United North Financial

Croak Capital is a leading wealth management firm in Toledo, Ohio, offering custom solutions for sophisticated investors. With over 50 years of combined investment experience, the firm specializes in wealth, tax, and risk management services, ensuring a holistic approach to financial planning. Croak Capital emphasizes a boutique client experience, comprehensive tax strategies synchronized with financial goals, and comprehensive risk management including life, disability, and long-term care insurance. The firm prides itself on its community involvement and its commitment to enriching the lives of its clients and the wider community.

Skylight Financial Group, located in Toledo, OH, is a financial planning firm dedicated to helping clients secure their future through tailored investment and advisory services. Founded by experienced financial planner James R. Schade in 2007, the firm combines professional expertise with a passion for community service, evident through initiatives like the SuperSchades Foundation, which supports children with special needs. As registered representatives offering securities and financial planning services through MML Investors Services LLC, Skylight Financial Group prioritizes client relationships and strives to empower individuals to make informed financial decisions. The team fosters a commitment to excellence, as illustrated by members achieving prestigious qualifications within renowned industry associations. Generated from the website

Salem Financial Group is a reputable insurance agency located in Toledo, Ohio. They are licensed to sell insurance through New York Life Insurance Company and other independent unaffiliated insurance companies in various states. They offer a range of services including insurance products, financial advisory services, and securities products through their registered investment adviser, Eagle Strategies LLC. With a team of experienced agents, including Nadeem S. Salem, Kate L. Kelley, and Matthew Jay Hanson, Salem Financial Group provides personalized insurance solutions and investment strategies to individuals, businesses, healthcare professionals, and veterinarians. They are committed to helping clients achieve their financial goals and offer market insights, resources, and a quarterly investment newsletter to keep clients informed. As a trusted partner, Salem Financial Group is dedicated to providing exceptional service and expertise to their clients.Generated from the website