Brady Canfield
Toledo, Ohio
Brady Canfield is an investment advisory firm in Toledo, Ohio. The office has a wheelchair-accessible entrance. The office is open five days a week.
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
Equitable Advisors: Jason Harris, Financial Advisor is an investment advisory firm in Toledo, Ohio. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open daily.
View detailsKingsview Partners Toledo Office
Toledo, Ohio
Kingsview Partners Toledo Office is an investment advisory firm in Toledo, Ohio. Services include Financial Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.
View detailsMerrill Lynch Wealth Management
★
Toledo, Ohio
Wirehouse
Investment Management
Wealth Management
Merrill Lynch Wealth Management is a wirehouse firm in Toledo, Ohio. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.
View detailsNorthwestern Mutual Toledo
★
Toledo, Ohio
Insurance-Based
Insurance Planning
Northwestern Mutual Toledo is an insurance-based firm in Toledo, Ohio. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.2-star rating from 24 Google reviews.
View detailsSalazar Wealth Management
Toledo, Ohio
Investment Management
Wealth Management
Salazar Wealth Management is an investment advisory firm in Toledo, Ohio. The firm specializes in Investment Management and Wealth Management.
View detailsTimothy James Haye, Financial Advisor - Heritage Planners
Toledo, Ohio
Retirement Planning
Investment Management
Heritage Planners, based in Toledo, Ohio, provides financial planning services with expertise in retirement planning and investment management. The firm, founded in 1981 by Paul, works collaboratively with clients' legal and accounting professionals to address estate planning, business succession, and asset protection needs. The team includes CFP-credentialed advisors and professionals holding relevant FINRA licenses who serve affluent business owners and professionals.
View detailsWright Financial Group, LLC
★
Toledo, Ohio
Estate Planning
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.
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.