Wealth Management in Lucas County, OH

We did the hard work of finding trustworthy partners in Lucas County, OH. Fill out the form to get connected.

Connect With a Wealth Manager

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Lucas County, OH Wealth Management Firms

generic_business-71
Croak Asset Management
5 out of 5
Location 432 N Superior St, Toledo, OH 43604, USA
Phone (419) 464-7000
Directions
generic_business-71
RL Wealth Advisory Solutions - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 6011 Renaissance Pl Ste 1, Toledo, OH 43623, USA
Phone (419) 841-5405
Directions
generic_business-71
Wright Financial Group, LLC
SEC File# 801-80425
CRD# 173272
5 out of 5
Location 5911 Renaissance Pl suite c, Toledo, OH 43623, USA
Phone (419) 885-0957
Directions
generic_business-71
Mansour Wealth Management
SEC File# 801-64294
CRD# 135414
Location 1745 Indian Wood Cir #210, Maumee, OH 43537, USA
Phone (419) 740-6100
Directions
SEC File# 801-69815
CRD# 149018
Location 7600 Kings Pointe Rd, Toledo, OH 43617, USA
Phone (419) 517-7001
Directions
SEC File# 801-113981
CRD# 298331
Location 7530 Kings Pointe Rd, Toledo, OH 43617, USA
Phone (419) 517-8040
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
AssetDynamics Wealth Management
Location 3335 Meijer Dr #100, Toledo, OH 43617, USA
Phone (419) 841-6700
Directions
generic_business-71
Pamela Miller - Morgan Stanley
Location 7311 Crossleigh Ct, Toledo, OH 43617, USA
Phone (419) 842-6515
Directions
generic_business-71
Bishop Wealth Planning
Location 3150 Republic Blvd N #6, Toledo, OH 43615, USA
Phone (419) 851-0056
Directions
generic_business-71
Beacon Financial LLC
5 out of 5
Location 5746 Park Center Ct, Toledo, OH 43615, USA
Phone (419) 725-1501
Directions
generic_business-71
RBC Wealth Management Branch - Toledo
Location 7150 Granite Cir Suite 203, Toledo, OH 43617, USA
Phone (567) 455-9377
Directions
generic_business-71
Gould Ruma Financial Advisors
Location 3231 Central Park West #211, Toledo, OH 43617, USA
Phone (419) 841-0060
Directions
generic_business-71
Fifth Third Private Bank - Michael Jones
Location 550 N Summit St, Toledo, OH 43604, USA
Phone (419) 259-0072
Directions
generic_business-71
Charles Eduoard Ide II - Morgan Stanley
Location 7311 Crossleigh Ct, Toledo, OH 43617, USA
Phone (419) 842-5345
Directions
generic_business-71
Merrill Lynch Wealth Management Advisor Dan Herzig
Location 4908 Whiteford Rd, Toledo, OH 43623, USA
Phone (419) 259-5883
Directions
generic_business-71
Hunson Capital Management & Investment
Location 520 Madison Ave # 612, Toledo, OH 43604, USA
Phone (419) 913-2465
Directions
generic_business-71
Whetro Advisors
5 out of 5
Location 4169 N Holland Sylvania Rd # 103, Toledo, OH 43623, USA
Phone (419) 824-3300
Directions
generic_business-71
Krista Girrbach - Morgan Stanley
Location 7311 Crossleigh Ct, Toledo, OH 43617, USA
Phone (419) 842-5316
Directions
generic_business-71
TWDS Group
Location 7150 Granite Cir Suite 203, Toledo, OH 43617, USA
Phone (567) 455-9378
Directions
generic_business-71
Retirement Planning Toledo | Varsity Wealth Management
Location 5800 Monroe St, Sylvania, OH 43560, USA
Phone (567) 408-7211
Directions
generic_business-71
Macino Financial Services
4 out of 5
Location 1142 Corporate Dr, Holland, OH 43528, USA
Phone (419) 491-0909
Directions
Wealth Management in Lucas County, OH

Where Wealth Management Advisors in Lucas County, OH Serve

Lucas County, OH is a vibrant and diverse region located in the northwestern part of the state. It is home to a number of notable landmarks, including the Toledo Museum of Art, the Toledo Zoo, and the Imagination Station science museum. The county is also known for its thriving business community, with top employers such as ProMedica Health System, Mercy Health, and the University of Toledo. In terms of transportation, Lucas County is well-connected to the rest of the state and beyond, with major highways like I-75 and the Ohio Turnpike running through its borders. Additionally, the county is home to a number of bustling streets and thoroughfares, including Monroe Street, Sylvania Avenue, and Central Avenue. As for neighborhoods, Lucas County is a diverse and eclectic mix of communities, each with its own unique character and charm. Some of the most popular neighborhoods include the historic Old West End, the trendy Warehouse District, and the family-friendly suburb of Sylvania.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Lucas County, OH can benefit from a bank in numerous ways. For instance, banks can provide financial assistance to residents who are looking to buy homes in the area. Lucas County has a diverse range of housing options, from historic homes in downtown Toledo to suburban neighborhoods in the surrounding towns. Banks can offer mortgage loans with competitive interest rates and flexible repayment terms to help residents purchase their dream homes. Additionally, banks can provide small business loans to entrepreneurs looking to start or expand their businesses in Lucas County. Toledo is home to several thriving industries, including healthcare, education, and manufacturing, and banks can help entrepreneurs tap into these markets by providing them with the necessary capital to launch or grow their businesses. Finally, banks can offer financial education and resources to residents to help them manage their finances better. Lucas County has a diverse population, and many residents may not have access to financial literacy resources.

