Connect with Top-Rated Financial Planners in Toledo!

Sequoia Investment Management is a trusted family office headquartered in Toledo, Ohio, that specializes in providing comprehensive wealth management services to individuals, families, and businesses. Our team of experienced professionals offers a range of services, including wealth management, corporate retirement plans, estate planning, non-qualified retirement plans, long-term health care plans, and business succession plans. We strive to help our clients achieve financial independence by providing customized investment solutions that align with their unique goals and objectives.

At Sweeney Wealth Advisors, our team is here to help you realize your dreams by providing comprehensive financial planning services, including Comprehensive Financial Planning, Retirement Planning, and Portfolio Management. We understand that each client's needs are unique and strive to build a relationship with you to create a customized strategy that grows with you.

Whetro Advisors is a financial services firm providing personalized wealth management plans tailored to individual goals and objectives. With nearly 35 years of experience, our team of experts offers investment planning, financial planning, insurance planning, and tax planning services to individuals and families in Northwest Ohio and the Greater Toledo region.