4 Best Gold IRA Investment Companies Near Me in Toledo Ohio – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Croak Capital
ADDRESS: 432 N Superior St, Toledo, OH 43604, United States
NUMBER: +1 419-464-7000
SERVICES: Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Financial Advisor, Investment Portfolio, Investment Services, Planning Services, Fiduciary Wealth Management, Financial And Retirement Planning, Financial Planning Investment, Individual Investments, Investment And Retirement Planning, Investment Management, Investment Strategies, Retirement Planners
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – So many good things to say about Croak Asset Management! Tim and his team have done an excellent job guiding me as I save for the future and plan for my retirement. I really appreciate their expertise and support. Their communication is clear and consistent, and they go above and beyond to make sure all of my questions are answered in a timely manner. I also work with Connor on with my annual taxes. He is very knowledgeable and has been a huge help to me. I highly recommend Croak Asset Management! – Mary D
REVIEW #2 – I highly recommend Croak Asset Management for all your financial planning and investment needs. I have been working with Jim Burnor for almost two years now. He has taught me so much about saving for retirement as well as how this all works. I trust him and everyone in the office to manage my assets and help to multiply them. Their communication, support, and attention to you as a client is top notch. I have several friends and family who have begun working with CAM and they are all very happy as well. – Ward Ensign
REVIEW #3 – I have been a client of Croak Asset Management for 5+ years. When I started my career in my early twenties, I did not know much about financial planning and investments. The team at CAM was able to provide advice and explain complex market dynamics in an easy-to-understand and straightforward way. When making decisions with your money, you want to work with real people who you can trust. Working with CAM provides you with a team of genuine, trustworthy and competent individuals who care about you and want to help you achieve your financial goals. I would highly recommend Croak Asset Management to family and friends. – Jay O’Bryant
REVIEW #4 – The team at Croak Asset Management provides a detailed and personalized financial management experience that I recommend to anyone interested in seeking financial advisement services. Their holistic approach to investment strategy and financial planning gives me full confidence that my financial future is in good hands. I greatly appreciate their interactive team approach, which helped me take charge of my financial well-being knowing support was only a phone call away. I also appreciate CAM’s philanthropic vision, focusing on community engagement and improvement. If you’re like me, financial planning can be a bit daunting, but CAM made the whole process easy and understandable. My account manager, Chad Rutkowski is extremely responsive, knowledgeable, and all around a pleasure to work with. – Rex
REVIEW #5 – Working with Croak Asset Management has been a phenomenal experience. I fully trust that they make the best decisions for me. They’re professional, friendly, and above all trustworthy. They’re able to take complex financial decisions and walk you through every step while feeling comfortable that it is the right decision. – Kyle Mauter
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Wholehan Wealth Advisors, CFP
ADDRESS: 2720 Centennial Rd #100, Toledo, OH 43617, United States
NUMBER: +1 419-517-7575
SERVICES: 401k Review, Cash Flow Management, Comprehensive Financial Planning, Customized Retirement Planning, Financial Planning Advisors, Financial Planning And Investment Management, Investment Advisory Services, Investment Management, Investment Plan, Legacy Planning, Post Retirement, Private Wealth Management, ROTH & Traditional IRA, Retirement Planning, Retirement Withdrawal Strategies
OFFICE HOURS
| Mon | 8:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 5:00 PM | |
| Wed | 8:30 AM – 5:00 PM | |
| Thu | 8:30 AM – 5:00 PM | |
| Fri | 8:30 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Wholehan Wealth Advisors have been managing our 401K and have more than doubled it in 7 years. When you work with them, it feels like family. They are honest, knowledgeable, professional and most importantly trustworthy. I have recommended them to several close friends and family and I whole heartedly recommend them to anyone who wishes to have their finances in order. – Megan Smith
REVIEW #2 – My husband Jim and I have been working with Wholehan Advisors for over 17 years and they are excellent! Extremely caring, ethical, and knowledgeable. We were in our early 50’s when Wholehan Advisors helped us develop a full spectrum retirement plan. We are now comfortably retired in our late 60’s and the prudent advice we received from Wholehan Advisors was key to achieving our goals. If you are looking for rock solid financial guidance, look no further than Wholehan Wealth Advisors. You will be glad you did! – Becky Sillery
REVIEW #3 – Mike Wholehan has been my financial advisor over 30 years; from pre-parenthood through pre and post retirement planning. His focus has always been on educating on various options to meet my goals. Enjoying working with the next generation of his family as well. – Kathy Neidhardt
