Cap Averill II & Associates

Isabell Financial Services is a financial firm based in Toledo, OH, specializing in providing personalized financial planning and investment management services to individuals and businesses. With a focus on building long-term relationships and tailored financial solutions, Isabell Financial Services aims to help clients achieve their financial goals and secure their financial future. Generated from their business information

Holmes Financial Partners is a financial services firm located in Toledo, OH, specializing in providing straightforward financial strategies and solutions tailored to meet individual goals. Their services range from life and health insurance to tax planning resources, all aimed at empowering clients through education and informed financial decision-making. The firm emphasizes the importance of staying current with financial issues and trends, offering a wealth of resources including newsletters, calculators, and a dynamic learning center. With a commitment to delivering personalized guidance, they conduct financial workshops to further engage and inform clients about best practices in financial management. Generated from the website

After spending more than 40 years in business together, and as a third-generation practice, Beacon Financial’s advisors understand the value of planning for longevity. We believe that wealth is a horizon, not a number. And we’re dedicated to guiding our clients to their ideal wealth horizon, which is not months out but years out. When working toward your own financial horizon, having a knowledgeable, dependable partner to guide you can make all the difference. At Beacon Financial, our multi-generational practice gives us valuable perspective on all stages of life and a long runway to serve our clients and their children. Additionally, because of our advisors’ close relationships and family ties, we’re here to stay.