What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Toledo, OH area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Toledo, OH Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Anthony Ruiz
CFP®, CPWA®, MBA
Ruiz Financial Group, LLC
Toledo, OH
Specialties: Coordinated Financial Planning, Investment Management, Tax Planning, Retirement Income Planning, Risk Management, Professional and Personal Transitions
Ruiz Financial Group, led by Anthony Ruiz, CFP®, CPWA®, is a fee-only fiduciary advisor in Toledo, OH, serving business owners, healthcare professionals, and retirees near Toledo and Ann Arbor, MI, plus remote clients.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
