Brady Canfield
Toledo, Ohio
Brady Canfield is an investment advisor located in Toledo, Ohio. The firm provides investment advisory services to clients in the region.
View detailsOH · Toledo
Fiduciary advisors in Toledo, OH
8 advisors with offices in Toledo. Credentials, fee structures, and minimums are disclosed on each listing.
Equitable Advisors: Jason Harris, Financial Advisor
Toledo, Ohio
Retirement Planning
Investment Management
Jason Harris is a financial advisor with Equitable Advisors in Toledo, Ohio, specializing in retirement planning and investment management. He works with clients in English.
View detailsKingsview Partners Toledo Office
Toledo, Ohio
Kingsview Partners Toledo Office provides financial planning services to clients in Toledo, Ohio. The firm conducts business in English.
View detailsMerrill Lynch Wealth Management
★
Toledo, Ohio
Wirehouse
Investment Management
Wealth Management
Merrill Lynch Wealth Management operates in Toledo, Ohio, offering financial planning and investment management services. As a wirehouse firm, the office provides wealth management and investment management to clients in the region.
View detailsNorthwestern Mutual Toledo
★
Toledo, Ohio
Insurance-Based
Insurance Planning
Northwestern Mutual Toledo is an insurance-based firm in Toledo, Ohio offering financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning and operates in English. It has a 4.2 rating based on 24 Google reviews.
View detailsSalazar Wealth Management
Toledo, Ohio
Investment Management
Wealth Management
Salazar Wealth Management is located in Toledo, Ohio and provides investment management and wealth management services. The firm works with clients in English.
View detailsTimothy James Haye, Financial Advisor - Heritage Planners
Toledo, Ohio
Retirement Planning
Investment Management
Timothy James Haye, Financial Advisor with Heritage Planners, operates from Toledo, Ohio. The firm provides financial planning services with specialties in retirement planning and investment management. Fee structure and specific credentials were not disclosed.
View detailsWright Financial Group, LLC
★
Toledo, Ohio
Estate Planning
Wright Financial Group, LLC operates in Toledo, Ohio and provides estate planning, financial planning, and insurance analysis services. The firm specializes in estate planning matters. The business has a 5-star rating based on 8 Google reviews.
View detailsFinancial advisors in Toledo, Ohio
Advisors serving Toledo 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.