Ohio > Toledo Yellow Pages > Finance > Investment Services & Advisors

Toledo Investment Services & Advisors

Local Businesses: 87

Aetna Investment Services

151 North Michigan Street
Toledo, OH 43604-6910
(419) 255-7290
Matthew Carter (President)
Categories: Financial Planning Consultants

Airport Square Investment Properties

5237 Airport Highway
Toledo, OH 43615-6800
(419) 380-8470
Categories: Security Brokers & Dealers

Ameriprise Financial

5911 Renaissance Place Suite A
Toledo, OH 43623-4727
(419) 885-2978
Categories: Financial Advisory Services

Ameriprise Financial

5954 Renaissance Place
Toledo, OH 43623-4717
(419) 882-1936 +view more
Barbara Malhoit (Manager)
Categories: Financial Services, Financial Planning Consultants

Ameriprise Financial

AMERICA'S LEADER IN FINANCIAL PLANNING
5217 Monroe Street
Toledo, OH 43623-4601
(419) 724-3899 +view more
Keith Faggionato (Manager)
Products: Iras, Mutual Funds, Stocks, Equities, Individual Retirement Account
Services: Auto Insurance, Banking, Brokerage Services, Consultations, Disability Insurance,…
Categories: Financial Planning Consultants

Andrews Harley J

4020 Elmhurst Road
Toledo, OH 43613-3700
(419) 473-3800
Harley Andrews
Categories: Financial Planning Consultants

Asset Dynamics Inc

3335 Meijer Drive Suite 100
Toledo, OH 43617-3105
(419) 841-6700
Donald Roork (President)
Categories: Financial Planning Consultants

Austin Associates Llc

7205 West Central Avenue
Toledo, OH 43617-1118
(419) 841-8521 +view more
Hal Nichols (President)
Categories: Financial Planning Consultants

Axa Equitable - Axa Advisors Llc

3450 West Central Avenue Suite 240
Toledo, OH 43606-1417
(419) 531-7131
Products: Iras, Life Insurance, Mutual Funds, Individual Retirement Account
Services: Asset Management, Brokerage Services, Business Services, Consultations, Educational…
Categories: Insurance Carriers, Financial Planning Consultants

Beacon Financial Llc

5742 Park Center Court
Toledo, OH 43615-1480
(419) 725-1501
Categories: Financial Planning Consultants

Butler Capital Advisors West

6545 West Central Avenue Suite 201
Toledo, OH 43617-1034
(419) 724-9150
Categories: Financial Planning Consultants

C & T Investments

525 South Reynolds Road
Toledo, OH 43615-6311
(419) 578-7209
Categories: Investment Services & Advisors

Capital Managemen

4405 Talmadge Road
Toledo, OH 43623-3506
(419) 720-7077
Categories: Investment Services & Advisors

Central Reserve Life

5726 Southwyck Boulevard
Toledo, OH 43614-1559
(419) 867-2700
Categories: Insurance Carriers, Financial Planning Consultants

Contemporary Financial Planning Investment Management Inc

4149 North Holland Sylvania Road Suite 8
Toledo, OH 43623-2590
(419) 882-6611
Categories: Financial Advisory Services

Cryan Michael W Cpa

5858 Secor Road
Toledo, OH 43623-1422
(419) 472-8447 +view more
Michael Cryan (Cpa)
Services: Accounting, Tax Preparation, Tax Return Preparation, Bookkeeping, General Ledger,…
Categories: Tax Return Preparation, Public Accountants, Financial Planning Consultants

Daney Financial

3230 Central Park West
Toledo, OH 43617-1010
(419) 725-2430
Categories: Investment Services & Advisors

Edward Jones

4029 West Central Avenue
Toledo, OH 43606-2214
(419) 536-1043
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Edward Jones

5318 Heatherdowns Boulevard Suite 104
Toledo, OH 43614-4670
(419) 865-2626
Products: Agency Bonds, Cds, Commodities, Corporate Bonds, Futures, Government Securities,…
Services: Asset Allocation, Banking, Bonds Issued, Brokerage Services, Budgeting, Cash…
Categories: Financial Services, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Dave Achen

MAKING SENSE OF INVESTING
6012 Renaissance Place Suite C
Toledo, OH 43623-4713
(419) 824-0200
Products: Toledo Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Debbie Robinson

MAKING SENSE OF INVESTING
3550 Executive Parkway Suite 6
Toledo, OH 43606-1339
(419) 535-9666
Products: Toledo Financial Advisor Investment Management Funds Investment Stock & Bond…
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Isaac D Demarest

MAKING SENSE OF INVESTING
4400 Heatherdowns Boulevard Suite 11b
Toledo, OH 43614-3158
(419) 382-9210
Products: Toledo Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Jennifer A Panczyszyn