Insurance Broker

Residents of Lucas County, OH would benefit greatly from the services of an insurance broker due to the unique challenges they face in terms of healthcare access. With a population of over 430,000 people, Lucas County is home to a diverse mix of individuals, many of whom struggle to afford adequate healthcare coverage. An insurance broker can help residents navigate the complex world of insurance policies, ensuring that they have access to the care they need at a price they can afford. This is especially important in Lucas County, where poverty rates are higher than the national average and many residents are uninsured or underinsured. By working with an insurance broker, residents can gain access to a wider range of insurance options and make informed decisions about their healthcare coverage, ultimately improving their overall health and wellbeing.

Retirement Planning

Residents of Lucas County, OH could benefit from the expertise of a retirement planner in a variety of ways. For instance, the planner could assist them in creating a comprehensive retirement plan that takes into account their unique financial situation, goals, and needs. This could involve analyzing their current assets and liabilities, projecting future income and expenses, and identifying potential sources of retirement income, such as Social Security benefits, pensions, and investment accounts. Additionally, since Lucas County has a relatively high poverty rate compared to the rest of Ohio, a retirement planner could help residents navigate government programs and resources that may be available to them, such as Medicaid and food assistance. The planner could also provide guidance on tax-efficient strategies for retirement savings and help residents manage their investments to maximize returns and minimize risk. Ultimately, working with a retirement planner could help residents of Lucas County feel more confident and secure in their retirement years.

Financial Advisor

Lucas County, OH residents could benefit greatly from the guidance of a financial advisor. With a population of over 430,000 people, the county is home to a diverse range of individuals with unique financial needs. A financial advisor can help residents navigate the complexities of retirement planning, investment strategies, and debt management. Additionally, with Toledo being the county seat and a hub for manufacturing and healthcare industries, financial advisors can provide specialized advice for those in these fields. Furthermore, Lucas County has a poverty rate of 18.8%, higher than the national average, and a financial advisor can assist low-income individuals with budgeting, saving, and accessing resources such as food assistance and housing programs. Overall, a financial advisor can provide valuable support and guidance to the residents of Lucas County, helping them achieve financial stability and security.

Mortgage Loan Officer

Residents of Lucas County, OH could benefit from the expertise of a mortgage loan officer in a variety of ways. For instance, the county has a diverse population with varying income levels, which means that a loan officer could help residents find the right type of mortgage to fit their unique financial situation. Additionally, Lucas County is home to several urban and suburban areas, each with its own housing market and lending requirements. A knowledgeable loan officer could assist residents in navigating these markets and finding the best possible mortgage rates and terms. Furthermore, with the recent economic downturn, many Lucas County residents may be struggling to make ends meet. A mortgage loan officer could help these individuals explore options such as refinancing or loan modification to make their mortgage payments more manageable. Overall, a skilled mortgage loan officer can provide invaluable assistance to residents of Lucas County, OH in achieving their homeownership goals and securing their financial future.

Tax Services

Residents of Lucas County, OH can benefit from the expertise of a tax advisor in a number of ways. For example, a tax advisor can help residents navigate the complex tax laws and regulations specific to Lucas County, OH. This includes understanding the various tax credits, deductions, and exemptions available to residents, as well as ensuring compliance with local tax laws. Additionally, a tax advisor can assist residents with tax planning strategies to minimize their tax liability and maximize their financial resources. This can be especially important for residents of Lucas County, OH, which has a diverse economy with a significant manufacturing sector, as well as a growing technology and healthcare industry. By working with a tax advisor, residents can ensure that they are taking advantage of all available tax breaks and minimizing their tax burden, allowing them to focus on their personal and professional goals.

Estate Planning Lawyer

Residents of Lucas County, OH can benefit greatly from the services of an estate planning lawyer. With a population of over 400,000 people, the county is home to a diverse range of individuals with varying legal needs. An estate planning lawyer can assist residents with drafting wills, trusts, and other legal documents to ensure that their assets are distributed according to their wishes. Additionally, they can help individuals navigate complex tax laws and minimize tax liabilities. Lucas County, OH is known for its thriving agriculture industry, and an estate planning lawyer can provide specialized advice to farmers and landowners on how to best protect their assets and pass them down to future generations. With the help of an estate planning lawyer, residents of Lucas County, OH can have peace of mind knowing that their assets are protected and their wishes will be carried out.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs