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Finding the right wealth management firm can be a game-changer for your financial future. Whether you’re preserving generational wealth, optimizing investment strategies, or planning a smooth estate transition, partnering with an experienced wealth management team ensures your financial goals are thoughtfully planned and executed.
If you’re in Toledo and seeking expert guidance, consider these respected wealth management firms known for their personalized strategies, fiduciary integrity, and deep understanding of the local financial landscape.
- Croak Capital
- Structured Wealth Management
- Sweeney Wealth Advisors
- Baird Private Wealth Management
- Premier Wealth Management Group
- Indicator Advisory Corporation
- Salem Financial Group
- Wilcox Financial Group Inc
- Gould Ruma Financial Advisors
- Creative Financial Partners
1. Croak Capital
Croak Capital is a distinguished fiduciary wealth management firm headquartered in Toledo, Ohio, dedicated to delivering personalized financial solutions that align with clients’ unique goals and values. With a client-centric approach, the firm offers a comprehensive suite of services, including wealth management, tax efficiency strategies, estate planning, and risk management, tailored to high-net-worth individuals, business owners, and families seeking to optimize their financial legacy.
Phone: (419) 464-7000
Email: [email protected]
Website: croakcapital.com
Address: 432 N. Superior Street, Toledo, OH 43604
2. Structured Wealth Management
Structured Wealth Management is a comprehensive financial services firm primarily serving Northwest Ohio and Southeast Michigan. We help soon-to-be-retired and retired residents to effectively plan for and prepare for life’s greatest journey.
Phone: (419) 517-1227
Email: [email protected]
Website: structuredplan.com
Address: 2778 Centennial Rd, Suite A, Toledo, OH 43617
3. Sweeney Wealth Advisors
At Sweeney Wealth Advisors, helping our clients realized their dreams is our business. Our team is here to help you realize how your dream can become a reality. Through a variety of comprehensive services, Sweeney Wealth Advisors offers turnkey financial strategies that are customized to pursue all of your financial planning needs.
Phone: (419) 215-7389
Email: [email protected]
Website: sweeneywealthadvisors.com
Address: 6012 Renaissance Place, Suite C, Toledo, OH 43623
4. Baird Private Wealth Management
Baird Private Wealth Management – Toledo is a distinguished financial advisory firm committed to guiding individuals and families toward achieving their financial aspirations. Located at 3439 Granite Circle, Suite 300, Toledo, OH 43617, the firm offers a comprehensive suite of services, including investment management, retirement planning, estate strategies, and tax-efficient solutions.
Phone: (800) 792-2473
Website: rwbaird.com
Address: 777 East Wisconsin Avenue, Milwaukee, WI 53202
5. Premier Wealth Management Group
Premier Wealth Management Group proudly serves the needs of a wide variety of individuals, families and businesses in Northwest Ohio and surrounding areas. Our firm is committed to assisting our clients to understand and reach their financial goals through professional expertise and superior customer service. We embrace the philosophy that makes our client’s needs our number one priority.
Phone: (419) 540-6353
Email: [email protected]
Website: premierwealthmg.net
Address: 7659 King’s Pointe Road, Toledo, OH 43617
6. Indicator Advisory Corporation
The firm was founded by Bob Kneisley who started his investment advice career in 1973. He founded the Indicator Advisory Corporation in 1986. In the past, Mr. Kneisley served corporate and individual clients as a Registered Representative with leading Wall Street firms. He is the publisher of “The Wealth Digest Newsletter”, and has authored books entitled, “The Indicator!” and “The Wall Street Casino”.
Address: 3061 Shoreland Ave, Toledo, OH 43611, United States
Website: indicatoradvisory.com
7. Salem Financial Group
We believe in having the best of both worlds. For you, that means enjoying a lifestyle you love while preparing for your future. For us at Salem Financial, it means leveraging the latest technology while delivering a genuine human experience to our clients. We advise our clients specifically on the tools they need to optimize their assets and protect their future, and we educate you about the best path for your specific goals.
Phone: (419) 214-5692
Email: [email protected]
Website: salemfinancial.com
Address: 413 Washington St., Toledo, OH 43604
8. Wilcox Financial Group Inc
Wilcox Financial is a distinguished financial services and consulting firm headquartered in Toledo, Ohio. Established in 1982 by Michael R. Wilcox, the firm has built a reputation for delivering personalized financial strategies to a diverse clientele, including individuals, business owners, and high-net-worth families across 39 states. With a commitment to holistic financial planning, Wilcox Financial offers a comprehensive suite of services designed to align clients’ financial decisions with their long-term goals.
Phone: (419) 537-9407
Email: [email protected]
Website: wilcoxfinancial.com
Address: 3400 Executive Parkway, Suite 200, Toledo, OH 43606
9. Gould Ruma Financial Advisors
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. Through this more comprehensive, three pronged approach, we provide the timely, responsive and thoughtful service that our clients dseerve.
Address: 3231 Central Park West Suite 211, Toledo, OH 43617
Phone: (419) 841-0060
Website: gouldruma.com
10. Creative Financial Partners
Creative Financial Partners is a distinguished independent financial services firm committed to delivering personalized, holistic financial guidance. Located at 2222 Centennial Rd, Toledo, OH 43617, the firm prides itself on its “independent advantage,” meaning it’s not affiliated with any bank, insurance, or investment company. This independence allows the team to prioritize clients’ needs, offering unbiased advice tailored to individual financial situations.
Phone: (419) 931-9093
Email: [email protected]
Website: creativefinancialpartnersllc.com
Address: 2222 Centennial Rd, Toledo, OH 43617
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