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Toledo Financial Group, Inc. Employee Directory

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.

Find Toledo Financial Group, Inc. employees' phone numbers or email addresses

Toledo Financial Group, Inc. Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

Toledo Financial Group, Inc.'s Leadership

  • Stylized image of a person
    R. R.
    Csr/Collector
    Mobile Phone

Toledo Financial Group, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Toledo Financial Group, Inc.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    R. R.
    Csr/Collector
    Mobile Phone
    United StatesTexas
    Feb 18, 2026

Frequently Asked Questions

What is Toledo Financial Group, Inc. known for?

Minus sign iconPlus sign iconToledo Financial Group, Inc. operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-419-865-****
. Explore Toledo Financial Group, Inc.'s company overview page for more information.

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

Minus sign iconPlus sign iconToledo Financial Group, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Toledo Financial Group, Inc. email formats with LeadIQ.

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

Minus sign iconPlus sign iconToledo Financial Group, Inc. has approximately 1 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Toledo Financial Group, Inc.'s key employees and leadership?

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As of July 2026, Toledo Financial Group, Inc.'s key employees include:

  • Csr/Collector: R. R.

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