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Donald W Roork CFP is a financial planning firm based in Toledo, OH, specializing in providing personalized financial advice and guidance to individuals and families. With a focus on comprehensive financial planning, the firm aims to help clients achieve their financial goals and secure their financial future through strategic investment strategies and wealth management services. Generated from their business information

Neil Garrison - Raymond James is a financial services firm based in Toledo, OH, specializing in investment management and wealth planning. With a focus on personalized strategies and client-centric approach, the firm aims to help individuals and families achieve their financial goals through thoughtful and strategic guidance. Generated from their business information

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy