management

(4)

Financial Planning, TAX Planning, Insurance Planning

“He helped us transition from working and 401K to retirement life.”

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Marvelous Retirement Planners

(5)

Income Planning, Insurance Services, Retirement Planning

“He is extremely knowledgeable of the various retirement planning options available and was instrumental in assisting me with choosing the best options for my retirement planning success.”

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The Cameron Company

Tax Library, Videos, Calculators

“Due to various state regulations and registration requirements concerning the dissemination of information regarding investment and insurance products and services, we are currently required to limit access of the following pages to individuals resid...”

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Creative Financial Partners

(4)

Honest
Happy
Decision

“Joe has been great at explaining my investment and 401K options so that I can make the best decisions and I have felt very comfortable throughout this process.”

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Anar Accounting Services

Business Valuations, Payroll Services, Business Tax Returns

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Gould Ruma Financial Advisors

Asset Management, Tax Preparation & Planning, Financial Planning

“Gould Ruma Financial Advisors is a Registered Investment Advisory Firm whose sole focus is our clients. We have more than 30 years of industry experience with providing financial planning, asset management, and tax preparation and planning services. ...”

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Financial Design Group

(2)

“Excellant financial planning services.”

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Beacon Financial

(1)

“Not only are they expert financial advisors, they have the highest integrity and concern for their clients.”

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Informative Financial Services

“Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following individuals residing in states where we ...”

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Equity Planning Group

“We sit down with each individual, couple, family or business owner to learn about their current personal situation, obligations, and goals. From there we are able to help them choose from a wide array of investment products, managed account offerings...”

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VZN Group

(1)

Outsourced CFO, Forensic & Dispute Advisory, Human Resources Consulting

“He got to know me and my business, and always does a thorough job to determine a tax-advantageous outcome at filing time.”

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Indicator Advisory Corporation

(1)

“Good, solid financial consult.”

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Walen Financial Group

“Walen Financial Group, LLC is here to help you make better financial decisions. The investing models we employ are rooted in economic theory developed by Nobel Prize winning researchers and leading economists. You don't have to dive deep into that th...”

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Seiple Financial Group

“Due to various state regulations and registration requirements concerning the dissemination of information regarding investment and insurance products and services, we are currently required to limit access of the following pages to individuals resid...”

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Sequoia Capital Management

“The grove of stunning giant sequoia trees pictured above is both the inspiration for and the namesake of Sequoia Investment Management. The giant sequoias date back to the dinosaurs – the Jurassic Period nearly 200 million years ago. With their massi...”

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Platinum Wealth Solutions of Ohio

“Platinum Wealth Solutions of Ohio is a full-service financial organization located in Toledo, OH. We are dedicated to impacting lives, lifestyle and legacies.”

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Stroia Securities Services

(3)

Insurance, Retirement Planning, Estate & Legacy Planning

“Stroia Securities Services were very helpful in building my financial portfolio, they really took the time to explain the many options I have to grow my money.”

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Noble Wealth Partners

“At Noble Wealth Partners, we are a family run business with decades of experience in helping wealthy individuals and families simplify their financial lives. We build comprehensive financial plans that get your affairs completely organized, your goal...”

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Average Cost	$3687
Minimum cost	$1229
Maximum cost	$10445
Avg Per Hour Rates	$369

Best Financial Advisors in Toledo, OH

The highest-rated Financial Planning & Wealth Management companies out of 175 vetted & reviewed in the Toledo area.

Toledocpas.com

Croak Capital

Derick Gant

Masterpiece Financial Services

Buckeye Tax & Accounting Enterprises

Wholehan Wealth Advisors, CFP

Whetro Wealth Management

Marvelous Retirement Planners

The Cameron Company

Creative Financial Partners

Anar Accounting Services

Gould Ruma Financial Advisors

Financial Design Group

Beacon Financial

Informative Financial Services

Equity Planning Group

VZN Group

Indicator Advisory Corporation

Walen Financial Group

Seiple Financial Group

Sequoia Capital Management

Platinum Wealth Solutions of Ohio

Stroia Securities Services

Noble Wealth Partners

Retirement Planning and Investment Management Services in Toledo, OH Cost Estimates

Why these companies made our list

Wealth Management Advisors near Toledo

Popular in Toledo