Insights

Niche Market Focus Toledo Financial Group specializes in individual financial planning and employee benefits consulting for small to medium-sized businesses, presenting an opportunity to offer tailored insurance or financial products that complement their existing service offerings.

Growth Potential With annual revenues between 1 million and 10 million and a small team, the company may be seeking scalable solutions for expanding their client base or enhancing operational efficiency through technology-driven financial tools.

Complementary Services Their focus on retirement planning, IRA rollovers, and employee benefits indicates potential interest in supplementary investment products, employee wellness programs, or digital platforms that streamline benefits management.

Targeted Marketing Given their local presence in Toledo and family-owned operation, personalized outreach or community engagement strategies could strengthen their client relationships and open doors for cross-selling additional financial services.

Competitive Edge Partnering with firms that offer customized financial technology solutions or personalized insurance products could help Toledo Financial Group differentiate themselves in a crowded regional market.

Toledo Financial Group, Inc. Email Formats	Example	Percentage
First.Last@tfginc.com	John.Doe@tfginc.com	50%
First.Last@tfginc.com	John.Doe@tfginc.com	50%

Toledo Financial Group, Inc. Email Formats

Example

Percentage

First.Last@tfginc.com

John.Doe@tfginc.com

50%

First.Last@tfginc.com

John.Doe@tfginc.com

50%

Frequently Asked Questions

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

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?

You can contact Toledo Financial Group, Inc.'s main corporate office by phone at

+1-419-865-****

. 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?

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?

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?

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?

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

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

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.

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

Toledo Financial Group, Inc. has approximately 1 employees.

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

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Bureau of National Affairs (BNA)