Vantage Financial Group - Toledo

Fockler Financial is a financial planning and investment services firm located in Toledo, OH. We offer a wide range of financial services to individuals and businesses, including financial planning, investment services, retirement planning, estate planning, debt management, tax, and insurance. We have a team of experienced financial professionals who are dedicated to helping our clients achieve their financial goals. We understand that everyone's financial situation is unique, and we work with our clients to develop personalized financial plans that meet their specific needs. We are committed to providing our clients with the highest quality of service and are always looking for ways to improve our services.

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.

Modern Portfolio Management is a subsidiary of National Financial Partners. Established in 1998, National Financial Partners is a leading independent distributor of financial services to high net worth individuals and growing entrepreneurial companies. NFP operates a national distribution network of more than 1,800 producers in nearly 45 states and Puerto Rico consisting of 160 owned firms and 210 affiliated third-party distributors specializing in life insurance and wealth transfer, corporate and executive benefits and fee-based financial planning.