Platinum Wealth Solutions of Ohio

Wholehan Wealth Advisors, CFP is a Toledo, Ohio-based finance and consulting firm. Clients describe it as honest, knowledgeable, professional, and trustworthy. A family-owned and run business, it emphasizes a personal touch and long-term relationships, with clear retirement planning guidance. Services include 401(k) management and comprehensive retirement planning, earning a reputation for rock-solid financial guidance and care.

Whetro Wealth Management in Toledo, Ohio, provides professional financial guidance and consulting. Tim and the staff are described as kind, personable, and helpful, delivering peace of mind in important financial decisions. They assist with retirement planning, including transitions from 401(k) to retirement life, and are noted for welcoming service and solid ROI.

Wright Financial Group, LLC is an insurance agency and financial consultant based in Toledo, Ohio. Located at 5911 Renaissance Pl, Suite C, it provides personal financial guidance with experienced advisors. Clients describe a warm, friendly team, clear communication, and a trusted, family-like approach that makes every client feel valued rather than just a number.

Titus & Urbanski Inc CPAs provides professional tax and accounting consulting in Toledo. Located at 3220 Central Park West, the firm is praised as wonderful, caring, and the best for taxes. Clients highlight clear answers, deep knowledge of tax laws, fast, efficient, and friendly service, making it a trusted choice in the Toledo area.

ToledoCPAs.com, located at 1811 N Reynolds Rd #201, Toledo, OH 43615, offers accounting, finance, and consulting services. Clients describe the team as knowledgeable, professional, fast, and organized, delivering reliable tax preparation with attention to detail. Reviews cite responsive communication and trustworthy, compassionate service, with one note on wealth-management coordination versus tax filing and preferred video communication for some interactions.

Derick Gant, based in Toledo, OH, offers practical financial consulting that eases anxiety and builds real progress. Clients praise his professionalism, knowledge, and personable approach, delivering personalized plans that fit life, keep goals on track, and adapt as circumstances change. Services include budgeting, debt payoff strategies, and credit improvement—helping clients pay off cards and raise scores.