MAKING SENSE OF INVESTING
4646 Nantuckett Drive
Toledo, OH 43623-3194
(419) 841-2627
Products: Toledo Financial Advisor Investment Management Funds Investment Stock & Bond…
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: John P Farr

MAKING SENSE OF INVESTING
4222 West Alexis Road
Toledo, OH 43623-1244
(419) 475-8296
Products: Toledo Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Jon T Vanslooten

MAKING SENSE OF INVESTING
3234 Executive Parkway Suite 109
Toledo, OH 43606-5528
(419) 578-0641
Products: Toledo Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Lori M Cannon

MAKING SENSE OF INVESTING
7107 West Central Avenue
Toledo, OH 43617-1116
(419) 842-0369
Products: Toledo Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Robert Pietras

MAKING SENSE OF INVESTING
5201 Monroe Street
Toledo, OH 43623-3197
(419) 842-8286
Products: Toledo Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Stocks & Bond Brokers, Investments & Mutual Funds

Edward Jones - Financial Advisor: Scott M Brown

MAKING SENSE OF INVESTING
2273 South Byrne Road
Toledo, OH 43614-5106
(419) 385-5663
Products: Toledo Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Emery Earl B

6012 Renaissance Place
Toledo, OH 43623-4712
(419) 824-8342
Earl Emery
Categories: Security Brokers & Dealers

Financial Design Group

3230 Central Park West Suite 100
Toledo, OH 43617-1019
(419) 843-4737 +view more
James Strasser (President)
Products: Annuities, Employee Benefits, Stocks, Government Securities, Retirement Plans,…
Services: Asset Allocation, Asset Management, Disability Insurance, Employee Benefit…
Categories: Insurance Carriers, Financial Planning Consultants

Gant Investment Advisors

5565 Airport Highway
Toledo, OH 43615-7379
(419) 517-1325
Derick Gant (President)
Categories: Financial Advisory Services

Gohm Reifert Financial Group

4330 Torquay Avenue
Toledo, OH 43615-1623
(419) 843-4401 +view more
Cindy Gohm-Reifert (Owner)
Categories: Financial Planning Consultants

Goldwin Ventures

1455 West Alexis Road
Toledo, OH 43612-4044
(419) 478-6026
Categories: Security Brokers & Dealers

Gould & Ruma Financial Advisors

3231 Central Park West Suite 211
Toledo, OH 43617-3009
(419) 841-0060
Peter Ruma (Cfp Clu Chfc)
Products: Rollover Plans
Services: Financial Planning Investment Management Tax Planning 401K/ira Rollovers
Categories: Financial Planning Consultants

Gould Ruma Financial Advisors Llc

Toledo, OH 43601
(567) 218-2923
Services: Financial Planning Investment Management Tax Planning 401K/ira Rollovers
Categories: Financial Planning Consultants

Hartmann & Associates

6635 West Central Avenue
Toledo, OH 43617-1029
(419) 841-5331
Ann Hartmann (Owner)
Categories: Financial Planning Consultants

Health Care Reit Inc

4500 Dorr Street
Toledo, OH 43615-4040
(419) 247-2800 +view more
George Chapman (Ceo)
Categories: Residential Care Facilities, Real Estate Investment Trusts

Hunson Capital Management & Investments Llc

520 Madison Avenue Suite 612
Toledo, OH 43604-1367
(419) 913-2465 +view more
Categories: Security Brokers & Dealers

Independent Retirement Solutions

5445 Southwyck Boulevard Suite 110
Toledo, OH 43614-1534
(419) 865-8579 +view more
Mel Wicks (Owner)
Categories: Financial Planning Consultants

Indicator Advisory Corporation

3061 Shoreland Avenue
Toledo, OH 43611-1251
(419) 726-9000
Robert Kneisley (President)
Categories: Investment Services & Advisors

Informative Financial Services

4159 North Holland Sylvania Road Suite 104
Toledo, OH 43623-4800
(419) 885-8384 +view more
Carey Stansbury (Owner)
Categories: Financial Advisory Services

Ing Financial Advisors

2760 Centennial Road
Toledo, OH 43617-1829
(419) 534-4413
Categories: Financial Planning Consultants

Intergrated Finacial Resources Inc

7261 West Central Avenue Suite 2
Toledo, OH 43617-3161
(419) 842-1505 +view more
John Ross (Manager)
Categories: Financial Planning Consultants

Investment Planning Concepts

3454 Oak Alley Court Suite 408
Toledo, OH 43606-1355
(419) 531-5600
Services: Consultations, Investments, Investor Relations, Sales Development, Seminars…
Categories: Investment Services & Advisors

