Cardone Financial Group

Walen Financial Group, located in Toledo, OH, is a reputable financial planning company that has been serving clients for over 35 years. With a team of experienced professionals, they offer personalized coaching and planning services to help individuals and businesses achieve their financial goals. From initial consultations to guiding clients through investor mistakes, Walen Financial Group provides a range of resources, including a glossary, calculators, and relevant articles, to empower their clients with the knowledge needed to make informed financial decisions.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.

Wurz Financial Services is an independent financial advisory firm based in Holland, OH, specializing in financial planning and investment management for lawyers and real estate professionals. With a team of experienced and certified financial planners, they empower ambitious individuals to maximize their financial potential, accumulate extraordinary wealth, and secure a lasting financial legacy. With a personalized and proactive approach, Wurz Financial Services offers tailored financial strategies that optimize personal wealth, from tax efficiency to retirement planning and generational wealth transfers. As fee-only fiduciary advisors, they prioritize low costs and operate in the best interests of their clients, delivering exceptional performance while protecting against downside risk. Whether it's unlocking the full potential of law firm owners' financial future or helping realtors achieve a work optional lifestyle, Wurz Financial Services guides individuals on the path to sustained wealth and success.Generated from the website