Toledo, OH 7205 W Central Ave Office

Team
Updated today

Client AUM

$13,158,090,937

Clients

29,363

Advisors

2

Of 549 advisors across 275 offices

Location

7205 W Central Ave

Toledo OH 43617

Advisors at this office

2

Advisors at this office

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James P

Series 66

Toledo, OH

Ameritas Advisory Services, LLC

James Piazza is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and nine years of industry experience. He has held roles at multiple firms including Wilcox Financial, Deverna & Co Financial, and Ameritas Life Insurance Corp. Piazza is also the owner of P3C Planning LLC and Piazza Wealth Management, where he provides financial, investment, and retirement planning services. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients, utilizing a platform that integrates in-house and third-party managers along with co-advisory programs.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Austin R

Series 65

Toledo, OH

Ameritas Advisory Services, LLC

Austin Reaster is a financial advisor at Ameritas Advisory Services, LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms, including Piazza Wealth Management and Financial Gravity Family Office Services. In addition to advising, he dedicates a portion of his time to insurance-related activities through Financial Gravity Enhanced Markets, LLC. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm utilizes a platform approach combining in-house model portfolios, third-party managers, and integrated services with Ameritas affiliates.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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