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Wholehan Wealth Advisors, CFP
Family-Owned Financial Guidance for a Secure Future
5(5 reviews)
Business
$$$
Family-Owned Financial Guidance for a Secure Future
Wholehan Wealth Advisors is a family-owned financial planning firm in Toledo, OH, dedicated to providing honest, knowledgeable, and trustworthy advice. With over 30 years of experience, we specialize in retirement planning, 401K management, and comprehensive wealth strategies. Our client-focused approach ensures you feel like part of the family while we help you achieve your financial goals. Highly rated with 5-star reviews, we offer personalized guidance for individuals and families seeking secure, long-term financial success.
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Comprehensive strategies for pre- and post-retirement, including goal-setting and income management.
Expert management of retirement accounts to optimize growth and security over time.
Personalized financial guidance for long-term wealth building and asset protection.
Client-focused education on investment options and financial planning to empower informed decisions.
Tailored plans for families, covering multi-generational needs and legacy planning.
Mike Wholehan has been my financial advisor over 30 years; from pre-parenthood through pre and post retirement planning. His focus has always been on educating on various options to meet my goals. Enjoying working with the next generation of his family as well.
Wholehan Wealth Advisors have been managing our 401K and have more than doubled it in 7 years. When you work with them, it feels like family. They are honest, knowledgeable, professional and most importantly trustworthy. I have recommended them to several close friends and family and I whole heartedly recommend them to anyone who wishes to have their finances in order.
Wholehan Wealth Advisors has always gone above and beyond in providing their services. You can always trust that they have your best interest in mind, and you truly feel like you are a part of their family when interacting with them. If you are looking for financial guidance from someone with knowledge and compassion, then Wholehan Wealth Advisors is the place for you!
I have been a client of Wholehan Wealth Advisors for about 10 years. A family owned and run business, they have been professional, knowledgeable and attentive to my needs. I have recommended their services to both family and friends. Great people to work with. Highly recommended.
My husband Jim and I have been working with Wholehan Advisors for over 17 years and they are excellent! Extremely caring, ethical, and knowledgeable. We were in our early 50's when Wholehan Advisors helped us develop a full spectrum retirement plan. We are now comfortably retired in our late 60's and the prudent advice we received from Wholehan Advisors was key to achieving our goals. If you are looking for rock solid financial guidance, look no further than Wholehan Wealth Advisors. You will be glad you did!
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