Insights

Niche Market Focus Toledo Financial Group specializes in individual retirement planning and employee benefits consulting, presenting opportunities to cross-sell advanced financial products and services to existing clients seeking comprehensive financial solutions.

Local Community Ties As a family-owned business rooted in Toledo, OH, there is potential for targeted regional marketing efforts, including partnerships with local businesses and community organizations to expand their client base.

Mid-Size Revenue Range With annual revenues between 1 million and 10 million dollars, the company may be open to customized financial technology solutions aimed at streamlining operations and enhancing client engagement.

Potential for Expansion Given their focus on employee benefits and retirement planning, there are opportunities to introduce scalable insurance technology platforms and digital tools to improve service delivery and operational efficiency.

Industry Relationships Partnering with insurance carriers and financial product providers could help Toledo Financial Group broaden their service offerings and tap into competitive advantage within the local and regional market.

Toledo Financial Group, Inc. Tech Stack

Media & News

Toledo Financial Group, Inc.'s Email Address Formats

Toledo Financial Group, Inc. uses at least 1 format(s):
Toledo Financial Group, Inc. Email FormatsExamplePercentage
First.Last@tfginc.comJohn.Doe@tfginc.com
100%

Frequently Asked Questions

Where is Toledo Financial Group, Inc.'s headquarters located?

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Toledo Financial Group, Inc.'s main headquarters is located at 5461 Southwyck Boulevard Suite 1-l Toledo, Ohio 43614 United States. The company has employees across 1 continents, including North America.

What is Toledo Financial Group, Inc.'s phone number?

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You can contact Toledo Financial Group, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Toledo Financial Group, Inc.'s official website and social media links?

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Toledo Financial Group, Inc.'s official website is tfginc.com and has social profiles on LinkedIn.

What is Toledo Financial Group, Inc.'s SIC code NAICS code?

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Toledo Financial Group, Inc.'s SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Toledo Financial Group, Inc. have currently?

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As of February 2026, Toledo Financial Group, Inc. has approximately 1 employees across 1 continents, including North America. Key team members include Csr/Collector: R. R.. Explore Toledo Financial Group, Inc.'s employee directory with LeadIQ.

What industry does Toledo Financial Group, Inc. belong to?

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Toledo Financial Group, Inc. operates in the Financial Services industry.

What is Toledo Financial Group, Inc.'s email format?

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Toledo Financial Group, Inc.'s email format typically follows the pattern of First.Last@tfginc.com. Find more Toledo Financial Group, Inc. email formats with LeadIQ.

Toledo Financial Group, Inc.

Financial ServicesOhio, United States0-1 Employees

Toledo Financial Group, Inc. is a family owned and operated Insurance and Financial Services firm in Toledo, OH. Rick Briner has over 20 years experience in the area of Individual Financial Planning, Insurance, and Employee Benefits. He uses a very detailed and disciplined approach to investment selection with the goal of maximizing return, given a specific level of risk, based on each clients objectives. Mr. Briner also has over 20 years experience in the insurance industry. In this capacity, he focuses in the employee benefits market, setting up and servicing group health insurance plans as well as 401(k) plans for companies of all sizes. Securities offered through LPL Financial, member FINRA/SIPC For hyperlinks to FINRA & SIPC, please refer to the websites section above. For a list of states in which I am registered to do business, please visit www.tfginc.com. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Specialties: Individual Retirement Planning, Employee Benefits Consulting, IRA Rollovers, Retirement Income Planning

Section iconCompany Overview

Headquarters
5461 Southwyck Boulevard Suite 1-l Toledo, Ohio 43614 United States
Phone number
Website
tfginc.com
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Employees
0-1

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Toledo Financial Group, Inc.'s revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Toledo Financial Group, Inc.'s revenue is estimated to be in the range of $1M$10M

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