Lancz Alan B & Associates

Cap Averill II & Associates Inc in Toledo, OH specializes in providing comprehensive annuity information and solutions. They offer a unique 'Averill Method' to assist clients in selecting the most suitable annuity products tailored to their needs. With a focus on retirement planning, the company offers tools like an AI-powered annuity backtester to analyze historical performance and a retirement calculator to aid in making informed decisions about retirement readiness. Cap Averill II & Associates Inc prides itself on transparency, boasting a track record of serving over 10,000 clients without any complaints. Their emphasis on using AI technology and the 'Averill Method' sets them apart in the industry, ensuring clients receive personalized and effective annuity solutions. Generated from the website content

Capassociates Wealth Management Ltd is a financial services firm based in Toledo, OH, specializing in personalized wealth management solutions for individuals and businesses. With a focus on long-term financial planning and investment strategies, Capassociates aims to help clients achieve their financial goals through tailored advice and expert guidance. Generated from their business information

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.