Kp Financial Management

2034 Austin Bluffs Court
Toledo, OH 43615-3098
(567) 395-1767 +view more
Categories: Investment Services & Advisors

Kripke & Associates Inc

6120 North Detroit Avenue
Toledo, OH 43612-4810
(419) 535-8713
Categories: Investment Services & Advisors, Recycling Scrap & Waste Materials, Scrap & Waste Machinery

Lancz Alan B & Associates Inc

2400 North Reynolds Road Suite C
Toledo, OH 43615-2833
(419) 536-5200
Services: Cash Management, Fee-Based Services, Wealth Management
Categories: Financial Planning Consultants

Legacy Wealth Management

3450 West Central Avenue Suite 131
Toledo, OH 43606-1420
(419) 851-0022
Categories: Financial Planning Consultants

Mcghee Sean

3230 Central Park West
Toledo, OH 43617-1010
(419) 944-6391 +view more
Sean Mcghee
Categories: Security Brokers & Dealers

Mckenney Company

3230 Central Park West Suite 100
Toledo, OH 43617-1019
(419) 843-4701
Stephen Mckenney (Partner)
Categories: Financial Planning Consultants

Merrill Lynch

4886 Whiteford Road
Toledo, OH 43623
(419) 824-3112
Christopher Pharis (Vp)
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Metro Trading Association

3715 King Road
Toledo, OH 43617-1417
(419) 842-0000
Categories: Barter & Trade Exchanges

Michael Price Ameriprise

AMERICA'S LEADER IN FINANCIAL PLANNING
5217 Monroe Street
Toledo, OH 43623-4601
(419) 842-8428
Products: Iras, Mutual Funds, Stocks, Equities, Individual Retirement Account
Services: Auto Insurance, Banking, Brokerage Services, Consultations, Disability Insurance,…
Categories: Financial Planning Consultants

Mikesell Financial Group Inc

5726 Southwyck Boulevard Suite 100
Toledo, OH 43614-1510
(419) 867-2700 +view more
Daniel Mikesell (Owner)
Categories: Financial Planning Consultants

Morgan Stanley

7124 West Central Avenue
Toledo, OH 43617-1117
(419) 842-5300 +view more
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Mutial Service Corporation

4159 North Holland Sylvania Road
Toledo, OH 43623-4803
(419) 885-8386
Categories: Financial Advisory Services

Northcoast Financial Services

5373 Monroe Street
Toledo, OH 43623-2851
(419) 841-1222
Robert Fleisher (President)
Categories: Financial Advisory Services

O'neill & Co

4159 North Holland Sylvania Road Suite 202
Toledo, OH 43623-4801
(419) 885-7802
Categories: Financial Planning Consultants

Oakwood Advisory Group Llc

3230 Central Park West Suite 202
Toledo, OH 43617-1019
(419) 720-6060
Categories: Security Brokers & Dealers

One Village Financial Opportuntiy Center

2860 Lagrange Street
Toledo, OH 43608-2355
(419) 724-5640
Categories: Financial Planning Consultants

Parlan Financial Corporation

6011 Renaissance Place Suite 3
Toledo, OH 43623-4721
(419) 882-2494 +view more
Chad Kreilick (Vp)
Categories: Financial Planning Consultants

Pricewaterhousecoopers

1 Seagate
Toledo, OH 43604-1558
(419) 254-2500 +view more
Maura Deprisco (Partner)
Services: Auditing, Business Valuations, Employee Benefits & Pensions, Forecasting Services,…
Categories: Financial Planning Consultants

Private Wealth Consultants Ltd

6591 West Central Avenue Suite 108
Toledo, OH 43617-1097
(419) 842-0334 +view more
Gary Rathbun (Owner)
Services: Consultations, Reservations, Counseling
Categories: Financial Planning Consultants

R M Wade And Co Ltd

6012 Renaissance Place Suite D
Toledo, OH 43623-4713
(419) 885-4300
Robert Wade (Owner)
Categories: Financial Advisory Services

Raymond James

INDIVIDUAL SOLUTIONS FROM INDEPENDENT ADVISORS.
7600 Kings Pointe Road
Toledo, OH 43617-1500
(419) 517-7001
Products: 403 B, Bonds, Cds, Closed End Mutual Funds, Defined Benefit, Defined Contribution,…
Services: Asset Allocation, Asset Management, Banking, Beneficiaries, Bonds, Bookkeeping…
Categories: Financial Services, Security Brokers & Dealers

