OH · Holland

Fiduciary advisors in Holland, OH

1 advisor with offices in Holland. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Holland

Wurz Financial Services | Toledo Financial Planner

Holland, Ohio

Wurz Financial Services is an independent financial advisory firm in Holland, Ohio offering estate planning, financial planning, and investment management. The firm works with clients seeking comprehensive strategies aligned with their long-term objectives and legacy goals, employing a collaborative planning process that begins with understanding the client's circumstances and aspirations. With over 30 years in business, the firm provides ongoing portfolio monitoring and proactive client communication on a schedule determined by the client's preference.

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Financial advisors in Holland, Ohio

Advisors serving Holland specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Ohio's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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