REVIEW #4 – Wholehan Wealth Advisors has always gone above and beyond in providing their services. You can always trust that they have your best interest in mind, and you truly feel like you are a part of their family when interacting with them. If you are looking for financial guidance from someone with knowledge and compassion, then Wholehan Wealth Advisors is the place for you! – Josh Sandwisch
REVIEW #5 – Mike and Ben have handled my parents investments for years and now they are managing mine. They are very dependable, responsive to my requests, and provide me with personable and professional advice. It has been my pleasure to work with them and I look forward to many more years together. – Ted & Julie Magrum
Northwestern Mutual Toledo
ADDRESS: 148 N Summit St, Toledo, OH 43604, United States
NUMBER: +1 419-473-2270
OFFICE HOURS
| Mon | 8:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:00 PM | |
| Wed | 8:00 AM – 4:00 PM | |
| Thu | 8:00 AM – 4:00 PM | |
| Fri | 8:00 AM – 3:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My advisor really got to know me, my goals, and what was most important in my life. He helped me get a plan together that felt both doable and meaningful, then helped me implement it and even checked in with me every so often to see how things were going! I felt like we tackled everything as a team and he was not just pushing product at me. The entire process was easy and they made it very convenient. I recommend all of my family and friends to this firm! – Ashley Scherzer
REVIEW #2 – We highly recommend Northwestern Mutual. Their team demonstrated exceptional expertise in creating a personalized financial plan for our team and the staff members that opted for it. From retirement planning to investment strategies to business planning, their comprehensive approach gave us confidence. They have clear communication and commitment to client success. – COMTECH LIFE
REVIEW #3 – I have been with this company for several years and they have been very accommodating to me and my needs. I’m confident in knowing that my retirement plan is in good hands. – Katherine Prothero
REVIEW #4 – My advisor is very helpful and knowledgable. They also really took time to get to know me and my financial goals. – Andy Mawhorter
REVIEW #5 – Best around! Jonathon Wheeler is extremely knowledgeable and very professional. I really appreciate his help! Thank you! – misuw_
Derick Gant
ADDRESS: 5577 Airport Hwy #200, Toledo, OH 43615, United States
NUMBER: +1 419-972-1922
SERVICES: Education savings consulting, Financial planning, Home purchasing consulting, Investment advising, Wealth management, Cash Flow Strategies, Debt Elimination Plan, Life Planner, Money Coaching and Relations Management
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I have worked with Derick for several years now. I have had an amazing and successful experience with him helping me towards my financial goals. His professionalism and knowledge is above par. He is personable and super easy to work with. He will help keep you focused on your goals and establish steps that best fit your life. I recommend Derick to all my friends and family who express interest in wanting to improve their finances. I am forever grateful for all of Derick’s help and encouragement in pursuit of my financial goals. You will not be disappointed by going with Derick. – Kristy Garcia
REVIEW #2 – I love that Derick offers something for everyone no matter where you are financially. From debt settlement to budgeting/planning to coaching to investments as well as business start ups. He asks the hard questions, listens to your concerns and holds you accountable to reach your goals! Definitely worth giving him a call! – Jessica Newland
REVIEW #3 – Derick defines 24K! He is a wealth of knowledge from personal development, health, & business growth. He is an inspirational speaker and very motivating to push people to strive for their best. He had developed many tools to help with this from a book, planner , a 24K course or 24K Conference. Bring your best, be your best & leave nothing to chance – Nikki Schnebele
REVIEW #4 – Personable, professional, prompt and precise. He definitely understands business and knows how to cater to your own goals and needs. Derick doesn’t use a cookie-cutter format, and actually LISTENS to you. Would definitely recommend him and his services. – Michael Stubblefield
REVIEW #5 – Do you have financial anxiety? Derick can help you just like he has helped us!
Derick has helped us figure out a financial plan that has been life changing. We met Derick in 2017 and since then, we have paid off credit cards, learned to budget the right way and increased our credit scores by 200 points. It’s not an overnight process, but if you are willing to put in the time and effort and listen to what Derick says, you will be happy with the results. Derick is incredibly knowledgeable and down to earth. You can talk to him and he doesn’t judge you or make you feel bad. He has saved our marriage. No more fighting over money. We are seeing results and putting more money in our pockets and less to the credit card companies. Derick is understanding and supportive and as our financial goals change, Derick is right there with us, keeping us on track. Best phone call I ever made! – Angela W
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