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Top 30 financial advisors of 807 near 43604
Out of 400,000+ nationwide
Heather B
Series 66
Toledo, OH
Edward Jones
Charitable giving & philanthropy
Divorce financial planning
Business ownership considerations
General retirement planning
Multi-generational wealth transfer
Founder/Business Owner
Intergenerational Families
Crystal T
Series 66
Sylvania, OH
Edward Jones
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
Wealth management
Passive / index investing
Active portfolio management
Founder/Business Owner
Melanie C
CFP®, Series 66
Toledo, OH
Edward Jones
College savings (529s, UTMA, etc.)
Retirement income strategy
General estate planning guidance
Multi-generational wealth transfer
Laura S
Series 66
Holland, OH
Edward Jones
Retirement income strategy
Retirement withdrawal strategies
Wealth management
Business ownership considerations
Business exit / sale strategy
Military & Veterans
Founder/Business Owner
Jennifer P
Series 63
Toledo, OH
Edward Jones
Divorce financial planning
Business ownership considerations
Retirement income strategy
General estate planning guidance
Wealth management
Founder/Business Owner
Lori C
Series 63
Toledo, OH
Edward Jones
Retirement income strategy
General retirement planning
Wealth management
LGBTQIA
Nicholas A
Series 66
Temperance, MI
Edward Jones
Retirement income strategy
Wealth management
Business exit / sale strategy
Business succession planning
General estate planning guidance
Government Employee
Ruth G
Series 66
Perrysburg, OH
Edward Jones
Retirement income strategy
Business exit / sale strategy
Business succession planning
General estate planning guidance
Religious/faith focused
Brian G
CFP®, Series 66
Elmore, OH
Edward Jones
Charitable giving & philanthropy
General estate planning guidance
Retirement income strategy
General retirement planning
Wealth management
Jared K
Series 66
Maumee, OH
Edward Jones
College savings (529s, UTMA, etc.)
Business ownership considerations
General retirement planning
Wealth management
Military & Veterans
Founder/Business Owner
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Top 30 financial advisors of 807 near 43604
Out of 400,000+ nationwide