Broker Check

Toledo Office

3454 Oak Alley Court

Suite 108
Toledo, OH 43606

Useful Links

Featured Content

<p>Year-End Charitable Gifting and You</p>

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.
Learn More
<p>Immediate vs. Deferred Annuities</p>

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Learn More
<p>5 Smart Investing Strategies</p>

5 Smart Investing Strategies

Getting what you want out of your money may require the right game plan.
Learn More