Rick D Luedtke Cfp Ameriprise Financial

4159 North Holland Sylvania Road
Toledo, OH 43623-4803
(419) 841-5405
Categories: Financial Planning Consultants

Roork Donald Cfp

3335 Meijer Drive
Toledo, OH 43617-3104
(419) 841-6700
Donald Roork (Cfp)
Categories: Financial Planning Consultants

Sagepoint Financial - - Suoeja Kummar

6029 Renaissance Place Suite D-2
Toledo, OH 43623-4718
(419) 885-0605
Suoeja Kummar
Categories: Business Brokers, Financial Planning Consultants

Savage & Associates Financial

4427 Talmadge Road Building 2
Toledo, OH 43623-3523
(419) 475-8665 +view more
Wilbert Horn (Owner)
Services: Consultations, Estate Planning, Inheritance Planning
Categories: Insurance Carriers, Financial Planning Consultants

Scottrade

MORE BROKER FOR YOUR MONEY.
7109 West Central Avenue
Toledo, OH 43617-1116
(419) 842-8223 +view more
Kevin Kunz (Manager)
Products: , Certificate Of Deposit, Compact Discs, Equities, Fixed Income Securities,…
Services: Bonds, Brokerage Services, Fee-Based Services, Iras, Mutual Funds, Online Services,…
Categories: Financial Services, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Securities America Inc.

3454 Oak Alley Court Suite 408
Toledo, OH 43606-1355
(419) 531-9972 +view more
Categories: Financial Planning Consultants, Security Brokers & Dealers

Strategic Resources Planning

5942 Renaissance Place Suite A
Toledo, OH 43623-4716
(419) 882-6400
Categories: Financial Planning Consultants

Summit Reserve Group

18 North Saint Clair Street
Toledo, OH 43604-1028
(419) 244-7650
Mike Scott (Owner)
Categories: Investments & Mutual Funds

Technology Resources Inc

916 North Summit Street
Toledo, OH 43604-1812
(419) 241-9248 +view more
Robert Redmond (President)
Categories: Professional Engineers, Financial Planning Consultants

Toledo Financial Group Inc

5461 Southwyck Boulevard Suite 1l
Toledo, OH 43614-1535
(419) 865-1245 +view more
Categories: Financial Services, Financial Planning Consultants

Tousley Thomas R Mba

3450 West Central Avenue Suite 366
Toledo, OH 43606-1418
(419) 725-2789
Thomas Tousley (Mba)
Categories: Professional Credential, Association, And - Or Degree, Investment Services & Advisors

Tradefirst Com Inc

7858 West Central Avenue
Toledo, OH 43617-1530
(419) 843-2555
Categories: Investment Management Services

Treece Financial Services

6800 West Central Avenue Suite G1
Toledo, OH 43617-1164
(419) 843-7744
Categories: Investments & Mutual Funds

Treece Investment Advisory Corporation

6800 West Central Avenue Suite G1
Toledo, OH 43617-1164
(419) 843-7744
Dock Treece (Owner)
Products: Bonds, Mutual Funds, Stocks, Equities, Fixed Income Securities
Services: Brokerage Services, Consultations
Categories: Financial Planning Consultants, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

United Advisors

3440 Granite Circle
Toledo, OH 43617-1160
(419) 841-6272 +view more
Services: Asset Management, Educational Planning, Wealth Management, Asset Protection,…
Categories: Financial Planning Consultants

V & L Investment Services Llc

3178 North Republic Boulevard
Toledo, OH 43615-1509
(419) 214-0233
Categories: Investment Services & Advisors

Walen Financial Group Tldo

4149 North Holland Sylvania Road Suite 1
Toledo, OH 43623-2590
(419) 885-2599 +view more
Richard Walen (Owner)
Categories: Investment Services & Advisors

Wells Fargo

7335 Crossleigh Court Suite 100
Toledo, OH 43617-3124
(419) 249-7300 +view more
Products: Automobile Loans, Bonds, Bridge Loans, Business Accounts, Cash Management Accounts,…
Services: Account Inquiries, Atm Services, Bonds, Business Accounts, Card Replacement,…
Categories: Banks, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Whetro Financial

4169 North Holland Sylvania Road Suite 103
Toledo, OH 43623-4804
(419) 824-3300
Timothy Whetro (Manager)
Categories: Security Brokers & Dealers

Whitacre Lance

6545 West Central Avenue
Toledo, OH 43617-1089
(419) 724-9150
Lance Whitacre
Categories: Financial Planning Consultants

Wilcox Financial

3400 Executive Parkway Suite 2
Toledo, OH 43606-1338
(419) 537-9407 +view more
Michael Wilcox (Ceo)
Categories: Financial Planning Consultants

Wright David M Financial Services

5911 Renaissance Place Suite C
Toledo, OH 43623-4727
(419) 885-0957
Categories: Insurance Carriers, Financial Planning Consultants
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