Toledo Financial Group Inc

Toledo Financial Group, Inc. is a family-owned and operated insurance and financial services firm based in Toledo, Ohio. The company is small, employing 5 to 9 individuals. Toledo Financial Group provides a range of services, including individual financial planning, insurance, and employee benefits. They cater to a variety of clients, focusing specifically on individual retirement planning, employee benefits consulting, IRA rollovers, and retirement income planning. Rick Briner, with over 20 years of experience, leads the firm's approach to investment selection, utilizing a disciplined methodology to maximize return based on each client's risk tolerance and objectives. Mr. Briner also brings extensive experience in the insurance industry, specializing in employee benefits, including setting up and managing group health insurance and 401(k) plans for companies of all sizes. Securities offered through LPL Financial, member FINRA/SIPC. For more information, including a list of states in which they are registered to do business, please visit their website at tfginc.com.