Find a Financial Advisor in Toledo, OH

 

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in Toledo, OH.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Toledo Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Toledo, OH


  • Financial Advisor Close to Toledo, OH

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Toledo, OH


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Toledo, OH

We evaluated over 13,000 RIA firms to bring you the best of the best Toledo financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Toledo, OH?

  • Population: 276,614
  • % of Population 62 Years and Over: 17.5%
  • Average Home Value: $87,300
  • Average Monthly Housing Cost: $739
  • Average Household Income: $50,988
  • Ohio Total Tax Burden: 8.96% (16th Highest in U.S.)
  • Ohio Property Tax: 2.78% (25th Lowest in U.S.)
  • Ohio Individual Income Tax: 2.54% (17th Highest in U.S.)
  • Ohio Sales and Excise Tax: 3.64% (18th Highest in U.S.)



The Top Financial Advisor Firms in Toledo, OH

 

ALAN B. LANCZ & ASSOCIATES, INC.

Website

(419) 536-5200

2400 N Reynolds Rd

Toledo, OH 43615

SEC#: 801-24450
Years in Business: 36 years

KMG FIDUCIARY PARTNERS, LLC

Website

(419) 517-8040

7530 Kings Pointe Road

Toledo, OH 43617

SEC#: 801-113981
Years in Business: 3 years

ARISTIDES CAPITAL LLC

Website

(419) 214-0412

25 South Huron
Suite 2A
Toledo, OH 43604

SEC#: 801-119110
Years in Business: 1 years

CONCORDE ASSET MANAGEMENT, LLC

Website

(419) 842-1505

7261 W. Central Avenue

Toledo, OH 43617

SEC#: 801-74519
Years in Business: 9 years

SOUND INCOME STRATEGIES, LLC

Website

(419) 885-0957

5911 Renaissance Place
Suite C
Toledo, OH 43623

SEC#: 801-80425
Years in Business: 6 years

CONCORDE ASSET MANAGEMENT, LLC

Website

(419) 842-1505

7261 W. Central Avenue

Toledo, OH 43617

SEC#: 801-74519
Years in Business: 9 years

SOUND INCOME STRATEGIES, LLC

Website

(419) 885-0957

5911 Renaissance Place
Suite C
Toledo, OH 43623

SEC#: 801-80425
Years in Business: 6 years

KINGSVIEW WEALTH MANAGEMENT, LLC

Website

(419) 359-3040

2340 Orchard Rd.

Toledo, OH 43606

SEC#: 801-79198
Years in Business: 7 years

FIFTH THIRD SECURITIES, INC.

Website

(419) 259-2370

550 N Summit St

Toledo, OH 43604

SEC#: 801-63623
Years in Business: 16 years

 


Toledo, OH Financial Advisor FAQs

While it is possible to learn financial management from a book, it may actually take years of study before one can be confident enough to use personal judgments in crucial financial situations.
Income, net worth goals are just some of the factors financial advisors keep in mind when formulating recommendations. With their extensive experience in investing, they are able to work towards all areas affecting their client's finances including taxes, credit card debt accumulation or fixed income planning based on various retirement goals.
It is important that you feel comfortable with how he or she deals with your account and share your information with them. It's also helpful to know where the person studied because this can indicate their level of professionalism within their industry.
Financial advisors are compensated in a variety of ways, so there is no set hourly rate. Fee-only advisors charge just for services rendered while some financial planners accept commissions on the products they recommend.