Toledo Financial Group, Inc. Email Format
Financial ServicesOhio, United States0-1 Employees
Toledo Financial Group, Inc. is a small, family-run insurance and financial services firm based in Toledo, Ohio. It combines individual financial planning with employee benefits expertise to support both personal and workplace needs. Led by Rick Briner, who brings more than two decades of experience in individual planning, insurance, and employee benefits, the firm emphasizes a disciplined approach to investment selection that seeks to balance return with the client’s risk tolerance and objectives. Its services cover retirement planning for individuals— including IRA rollovers and retirement income planning—as well as the design and servicing of employee benefits, such as group health insurance and 401(k) plans for companies of varying sizes. Securities offerings are conducted through LPL Financial, indicating an external broker-dealer relationship typical in the industry. The company operates with a highly focused scope and maintains its operations in the Toledo area.