Best Financial Planners in Toledo (2026 Rankings)

SD Capital stands out as the top choice for financial planning in Toledo, boasting an impeccable 5-star rating from a substantial number of reviews. Their commitment to client success is evident in their consistent high performance and client satisfaction. They offer comprehensive strategies tailored to individual needs.

Legacy Group is a highly-rated firm offering robust planning and wealth management services. With a strong track record and a significant number of satisfied clients, they are well-equipped to handle diverse financial needs. Their approach focuses on building lasting relationships and securing your financial legacy.

Croak Capital has earned a perfect 5-star rating, reflecting their dedication to providing exceptional financial planning services. They focus on developing strategic financial plans designed to meet your unique objectives. Clients appreciate their attentive service and clear guidance.

Derick Gant offers personalized financial advice and planning, consistently receiving 5-star reviews from his clients. He provides expert insights to help individuals and families navigate their financial journeys effectively. Expect a tailored approach focused on achieving your specific goals.

Franz Financial Services is recognized for its 5-star service and client-centric approach. They are committed to providing reliable financial solutions and building strong client relationships. Their expertise ensures a clear path towards your financial aspirations.

Dylan Barr at Edelman Financial Engines provides top-rated financial guidance, supported by a reputable firm. Clients appreciate the innovative strategies and supportive environment they foster. They aim to empower you with the knowledge and tools for financial success.

Wright Financial Group, LLC is a hidden gem in Toledo, offering stellar 5-star service with a more intimate client base. They pride themselves on delivering attentive and personalized financial planning. This focused approach ensures each client receives dedicated attention to their unique financial situation.

* This business has a high rating but fewer reviews than average. We include it as a "Hidden Gem" worth exploring.

Citizen Advisory Group is a highly-regarded firm with a near-perfect rating, demonstrating consistent client satisfaction. They focus on building trust within the Toledo community through transparent and effective financial advice. Their comprehensive services aim to provide peace of mind regarding your financial future.

Foguth Financial Group offers expert financial planning with a strong emphasis on forward-thinking strategies. Their high rating reflects a responsive and client-focused approach to wealth management. They are dedicated to helping you achieve long-term financial security.

America's Retirement Headquarters specializes in guiding clients towards a secure retirement, evidenced by their high ratings and numerous reviews. They offer focused expertise to help you plan for your golden years effectively. Their commitment is to ensure a comfortable and well-funded retirement.