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Croak Capital
Croak Capital: Guía financiera clara y confiable en Toledo.
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Business
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Croak Capital: Guía financiera clara y confiable en Toledo.
Croak Capital, una firma de finanzas y consultoría con sede en Toledo, Ohio, en 432 N Superior St, Toledo, OH 43604, ofrece planificación financiera profesional y asesoría de inversiones. Los clientes elogian al equipo por su comunicación clara y oportuna, asesoramiento bien informado y un enfoque confiable y amigable que les ayuda a planificar su jubilación y hacer crecer sus activos.
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Estrategias de inversión personalizadas para hacer crecer y gestionar sus activos con información experta del mercado.
Servicios de planificación integrales para ayudarle a ahorrar y prepararse para un futuro financiero seguro.
Preparación y planificación de impuestos anual con asesoramiento experto para optimizar su situación financiera.
Asesoría financiera holística adaptada a sus objetivos, que incluye educación sobre la dinámica del mercado y el ahorro.
Comunicación receptiva y clara con un enfoque de equipo para responder preguntas y brindar asistencia continua.
Calificación general
Mary Davis
So many good things to say about Croak Asset Management! Tim and his team have done an excellent job guiding me as I save for the future and plan for my retirement. I really appreciate their expertise and support. Their communication is clear and consistent, and they go above and beyond to make sure all of my questions are answered in a timely manner. I also work with Connor on with my annual taxes. He is very knowledgeable and has been a huge help to me. I highly recommend Croak Asset Management!
Rex
The team at Croak Asset Management provides a detailed and personalized financial management experience that I recommend to anyone interested in seeking financial advisement services. Their holistic approach to investment strategy and financial planning gives me full confidence that my financial future is in good hands. I greatly appreciate their interactive team approach, which helped me take charge of my financial well-being knowing support was only a phone call away. I also appreciate CAM’s philanthropic vision, focusing on community engagement and improvement. If you’re like me, financial planning can be a bit daunting, but CAM made the whole process easy and understandable. My account manager, Chad Rutkowski is extremely responsive, knowledgeable, and all around a pleasure to work with.
Michael Izsak
Professional, courteous, knowledgeable, helpful, loyal, trustworthy, and friendly are just a few ways to describe the Croak Asset Management team. I have been working with Jeremy Hartle and he has been such a delight to work with. His expertise and knowledge about finances in helping setup me for future goals and making sure I understand what is going on within the market is first class. Croak Asset Management is the best around.
Ward Ensign
I highly recommend Croak Asset Management for all your financial planning and investment needs. I have been working with Jim Burnor for almost two years now. He has taught me so much about saving for retirement as well as how this all works. I trust him and everyone in the office to manage my assets and help to multiply them. Their communication, support, and attention to you as a client is top notch. I have several friends and family who have begun working with CAM and they are all very happy as well.
Jay O'Bryant
I have been a client of Croak Asset Management for 5+ years. When I started my career in my early twenties, I did not know much about financial planning and investments. The team at CAM was able to provide advice and explain complex market dynamics in an easy-to-understand and straightforward way. When making decisions with your money, you want to work with real people who you can trust. Working with CAM provides you with a team of genuine, trustworthy and competent individuals who care about you and want to help you achieve your financial goals. I would highly recommend Croak Asset Management to family and friends.
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