Merrill Lynch Wealth Management Advisor Robert M Thompson

Welcome to Merrill Lynch in Toledo, OH. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.

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.

Engler, Garrow & Roth, Ltd. is a financial planning and wealth management firm founded in 2006 by three partners with decades of experience in the financial planning field. John Engler, Matthew Garrow, Timothy Roth, Terry Stamper, & Karla Stanton, all CERTIFIED FINANCIAL PLANNERTM professionals, have a commitment to principles put forth by the CFP Board. Planners are registered representatives and Investment Advisor Representatives of Osaic Wealth, Inc. The planners in our firm have active memberships in the Society of Financial Services Professionals (SFSP) and are also active in several area Chambers of Commerce as well as many service and charitable organizations.