Wright Financial Group, LLC

Toledo, Ohio

5.0 (8 reviews)
Call (419) 885-0957 Visit website →

About

Wright Financial Group is a full-service financial advisory firm in Toledo, Ohio that provides estate planning, financial planning, and insurance analysis services, with a specialization in estate planning. The firm operates under a fiduciary standard and works with individuals and families on retirement planning and wealth management using conservative investment approaches. The team includes Nick Norvell, Spencer Georgetti (with a Master's degree in Accounting), Ana Wright, and administrative and marketing staff. The firm emphasizes personalized planning aligned with each client's goals and financial situation.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-4PM, Saturday: Closed
SEC registered
No
0 selected
Compare →