Top financial advisors in Toledo, OH
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you live in Toledo, OH, and face complex municipal income taxes that differ by city, you need an advisor who understands these local tax nuances. Without this expertise, you might overlook tax-saving opportunities or miscalculate your tax liabilities.
- Local tax knowledge. Confirm how they navigate Toledo's municipal income taxes and coordinate with state and federal rules.
- Comprehensive income planning. Ask how they integrate your income sources to minimize overall tax impact, not just focus on one area.
- Experience with local regulations. Ensure they stay current on Toledo's tax changes and how these affect your financial decisions.
- Coordination with tax professionals. Check if they work alongside your tax preparer to align planning and filing strategies effectively.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Lawrence F
Series 63, Series 66
Toledo, OH
PNC Wealth Management
Lawrence Fairall's 17 years of experience at PNC Wealth Management in Toledo, OH, equip him to navigate the city's complex municipal income taxes, integrating active portfolio management and wealth management strategies. His role at a large firm offering model-based advisory programs with algorithm-driven risk assessment distinguishes him from others by combining personalized service with advanced investment technology.
Experience: 17 years
Avg account: $182,752
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Gregory F
Series 66
Toledo, OH
OSAIC
Gregory Fockler, based in Toledo, OH, brings 11 years of experience and a Series 66 designation, working with OSAIC, a large firm managing around $200 billion in assets. His firm’s technology-driven investment process and flat-fee structure, with fees up to $25,000 for planning, distinguish him from others, while his focus on annuities and serving diverse clients including executives and retirees adds relevant expertise for local tax complexities.
Experience: 11 years
Avg account: $398,336
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Ryan K
Series 63, Series 65
Toledo, OH
LPL Financial
Ryan Kelley offers extensive expertise in wealth management and retirement plans for business owners, supported by 27 years of experience and credentials including Series 63 and 65. Operating through LPL Financial, a large firm with a flat-fee structure, he serves a diverse client base and integrates tax-loss harvesting strategies, distinguishing him from other advisors in Toledo, OH.
Experience: 27 years
Avg account: $399,489
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Jon V
Series 66
Toledo, OH
Kingsview Wealth Management, LLC
Jon Vanslooten offers expertise in tax strategies for small businesses and options & derivatives, which can be valuable for navigating Toledo's complex municipal income taxes. His firm, Kingsview Wealth Management, manages $6.7 billion in assets and serves a diverse client base, providing both advisor-led and model-based wealth management, with flat-fee and hourly planning options that may suit various client needs.
Experience: 18 years
Avg account: $703,115
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Jaclyn C
Series 66
Toledo, OH
Sanctuary Advisors, LLC
Jaclyn Cardenas, based in Toledo, OH, offers expertise in retirement income strategy and business exit planning, which can help navigate complex local tax issues. Working with Sanctuary Advisors, a large firm, she provides flat-fee financial planning and has experience with active portfolio management and private investments, distinguishing her through a broad service range and a background as a former business owner.
Experience: 7 years
Avg account: $1,618,113
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