Top 5 Financial Services Companies in Toledo

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Below is the list of Top 5 Financial Services Companies in Toledo ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Toledo

1. Financial Design Group

Industry: Financial Services

Location: Toledo, Ohio

Website: fdgonline.com

Company Founded: 1995

Company Size: 11-50

Company Address: 3230 Central Park West Drive, Toledo, Ohio, United States

Financial Design Group Contact Details

Name Title LinkedIn Phone Email
Paul Robertson Paul Robertson, Financial Advisor
Brian Brown Registered Representative
Joseph Rinaldo Financial Professional
Chris Benson Financial Advisor
Dan Moericke Financial Advisor
Kay Preston Office Manager And Life New Business Manager
Afreen Alvi Staff
Requires/Intent and 6 more Employees
Investment Advisory
Asset Management
Online Advertising & SEO
and more

2. Ucb, Inc.

Industry: Financial Services

Location: Toledo, Ohio

Website: ucbinc.com

Company Founded: 1959

Company Size: 501-1000

Ucb, Inc. Contact Details

Name Title LinkedIn Phone Email
Chuck Mckillip Supervisor
Mary Grooms National Account Manager
Kathy Roy Clerical
Kathy Roy Clerical
Kathy Roy Clerical
Jeremy Miller Distribution Technician
Sandra Arredondo Vice President
Requires/Intent and 2 more Employees
Treasury & Cash Flow Management
HR & Talent Acquisition
and more

3. Pyramid Financial

Industry: Financial Services

Location: Toledo, Ohio

Company Size: 1-10

Company Address: 226 South Reynolds Road, Toledo, Ohio, United States

Pyramid Financial Contact Details

Name Title LinkedIn Phone Email
Bayleigh Free Office Clerk
Requires/Intent
Mergers & Acquisitions Advisory
Marketing Services
Risk Assessment & Mitigation
and more

4. Brennan Financial Group

Industry: Financial Services

Location: Toledo, Ohio

Website: brennanfinancial.com

Company Size: 11-50

Company Address: 405 Madison Avenue, Toledo, Ohio, United States

Brennan Financial Group Contact Details

Name Title LinkedIn Phone Email
Leigh Joseph Customer Relations And Account Management
Requires/Intent
Hedge Fund & Private Equity Consulting
Sales & Lead Generation Strategy
Quality Control & Assurance
ESG & Sustainable Finance Consulting
and more
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Toledo Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Paul Robertson Financial Design Group Paul Robertson, Financial Advisor
2 Brian Brown Financial Design Group Registered Representative
3 Joseph Rinaldo Financial Design Group Financial Professional
4 Chris Benson Financial Design Group Financial Advisor
5 Dan Moericke Financial Design Group Financial Advisor
6 Kay Preston Financial Design Group Office Manager And Life New Business Manager
7 Afreen Alvi Financial Design Group Staff
8 Chuck Mckillip Ucb, Inc. Supervisor
9 Mary Grooms Ucb, Inc. National Account Manager
10 Kathy Roy Ucb, Inc. Clerical
11 Kathy Roy Ucb, Inc. Clerical
12 Kathy Roy Ucb, Inc. Clerical
13 Jeremy Miller Ucb, Inc. Distribution Technician
14 Sandra Arredondo Ucb, Inc. Vice President
15 Bayleigh Free Pyramid Financial Office Clerk
16 Leigh Joseph Brennan Financial Group Customer Relations And Account Management

Financial Services companies in different cities of Ohio

No. Industry Number of Contacts Download
1 Financial services Companies in Cincinnati 20416
2 Financial services Companies in Columbus 12992
3 Financial services Companies in Cleveland 12992
4 Financial services Companies in Dayton 1856
5 Financial services Companies in Akron 4176
6 Financial services Companies in Dublin 5104
7 Financial services Companies in Westerville 1856
8 Financial services Companies in Westlake 2320
9 Financial services Companies in Independence 1856
10 Financial services Companies in Maumee 464
11 Financial services Companies in Beachwood 1392
12 Financial services Companies in Canton 1856
13 Financial services Companies in Mason 928
14 Financial services Companies in Oxford 928
15 Financial services Companies in Solon 464